Brian Robertson

Brian Robertson

Board

Purpose: Evolve humanity’s relationship to power.

  • General Company Circle

    Purpose:

    Evolve humanity’s relationship to power

    Domains:

    • All Company property & ordinary business affairs
    • Partner Relationships
    • The Organization's Target Base Draw

    Accountabilities:

    • Servicing the operational needs of the Board to support the logistical execution of its work
    • Determining and distributing the Organization's Distributable Cash Flow for each required period

  • Purpose Guide

    for Until April 30th, 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 Circle

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 Holacracy Training

    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

  • 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

  • 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

  • Financial Steward

    Purpose:

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

    Domains:

    • Distributions to our Members and Partners
    • The Organization's Target Base Draw
    • Decisions to accept illiquid financial instruments in exchange for H1 services

    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

  • 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
    • Soliciting input from @Holacracy Training and publishing intent before changing training licensing strategy

  • People & Partnership

    Purpose:

    The right partners to express H1's purpose, with ample opportunities to connect, collide, and communicate

    Domains:

    • Partner Relationships
    • Usage of spaces rented for Partner retreats

    Accountabilities:

  • Pricing Strategy

    Purpose:

    Cohesive valuing and pricing of packaged company services

    Accountabilities:

    • Monitoring pricing models from each business unit and identifying opportunities to integrate pricing across business units for more cohesive and customer-friendly integrated pricing
    • Reviewing proposed changes to each business unit's pricing for cohesion with other pricing and overall pricing strategies, articulating objections as-needed, and participating in follow-on integration

  • Spending Guardian

    Purpose:

    Resources spent wisely and retained wisely

    Accountabilities:

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

  • Transformation Agent

    Purpose:

    Catalyze deep transformation in H1's core business structure and patterns; hospice what is and midwife what's next

    Accountabilities:

    • Designing, planning, and orchestrating the split of HolacracyOne into separate-but-intertwined business entities
    • Guiding and supporting the succession of key partners when it's their time to disentangle from being indispensable

People & Partnership

Purpose: The right partners to express H1's purpose, with ample opportunities to connect, collide, and communicate

  • Circle Lead

    Purpose:

    The right partners to express H1's purpose, with ample opportunities to connect, collide, and communicate

    Accountabilities:

    • There are no accountabilities defined for this role.

  • 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

  • Partner Agreement Steward

    Purpose:

    Unspecified

    Domains:

    • Partnership Grant Agreements

    Accountabilities:

    • Creating and maintaining partnership grant contracts that capture Relational Agreements and other relationship terms useful to the organization
    • Implementing and maintaining a registry for tracking requested and required Relational Agreements, and which Partners have agreed to each

  • Partner Prospector

    Purpose:

    The right partners joining us, at the right time, in the right relationship, setup to succeed

    Accountabilities:

    • Shepherding candidates through the courtship process, and orienting them to the organization's key agreements, processes, and systems
    • Screening inbound partner applications and candidate referrals, and proactively sourcing additional candidates as-needed
    • Planning and structuring in-person visits for appropriate partner candidates; publishing intended activities prior to such visits; and booking time with relevant partners, including at least one @Partnership Steward to further discuss HolacracyOne's purpose and partnership structure
    • Assessing and proposing a compensation level and other key terms for a partnership grant offer when appropriate, and extending approved offers to candidates
    • Collecting compensation history and boundaries from candidates believed to be a good fit and sharing that information with @Partnership Steward

  • Partner Transitions

    Purpose:

    Requisite relationships between partners and the partnership

    Accountabilities:

    • Assisting Partners, as-needed, to transition out of the Organization
    • Determining Partner’s Transition Date (last day), integrating the needs of the Partner and all Circles in which the Partner is energizing roles
    • Notifying @Operations that a Partner is leaving the Partnership, as soon as a Transition Date has been established, so that appropriate offboarding triggers may occur
    • Notifying @Partner Distribution Processor upon reaching a transition plan or any updated relationship agreements that have a compensation impact
    • Convening or utilizing a live space to process partner departures
    • Facilitating partnership grants, partnership reviews, and compensation reviews
    • Scheduling do-over Partnership Reviews as soon as practical after that request is made, or later if no @Partnership Assessor raises an objection to a proposed delay
    • Communicating results of partnership and compensation reviews to the reviewed partner

  • 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

Holacracy Training

Purpose: Transformative trainings that transmit Holacracy and catalyze the capacities it requires

  • Circle Rep

    to General Company Circle

    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

  • 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

Back Office Ops

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

  • Check Writer

    Purpose:

    Unspecified

    Accountabilities:

    • Writing and sending payment checks

  • Circle Rep

    to General Company Circle

    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

  • Expense Policy Manager

    Purpose:

    Partners are good stewards of the organization’s finances

    Accountabilities:

    • Creating and maintaining fair and lightweight travel and expense reporting policies

  • Investments

    Purpose:

    Unspecified

    Accountabilities:

    • Monitoring and evaluating HolacracyOne's asset portfolios to optimally balance growth & risk
    • Making buy and sell decisions of HolacracyOne's assets

  • Keymaster

    Purpose:

    Safeguard the vault

    Accountabilities:

    • Securing the organization's private crypto keys and fund-carrying accounts from unauthorized access
    • Designing & implementing secure processes that enable appropriately limited access to payments and funds transfers for appropriate roles

  • Profit Distribution

    Purpose:

    Profits distributed timely and accurate

    Accountabilities:

    • Calculating, recording, and communicating the quarterly and annual profit distributions

  • 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

  • Unit Tracker

    Purpose:

    Unit ledger and records perfectly accurate

    Accountabilities:

    • Recording and updating C-unit and D-unit transactions in a trusted source location
    • Auditing P-Unit entries made by other roles

Keymaster

Purpose: Safeguard the vault

  • Circle Lead

    Purpose:

    Safeguard the vault

    Accountabilities:

    • There are no accountabilities defined for this role.

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