General Company
Back Office Ops
Public Relations
Live Events
Event Delivery
Purpose:
Evolve humanity’s relationship to power.
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Financial Steward
Purpose:
Steward the organization's financial reserves, with harmony and balance across all stakeholdersDomains:
- Distributions to our Members and Partners, including advances on distributions
- The Organization's Target Base Draw
Accountabilities:
- Determining the organization's Distributable Cash Flow and triggering distributions to Members accordingly, including deciding when and how much to add to such distributions later to pay down built-up capital accounts from prior years, and/or to pay in advance for the current year
- Setting the Organization's Target Base Draw amount
- Managing the Organization's investment portfolio (assets beyond @General Company's base operating cash reserves) in alignment with anticipated cash needs and other key contexts
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Accountabilities:
- Servicing the operational needs of the Board to support the logistical execution of its work
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Investor Rep
for C Unit Holders (until Dec 9th, 2024)Purpose:
The Organization as an effective investment vehicle for its investorsAccountabilities:
- Representing the Investor Context within the Organization
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Domains:
- Partnership Grant Agreements
Accountabilities:
- Crafting and evolving the organization's foundational legal docs, including its operating agreement, partnership grant agreements, and unit subscription docs
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Purpose Guide
for Until December 31, 2023Purpose:
Guide the organization towards its higher purposeAccountabilities:
- Identifying and proposing updates to the purpose of the organization when appropriate
- Monitoring the @General_Company_Circle's overall stewardship and steering of the organization towards deeper expressions of its purpose
- Championing the Organization's purpose and key brands in broader networks, and making purpose-aligned connections when useful and appropriate
Purpose:
Evolve humanity’s relationship to power
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Accountabilities:
- There are no accountabilities defined for this role.
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Circle Rep
from Back Office OpsPurpose:
Tensions relevant to process in a broader Circle channeled out and resolved.Accountabilities:
- Seeking to understand Tensions conveyed by Role Leads within the Circle
- Discerning Tensions appropriate to process within a broader Circle that holds the Circle
- Processing Tensions within a broader Circle to remove constraints on the Circle
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Domains:
- H1 products/services offered to Partners as part of compensation system
Accountabilities:
- Designing, implementing, and evolving the Organization’s overall systems & related processes for determining Partner compensation
- Defining and publishing the organization's possible compensation tiers, along with general criteria to guide others in assessing placements within it
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Compensation Guardian
Purpose:
Fair relative compensation levels, aligned with @Compensation_Architect's guidanceAccountabilities:
- Assessing proposals for compensation placements against other existing placements, and against the general guidance published by @Compensation Architect
- Sharing perspectives on request about criteria that would be meaningful to them in considering compensation comparisons (e.g. comparable archetypes, location, company size, include benefits?, etc.)
- Providing feedback to partners upon request after their compensation proposals have received a vote
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Constitution Steward
Purpose:
The Holacracy Constitution; legally-grounded, projection-free, & continually-evolvingDomains:
- Holacracy Constitution Content
Accountabilities:
- Drafting successive versions of the Holacracy Constitution to concretize and formalize effective patterns and core best-practices that have emerged in the practice and application of Holacracy
- Clarifying Holacracy-related concepts or language in the Holacracy Constitution upon request, and hosting general informative sessions for Partners upon updating the Constitution
- Reviewing draft tools and materials upon request and offering feedback on their alignment with the rules, methods, and intent captured in the Constitution
- Coordinating releases of Constitution roll-outs, including soliciting impact of intended timing from each major business line
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Domains:
- Standard licensing contracts and financial terms
- Holacracy certification credentials and prerequisites for each
Accountabilities:
- Defining an overall vision and the legal and economic structure for the Holacracy licensing program
- Defining and publishing a set of Holacracy certification credentials and the intended meaning of each
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Partnership Assessor
Purpose:
Requisite partner/org relationships consummated, and requisite transitions enactedAccountabilities:
- Interviewing new Partner candidates and assessing whether to invite them into the partnership, upon request of any relevant Role
- Assessing Partners for continued partnership during scheduled Partnership Reviews
- Sharing information and context at an appropriate moment about partners transitioning out of the organization
- Assessing partnership grant proposals
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Partnership Steward
Purpose:
A healthy tribe and tribe space for HolacracyOne, where partners thrive while contributing their giftsAccountabilities:
- Assessing nominees for the @Partnership Steward role
- Identifying polarity imbalances at play and relevant in HolacracyOne's culture, and, when one is identified, calling attention to the value of both poles, to the pitfalls of unbalanced overuse of both poles, and to examples within H1 of effective use of the underbalanced pole
- Negotiating customized Partner Relationships that maximize contribution from partners who HolacracyOne wants substantially more from than is otherwise reasonable
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Accountabilities:
- Evaluating potential expenditures upon request and after escalation in the normal spending authorization flow
Purpose:
Delight business line stakeholders with accurate, useful, and timely back-office support
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Circle Rep
Purpose:
Tensions relevant to process in a broader Circle channeled out and resolved.Accountabilities:
- Seeking to understand Tensions conveyed by Role Leads within the Circle
- Discerning Tensions appropriate to process within a broader Circle that holds the Circle
- Processing Tensions within a broader Circle to remove constraints on the Circle
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Accountabilities:
- Working with our accounting partners to prepare and file HolacracyOne's taxes
- Tracking C-unit and D-unit related capital accounts changes
Purpose:
Sharing the story of the Holacracy movement with the world through a positive brand narrative
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Accountabilities:
- Writing content for Holacracy books, in alignment with the overall outline, target voice, and strategic direction for each book set by @Holacracy Spokesperson
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Holacracy Spokesperson
Purpose:
Crystalize & convey the Holacracy brand - reveal its why to the worldDomains:
- Role assignments for @Book Writer
Accountabilities:
- Heralding Holacracy to and within relevant broader contexts, including press channels, media organizations, purpose-aligned movements, partner organizations and associations, and potential key strategic clients
Purpose:
Live events that inspire attendees to explore self-management
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Intro Events Presenter
Purpose:
Well-delivered introductory webinars, workshops, and events that invite participants to explore Holacracy practice more deeplyAccountabilities:
- Delivering introductory webinars, workshops, and events scheduled by @Intro Events Coordinator
- Using a podcast quality microphone or higher (i.e. Blue Snowball, Blue Yeti, Rode Podcaster, or similar) when delivering events online
Purpose:
Live events delivered smoothly and powerfully, with deep transmissions
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Trainer
for Coach TrainingPurpose:
Transformative training experiences that transmit Holacracy and its underlying paradigmAccountabilities:
- Delivering training content to event participants at standard training offerings
- Tweaking template slide decks to optimize delivery of each specific training and integrate learnings from delivery
- Advising other roles of potential impacts of their decisions upon learning environment and training objectives on their request
- Directing the on-site delivery team as-needed to support overall training quality needs