Purpose:

Evolve humanity’s relationship to power

  • Back Office Ops

    Purpose:

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

    Domains:

    • Financial transaction processing systems & processes

    • Google Apps accounts

    Accountabilities:

    • Implementing accounting systems, processes, and transactions to support the needs of our business lines

    • Processing and fulfilling orders for the circle's support products from Holacracy Ecosystem organizations and their clients

    • Presenting the Organization's financial performance and status to all Partners regularly

    • Tracking and collecting training payments, including matching bank wire transfer payments with "pending" training payments and marking as "completed" when a payment arrives

    • Maintaining a current overview of training payments

    • Completing informal or formal company valuations on request of other Board roles or People & Partnership

    • Maintaining adequate company insurance policies

    • Selecting, maintaining, and configuring general infrastructure systems for the organization, including a webinar platform, a shared file repository that can sync on Partners' local computers, and a system to support the scheduling of Holacracy Advisor calls and virtual services delivery from relevant roles

    • Enacting an annual repurchase plan for H1's Class C Units to maximize Partner liquidity

    • Tracking detailed cost and lost revenue from partner service credit usage and participant spending authorizations for events

    • Securing HolacracyOne's back-office infrastructure and accounts from evil and ignorance

    • Maintaining a repository for in-kind and barter credit (including debit and credit transactions) for both HolacracyOne and other organizations

    • Creating and maintaining a history of C-unit price and distributions to C-unit holders

    • Triggering Legal Liaison and Contract Steward when changes are made (e.g. business address, legal jurisdiction, corporate structure, etc.) that would affect contract terms

  • Constitution Helper

    Purpose:

    Help make the next constitution better than it otherwise would be

    Accountabilities:

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers within the Circle

    • Discerning Tensions appropriate to process within a broader Circle that holds the Circle

    • Processing Tensions within a broader Circle to remove constraints on the Circle

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers within the Circle

    • Discerning Tensions appropriate to process within a broader Circle that holds the Circle

    • Processing Tensions within a broader Circle to remove constraints on the Circle

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers within the Circle

    • Discerning Tensions appropriate to process within a broader Circle that holds the Circle

    • Processing Tensions within a broader Circle to remove constraints on the Circle

Purpose:

Attract interest with a compelling and authentic brand narrative; connect our target audience with Holacracy products and services that are relevant and useful to them

  • Photographer

    Purpose:

    Depict and dazzle

    Accountabilities:

    • Taking or sourcing photographs of interest to HolacracyOne supporters, and archiving externally appropriate and generous photographs

    • Maintaining and evolving a repository of beautiful pictures specifically designed to promote HolacracyOne's events

    • Notifying relevant Outreach roles when new photographs are available for use

  • Webinar Presenter

    Purpose:

    Unspecified

    Accountabilities:

    • Delivering webinar presentations.

    • Using a podcast quality microphone or higher to deliver public webinar presentations (i.e. Blue Snowball, Blue Yeti, Rode Podcaster, or similar)

Purpose:

Organizations pursuing their purpose through stable self-organization

  • Engagement Lead

    for clients assigned in role note

    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 Project Manager when a contract for an existing client has changed

    • Facilitating key circles to support the organization's Holacracy progress

    • Facilitating communication between Outreach and key client contacts, upon request of Outreach 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

  • Engagement Project Manager

    Purpose:

    Engagement Leads have full visibility into details of engagement status and progress

    Domains:

    Accountabilities:

    • Tracking actual circle activities and milestones vs. targets, highlighting gaps for Engagement Lead and key client contacts, and encouraging any scheduling needed

    • Tracking client spend vs. budget

    • Selecting, maintaining and configuring systems to collect, compile, and analyze implementation progress metrics

    • Designing, evolving, and documenting logistical processes needed to effect smooth scheduling, delivery and billing for coaching services, including workshops

    • Collecting NPS data following Holacracy coaching services

    • Designating a client-centric document storage folder for all circle roles to use

    • Tracking P&L (revenue and cost, including partner time cost) and profit margin per client

  • Facilitator

    Purpose:

    Circle governance and operational practices aligned with the Constitution.

    Accountabilities:

    • Facilitating the Governance Process and Tactical Meetings of the Circle or for its Roles

    • Coaching other Circle Members on the Constitution's rules and processes, either on request or when needed for effective meetings

    • Auditing the meetings and records of Sub-Circles on request, and declaring a Process Breakdown upon discovering a pattern of behavior that conflicts with the rules of the Constitution

  • Holacracy Coach

    Purpose:

    Client practitioners that understand and can apply 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 Holacracy Coaching 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 Holacracy Coaching 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

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers within the Circle

    • Discerning Tensions appropriate to process within a broader Circle that holds the Circle

    • Processing Tensions within a broader Circle to remove constraints on the Circle

Purpose:

An active and growing Holacracy Ecosystem of highly skilled coaches, Providers, and partners

  • Assessor

    for as assigned in role-note

    Purpose:

    Assessments are a professional experience full of learning for the candidate

    Accountabilities:

  • Licensing Integrity

    Purpose:

    Clean relationship between HolacracyOne and Licensees

    Accountabilities:

    • Monitoring licensee activity for alignment with terms of licensing agreement and any related quality standards or other requirements, using information collected by Data Steward

    • 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

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers within the Circle

    • Discerning Tensions appropriate to process within a broader Circle that holds the Circle

    • Processing Tensions within a broader Circle to remove constraints on the Circle

Purpose:

The right partners to express H1's purpose, with ample opportunities to connect, collide, and communicate

  • DDO'er

    Purpose:

    Wisdom from DDO research harvested and integrated into H1

    Accountabilities:

    • There are no accountabilities defined for this role.
  • Accountabilities:

    • Selecting and administering health insurance programs for Partners

  • Secretary

    Purpose:

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

    Domains:

    • All governance records of the Circle

    Accountabilities:

    • Inquiring on intended topics for special governance meetings and scheduling them around availability of likely impacted role-fillers

    • Scheduling Governance Meetings and Tactical Meetings of the Circle or called by its Roles, and notifying all invited participants

    • Capturing and publishing the outputs of Governance Meetings and Tactical Meetings of the Circle or called by its Roles

    • Interpreting Governance and the Constitution upon request

  • Tribal Mediator

    Purpose:

    Help people transform charge & resentment into understanding & appreciation

    Accountabilities:

    • Facilitating solo processing or a dialog to help a partner dissolve a charge or held resentment, on request of the partner experiencing one

Purpose:

Transformative trainings that transmit Holacracy and catalyze the capacities it requires

  • Event Management System

    Purpose:

    Unspecified

    Accountabilities:

    • Implementing, monitoring, and maintaining an event registration management system for the organization's public trainings and workshops

  • Facilitator

    Purpose:

    Circle governance and operational practices aligned with the Constitution.

    Accountabilities:

    • Facilitating the Governance Process and Tactical Meetings of the Circle or for its Roles

    • Coaching other Circle Members on the Constitution's rules and processes, either on request or when needed for effective meetings

    • Auditing the meetings and records of Sub-Circles on request, and declaring a Process Breakdown upon discovering a pattern of behavior that conflicts with the rules of the Constitution

  • Facilitator Coach

    for Specific Trainings

    Purpose:

    Holacracy practice role-modeled during trainings

    Accountabilities:

    • Facilitating tactical and governance meetings at trainings

    • Coaching participants during facilitation practice at trainings

    • Setting up and breaking down the room at the direction of Training 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 by following the guidance documented by Training Design

    • Assisting Training Support with logistical and tactical triage throughout the training

  • Holacracy Presenter

    Purpose:

    Well-delivered Taster workshops that invite individuals to explore Holacracy more deeply

    Accountabilities:

    • Delivering Taster workshops, using presentation/workshop designs created by Training Design

  • Lead Coach

    for Specific Trainings

    Purpose:

    Make trainings a team affair

    Accountabilities:

    • Orienting, guiding, and supporting coaches on-site, including prior to each activity

    • Monitoring training delivery for useful updates to training setup and design standards, and creating or updating relevant materials or guidelines to capture learnings

    • Advising on coach needs for trainings as required by the training design

    • Providing Coach Sourcerer with any updates regarding viable coach candidates, as new data surfaces, including after training events

    • Orienting coaches prior to the training, including sending relevant preparation materials based on the type of training and answering coach questions

    • Informing Facilitator Coach when stepping away from the main training space for an extended period of time

  • Training Glamour Shots

    Purpose:

    Awe-Inspiring and Captivating Visual Representation of Trainings

    Accountabilities:

    • Collecting photographs, brief videos, and/or quotes during live events for promotional purposes

  • Training Support

    for Specific Trainings

    Purpose:

    Trainer training and learners learning

    Accountabilities:

    • Removing distractions at trainings that limit presence and focus of participants or delivery staff

    • Triaging and resolving venue-related tactical or logistical issues during public and private events

    • Setting up and tearing down training venue at the request of Training Operations, Trainer, or Lead Coach

    • Greeting and hosting participants at trainings and related events

    • Setting up training simulation spaces and materials in advance of each training activity

    • Neatly resorting and repacking training materials immediately following each training, delivering them to start of transport as arranged by Training Operations, and notifying Training Supplier of missing reusable supplies

    • Verifying participant attendance against the participant list and notifying Participant Ambassador of any no-shows or additional participants

    • Triaging last-minute registrations and payment collection

    • Maintaining, updating, and sharing a checklist of set-up and triage steps for each training.

    • Talking to potential leads at trainings and connecting them to Holacracy Advisor

Purpose:

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

  • 2nd Signer

    Purpose:

    Prevent fraudulent transfers

    Accountabilities:

    • Reviewing cash transfer and similar banking-related requests against the initiator's authority, and approving authorized transactions

  • Cash Flow

    Purpose:

    The right money at the right time

    Accountabilities:

    • Monitoring cash flow to determine if and when additional funding is needed

  • Comp Review

    Purpose:

    Comp payments accurate

    Accountabilities:

  • Expense reviewer

    for Except for own expenses

    Purpose:

    Expense reports aligned with expense policies

    Accountabilities:

    • Reviewing and approving (or rejecting) expense reports to ensure alignment with the Expense related policies

  • Insurance

    Purpose:

    Unspecified

    Accountabilities:

    • Researching, purchasing, and maintaining a commercial insurance plan that minimally aligns to contractual requirements

  • Circle Lead

    Purpose:

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

    Domains:

    • Role assignments for the Circle's Roles

    Accountabilities:

    • Defining Roles and/or Policies via the Circle's Governance Process to enact its Purpose and Accountabilities

    • Assigning Partners to the Circle’s Roles, monitoring the fit, and re-assigning Roles to other Partners to optimize fit

    • Judging the relative value of Circle efforts on request to resolve priority conflicts across Roles

  • Out-of-Controller

    Purpose:

    Getting out of control financial processes under control, and keeping them there

    Accountabilities:

    • Defining, implementing, monitoring, and improving processes to handle all basic financial transaction processing needs, including for payments, collecting funds, and reconciliations

    • Selecting, monitoring, and managing outsourced relationships to fulfill basic bookkeeping needs

    • Processing needed financial registrations required of the organization

    • Auditing collection activity and processes of Collection Steward, challenging practices and processes where appropriate, and driving improvements

    • Reviewing monthly financial statements for errors and significant trends

    • Distributing electronic tax documents with external parties

  • Profit Distribution

    Purpose:

    Profits distributed timely and accurate

    Accountabilities:

    • Calculating, recording, and communicating the quarterly and annual profit distributions

  • Unit Tracker

    Purpose:

    C-unit and D-unit records perfectly accurate

    Accountabilities:

    • Recording and updating C-unit and D-unit transactions in a trusted source location

Purpose:

The right partners joining H1 in the right relationships

  • Partner Onboarder

    Purpose:

    Establish right relationships between new partners and the partnership

    Accountabilities:

    • Introducing, reviewing and explaining the onboarding process and checklist to new Partners

    • Clarifying new Partner's role in onboarding activities

    • Verifying that all relevant roles have completed their checklist items as defined by Courtship and Onboarding Process and that the Onboarding Checklist sheet is updated to reflect this

Purpose:

High quality & easy to find Holacracy content & tools that make practice easier for novices & experts alike

  • CoP Expert

    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

    • Tracking time spent on the CoP in service of this role in a shared spreadsheet

  • Course Designer

    for expectations for role-fillers in H-powered companies.

    Purpose:

    A pipeline of course designs that support Holacracy learning and align with Resource business model and strategy

    Accountabilities:

    • Outlining and storyboarding initial course drafts

    • Developing lesson plans, assessment instruments, and content modules to achieve learning objectives

    • Gathering feedback on initial course prototypes

    • Designing slide decks, quizzes, one-pagers and other course assets

  • Circle Rep

    Purpose:

    Tensions relevant to process in a broader Circle channeled out and resolved.

    Accountabilities:

    • Seeking to understand Tensions conveyed by Role-fillers within the Circle

    • Discerning Tensions appropriate to process within a broader Circle that holds the Circle

    • Processing Tensions within a broader Circle to remove constraints on the Circle

Purpose:

Holacracy coaching engagements set up for success

  • Circle Lead

    Purpose:

    Holacracy coaching engagements set up for success

    Domains:

    • Role assignments for the Circle's Roles

    Accountabilities:

    • Defining Roles and/or Policies via the Circle's Governance Process to enact its Purpose and Accountabilities

    • Assigning Partners to the Circle’s Roles, monitoring the fit, and re-assigning Roles to other Partners to optimize fit

    • Judging the relative value of Circle efforts on request to resolve priority conflicts across Roles