Brian Robertson

Brian Robertson

Board

Purpose: Evolve humanity’s relationship to power.

  • Financial Steward

    Purpose:

    Steward the organization's financial reserves, with harmony and balance across all stakeholders

    Domains:

    • 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

  • General Company

    Purpose:

    Evolve humanity’s relationship to power

    Accountabilities:

    • Servicing the operational needs of the Board to support the logistical execution of its work

  • Investor Rep

    for C Unit Holders (until Dec 9th, 2024)

    Purpose:

    The Organization as an effective investment vehicle for its investors

    Accountabilities:

    • Representing the Investor Context within the Organization

  • Legal Foundation

    Purpose:

    Exquisite foundational legal docs for the company

    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

  • Purpose Guide

    for Until December 31, 2023

    Purpose:

    Guide the organization towards its higher purpose

    Accountabilities:

    • 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

General Company

Purpose: Evolve humanity’s relationship to power

  • Circle Lead

    Purpose:

    Evolve humanity’s relationship to power

    Accountabilities:

    • There are no accountabilities defined for this role.

  • Circle Rep

    from Back Office Ops

    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

  • Compensation Architect

    Purpose:

    The right compensation system for the Organization and its Partners

    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

  • Compensation Guardian

    Purpose:

    Fair relative compensation levels, aligned with @Compensation_Architect's guidance

    Accountabilities:

    • 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

  • Constitution Steward

    Purpose:

    The Holacracy Constitution; legally-grounded, projection-free, & continually-evolving

    Domains:

    • 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

  • Licensing Strategy

    Purpose:

    A sustainable & effective framework for licensing

    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

  • Partnership Assessor

    Purpose:

    Requisite partner/org relationships consummated, and requisite transitions enacted

    Accountabilities:

    • 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

  • Partnership Steward

    Purpose:

    A healthy tribe and tribe space for HolacracyOne, where partners thrive while contributing their gifts

    Accountabilities:

    • 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

  • Spending Guardian

    Purpose:

    Resources spent wisely and retained wisely

    Accountabilities:

    • Evaluating potential expenditures upon request and after escalation in the normal spending authorization flow

Back Office Ops

Purpose: Delight business line stakeholders with accurate, useful, and timely back-office support

  • Circle Rep

    to General Company

    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

  • Taxman

    Purpose:

    Unspecified

    Accountabilities:

    • Working with our accounting partners to prepare and file HolacracyOne's taxes
    • Tracking C-unit and D-unit related capital accounts changes

Public Relations

Purpose: Sharing the story of the Holacracy movement with the world through a positive brand narrative

  • Book Writer

    Purpose:

    Unspecified

    Accountabilities:

    • Writing content for Holacracy books, in alignment with the overall outline, target voice, and strategic direction for each book set by @Holacracy Spokesperson

  • Holacracy Spokesperson

    Purpose:

    Crystalize & convey the Holacracy brand - reveal its why to the world

    Domains:

    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

Live Events

Purpose: Live events that inspire attendees to explore self-management

  • Intro Events Presenter

    Purpose:

    Well-delivered introductory webinars, workshops, and events that invite participants to explore Holacracy practice more deeply

    Accountabilities:

    • 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

Event Delivery

Purpose: Live events delivered smoothly and powerfully, with deep transmissions

  • Trainer

    for Coach Training

    Purpose:

    Transformative training experiences that transmit Holacracy and its underlying paradigm

    Accountabilities:

    • 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