A nutshell version of the Responsibilities of Role-filling is here: http://wiki.holacracy.org/index.php?title=Partner_Duties

From the Holacracy Constitution:

1.2 Responsibilities of Role-Filling

As a Partner of the Organization, you have the following responsibilities for each Role that you are assigned to and agree to fill:

1.2.1 Processing Tensions

You are responsible for monitoring how your Role’s Purpose and Accountabilities are expressed, and comparing that to your vision of their ideal potential expression, to identify gaps between the current reality and a potential you sense (each gap is a “Tension”). You are also responsible for trying to resolve those Tensions by using the authorities and other mechanisms available to you under this Constitution.

1.2.2 Processing Purpose & Accountabilities

You are responsible for regularly considering how to enact your Role’s Purpose and each of your Role’s Accountabilities, by defining:

1.2.3 Processing Projects

You are responsible for regularly considering how to complete each Project you are actively working towards for your Role, including by defining any Next-Actions useful to move the Project forward.

1.2.4 Tracking Projects, Next-Actions, & Tensions

You are responsible for capturing and tracking all Projects and Next-Actions for your Role in a database or similar tangible form, and for regularly reviewing and updating that database to maintain it as a trusted list of the Role’s active and potential work. You are also responsible for tracking any Tensions you identify for your Role, at least until you process them into desired Projects or Next-Actions, or otherwise resolve them.

1.2.5 Directing Attention & Resources

Whenever you have time available to act in your Role, you are responsible for considering the potential Next-Actions you could efficiently and effectively do at that point in time, and executing whichever you believe would add the most value to the Organization from among that subset.

The Duties of Circle Members (which all Partners are) are defined here: http://www.holacracy.org/constitution#art41

In the past we have simply asked prospective Partners to read our EP and state they are aligned and committed. For something which is the heart, soul, mind and body of EE, this is ridiculously superficial in finding out how a potential Partner resonates with us.

Additional ways of gathering information about the person's understanding and alignment, and actually enriching EE and the rest of us, from this date forward, include:

First, the NPQ role-energizer talks with the potential Partner about our EP and what it means and how it gets expressed by EE.

Second, the person is invited to briefly write up (or record) their personal EP and how EE's EP is related and share that with the NPQ-role-energizer and talk about it to clarify both alignment and potential synergies.

Third, the person is invited to a Tribe Space call, to share their understanding of our EP, and how it aligns with and enables them to express their own EP. What they say would then be discussed by all, to increase their understanding of us, and our understanding of them.

These procedures are not part of the policy, but stated here as guides to what actions could be done in "determining that the potential Partner is committed to EE's EP."