Purpose: A capable team for every meaningful mission
  • Director

    for Rep

    Purpose:

    A capable August

    Domains:

    • Proposals to Stockholders on edits to:
    • Articles of Incorporation, Bylaws, Constitution
    • August’s Purpose
    • Equity Policy, including any/all shareholder agreements

    Accountabilities:

    • Counseling our business on the “nuts and bolts”
    • Steering toward purpose and values
    • Proposing to Shareholders financial decisions above $150,000USD, excluding compensation
    • Representing August in public
    • Expanding our business/client network
    • Expanding our talent network
  • Treasurer

    for through Jan 2026

    Purpose:

    To represent API’s Financial Perspective

    Domains:

    • August valuations

    Accountabilities:

    • Maintaining custody of, and when proper paying out, disbursing or otherwise disposing of, all funds and securities
    • Endorsing on behalf of API collection checks, notes and other obligations and depositing the same to the credit of API in such bank or banks or depositary or depositaries as designated by the Board Team
    • Signing all receipts and vouchers for payments made to API
    • Entering or causing to be entered regularly in the books kept for the purpose of full and accurate accounts all money received or paid or otherwise disposed of and maintaining a statement of such accounts that is accessible to all stockholders
    • Performing such other duties as may be assigned by the board or the President
    • Completing August valuations at the end of every year using the current valuation policy
Purpose: A capable team for every meaningful mission
  • Ownership

    Purpose:

    An ownership system that is open and aligned with both our market(s) and values

    Domains:

    • Selection of ownership SMEs

    Accountabilities:

    • Modeling and proposing refinements to our Ownership System
    • Maintaining an understanding of any relevant needs, data or context
    • Selecting and maintaining a relationship with SMEs who can help us explore our options
    • Collaborating with lawyer/SME who can implement ownership changes
    • Proposing edits to founder shareholder agreements
    • Revise business structure and practice to integrate Partner role
  • Partner

    Purpose:

    The long-term health and success of our purpose

    Domains:

    • Partner selection process and Partner Panel
    • Bonus Policy

    Accountabilities:

    • Forging long-lasting client and network relationships that help August create sales and partnership opportunities.
    • Keeping each other accountable for being good owners; nobody is in charge here; this is your business
    • Developing August’s long term vision to clarify our growth plan and other emerging parts of the business.
    • Stewarding new/big investments by taking on ambiguous new roles and bets.
    • Keeping the business profitable by understanding our financial health and making proposals related to our capital expenses (reinvestment, taxes, bonus distribution, payments, etc).
    • Connecting the dots by looking across P&L, growth, culture, and people strategy.
    • Driving our growth by contributing to at least 50% of our annual sales.
    • Making major decisions related to our people strategy that might include changes to August’s compensation system, hiring strategy, and membership (e.g. potential layoffs).
    • Deciding on bonus distribution guided by our bonus policy.
    • Designing and leading a partner selection process that aligns with August’s values, and team and business needs.
    • Maintaining a regular cadence of communication with non-partner pals.
Purpose: Ensuring a healthy culture that is true to August’s values
  • Development Advocate (multi-filled)

    for Keara

    Purpose:

    Support gustos to intentionally developing their capacity at August

    Accountabilities:

    • Helping gusto identify resources to develop their capacities
    • Helping gusto identify stakeholders from whom feedback needs to be gathered
    • Supporting gusto in scheduling feedback moments including GBOP, Capacity Development Session, Leveling Up Decision Making, and Delivery Feedback
    • Advocating for the gusto to gain opportunities that support the development of their capacity
    • Gathering client and pal feedback about the gusto and sharing it in an appropriate way
    • Supporting the gusto in contributing to August at their highest possible capacity
    • Tracking and reporting attendance at GBOP, Capacity Development, and Leveling Up sessions
    • Reading all Development policies closely, and reviewing GBOP, Capacity Development, and Leveling Up session agendas prior to calling the session
    • Monitoring engagement and identifying ways to help when needed
    • Communicating with @membership_committee when a member's performance raises questions about viability of long-term Membership at August
    • Initiating a conversation with Gusto at least annually about whether you are the best Development Advocate for them based on their development needs and support them in identifying a new DA if a change makes the most sense
  • Member (all members at August)

    Purpose:

    To advance the August Mission of "A capable team for every meaningful mission"

    Accountabilities:

    • Fulfilling duties as contained in Article 1, Section 4.1 of the August Constitution
    • Deciding with purpose: Using our Purpose as the primary decision making filter for all of your decisions, bring an ever questioning eye to whether or not our work, clients, and focus really fulfills our larger purpose, continually both support and push the status quo to help us evolve forward as a purpose driven business
    • Wellbeing: Promoting each other’s well-being and recognizing the importance of a healthy balance between the needs of the business and the personal life of its members
    • Organizing: Participating in, contributing to, and defining the way we organize and work; Identifying ways to address existing structural flaws and to the development of the larger cultural system via proposing new ideas, and working to improve existing systems; Representing the needs of the business through governance, elections, voting, summit etc
    • Driving: for awareness around power dynamics and biases that get in our way of functioning as a healthy system, hold team members accountable for the role they play within the system (including yourself), particularly those who hold “power” due to experience, tenure, gender or race, continually keep a pulse check on where members are and how their personal status syncs up/impacts the larger work environment for others
    • Developing: Contributing to the development of fellow individual team members via thoughtful, constructive feedback and continually improving yourself
Purpose: The right people in the right place for our work
  • Interviewer (Multi-filled)

    Purpose:

    Conducting awesome interviews that bring the best out in candidates and illustrate how wonderful August is

    Accountabilities:

    • Interviewing candidates
    • Adhering to the Candidate Interview Prep policy
    • Adhering to our Hiring Process policy
    • Answering candidate questions
    • Telling the August story to candidates
    • Collecting and documenting feedback for candidates
Purpose: A profitable business offering that delivers transformative change to leading organizations.
  • Accounts Team Member

    Purpose:

    Unspecified

    Accountabilities:

  • Client Engagement Lead

    for ACLU, PPFA

    Purpose:

    Well-delivered work and lasting and positive client relationships that lead to more work

    Accountabilities:

    • Hosting an internal team project kickoff that surfaces work and feedback preferences and clarifies roles and accountabilities
    • Leading the Active Allyship Procedure if the code of conduct is not being met by the client
    • Having a pulse on client satisfaction at all times and addressing gaps in client satisfaction
    • Having a pulse on delivery team member satisfaction and addressing any gaps in satisfaction or role fit
    • Contextualizing and communicating relevant client intel and feedback to the team in a timely manner
    • Securing the next biggest extension and/or expansion with the client
    • Identifying appropriate development opportunities on projects for other pals (esp. Newer or cap level 1-3 level pals) to be able to take the lead on parts of a project that showcase their talents and/or are a growth opportunity
    • Communicating the resourcing needs of the work to the prioritization pals
    • Revisiting the goals and deliverables from the signed SOW and resetting/communicating shifts in goals and deliverables as needed to the client
    • Hosting regular internal team meeting cadence (collab/action/retro) to do the work, share feedback, and surface tensions
    • Ensuring all client team pals are regularly giving and receiving feedback
    • Developing externally usable (clean/anonymous as needed) materials from new successful offerings to add to our practice card stack and menu of offerings
  • Resourcing Pals

    for As Accounts Lead

    Purpose:

    Client delivery and internal "bets" projects are resourced to optimize and focus our resources

    Domains:

    • Team members' availability for client and internal "bets" projects
    • Resourcing (including freelancers)

    Accountabilities:

    • Completing the day-by-day resourcing sheet https://docs.google.com/spreadsheets/d/1BLZzbmp9VlGxJM_4S2qGLZ3_G69q58vACe2LywcDoto/edit#gid=1781974505
    • Resourcing delivery projects using the protocol outlined in the resourcing policy (https://app.glassfrog.com/organizations/5170/orgnav/policies/9284720)
    • Meeting on a weekly basis
    • Resourcing deals in Scoping or later using the template resourcing card (https://trello.com/c/1D7ZQOnR) and the day by day resourcing sheet (https://docs.google.com/spreadsheets/d/1XfiJzt9bVS24CBoW-af01LW7VZMjrfeEmMTwbYpKv_c/edit#gid=1893977949)
    • Updating the Weighted Pipeline using data in Hubspot and Slack updates from deal owners to ensure it accurately reflects the deals in our pipeline and when we believe revenue will be recognized
    • Defaulting to resourcing pals aligned to sales lead’s preferences and their insights about the client, unless this creates a tension in the business
    • Offering suggestions when the sales lead is unclear on who should be resourced, balancing development goals, capacity, spotlight opportunities, expertise, client needs, pal engagement, and what’s good for the overall business.
    • Disagreeing and committing to a proposal in the prio pals meeting, that is shared out with the team
    • Naming if a deal is too early to resource or the resourcing is murky, by pulling into the Accounts Inbox and/or sharing this explicitly as part of the Slack summary note
    • Responding to pal’s tensions around proposed resourcing
    • Aiming to resource pals to no more than 2 clients at a time, as a default
    • Sharing a summary note in Accounts slack channel, tagging @prioritizationpals, with updates, decisions, context, engagement lead rec, and any questions re: weighted pipeline, resourcing, and vacation
    • Collaborating with Deal Owners
    • When possible, protecting 50% of @Reputation & Marketing role-fillers’ time for work on marketing goals
    • When possible, protecting 50% of @Sales Lead role-fillers’ time for work sales work including netnew deal closing, hosting invites, client advisory roles, etc
  • Sales

    Purpose:

    August consistently adds new clients and organizations to the pipeline and converts prospects into leads and ultimately into enthusiastic partners and confirmed revenue.

    Accountabilities:

    • Setting strategy and sales goals for the team
    • Providing insights and facilitating ongoing learning to enhance sales effectiveness
    • Improving and maintaining the August Sales System to ensure it is up-to-date and optimized
    • Enlisting external experts to support and elevate sales performance
    • Taking action to support our sales strategy
    • Sharing new service offerings comms with our networks
    • Creating opportunities where our network could experience new offerings (roundtables, give-to-gets, institutes)
  • Secretary

    Purpose:

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

    Domains:

    • All constitutionally-required records of the Circle

    Accountabilities:

    • Capturing and publishing the outputs of the Circle’s required meetings, and maintaining a compiled view of the Circle’s current Governance, checklist items, and metrics
    • Interpreting Governance and the Constitution upon request
    • Scheduling the Circle’s required meetings, and notifying all Core Circle Members of scheduled times and locations
Purpose: August consistently adds new clients and organizations to the pipeline and converts prospects into leads and ultimately into enthusiastic partners and confirmed revenue.
  • Deal Owner

    Purpose:

    Own and drive deals from opportunity to closure by leveraging sales skills and expertise to win work.

    Accountabilities:

    • Signaling when opportunities come in through your network or inbox
    • Pairing with a Sales Lead to develop and scope a deal and move the deal through the sales process.
    • Adding new deals and maintaining accurate records for your deals in HubSpot.
  • Lead Link

    Purpose:

    August consistently adds new clients and organizations to the pipeline and converts prospects into leads and ultimately into enthusiastic partners and confirmed revenue.

    Domains:

    • Role assignments within the Circle

    Accountabilities:

    • Assigning Partners to the Circle’s Roles; monitoring the fit; offering feedback to enhance fit; and re-assigning Roles to other Partners when useful for enhancing fit
    • Allocating the Circle’s resources across its various Projects and/or Roles
    • Establishing priorities and Strategies for the Circle
    • Defining metrics for the circle
    • Structuring the Governance of the Circle to enact its Purpose and Accountabilities
    • Removing constraints within the Circle to the Super-Circle enacting its Purpose and Accountabilities
  • Sales Lead

    Purpose:

    Drive deals through the sales pipeline, ensuring they are moved forward strategically to meet sales and revenue goals

    Accountabilities:

    • Setting personal annual sales goals and working toward achieving them
    • Adding new contacts to the prospect qualification tool and prospect list
    • Proactively following up with prospects and driving the development of deals
    • Pairing with pod members, deal owners and other team members to move deals forward collaboratively
    • Utilizing the August Sales System (ASS) for lead qualification and development
    • Maintaining momentum on deals to ensure progression through the pipeline
    • Maximizing deal value and aiming for a minimum deal size of $88,500
    • Hosting and attending invites to engage net new prospects
    • Setting expectations with prospective clients in the scoping process regarding timing and resourcing to ensure August can strategically allocate resources
    • Introducing clients to flexible resourcing options and other team members as needed
    • Scoping projects to highlight opportunities for team members to shine
    • Engaging delivery team members as soon as possible to make handover easy and set the team up for success
    • Filling the role of @advisor on projects focused on expanding our presence and partnering with the @client engagement lead to maximize the lifetime value of a client
    • Creating a resourcing card for a deal when it moves into scoping
  • Sales Pod

    for Pod K

    Purpose:

    Strategically own and manage leads and deals to convert them into successful, won opportunities.

    Accountabilities:

    • Re-qualifying leads and deals as new information emerges to ensure we are allocating resources in a strategic way
    • Triaging and balancing lead and deal distribution to optimize coverage and conversion
    • Communicating with the larger team and involving others as necessary to advance leads
    • Creating and supporting lead development activities (e.g., invites) to move leads forward
    • Updating the Trello board to reflect the current needs of leads and deals
    • Surfacing content needs to the @sales rep for marketing for support
  • Speaking

    Purpose:

    Share what we know and who we are

    Accountabilities:

    • Applying to speak at conferences with prospective clients
    • Networking and following up with conections at conferences and talks
Purpose: Write and successfully launch a book that codifies our thinking, approach and success stories in Summer 2025 (as per Book Objectives Policy)
  • Book Author

    for write the damn thing

    Purpose:

    Having a book that is published by end of summer 2025

    Accountabilities:

    • Working and managing with a ghost writer to write a high quality book that meets our timelines, and GBB goals.
    • Ensuring a high quality output
    • Contributing to the writing where needed
    • Surfacing and contributing August stories
    • Conducting or surfacing research where necessary, which may include interviewing people for stories/feedback
    • Speaking at conferences