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

  • 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

  • Lead Link

    (Lead Link)

    Purpose:

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

    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

  • 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

  • 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: World class stewards and stewarding of the Holacracy brand
  • 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

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

  • Rep Link

    (Rep Link) (from Holacracy Coaching Services)

    Purpose:

    Within the Super-Circle, the Rep Link holds the Purpose of the Sub-Circle; within the Sub-Circle, the Rep Link’s Purpose is: Tensions relevant to process in the Super-Circle channeled out and resolved.

    Accountabilities:

    • Removing constraints within the broader Organization that limit the Sub-Circle

    • Seeking to understand Tensions conveyed by Sub-Circle Circle Members, and discerning those appropriate to process in the Super-Circle

    • Providing visibility to the Super-Circle into the health of the Sub-Circle, including reporting on any metrics or checklist items assigned to the whole Sub-Circle

Purpose: High quality & easy to find Holacracy content & tools that make practice easier for novices & experts alike
  • CoP Engineer

    Purpose:

    Flawless tech setup that supports the CoP and its offerings

    Domains:

    • CoP platform infrastructure

    Accountabilities:

    • Developing and evolving an online platform to support the Community of Practice, its vision and feature requirements as defined by CoP Vision

    • Triaging and resolving technical issues with the Community of Practice platform

    • Selecting and configuring the needed platforms for CoP live online offerings

Purpose: Healthy partners, healthy tribe, healthy collisions
  • DDO'er

    Purpose:

    Wisdom from DDO research harvested and integrated into H1

    Accountabilities:

    • There are no accountabilities defined for this role
  • Partner Insurance Agent

    Purpose:

    Unspecified

    Accountabilities:

    • Selecting and administering health insurance programs for Partners

  • Secretary

    Purpose:

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

    Domains:

    • All constitutionally-required records of the Circle

    Accountabilities:

    • Scheduling the Circle’s required meetings, and notifying all Core Circle Members of scheduled times and locations

    • 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

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

  • 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: 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

  • 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

  • Facilitator

    Purpose:

    Circle governance and operational practices aligned with the Constitution.

    Accountabilities:

    • Facilitating the Circle’s constitutionally-required meetings

    • Auditing the meetings and records of Sub-Circles as needed, 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

  • Rep Link

    (Rep Link) (to General Company Circle)

    Purpose:

    Within the Super-Circle, the Rep Link holds the Purpose of the Sub-Circle; within the Sub-Circle, the Rep Link’s Purpose is: Tensions relevant to process in the Super-Circle channeled out and resolved.

    Accountabilities:

    • Removing constraints within the broader Organization that limit the Sub-Circle

    • Seeking to understand Tensions conveyed by Sub-Circle Circle Members, and discerning those appropriate to process in the Super-Circle

    • Providing visibility to the Super-Circle into the health of the Sub-Circle, including reporting on any metrics or checklist items assigned to the whole Sub-Circle

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 Circle’s constitutionally-required meetings

    • Auditing the meetings and records of Sub-Circles as needed, 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

    for ramp-up only

    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 Business Development

    Purpose:

    Right trainings in the right markets at the right price and time

    Domains:

    • Pricing for HolacracyOne's introductory workshops

    • Pricing for trainings

    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

    • Defining training progressions for Holacracy learners

  • 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: Clear and sexy websites for Holacracy, HolacracyOne, and GlassFrog that align with strategic brand guidance
  • Lead Link

    (Lead Link)

    Purpose:

    Clear and sexy websites for Holacracy, HolacracyOne, and GlassFrog that align with strategic brand guidance

    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

  • Website Producer

    Purpose:

    To manifest HolacracyOne's websites through integration and execution

    Accountabilities:

    • Manifesting the website according to the strategy specified by Website Strategy

    • Pulling feedback about the websites from relevant stakeholders throughout the design and implementation of significant website updates, including from Holacracy Spokesperson and other market-facing roles

    • Publishing and updating a Website Updates Roadmap to track the needed changes to the websites

    • Selecting and managing project vendors, and managing deliverables through completion

    • Directing the development of the holacracy.org and the glassfrog.com public-facing (non-app) websites, while integrating the needs of HolacracyOne's various business lines

  • Website Strategy

    for holacracy.org

    Purpose:

    Clear and sexy website for Holacracy, HolacracyOne, and GlassFrog with all the right content for our market

    Accountabilities:

    • Tracking Google Analytics data and incorporating the data in website development and content creation

    • Setting the overall strategy for the H1.com website, including target audience, high-level information architecture, and overall tone and voice for web content

    • Pulling feedback about the websites from relevant stakeholders throughout the design and implementation of significant website updates, including from, Brand Identity, Holacracy Spokesperson and other market-facing roles

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

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

  • Website

    Purpose:

    Clear and sexy websites for Holacracy, HolacracyOne, and GlassFrog that align with strategic brand guidance

    Domains:

    • The holacracy.org and the glassfrog.com public-facing (non-app) websites

    Accountabilities:

    • Developing and maintaining the website for Holacracy, HolacracyOne and GlassFrog

    • Publishing and updating a Website Updates Roadmap to track the needed changes to the websites

    • Fielding website-related requests and capturing needed evolutions into the Website Updates Roadmap

    • Integrating the needs of HolacracyOne's various business lines into the design and development of the website and pulling feedback from other relevant stakeholders (including from Holacracy Spokesperson, Brand Identity and other market-facing roles) before the implementation of significant updates

    • Tracking Google Analytics data and incorporating the data in website development

Purpose: Retreats are supported by partners through a chore system that inspires care but is not burdensome
  • Post-meal support

    for HalfHill

    Purpose:

    Meals leave no trace

    Accountabilities:

    • Loading dishwasher and washing any remaining dishes after partner meals

    • Wiping down countertops and stove after partner meals