Purpose: Sensing, sourcing, and developing purpose-aligned programs
  • Campus Tours

    Purpose:

    Interested individuals and groups are guided to understand the Whidbey Institute's campus and facilities

    Accountabilities:

    • There are no accountabilities defined for this role.
  • Program Inquiries

    for Lead

    Purpose:

    Welcoming purpose-aligned programs

    Accountabilities:

    • Responding to all new program inquiries
    • Discerning purpose alignment and good fit with new programs
    • Forwarding purpose-aligned, well-fitting program inquiries to @Contract Administrator and @Calendar Architect
    • Integrating advice from Program Development Circle into decisions on which new programs are selected for scheduling.
    • Maintaining ongoing relationships with program leaders
    • Leading role: Deciding any customizations to any pricing or booking policies
    • Leading role: Coordinating which team member holds which intakes
Purpose: To create and nurture symbiotic relationship with community
  • Calendar Architect

    for Multi-day Heartland programming

    Purpose:

    Maintaining calendar of programs, events and staff land and building needs

    Domains:

    • Calendar of events and site activities

    Accountabilities:

    • Scheduling groups on our calendar
  • Contract Administrator

    Purpose:

    Unspecified

    Accountabilities:

    • Forwarding all client contract-related logistic details to concerned roles (via Google Cal, Smartsheet, emails)
    • Tracking and collecting payments
    • Checking in with clients regarding upcoming events
    • Collecting data to prepare final invoicing after events
    • Sending final invoice to clients
    • Modifying contracts as directed by @Calendar Architect
    • Discerning continued fit and creating all programmatic contracts for returning programs
    • Signing all program and rental contracts
    • Optimizing group scheduling with @Calendar Architect
    • Working with @Calendar Architect to design agreements for new programs
    • Completing monthly financial close with @Bookkeeper
  • Facilitator

    Purpose:

    Circle governance and operational practices aligned with the Constitution.

    Accountabilities:

    • Facilitating the Circle’s regular Tactical Meetings
    • Facilitating the Circle’s Governance Process
    • Triggering new elections for the Circle’s elected Roles after each election term expires
    • Auditing a Sub-Circle’s meetings and records on request and declaring a Process Breakdown if one is discovered