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
  • Aficionado

    Purpose:

    Unspecified

    Accountabilities:

    • Giving interviews with Storyteller, contracted writers, and academic researchers

    • Reviewing and editing ghost-written blog posts to ensure they accurately reflect Aficionado's voice

    • Attending to virtual and in-person speaking engagements at the request of Public Relations Strategy and Marketing Maven

Purpose: Organizations pursuing their purpose through stable self-organization
  • Coaching Methods

    Purpose:

    Friendly, consistent, standard methods to make Holacracy adoptions stick

    Domains:

    • Standard proposals and contracts for Holacracy Discovery Sessions and coaching services

    Accountabilities:

    • Designing the organization's coaching and adoption support offerings, along with standardized methods, plans, and strategies for delivering on them with minimal heroics

    • Extracting and standardizing useful workshop templates from one-off versions custom-created for a specific client by Holacracy Coach or Engagement Lead

    • Designing standard method and agenda for Discovery Sessions to achieve business objectives defined by Coaching Business Manager

    • Defining and evolving metrics for measuring the success of Holacracy coaching engagements

    • Drafting and publishing standard proposals and contracts for circle offerings, and soliciting feedback from Holacracy Advisor to inform their evolution

    • Maintaining an updated Post-Adoption Report template for Engagement Lead to complete after each adoption

Purpose: World class stewards and stewarding of the Holacracy brand
  • Data Steward

    Purpose:

    Transparency into client adoptions with current data

    Accountabilities:

    • Collecting, storing, and reporting licensee survey results in an appropriate format for the circle or relevant roles

    • Sharing Holacracy adoption best practices from licensee adoptions

  • Lead Link

    (Lead Link)

    Purpose:

    World class stewards and stewarding of the Holacracy brand

    Domains:

    • Role assignments within the Circle

    Accountabilities:

    • Structuring the Governance of the Circle to enact its Purpose and 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

    • Removing constraints within the Circle to the Super-Circle enacting its Purpose and Accountabilities

  • Licensing Director

    Purpose:

    All the right Licensees in the @Holacracy_Ecosystem

    Accountabilities:

    • Qualifiying prospective licensees against target licensee profiles, program standards defined by Licensing Strategy, and brand representation evaluation by Outreach

    • Defining target profile(s) of licensees with the capacities and other factors needed to bring Holacracy to clients

    • Executing standard licensing contracts and contract addendums whenever appropriate to bring qualified coaches into the licensing program or to update terms with current licensees as soon as possible when a new agreement is released

    • Guiding qualified prospective licensees through their evaluation of the licensing program and contracting process to sign-up
      o Triggered Action (upon agreement signature): Inform Licensing Support of new licensee

    • Sharing the value proposition of the licensing program with current and prospective licensees

    • Communicating licensing program changes to existing licensees, and supporting their transition

    • Onboarding new licensees into quality standards and other key program practices

  • Quality Designer

    Purpose:

    Encode the most proven ways to adopt Holacracy while allowing experimentation

    Accountabilities:

    • Developing and evolving surveys or monitoring tools (like calls or write ups) to measure the effectiveness of Holacracy adoptions in alignment with licensing program quality standards

    • Defining standard templates and other activities for sharing case studies amongst licensees for adoption quality transparency and learning

Purpose: Retreats are supported by partners through a chore system that inspires care but is not burdensome
  • Dishwasher

    for Hilltop, mornings

    Purpose:

    The kitchen remains clean and usable throughout the day for all partners

    Accountabilities:

    • Emptying any clean dishes out of the dishwasher

    • Loading the dishwasher with any dishes around the sink or kitchen area (including white bins at Half Hill)

    • Running the dishwasher

  • Trash and Recycling Toter

    for Hilltop

    Purpose:

    Space for the week's trash and recycling

    Accountabilities:

    • Taking the trash and recycling to it's pickup spot on the road on Wednesday afternoon, and bringing back the empty bins on Thursday

Purpose: Evolve humanity’s relationship to power
  • GlassFrog

    Purpose:

    Enable and accelerate self-organization through software; make it so easy that anyone can do it

    Domains:

    • Customer Information stored in GlassFrog's database

    • GlassFrog business model

    • GlassFrog software, platform, and customer service

    Accountabilities:

    • Triaging usage-limiting issues in GlassFrog and fielding tactical database updates as-needed

    • Assisting Outreach with understanding GlassFrog for sales & marketing purposes, including notifying Outreach upon significant product changes that would affect GlassFrog marketing

    • Defining high-level value propositions for GlassFrog, and developing, maintaining, and hosting GlassFrog to deliver on them

    • Conducting in-depth fit-for-role interviews with well-qualified technical candidates

    • Providing Holacracy Coaching Services with admin level access to client organizations

    • Supporting Holacracy Coaching Services coaches with using GlassFrog by answering usage questions and pulling occasional reports about client organization activities

    • Developing and maintaining internal software tools to support HolacracyOne's use of and experimentation with key apps for running a self-organizing enterprise (e.g. software to support HolacracyOne's Badge-Based Compensation app, Attention Point app, etc.)

    • Publishing updates about time-sensitive and usage-limiting issues for consumption by the GlassFrog user community

    • Tracking and publishing major upcoming changes and major known issues in a place accessible to licensees

    • Producing introductory systems and materials for GlassFrog user onboarding

    • Aligning habit support and onboarding content with marketing strategy as defined by Outreach

  • Holacracy Advisor

    Purpose:

    Advise potential clients on the best path forward with Holacracy

    Accountabilities:

    • Counseling organizations exploring Holacracy on the various support services that HolacracyOne offers, including Holacracy Discovery Sessions, public and private workshops and trainings, implementation coaching services, and GlassFrog software

    • Tracking significant client opportunities and publishing an opportunity pipeline

    • Contracting with current and potential clients to convert opportunities into clear engagements with clear expectations

    • Soliciting client permission to make public their story of adopting Holacracy and publishing client's current permission status

    • Connecting Engagement Operations to the client's designated logistics coordinator during handoff

    • Requesting Holacracy Coaching Services appoint a representative to assist in defining each non-standard deal, involving that representative in the contracting process, and verifying they're comfortable with the engagement before closing the deal

    • Requesting Holacracy Training appoint a representative to assist in defining each private training & workshop deal, involving that representative in the contracting process, and verifying they can deliver on the negotiated expectations before closing the deal

  • Holacracy Ecosystem

    Purpose:

    World class stewards and stewarding of the Holacracy brand

    Domains:

    • Assessments for Holacracy certifications

    Accountabilities:

    • Aligning all Licensees with Brand Identity standards for the usage and messaging of the HolacracyOne and Holacracy brands

    • Monitoring Licensed Provider and Agent activity for compliance with the terms of the Licensing Agreement (including payment and reporting requirements), defining processes and standards for addressing discrepancies, and addressing any discrepancies, including terminating agreements

    • Implementing, supporting, and administering the certification and licensing programs defined by Licensing Strategy & Credential-EO, including defining and enacting all processes needed to express that vision

    • Publishing and updating a description of each Holacracy Provider organization, including the company description and logo

    • Qualifying prospective licensees against program standards defined by Licensing Strategy and brand strategic guidance & standards defined by Brand Identity, and guiding qualified prospects through their evaluation of the licensing program and contracting process to sign-up

    • Executing standard licensing contracts and contract addenda provided by Licensing Strategy whenever appropriate to bring qualified prospects into the licensing program or update terms with current licensees

    • Communicating with prospective licensees to answer requests for in-depth information that's outside the scope of what HolacracyOne Ambassador can answer with readily available information

    • Designing, evolving, and implementing Holacracy certification assessments and related processes, and integrating tensions expressed by Credential-EO around each assessment

    • Filing and maintaining trademark registrations in appropriate jurisdictions, monitoring usage of those trademarks, and resolving any infringements discovered

    • Tracking and sending specific content update requests to Outreach when Holacracy Ecosystem's governance changes, operational activities, or other decisions create outdated or inaccurate content on public facing assets held by Outreach.

    • Maintaining up-to-date information on the HolacracyOne website about Certified Holacracy Coach certification, expiration dates, and continuing education requirements/opportunities including qualifying activities, cost expectations and required documentation.

    • Selecting and maintaining a technology platform for tracking licensee badges

    • Enacting all duties required of HolacracyOne in licensing contracts defined by Licensing Strategy

    • Tracking who has each credential and license, monitoring whether requirements to maintain them are met, and expiring credentials and licensing contracts when appropriate

    • Maintaining a list of approved local translations of the word "Holacracy" and considering requests for approval of new translations in light of trademark risks as assessed by Legal Liaison

Purpose: Enable and accelerate self-organization through software; make it so easy that anyone can do it
  • Lead Link

    (Lead Link)

    Purpose:

    Enable and accelerate self-organization through software; make it so easy that anyone can do it

    Domains:

    • Role assignments within the Circle

    Accountabilities:

    • Structuring the Governance of the Circle to enact its Purpose and 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

    • Removing constraints within the Circle to the Super-Circle enacting its Purpose and Accountabilities

  • Product Vision

    Purpose:

    Distill user demand, Holacracy practice needs, and development capacity into a shipped product

    Accountabilities:

    • Sharing and clarifying the broader context of GlassFrog usage and demand with the team

    • Publishing and prioritizing a high level roadmap of upcoming GlassFrog functionality

    • Providing feedback on features, design concepts, epic story breakdowns, and release targets

    • Defining target platforms intended to be supported by GlassFrog

    • Defining high-level value propositions for GlassFrog

Purpose: Healthy partners, healthy tribe, healthy collisions
  • Lightbringer

    Purpose:

    Peer-to-peer performance feedback flowing easy and often

    Accountabilities:

    • Maintaining the Peer Review feedback form to keep it relevant

    • Collecting and integrating feedback on the Peer review process to incremental improve effectiveness

    • Distributing collected feedback to the Partners