Purpose:

Evolve humanity’s relationship to power.

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers 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

  • Facilitator

    Purpose:

    Circle governance and operational practices aligned with the Constitution.

    Accountabilities:

    • Facilitating the Governance Process and Tactical Meetings of the Circle or for its Roles

    • Coaching other Circle Members on the Constitution's rules and processes, either on request or when needed for effective meetings

    • Auditing the meetings and records of Sub-Circles on request, and declaring a Process Breakdown upon discovering a pattern of behavior that conflicts with the rules of the Constitution

Purpose:

Evolve humanity’s relationship to power

  • Circle Rep

    to Board

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers 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 Marketing

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers 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 GlassFrog

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers 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

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers 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

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers 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

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers 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

  • Contract Steward

    Purpose:

    All sales contracts are accessible, usable and pretty

    Accountabilities:

    • Cataloging and standardizing (where practical) all sales contracts originating from HolacracyOne

  • Grantmaster

    Purpose:

    Fund the right projects to support the Holacracy brand with strategic stories and practical tools

    Accountabilities:

    • Developing and enacting all processes needed to effectively solicit, assess, and fund external projects with grants

  • Legal Liaison

    Purpose:

    Abstract intentions are captured into concretely-defined relationships and legal risks are identified

    Accountabilities:

    • Coordinating contract drafting and legal review/advisory services upon request from other roles

    • Clarifying constructs in the company's operating agreement for partners and prospective partners upon request

    • Minimizing risk to and protecting the interests of the organization and consulting with outside counsel as appropriate

    • Monitoring the organization's GPDR compliance, highlighting risks for relevant internal roles, and driving compliance improvements to reach a tolerable risk level as determined by GCC Circle Lead

    • Researching trademark maintenance requirements and dilution risks when new translations are proposed

  • Secretary

    Purpose:

    Steward the Circle’s governance records and stabilize its record-keeping process.

    Domains:

    • All governance records of the Circle

    Accountabilities:

    • Scheduling Governance Meetings and Tactical Meetings of the Circle or called by its Roles, and notifying all invited participants

    • Capturing and publishing the outputs of Governance Meetings and Tactical Meetings of the Circle or called by its Roles

    • Interpreting Governance and the Constitution upon request

Purpose:

Attract interest with a compelling and authentic brand narrative; connect our target audience with Holacracy products and services that are relevant and useful to them

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers 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

  • Communications Quality Guardian

    for Backup

    Purpose:

    Public written content is clean, consistent and free of errors

    Accountabilities:

    • Proofreading written content on request from other roles

    • Mitigating trademark violations, brand misuse, typos, spelling and grammatical errors in public written content

  • Content Curator

    for H1/GlassFrog Twitter

    Purpose:

    Curated content from trusted sources that keeps our audience engaged and growing.

    Accountabilities:

    • Sourcing and vetting content from around the internet that aligns with our brand image and will be valuable to our audience.

    • Adding curated content to Buffer using the Contributor account.

  • Interlocutor

    Purpose:

    Getting the best out of Webinar Presenter

    Accountabilities:

    • Taking part in recorded dialogues, webinars and other Intro events

    • Refining the event framework created by Intro Event Business Manager to best match the topic, presenter and audience.

  • Marketing Password Master

    for Transition to Jen

    Purpose:

    Accounts and platforms needed by Marketing roles are easy to access

    Accountabilities:

    • Standardizing and sharing usernames and linked emails for social media and other relevant platforms used by Marketing roles

    • Storing passwords for social media platforms via the standardized password management system

    • Sharing passwords for social media platforms via the standardized password management system and granting relevant access levels at the request of Marketing roles

  • Partner Promotions

    Purpose:

    Premier Providers are supported with Marketing partnership

    Accountabilities:

    • Ensuring Premier Providers are promoted

    • Coordinating promotional partnerships with Premier Providers for mutual benefit

  • Reputation Manager

    Purpose:

    Rapid intervention when the Holacracy message is wrong

    Accountabilities:

    • Correcting misconceptions and brand misrepresentations about Holacracy in media conversation

  • Spokesperson Writing Support

    Purpose:

    Holacracy Spokesperson is supported with brand-aligned written content

    Accountabilities:

Purpose:

Enable and accelerate self-organization through software; make it so easy that anyone can do it

  • Business Manager

    Purpose:

    Champion the business needs of GlassFrog; help it win the market for all the right reasons

    Domains:

    • GlassFrog business model

    Accountabilities:

    • Defining GlassFrog pricing structure and optimizing the overall business and financial performance of the product

    • Defining service level agreements and other key contractual terms for GlassFrog that comfort the market and are practical to deliver upon

    • Contracting for custom agreements with enterprise customers

    • Developing & refining overall marketing and sales funnel

    • Monitoring and reporting key business and sales metrics

    • Clearing obstacles to adoption

    • Defining guidelines for determining key customers

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers 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

  • Customer Success

    Purpose:

    Unspecified

    Accountabilities:

    • Engaging with new and existing leads to cultivate interest

    • Responding to prospect inbound inquiries

    • Demonstrating key product features to our prospects and customers

    • Sharing prospect and customer feedback to appropriate roles

    • Championing user stories which encourage signups, conversions, and retention

    • Tending relationships with key current customers

    • Identifying relationships with key current customers proactively according to guidelines defined by Business Manager

  • Internationalization

    Purpose:

    Global adoption of Holacracy by delivering products for different languages and cultures

    Accountabilities:

    • Monitoring provider performance and providing feedback to improve quality

    • Triggering necessary processes to implement translated content for GlassFrog

    • Tracking and reporting on translation status of GlassFrog products

  • Privacy Compliance Coordinator

    Purpose:

    Data protection concerns handled

    Domains:

    • GDPR compliance-tracking data in the GlassFrog production database

    Accountabilities:

    • Understanding relevant laws and regulations, national and international

    • Creating and implementing a compliance strategy

    • Communicating with current and prospective clients about our policies and compliance

    • Defining processes, policies and metrics required to maintain privacy law compliance

    • Notifying Compliance Operations two weeks in advance of the deadline to satisfy a GDPR Right-to-be-Forgotten request that requires GlassFrog database changes.

  • Professional Services Steward

    for Internationalization

    Purpose:

    High velocity of change through healthy and quality contracted professional services

    Accountabilities:

    • Finding and establishing high quality contracted professional services upon request

    • Monitoring and maintaining healthy and effective contracted professional services relationships

    • Serving as a liaison to contractors

    • Tracking spending on contracted professional services against approved spending authorizations

Purpose:

An active and growing Holacracy Ecosystem of highly skilled coaches, Providers, and partners

  • Brand Protection

    Purpose:

    Protect the integrity of HolacracyOne’s brands

    Accountabilities:

    • Notifying infringing parties within the general public of HolacracyOne’s trademark and copyright rights and requirements, facilitating voluntary compliance whenever practical, and forcing compliance legally when needed with the assistance of Legal Liaison

    • Monitoring usage of HolacracyOne intellectual property for infringement by the general public

    • Answering requests about the usage of Holacracy intellectual property and the limits of that usage

    • Maintaining a list of approved local translations of the word "Holacracy" and considering requests for approval of new translations in light of trademark risks as assessed by Legal Liaison

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers 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

  • Licensing Integrity

    Purpose:

    Clean relationship between HolacracyOne and Licensees

    Accountabilities:

    • Monitoring licensee activity for alignment with terms of licensing agreement and any related quality standards or other requirements, using information collected by Data Steward

    • Monitoring Licensees' usage and messaging of the Holacracy brand, and aligning them with Brand Identity and Brand Design standards.

    • Notifying licensees of any possible material breaches of their licensing agreements or related requirements, and supporting licensees in determining available options to cure such a breach

    • Terminating a licensing relationship in any of the following circumstances, in alignment with contract terms:
      1) When a licensee willfully breaches the terms of the licensing agreement
      2) When an unintentional material breach remains uncured after due notice and a reasonable opportunity to address it
      3) When a pattern of substantially-similar breaches continues to recur even after a licensee has been alerted to such pattern and given reasonable time to resolve it

    • Educating Licensees on common compliance issues and supporting Licensees to help align to the program terms

  • Trademark Administrator

    Purpose:

    HolacracyOne's brands legally protected in the right jurisdictions

    Accountabilities:

    • Filing and maintaining trademark registrations in appropriate jurisdictions

Purpose:

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

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers 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 Guardian

    for Yoad's review

    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.)

  • Partner Prospecting

    Purpose:

    The right partners joining H1 in the right relationships

    Accountabilities:

    • There are no accountabilities defined for this role.
  • Partner Retreats

    Purpose:

    Partners connecting in real time and real space

    Domains:

    • Usage of Rented Spaces for Partner Live/Work/Play

    Accountabilities:

    • Renting, configuring, and maintaining properties for Partner retreats, including dealing with any emergency property maintenance issues needed to protect investments and limit liability

    • Arranging and setting up everything needed for functional working spaces during retreats

    • Anticipating likely logistical needs of guests for comfortable stays at HolacracyOne's rented housing, and proactively planning for and arranging needed logistics prior to guest arrival

    • Scheduling regular calendar blocks and locations to convene partners for in-person gatherings

    • Scheduling and facilitating regular meeting with all Partners to facilitate partner-level information exchange and partnership-related explorations

    • Reserving lodging for partner prospects during retreats upon request, in culturally appropriate sleeping rooms within retreat locations that support the goals of Partner Prospecting

  • Virtual Collisions

    Purpose:

    Maximum opportunities for communication, collaboration, and collisions while Partners are physically distributed

    Accountabilities:

    • Selecting, configuring, and catalyzing usage of technology platforms for virtual partner communication, coworking, and collisions

    • Maintaining and updating user groups in internal chat platform

Purpose:

Partners connecting in real time and real space

  • Circle Lead

    Purpose:

    Partners connecting in real time and real space

    Domains:

    • Role assignments for the Circle's Roles

    Accountabilities:

    • Defining Roles and/or Policies via the Circle's Governance Process to enact its Purpose and Accountabilities

    • Assigning Partners to the Circle’s Roles, monitoring the fit, and re-assigning Roles to other Partners to optimize fit

    • Judging the relative value of Circle efforts on request to resolve priority conflicts across Roles

  • Facilitator

    Purpose:

    Circle governance and operational practices aligned with the Constitution.

    Accountabilities:

    • Facilitating the Governance Process and Tactical Meetings of the Circle or for its Roles

    • Coaching other Circle Members on the Constitution's rules and processes, either on request or when needed for effective meetings

    • Auditing the meetings and records of Sub-Circles on request, and declaring a Process Breakdown upon discovering a pattern of behavior that conflicts with the rules of the Constitution

  • Partner Convener

    for Tara's sabbatical/baecation

    Purpose:

    Partners convening, connecting, and collaborating in supportive spaces

    Accountabilities:

    • Facilitating collaborative processes and voluntary agreements to enable living and working together during partner gatherings without getting in each other's way

    • Identifying and enacting patterns for productive work and enhanced connections by scheduling regular calendar blocks and locations to convene partners for in-person Partner Retreats

    • Scheduling and facilitating regular meeting with all Partners to facilitate partner-level information exchange and partnership-related explorations

  • Stuff Steward

    Purpose:

    Partners have what they need to get what they need for smooth and pleasant partner retreats

    Accountabilities:

    • Purchasing needed supplies to improve the retreat experience

Purpose:

The right partners joining H1 in the right relationships

  • Circle Lead

    Purpose:

    The right partners joining H1 in the right relationships

    Domains:

    • Role assignments for the Circle's Roles

    Accountabilities:

    • Defining Roles and/or Policies via the Circle's Governance Process to enact its Purpose and Accountabilities

    • Assigning Partners to the Circle’s Roles, monitoring the fit, and re-assigning Roles to other Partners to optimize fit

    • Judging the relative value of Circle efforts on request to resolve priority conflicts across Roles

Purpose:

High quality & easy to find Holacracy content & tools that make practice easier for novices & experts alike

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers 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

  • Facilitator

    Purpose:

    Circle governance and operational practices aligned with the Constitution.

    Accountabilities:

    • Facilitating the Governance Process and Tactical Meetings of the Circle or for its Roles

    • Coaching other Circle Members on the Constitution's rules and processes, either on request or when needed for effective meetings

    • Auditing the meetings and records of Sub-Circles on request, and declaring a Process Breakdown upon discovering a pattern of behavior that conflicts with the rules of the Constitution

  • Holacracy Resources Advisor

    for During Tara's maternity leave

    Purpose:

    Unspecified

    Accountabilities:

    • Working with Resources Marketing to develop an integrated sales and marketing strategy

    • Producing or sourcing boilerplate copy for sharing with other roles

    • Contracting for custom agreements with enterprise customers

    • Updating Holacracy Development and other relevant roles about upcoming Resources offerings and sharing material (boilerplate copy) etc. that they can use to promote these offerings

    • Regularly following up with potential customers regarding new offers, deadlines, etc.

    • Connecting clients with Resources Administrator to complete billing and set-up

    • Tracking potential customers in the Business Development CRM

  • Learning Resource Partnerships

    for German-speaking market

    Purpose:

    Fruitful & mutually beneficial partnerships between HolacracyOne and external organizations to maximize the impact of Holacracy learning resources

    Accountabilities:

    • Coordinating partnered translation of online courses prioritized by Resource Product Manager

    • Providing revenue share partners, providers, and coaches updates about course launches and changes

    • Coordinating the outsourced or partnered creation of new course content approved by Resource Product Manager

  • Resource Pricing Strategy

    Purpose:

    Holacracy Resources that align with a development and sales strategy are priced to capitalize on market demand

    Domains:

    • Pricing for Holacracy Resources

    Accountabilities:

  • Resource Product Manager

    for Tara's maternity leave

    Purpose:

    The most viable support products receive the needed attention at the right time

    Domains:

    • Blog posts produced by or in the service of the Holacracy Resources circle

    • Official, externally used names for Holacracy Courses

    Accountabilities:

    • Prioritizing relevant customer groups and support products for research, design, and development

    • Defining a process for evaluating impact, costs, and revenue of new support products, including beta testing, where necessary

    • Proactively working with Brand Identity to develop names for Resources products

    • Creating and maintaining a checklist of steps for the production, iteration, and shipping of new resources products

    • Selecting launch dates for new courses and cohort start dates and notifying Resources Administrator of them once they're selected

    • Developing surveys for gathering data about course effectiveness

    • Determining criteria for earning course certificates

    • Vetting and approving resources for translation, creation, and distribution

    • Defining business and delivery models of resource products

Purpose:

Aficionados to enthusiastic clients. Awareness to revenue.

  • Business Intelligence

    for GlassFrog

    Purpose:

    Eyes on clients who may need us but don't know it yet

    Accountabilities:

    • Triggering Holacracy Development when large bookstore or training purchases are made, or when organizations move from GlassFrog Free to Premium if there is legitimate legal basis for contact

  • Development Support

    Purpose:

    Holacracy Development supported and prospective clients held

    Accountabilities:

    • Following up with prospective clients at the request of Holacracy Development

    • Supporting Holacracy Development with logistical and planning needs, including serving as first point of contact for HolacracyOne roles to send leads to schedule with Holacracy Development

    • Tracking sales process analytics on a sharable dashboard for Marketing

    • Developing and documenting a standard sales process for Holacracy Development

    • Administering sales CRM for tracking client interactions & opportunities

  • Facilitator

    Purpose:

    Circle governance and operational practices aligned with the Constitution.

    Accountabilities:

    • Facilitating the Governance Process and Tactical Meetings of the Circle or for its Roles

    • Coaching other Circle Members on the Constitution's rules and processes, either on request or when needed for effective meetings

    • Auditing the meetings and records of Sub-Circles on request, and declaring a Process Breakdown upon discovering a pattern of behavior that conflicts with the rules of the Constitution

  • Holacracy Development

    for GlassFrog/Resources/Training

    Purpose:

    Potential clients have an optimal path forward with Holacracy

    Accountabilities:

    • Counseling organizations exploring Holacracy on the various support services that HolacracyOne offers, including Holacracy Discovery Sessions, public and private workshops and trainings, coaching services, Holacracy Resources products, and GlassFrog software

    • Tracking significant client opportunities and publishing an opportunity pipeline

    • Contracting with current and potential clients to convert opportunities into clear engagements with clear expectations

    • Soliciting client permission to make public their story of adopting Holacracy and publishing client's current permission status

    • Connecting Engagement Operations to the client's designated logistics coordinator during handoff

    • Requesting Holacracy Coaching Services appoint a representative to assist in defining each non-standard deal, involving that representative in the contracting process, and verifying they're comfortable with the engagement before closing the deal

    • Requesting Holacracy Training appoint a representative to assist in defining each private training & workshop deal, involving that representative in the contracting process, and verifying they can deliver on the negotiated expectations before closing the deal

Purpose:

Clean relationship between HolacracyOne and Licensees

  • Circle Lead

    Purpose:

    Clean relationship between HolacracyOne and Licensees

    Domains:

    • Role assignments for the Circle's Roles

    Accountabilities:

    • Defining Roles and/or Policies via the Circle's Governance Process to enact its Purpose and Accountabilities

    • Assigning Partners to the Circle’s Roles, monitoring the fit, and re-assigning Roles to other Partners to optimize fit

    • Judging the relative value of Circle efforts on request to resolve priority conflicts across Roles