Olivier Compagne

Olivier Compagne

Board

Purpose:

Our essence is: HolacracyOne is a resolute pioneer, carving new paths with fierce grace.

Our blessing is to show people the impact they can have when their organization is alive, awake, and ready for anything.

Our mission is to bring about a new paradigm of work; take the abstract and make it concrete, take the ideal and make it real, take the visionary and make it practical for the masses.

Our message is: "Your organizational form is obsolete. Consciousness needs a bigger channel to do its work in the world than what modern organizations provide. It’s time to widen the channel; 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:

    Our essence is: HolacracyOne is a resolute pioneer, carving new paths with fierce grace.

    Our blessing is to show people the impact they can have when their organization is alive, awake, and ready for anything.

    Our mission is to bring about a new paradigm of work; take the abstract and make it concrete, take the ideal and make it real, take the visionary and make it practical for the masses.

    Our message is: "Your organizational form is obsolete. Consciousness needs a bigger channel to do its work in the world than what modern organizations provide. It’s time to widen the channel; 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:

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

  • Investor Rep

    for D Unit Holders

    Purpose:

    The Organization as an effective investment vehicle for its investors

    Accountabilities:

    • Representing the Investor Context within the Organization

General Company

Purpose:

Our essence is: HolacracyOne is a resolute pioneer, carving new paths with fierce grace.

Our blessing is to show people the impact they can have when their organization is alive, awake, and ready for anything.

Our mission is to bring about a new paradigm of work; take the abstract and make it concrete, take the ideal and make it real, take the visionary and make it practical for the masses.

Our message is: "Your organizational form is obsolete. Consciousness needs a bigger channel to do its work in the world than what modern organizations provide. It’s time to widen the channel; 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".

  • Circle Lead

    Purpose:

    Our essence is: HolacracyOne is a resolute pioneer, carving new paths with fierce grace.

    Our blessing is to show people the impact they can have when their organization is alive, awake, and ready for anything.

    Our mission is to bring about a new paradigm of work; take the abstract and make it concrete, take the ideal and make it real, take the visionary and make it practical for the masses.

    Our message is: "Your organizational form is obsolete. Consciousness needs a bigger channel to do its work in the world than what modern organizations provide. It’s time to widen the channel; 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.

  • 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

  • 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:

  • 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

  • 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

  • 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

  • Spending Guardian

    Purpose:

    Resources spent wisely and retained wisely

    Accountabilities:

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

  • The Holacracy Foundation

    Purpose:

    A flourishing ecosystem of Holacracy providers, supported by strong shared marketing and content resources

    Domains:

    • Holacracy certifications and certification assessments
    • Licensing model, contracts, and quality standards for the Holacracy brand
    • Holacracy Foundation website(s), social media accounts and pages
    • Official Holacracy Constitution content & releases

    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 certification and licensing program for the Holacracy brand
    • Filing and maintaining trademark registrations in appropriate jurisdictions, monitoring usage of those trademarks, and resolving any infringements discovered
    • Developing and maintaining a website for the Holacracy Foundation and its stakeholders
    • Triaging inbound messages sent through the Holacracy Foundation website(s) or email address(es)

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 @Undefined_Role and @Sales & Marketing

  • 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

  • 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 @The Holacracy Foundation channeled over and resolved

    Accountabilities:

    • Removing constraints within @The Holacracy Foundation 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 @The Holacracy Foundation 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

The Holacracy Foundation

Purpose: A flourishing ecosystem of Holacracy providers, supported by strong shared marketing and content resources

  • 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

  • Circle Lead

    Purpose:

    A flourishing ecosystem of Holacracy providers, supported by strong shared marketing and content resources

    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

  • Holacracy Website/s

    Purpose:

    Unspecified

    Domains:

    • The Holacracy Foundation website(s)

    Accountabilities:

    • Developing and maintaining the Holacracy Foundation website(s)
    • Updating the licensing and certification related content on the website/s upon request from other roles
    • Integrating the needs and feedback of the various stakeholders into the design and development of the website/s
    •  Onboarding licensees to their holacracy.org accounts

  • Licensing Director

    Purpose:

    All the right Licensees in the @The Holacracy Foundation

    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

  • Provider Link to Circle

    for H1 Implementation

    Purpose:

    [Provider's Purpose]

    Accountabilities:

    • Publishing and evolving an up-to-date list of existing Holacracy clients, including their Holacracy practice disclosure status
    • Publishing and updating a description of Holacracy Provider organization, including company name, description and unique positioning statement, and large logo with transparent background

  • 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

  • Visual Branding

    Purpose:

    Unspecified

    Domains:

    • Visual brand elements for Holacracy

    Accountabilities:

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

Back Office Ops

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

  • 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

  • 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

  • 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

  • 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.

  • CoP Mentor

    Purpose:

    Community of Practice is a place for getting answers about Holacracy and GlassFrog from experts

    Accountabilities:

    • Responding to questions from CoP community members
    • Proactively sharing about tools, tips, and resources of interest to CoP community members

  • 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

  • Courses Feedback

    Purpose:

    Maximize initial feedback; minimize changes down the line

    Accountabilities:

    • Reviewing course outlines and offering feedback on module delineation and content
    • Offering suggestions to help align courses with Value Proposition work and Pricing Model
    • Offering suggestions to help curriculum to standardize
    • Providing feedback on Accelerator offerings upon request from roles within the circle

  • 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

  • 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

  • Training Business Development

    Purpose:

    Right trainings 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

  • Training Design

    Purpose:

    Enable deep transmission through awesome programs and materials

    Accountabilities:

    • Designing and evolving packaged training and workshop offerings that develop the capacities required to introduce, practice, and coach Holacracy effectively, including any slides and materials required
    • Defining and evolving training and Taster environment, room setup, and logistical needs for each training offering
    • Soliciting input and integrating any Objections from @Trainer to new training designs and substantial design changes, including at a minimum before any new training offering is released for sale/scheduling and before any substantial changes to slides or materials are released for use in a training
    • Defining and publishing guidance about the role of coaches so that @Lead Coach can orient coaches and direct them throughout the training and producing related materials
    • 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)
    • Defining and publishing a definitive source of pre-requisites for trainings
    • Triggering @Training Operations when updated materials are ready for production

Event Delivery

Purpose: Live 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