Olivier Compagne

Olivier Compagne

Board

Purpose:

Essence
HolacracyOne is clarity, sovereignty, love.

Blessing
HolacracyOne’s blessing is to free people to lead themselves.

Mission
HolacracyOne’s mission is to create a world with no more victims, no more villains, and no need for saviors.

Message
"Your organizational form is obsolete. Consciousness needs a bigger channel to do its work. It’s time to allow Love to work through organizations in the same way it works through saints and sages. Organizations are the architects of the future of humanity; make them better."

Note: HolacracyOne uses the purpose discovery framework and four aspects of purpose from Tim Kelley's book "True Purpose".

  • General Company

    Purpose:

    Essence
    HolacracyOne is clarity, sovereignty, love. 

    Blessing
    HolacracyOne’s blessing is to free people to lead themselves. 

    Mission
    HolacracyOne’s mission is to create a world with no more victims, no more villains, and no need for saviors. 

    Message
    "Your organizational form is obsolete. Consciousness needs a bigger channel to do its work. It’s time to allow Love to work through organizations in the same way it works through saints and sages. Organizations are the architects of the future of humanity; make them better."

    HolacracyOne uses the purpose discovery framework and four aspects of purpose from Tim Kelley's book "True Purpose".

    Domains:

    • Regular working capital and operating assets

    Accountabilities:

    • Servicing the operational needs of the Board to support the logistical execution of its work
    • Crafting and sending regular updates to investors with relevant company context

  • Investor Rep (for D Unit Holders)

    Purpose:

    Investors are happy with their investment in the Company

    Accountabilities:

    • There are no accountabilities defined for this role.

  • Partnership Steward

    Purpose:

    The circle has the requisite partners and partner relationships for its needs and context

    Accountabilities:

    • There are no accountabilities defined for this role.

General Company

Purpose:

Essence
HolacracyOne is clarity, sovereignty, love. 

Blessing
HolacracyOne’s blessing is to free people to lead themselves. 

Mission
HolacracyOne’s mission is to create a world with no more victims, no more villains, and no need for saviors. 

Message
"Your organizational form is obsolete. Consciousness needs a bigger channel to do its work. It’s time to allow Love to work through organizations in the same way it works through saints and sages. Organizations are the architects of the future of humanity; make them better."

HolacracyOne uses the purpose discovery framework and four aspects of purpose from Tim Kelley's book "True Purpose".

  • Back Office Ops

    Purpose:

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

    Domains:

    • Financial transaction processing systems & processes
    • Google Workspace, LastPass, and Slack accounts
    • DNS records configuration for HolacracyOne-branded domains
    • Partner onboarding and offboarding checklist template

    Accountabilities:

    • Implementing and administering accounting systems, bookkeeping processes, financial transactions, and financial reporting to support the business needs of all internal stakeholders
    • Completing informal or formal company valuations on request of @Financial Steward
    • Selecting and maintaining the company's needed insurance policies, including liability policies for business lines and group health insurance policies for partners
    • Selecting, maintaining, and configuring general infrastructure systems and platforms for the organization
    • Securing HolacracyOne's back-office infrastructure and accounts from evil and ignorance
    • Triggering @Legal Liaison and @Back Office Ops when changes are made (e.g. business address, legal jurisdiction, corporate structure, etc.) that would affect contract terms
    • Tracking estimates of actual costs of doing business, including business line cost data and organizational overhead
    • Administering the company's Google Voice account, including delivering messages to relevant roles, and deleting them within any guidance provided by @Legal Liaison
    • Administering DNS records for domain names intended to point to websites that are HolacracyOne-branded, announcing changes that would impact the uptime or configuration of those websites, and publishing policies to allow @Sales & Marketing to impact the DNS records configuration
    • Scheduling Board-circle meetings and Member Meetings in alignment with the Board Secretary's requests and all requirements and constraints in the company's Operating Agreement and Board policies, and notifying all invited parties of all required details
    • Administering the company's Partnership Review and Compensation Review processes, including storing Partners' accepted write-ups in a non-editable format (e.g. PDF)
    • Onboarding and orienting new partners into/to the company and its core platforms, systems, and processes
    • Implementing and maintaining a registry for tracking requested and required Relational Agreements, and which Partners have agreed to each
    • Fielding questions and requests from the organization's investors

  • Circle Lead

    Purpose:

    Essence
    HolacracyOne is clarity, sovereignty, love. 

    Blessing
    HolacracyOne’s blessing is to free people to lead themselves. 

    Mission
    HolacracyOne’s mission is to create a world with no more victims, no more villains, and no need for saviors. 

    Message
    "Your organizational form is obsolete. Consciousness needs a bigger channel to do its work. It’s time to allow Love to work through organizations in the same way it works through saints and sages. Organizations are the architects of the future of humanity; make them better."

    HolacracyOne uses the purpose discovery framework and four aspects of purpose from Tim Kelley's book "True Purpose".

    Accountabilities:

    • There are no accountabilities defined for this role.

  • Consulting Services

    Purpose:

    High-end customized consulting that guides clients through practical transformations that leave them rocking their own purpose like never before, while also becoming natural agents of our purpose in the process

    Domains:

    • The organization's consulting services
    • Private events that deeply engage with a client's specific context or structure (e.g. "Holacracy Discovery Sessions")
    • Pricing of the organization's consulting services

    Accountabilities:

    • Mentoring and coaching provisional providers in accordance with the contract signed by @Licensing Ecosystem
    • Supporting @Business Development with subject matter expertise during the sales process, including reviewing potential changes to consulting services proposals, upon request from @Business Development

  • Licensing Ecosystem

    Purpose:

    Licensees get tons of value out of the licensing program and their clients benefit

    Domains:

    • Holacracy certifications and certification assessments
    • Licensing model, contracts, and quality standards for the Holacracy brand

    Accountabilities:

    • Monitoring Licensee activity for compliance with the terms of the Licensing Agreement (including payment and reporting requirements), defining processes and standards for addressing discrepancies, and addressing any discrepancies, including terminating agreements
    • Implementing, supporting, and administering a licensing and certification program for the Holacracy brand
    • Filing and maintaining trademark registrations in appropriate jurisdictions, monitoring usage of those trademarks, and resolving any infringements discovered

  • 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

  • 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

  • Sales & Marketing

    Purpose:

    Attract interest with a compelling and authentic brand narrative; serve internal stakeholders by connecting our target audience with their relevant products and services

    Domains:

    • HolacracyOne website(s), domain(s), and social media accounts
    • HolacracyOne's marketing mailing lists
    • HolacracyOne visual branding
    • HolacracyOne CRM selection and admin configuration

    Accountabilities:

    • Developing and maintaining the HolacracyOne website(s) to serve internal market-facing stakeholders, and pulling feedback from them before the implementation of significant updates
    • Distilling and capturing cohesive strategic guidance for the expression, conveyance, and protection of the Holacracy brand; integrating Objections from all @General Company roles before enacting significant changes to this guidance; and conveying changes to stakeholders along with implementation suggestions
    • Leveraging client successes and offers into new opportunities
    • Nurturing leads for the company services from initial contact through happy customer, including scoping potential engagements and customizing proposals

  • Secretary

    Purpose:

    Stabilize the Circle’s constitutionally-required records and meetings.

    Domains:

    • All governance records of the Circle

    Accountabilities:

    • Scheduling regular Tactical Meetings for the Circle
    • Capturing and publishing Tactical Meeting outputs
    • Scheduling Governance Meetings for the Circle
    • Capturing and publishing the outputs of the Circle’s Governance Process
    • Interpreting the Constitution and anything under its authority upon request

  • Self-Management Accelerator

    Purpose:

    Scalable, productized learning offerings that catalyze the shifts and build the skills that transform our customers into natural agents of our organization's purpose, while also enabling them to better serve their own

    Domains:

    • Pricing & delivery of the organization's productized learning offerings

    Accountabilities:

    • Updating official Tactical and Governance Meeting Cards to align with the current Holacracy Constitution release version and brand guidelines published by @Brand Identity
    • Launching and delivering introductory sessions/events at the request of @Sales & Marketing or @Consulting Services
    • Notifying @Sales & Marketing of plans to launch new offerings or new instances of live events, including for each the intended location, approximate date registration will open, minimum viable headcount, and intended go/no-go decision date, as relevant

  • Visual Branding

    Purpose:

    Unspecified

    Domains:

    • Visual brand elements for Holacracy

    Accountabilities:

    • Publishing and maintaining the graphics and styles to display the Holacracy brand

Sales & Marketing

Purpose: Attract interest with a compelling and authentic brand narrative; serve internal stakeholders by connecting our target audience with their relevant products and services

  • Aficionado

    Purpose:

    Perspectives on Holacracy shared with the world

    Accountabilities:

    • Giving interviews with @Promotional Marketing, contracted writers, and academic researchers
    • Reviewing and editing ghost-written blog posts to ensure they accurately reflect @Aficionado's voice
    • Attending virtual and in-person speaking engagements at the request of @Sales_&Marketing and @Sales&_Marketing

  • Ambassador

    Purpose:

    Optimal exchange between HolacracyOne and the world

    Accountabilities:

    • Triaging inbound messages to general organizational inboxes
    • Stewarding relationships with those seeking service or information exchange with HolacracyOne, facilitating their entry into H1's offerings as appropriate, and tracking relevant information about such exchanges in a customer information database
    • Advocating the customer's perspective and experience within HolacracyOne
    • Triaging requests for removal from marketing mailing lists

  • Automated Marketing

    Purpose:

    Sales and marketing audiences receive relevant content that incite them to engage further

    Accountabilities:

    • Creating and updating email sequences that trigger at relevant points of our followers' engagement journey

  • Business Advisor

    Purpose:

    Potential clients have an optimal path forward with self-management

    Accountabilities:

    • Counseling organizations exploring self-management on the various products and services that HolacracyOne offers
    • Tracking significant client opportunities in the company CRM
    • 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 @Consulting 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 @Self-Management Accelerator 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

  • Circle Lead

    Purpose:

    Attract interest with a compelling and authentic brand narrative; serve internal stakeholders by connecting our target audience with their relevant products and services

    Accountabilities:

    • There are no accountabilities defined for this role.

  • Copy Editor

    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 errors, and grammatical errors in public written content

  • Public Relations

    Purpose:

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

    Accountabilities:

    • Monitoring the public discourse on Holacracy and external publications mentioning Holacracy, and correcting misconceptions or misrepresentations when appropriate
    • Collecting and evolving a list of key talking points to be used in interviews with the media, with input from @Brand Identity and @Holacracy Spokesperson
    • Sourcing, creating, and publishing content to push a positive brand narrative for HolacracyOne and the Holacracy movement
    • Generating opportunities to share a positive narrative about Holacracy with the world
    • Creating and maintaining slides to support @Holacracy Spokesperson's talks
    • Building and maintaining a shared database of key authors, publications, articles referencing Holacracy, and a list of organizations practicing Holacracy
    • Preparing contracts that require a booked speaker's signature when needed, and sending for signature via an e-signature platform
    • Requesting a best-offer from speaking opportunities that can't pay our normal price, assessing the potential intangible value to HolacracyOne of accepting the engagement at the offered price, and seeking spending authorization for the delta if the opportunity seems worth it
    • Creating and maintaining a list of past and potential speaking engagements

  • Sales & Marketing Infrastructure

    Purpose:

    Sales and marketing roles feel supported by technology rather than hindered

    Domains:

    • Administration of HolacracyOne's mailing list management software
    • Administration of HolacracyOne's CRM

    Accountabilities:

    • Implementing and maintaining the tool stack to support effective sales & marketing for HolacracyOne products and services.
    • Creating and maintaining a centralized contact list of Holacracy-interested parties for use in marketing campaigns and event promotion
    • Storing and making easily accessible the account credentials for key platforms & services used by the circle
    • Optimizing mechanisms for customers contacting HolacracyOne and notifying affected internal roles when changes are made to these mechanisms.
    • Defining, cataloging and publishing standard inboxes for requests to the organization

  • Website

    Purpose:

    Clear, inspiring, and user-friendly websites for Holacracy and HolacracyOne that align with strategic brand guidance

    Domains:

    • The holacracyone.com website(s)

    Accountabilities:

    • Developing and maintaining the website for HolacracyOne
    • Integrating the needs of HolacracyOne's various business lines into the design and development of the website and pulling feedback from other relevant market-facing stakeholders before the implementation of significant updates
    • Administering the organization's websites (e.g. user management, redirects, settings)
    • Selecting and registering appropriate domain names for the organization's web presence

Consulting Services

Purpose: High-end customized consulting that guides clients through practical transformations that leave them rocking their own purpose like never before, while also becoming natural agents of our purpose in the process

  • Circle Lead

    Purpose:

    High-end customized consulting that guides clients through practical transformations that leave them rocking their own purpose like never before, while also becoming natural agents of our purpose in the process

    Accountabilities:

    • There are no accountabilities defined for this role.

  • Coaching Business Manager

    Purpose:

    The right services, for the right markets, at the right price

    Domains:

    • Pricing for circle offerings

    Accountabilities:

    • Defining financial/pricing models for defined services, and explaining the rationale and value proposition of any changes to @Business Advisor

  • Coaching Methods

    Purpose:

    Friendly, consistent, standard methods to make Holacracy adoptions stick

    Domains:

    • Standard proposals and contracts for Holacracy Discovery Sessions and coaching services

    Accountabilities:

    • Designing the organization's coaching and adoption support offerings, along with standardized methods, plans, and strategies for delivering on them with minimal heroics
    • Extracting and standardizing useful workshop templates from one-off versions custom-created for a specific client by @Holacracy Coach or @Engagement Lead
    • Designing standard method and agenda for Discovery Sessions to achieve business objectives defined by @Coaching Business Manager
    • Defining and evolving metrics for measuring the success of Holacracy coaching engagements
    • Drafting and publishing standard proposals and contracts for circle offerings, and soliciting feedback from @Business Advisor to inform their evolution
    • Maintaining an updated Post-Adoption Report template for @Engagement Lead to complete after each adoption

  • Cross Link to @Holacracy_Ecosystem

    Purpose:

    Tensions relevant to process in @Licensing Ecosystem channeled over and resolved

    Accountabilities:

    • Removing constraints within @Licensing Ecosystem that limit the Circle's capacity to express its Purpose or Accountabilities
    • Seeking to understand Tensions conveyed by any of the Circle's Circle Members, and discerning those appropriate to channel into @Licensing Ecosystem for processing

  • Discovery Lead

    Purpose:

    Discovery Sessions fine-tuned and delivered to each client's unique context

    Accountabilities:

    • Supporting client's key contact with Discovery Session planning from contracting to delivery
    • Delivering Discovery Sessions to clients and, when appropriate, adjusting the HDS design to client context
    • Documenting processes, best practices, and frequently asked questions from the HDS
    • Sharing the intended activities and key information with relevant support roles prior to an HDS using a process defined by @Consulting Services

  • Engagement Lead

    Purpose:

    Holacracy coaching engagements set up for success

    Accountabilities:

    • Reporting all client billable activity in a timely manner and monitoring client budget consumption rate
    • Sharing the intended roll out activities with relevant roles and delivery resources prior to an engagement launch
    • Onboarding and debriefing new @Holacracy_Coach's working with the client
    • Contracting with clients on an ongoing basis to realign expectations and adjust agreements as engagement needs evolve
    • Coaching and supporting key leaders and internal coaches with Holacracy coaching and adoption planning
    • Notifying @Engagement Operations when a contract for an existing client has changed
    • Facilitating key circles to support the organization's Holacracy progress
    • Facilitating communication between @Sales_&Marketing and key client contacts, upon request of @Sales&_Marketing and when appropriate given the client context
    • Writing and internally publishing a Post-Adoption Report after each adoption using a template provided by @Coaching Methods
    • Investigating abandoned/failed adoptions and harvesting learning to improve understanding, messaging, and adoption methodology

  • Holacracy Coach

    Purpose:

    Client practitioners who understand and can effectively apply the rules of Holacracy

    Accountabilities:

    • Facilitating virtual and in-person governance and tactical meetings assigned by @Engagement Lead or scheduled by @Engagement Operations
    • Reporting all client billable activity in a timely manner
    • Maintaining basic competencies in @Consulting Services 's virtual meetings support tools
    • Coaching client circle members on Holacracy rules and effective practice as-needed during governance and tactical meetings, or when triggered by a process defined by @Consulting Services
    • Raising objections and helping clients integrate them whenever clients propose clearly invalid governance, or, when that is not advisable, providing follow up coaching to clients along with suggested improvements post-meeting, and sharing that coaching with other relevant coaches
    • Recording client meetings as requested by @Engagement Operations
    • Soliciting regular coaching from another @Holacracy Coach or @Master Coach throughout the duration of an active engagement
    • Summarizing key developments about client services for @Engagement Lead after each deliverable, or upon request
    • Delivering presentations, coaching services, and workshops following the triggers and other implementation methods defined by @Coaching Methods
    • Reviewing survey results after delivering services and processing for improvement opportunities
    • Including references to relevant habits from the Habit Support Program wherever possible and appropriate when facilitating meetings and delivering workshops and other coaching services.
    • Defining a minimum viable initial structure with clients prior to the delivery of relevant services, on request from @Discovery Lead or @Engagement Lead

  • Holacracy Practice Assessor

    Purpose:

    Holacracy practice maturity assessed at the service of a sustainable power shift

    Accountabilities:

    • Auditing governance records upon request of @Engagement Lead and soliciting regular feedback on work in progress
    • Observing circles meetings at the request of @Engagement Lead and providing practice maturity observations and actionable feedback

  • Master Coach

    Purpose:

    World-class advising for coaches and implementation leaders to create "whole product" practice

    Accountabilities:

    • Researching and developing solutions, upon request of an @Engagement Lead, to resolve advanced client needs related to applying Holacracy
    • Constructing or editing complex proposals and apps to meet client business goals on request of @Holacracy Coach
    • Listening to implementation plans and challenges, and providing regular feedback to @Holacracy Coach and @Engagement Lead
    • Delivering Holacracy group coaching and Q&A sessions for internal HolacracyOne partners when scheduled by @Engagement Operations

  • Secretary

    Purpose:

    Stabilize the Circle’s constitutionally-required records and meetings.

    Domains:

    • All governance records of the Circle

    Accountabilities:

    • Scheduling regular Tactical Meetings for the Circle
    • Capturing and publishing Tactical Meeting outputs
    • Scheduling Governance Meetings for the Circle
    • Capturing and publishing the outputs of the Circle’s Governance Process
    • Interpreting the Constitution and anything under its authority upon request

Licensing Ecosystem

Purpose: Licensees get tons of value out of the licensing program and their clients benefit

  • 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
    • 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

  • Business Model

    Purpose:

    Unspecified

    Domains:

    • Pricing for services

    Accountabilities:

    • Defining financial/pricing models for assessment and support services
    • Pricing services for granting continuing education credits or other services for licensees

  • Certification Administrator

    Purpose:

    Accurate and transparent tracking of Holacracy certifications and badges

    Accountabilities:

    • Facilitating the purchase and scheduling of assessments (e.g. Facilitation Assessments) and audits (e.g. Trainer badge audits), including scheduling more assessors as needed

    • Responding to customers about assessments and certifications including:

       Triaging inquiries about continuing education requirements & opportunities,

       Assessing licensees' requests to earn the provisional "Holacracy Trainer" badge and recording qualifying provisional badges.

    • Publishing and maintaining an internal list of individuals who hold Holacracy credentials
    • Monitoring whether requirements to maintain certification and badge credentials are met, and
      • Expiring credentials when appropriate,
      • Notifying individuals prior to the expiration of their certifications (except for the Holacracy Practitioner credential)
      • Triggering @Licensing Integrity when the loss of a credential calls into question the licensing status of a licensee
      • Triggering @Licensing Support when a licensee gains or loses their the Coach credential, so that the licensee may be added to/removed from the website and Slack.
      • Facilitating maintenance reporting by licensees for the "Holacracy Trainer" badge
    • Tracking and documenting authorised spending of assessments delivered by external assessors, and triggering invoice payment accordingly
    • Informing @Holacracy_website/s of any certification-related updates
    • Communicating assessment results and feedback to candidates
    • Updating the certified@holacracyone.com Google Group by adding and removing members according to certification records

  • Certification Program Manager

    Purpose:

    The certification program is as easy as possible to navigate

    Domains:

    Accountabilities:

    • Coordinating the roll-out of updates to the certification program and its assessments, so that updates are expected, supported, and announced to its customers
    • Sourcing role-fillers for the @Assessor role to maintain an adequate supply of assessments for the demand, including contracting with non-H1 role-fillers as needed
    • Providing access to all relevant materials when new assignments are made to @Assessor
    • Liaising with licensees on request to support them earning a license to deliver assessments

  • Circle Lead

    Purpose:

    Licensees get tons of value out of the licensing program and their clients benefit

    Accountabilities:

    • There are no accountabilities defined for this role.

  • Credential-EO

    Purpose:

    Holacracy credentials that reflect the full quality and integrity of the brand

    Domains:

    • Accreditation of events for coach continuing education credit
    • Assessment criteria for Holacracy certification

    Accountabilities:

    • Assessing which events count for coach continuing education credit, given criteria specified by @Licensing Strategy, and maintaining a published list of events that provide credit and the amount
    • Defining the specific badges and other requirements for earning or losing each Holacracy certification credential, in integrity with the intended meaning of each credential defined by @Licensing Strategy
    • Defining the specific badges required for licensees to earn Premier Provider status, in alignment with key criteria defined by @Licensing Strategy

  • Licensing Director

    Purpose:

    All the right Licensees in the @Licensing Ecosystem

    Accountabilities:

    • Qualifying prospective licensees against target licensee profiles, program standards defined by @Licensing Strategy, and evaluating brand representation
    • Defining target profile(s) of licensees with the capacities and other factors needed to bring Holacracy to clients
    • Executing standard licensing contracts and contract addendums whenever appropriate to bring qualified coaches into the licensing program or to update terms with current licensees as soon as possible when a new agreement is released
    • Guiding qualified prospective licensees through their evaluation of the licensing program and contracting process to sign-up
      o Triggered Action (upon agreement signature): Inform @Licensing Support of new licensee
    • Sharing the value proposition of the licensing program with current and prospective licensees
    • Communicating licensing program changes to existing licensees, and supporting their transition
    • Onboarding new licensees into quality standards and other key program practices
    • Maintaining an internal official repository of all Providers

  • Licensing Integrity

    Purpose:

    Clean relationship between HolacracyOne and Licensees

    Accountabilities:

    • Monitoring licensee activity for alignment with terms of the licensing agreement and any related quality standards or other requirements.
    • 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

  • Licensing Program Manager

    Purpose:

    A stable and well supported licensing program

    Accountabilities:

    • Defining and enacting the necessary processes to implement the terms and vision of the licensing program as defined by @Licensing Strategy
    • Defining and evolving badges needed to obtain Premier Provider status
    • Defining an accessible process for licensees to earn the Trainer Badge
    • Publishing a list of current licensed materials
    • Defining onboarding activities for licensees
    • Collecting NPS scores from Licensees and reporting to circle

  • 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

  • Licensing Support

    Purpose:

    Providers supported with clear infrastructure, documentation, and communication

    Accountabilities:

    • Triaging queries about the licensing program from current and prospective Providers
    • Tracking and publishing Provider activity relevant to the licensing program's standards
    • Onboarding/offboarding Providers into/out of the program
    • Triggering invoices to Providers and monitoring licensed activity for compliance with reporting requirements specified in the Licensing agreements
    • Maintaining a shared repository of all licensed materials
    • Reporting financial metrics of the licensing program
    • Running the Holacracy Ecosystem slack account, including onboarding/offboarding members
    • Maintaining an internal list of Providers including all information relevant to the Licensing Program (e.g. Provider badges)

    • Defining and implementing the process for recording and monitoring the badges in the licensing program including:

      1. Assessing whether Holacracy Providers meet the criteria for badges on request and issuing them as appropriate
      2. Announcing internally when Providers earn Premier Provider status
      3. Expiring or updating Provider badges when appropriate
      4. Notifying Providers prior to the expiration of their badges
    • Updating the providers@holacracyone.com Google Group by adding and removing members according to licensing records

  • Quality Standards

    Purpose:

    Unspecified

    Accountabilities:

    • Developing Quality Standards for the licensing program that balance protecting the Holacracy brand with enabling qualified licensees to spread it, and soliciting input from licensees on draft Quality Standards

Back Office Ops

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

  • Circle Lead

    Purpose:

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

    Accountabilities:

    • There are no accountabilities defined for this role.

  • DNS expert

    Purpose:

    All things DNS in perfect order

    Accountabilities:

    • Administering DNS records for domain names intended to point to HolacracyOne-branded websites, and announcing changes that would impact the uptime or configuration of those websites
    • Publishing policies to allow @Sales & Marketing to impact the DNS records configuration

  • Data Caretaker

    Purpose:

    HolacracyOne makes smart security decisions

    Accountabilities:

    • Understanding HolacracyOne's security needs and identifying potential risks
    • Championing security process improvements
    • Responding to internal requests about HolacracyOne security

  • Operations

    Purpose:

    Worry about basic systems, so no one else has to

    Domains:

    • Google Apps access

    Accountabilities:

    • Selecting and administering core logistical infrastructure systems, including a calendar, e-mail system, virtual meetings and webinars platform and virtual partner communication platforms
    • Defining usage standards and providing access to formally-defined infrastructure systems as-appropriate, and helping users troubleshoot access issues as-needed
    • Maintaining a trusted source of contact information for past and current HolacracyOne Members, and updating it as Members information changes
    • Selecting, administering, and optimizing a shared file repository that can sync on Partners' local computers
    • Defining standard file formats for commonly-used cross-organization shared files
    • Executing logistical setup tasks documented in the onboarding and offboarding checklists
    • Triaging email transition of departing partners such as email forwarding or an autoresponder

  • Switchboard

    Purpose:

    Phone calls and voice messages get where they need to go

    Accountabilities:

    • Stewarding Google Voice account
    • Transcribing voice messages and delivering them to relevant roles
    • Deleting voice messages and transcripts in accordance with guidance provided by @Legal Liaison

Self-Management Accelerator

Purpose: Scalable, productized learning offerings that catalyze the shifts and build the skills that transform our customers into natural agents of our organization's purpose, while also enabling them to better serve their own

  • Accelerator Platforms

    Purpose:

    Customer friendly platform(s) to operate the Accelerator

    Domains:

    • Accelerator platform infrastructure

    Accountabilities:

    • Researching and evaluating platforms and technical tools (e.g. e-learning , customer support, backend automations) for supporting content production and delivery
    • Providing technical support to roles within the circle upon request
    • Maintaining SMA registration platform

  • Accelerator Support

    Purpose:

    Customers get any issues resolved right away

    Accountabilities:

    • Adding registered participants to courses and removing them from courses
    • Responding to inquiries from Accelerator customers using the Ticketing system defined by @Accelerator Platforms , and escalating requests from Enterprise clients to @Enterprise Account Manager when needed
    • Facilitating customer registrations to SMA offerings

  • Affiliates Program

    Purpose:

    Maximize sales & subscriptions through affiliates who understand our offerings

    Accountabilities:

    • Providing affiliates, providers, and coaches updates about course launches and changes
    • Developing, documenting, maintaining, and updating an attractive affiliate program for content creators and other partners to promote our offerings
    • Implementing (or sourcing) the tracking technology necessary to record affiliate-generated traffic and sales
    • Tracking affiliate revenue share and coordinating its payment

  • Circle Lead

    Purpose:

    Scalable, productized learning offerings that catalyze the shifts and build the skills that transform our customers into natural agents of our organization's purpose, while also enabling them to better serve their own

    Accountabilities:

    • There are no accountabilities defined for this role.

  • Course Instructor

    Purpose:

    Engaging courses that transmit the principles and rules of self-management

    Accountabilities:

    • Hosting Q&A and Special Topic sessions scheduled as part of Resource course curricula
    • Responding to questions from participants in closed groups or forums created as part of Resource course curricula
    • Welcoming course participants into forums at the outset of the course and periodically checking in with participants
    • Recording course material, including video trailers
    • Developing courses, assessment instruments, and content modules to achieve learning objectives

  • Course Packaging & Delivery

    Purpose:

    Courses are beautiful, easy-to-use, fun and ready to launch!

    Accountabilities:

    • Assembling course materials (such as video lessons, summaries, transcripts, pdfs, Q&A events, feedback forms or other course material) into easy-to-use and organized whole course
    • Creating and maintaining a process for ensuring all needed materials are in the right place for the each course
    • Developing and maintaining branded templates for Holacracy courses
    • Writing or sourcing an email series to welcome, orient and engage the user
    • Seeking feedback on course package from @course_designer and @Course Instructor prior to launch
    • Sourcing or creating additional course elements (text summaries, transcripts, completion certificates, etc.)
    • Reviewing video lessons and identifying production issues which would require the lesson to be re-recorded

  • Enterprise Account Manager

    for Backup

    Purpose:

    Enterprise Plan subscribers are well held from onboarding, know how to engage with the material

    Accountabilities:

    • Sending quarterly progress reports to Enterprise account admins
    • Developing and updating resources to support Enterprise account admins with their users' engagement
    • Responding to support requests from Entreprise customers
    • Facilitating the onboarding of Enterprise account admins and users

  • Products Portfolio

    Purpose:

    A customer-centric portfolio of courses and trainings that customers want to purchase

    Domains:

    • Official, externally used names for Accelerator offerings
    • Pricing for Accelerator offerings

    Accountabilities:

    • Creating and maintaining a checklist of steps for the production, iteration, and shipping of new resources products
    • Launching new courses and notifying @Accelerator Support prior to launch, and including @Participant Ambassador in any communications sent to participants
    • Developing surveys for gathering data about course effectiveness
    • Determining criteria for earning course certificates
    • Vetting and approving Accelerator offerings for translation, creation, and distribution
    • Defining business, pricing, and delivery models of Accelerator offerings
    • Prioritizing translations of Accelerator offerings

  • SMA Business Development

    Purpose:

    Right offerings in the right markets at the right price and time

    Domains:

    • Pricing for trainings
    • Pricing for HolacracyOne's introductory workshops

    Accountabilities:

    • Gathering and assessing data about public demand for standard training offerings
    • Optimizing pricing, discount options, and expenditures to maximize training profitability including canceling trainings as needed in order to avoid loss, including defining training budgets as needed
    • Defining target regions and rhythms for delivering training offerings
    • Defining standard financial/pricing models, including specific price points for trainings and introductory workshops
    • Publishing a pricing model for private trainings
    • Negotiating payment terms (e.g. payment plan) with potential participants when useful to facilitate their registration, within limits defined by @Training Business Development and alerting @Back Office Ops of payment plans and exceptional payments
    • Reviewing unpaid registrations posted by @Back Office Ops prior to event and cancelling registrations as appropriate
    • Tracking discounted registrations and removing early discounted seats as necessary to align with the training pricing model
    • Creating and managing a waitlist, as necessary, for full, live events

  • SPPT Operations

    Purpose:

    Ongoing operational needs and communications of the SPPT are covered

    Accountabilities:

    • Communicating with SPPT participants as needed for any information that needs to be conveyed outside of the training lessons, and tracking those communications in a system available for other roles to reference
    • Managing the setup of Hygean and GlassFrog for live sessions

  • Training Design

    Purpose:

    Enable deep transmission through awesome programs and materials

    Accountabilities:

    • Designing and evolving packaged offerings that develop the capacities required to introduce, practice, and coach Holacracy effectively, including any slides and materials required
    • Defining and evolving online and in-person environments, room setup, and logistical needs for each offering
    • Soliciting input and integrating any Objections from relevant roles to new designs and substantial design changes, including at a minimum before any new offering is released for sale/scheduling and before any substantial changes to slides or materials are released for use
    • Defining and publishing guidance about the role of coaches and hosts
    • Maintaining a list of training and intro materials needed, including links to current versions and anticipated update timeline, including identification of training tools that are typically collected back after use (vs. coaching tools that are distributed to participants to keep)
    • Designing and evolving simulations that meet the needs of the offerings

Live Event Delivery

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

  • Facilitator Coach

    for Specific Trainings

    Purpose:

    Holacracy practice role-modeled during trainings

    Accountabilities:

    • Facilitating tactical and governance meetings at trainings
    • Coaching participants at trainings
    • Setting up and breaking down venue at the direction of @Participant Support
    • Listening to modules during the training to prepare to facilitate
    • Following the direction of any training delivery roles to support the training, including promptly directing participants to the next activity when requested
    • Playing 'the world' during simulation work time at practitioner trainings using the guidance documented by @Training Design
    • Assisting @Participant Support with logistical and tactical triage throughout the training