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:

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
  • Blog Manager

    Purpose:

    Holacracy's blog is up-to-date with organized, fresh content

    Accountabilities:

    • Sourcing and publishing content on the Holacracy blog and engaging people who leave comments when useful

    • Tracking best performing blog posts

    • Keeping Holacracy's blog publication organized so that content is easy to access for visitors and aligned with strategic objectives

  • Book Steward

    Purpose:

    Spread the Holacracy Book

    Accountabilities:

    • Maintaining a productive relationship with the book publishers, including facilitating book-related logistics with them

    • Processing requests from publishers and the ecosystem about international book translations and distribution

  • Brand Identity

    Purpose:

    Strategic expressions of our identity that resonate with those we can serve best

    Accountabilities:

    • Distilling and capturing cohesive strategic guidance for the expression and conveyance of the Holacracy, HolacracyOne, and GlassFrog brand by relevant roles

    • Publishing a draft version of any proposed strategic guidance, soliciting feedback from relevant roles, and integrating objections from Holacracy Spokesperson and relevant roles within the General Company Circle before official rollout of this guidance

    • Naming market offerings that carry the Holacracy brand

    • Defining GlassFrog's "personality" or brand identity

    • Identifying and profiling archetypes of those who engage Holacracy offerings

    • Conducting regular retrospectives with current and previous Holacracy adopters

    • Collecting and evolving a list of key talking points to be used in interviews with the media, with input from Holacracy Spokesperson

  • Communications Quality Guardian

    for Marketing blasts

    Purpose:

    Outgoing content carries the right voice and no brand, trademark or grammatical errors

    Accountabilities:

    • Upon request, screening customer facing-content for
      1) Consistency of voice and general alignment with the style guides published by Brand Identity
      2) Trademark violations and brand misuse
      3) Typos, spelling and grammatical errors

  • Copywriter

    Purpose:

    Succinct, written copy that sends the right message to the reader

    Accountabilities:

    • Drafting, updating, editing or proofreading written content on request from other roles

  • 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 Explorer

    Purpose:

    Provide human interaction with people interested in Holacracy and help them identify their next logical step with H1.

    Accountabilities:

    • Speaking with scheduled prospects about H1 offerings

    • Exploring with the client prospect to establish "next action" that will serve the needs of this client and guide them into H1 offerings.

    • Facilitating a hand-off to Holacracy Advisor for all client prospects that seem like a fit.

    • Monitoring and engaging with Freshchat users in the automated online webinar

  • Marketing Maven

    for GlassFrog

    Purpose:

    Help the world to know and love HolacracyOne's products and services

    Accountabilities:

    • Gathering "news" from internal roles that's relevant and useful for our target market, such as GlassFrog feature updates, training events, and major initiatives/changes

    • Creating and maintaining a process for publicizing particular HolacracyOne products or services

    • Crafting communications tailored to the interest of our customer segments

    • Researching and maintaining a list of groups, locations, and platforms outside of HolacracyOne and GlassFrog appropriate for spreading the word about our services

  • Newsletter Publisher

    Purpose:

    Newsletters that inspire and attract

    Domains:

    • The organization's primary general-interest mailing list

    Accountabilities:

    • Conveying Holacracy content and offerings to the world through regular e-mail blasts mailing list activities

    • Gathering input from GlassFrog about current activities and relevant topics

    • Regularly producing and sending a GlassFrog-focused newsletter

    • Giving preference to the content of Premier Providers over the content of other licensees for coverage in their markets

  • Rep Link

    (Rep Link) (from Website)

    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:

    • 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

    • 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

  • Storyteller

    Purpose:

    Holacracy's brand identity is translated into powerful written stories

    Accountabilities:

    • Drafting content on Holacracy-related topics - including stories and case-studies - in alignment with brand guidance

    • Reviewing draft written content and providing critique and feedback on request from other Outreach roles

    • Ghostwriting for Holacracy Spokesperson, including distilling audio recordings and interviews into written posts that reflect Holacracy Spokesperson's thoughts and voice

    • Creating and updating a database of quotes and testimonials about HolacracyOne services and making this available to other Outreach roles

  • Visual Storyteller

    Purpose:

    Create and sustain a buzz about Holacracy through powerful visual stories

    Accountabilities:

    • Developing a vision for video stories and seeking input from relevant stakeholders (including Brand Identity and Website Strategy) with regard to video purpose, function, and intended location

    • Soliciting input from key stakeholders throughout the story-drafting and video-editing processes

Purpose: Transformative trainings that transmit Holacracy and catalyze the capacities it requires
  • Coach Sourcerer

    Purpose:

    A high-quality learning environment for participants, primarily, and for coaches, secondarily

    Domains:

    Accountabilities:

    • Compiling feedback and sharing it with Facilitator Coach after a training

    • Maintaining a list of viable coach candidates based on input from Lead Coach

    • Scheduling Lead Coach Training Support and Facilitator Coaches to optimize training quality and minimize costs and receiving no objections from Lead Coach regarding the Facilitator Coach selections and from Trainer for the Lead Coach selection

    • Enrolling licensees to coach at trainings as needed

    • Reviewing NPS feedback on any coach candidates under consideration

    • Registering coaches to events and triggering Participant Ambassador to adjust ticket capacity

    • Informing Lead Coach when coaches are confirmed for events

    • Collecting and processing feedback from Facilitator Coaches after each Training event

    • Informing Training Support when they source a Coach expecting to present as Co-Trainer

  • 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

  • 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: 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 Partner

    for Casey

    Purpose:

    A helping hand for partners

    Accountabilities:

    • Answering questions from Partners about Holacracy, the company's activities, the partnership, and how all of these work together

    • Talking with Partners upon request to help them build perspective on tension processing pathways including differentiating tensions best processed personally versus organizationally

    • Supporting Partners to find a professional development path in the partnership upon request

    • Initiating conversations with new Partners to provide thought-partnership on their transition into the company

    • Documenting completed tasks on the new Partners onboarding checklist as defined by Courtship and Onboarding Process

  • Partnership Representative

    Purpose:

    The Organization offers a healthy environment for Partners to contribute to its Purpose

    Accountabilities:

    • Notifying all partners of any new or amended expectations, constraints, or policies that affect partners as partners, including any enacted by a change to the Company's Operating Agreement

    • Seeking to understand Tensions conveyed by Partners, and discerning those that would serve the purpose of the organization to process into governance

  • Rep Link

    (Rep Link) (from Partner Retreats)

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

    for Hilltop, evenings

    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

  • Lead Link

    (Lead Link)

    Purpose:

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

    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

  • On-site Guest Host

    for Hilltop

    Purpose:

    Unspecified

    Accountabilities:

    • Hosting guests and reactively attending to their logistical needs during their stay at retreat properties to enable a comfortable place to sleep, work, and live

    • Checking-in guests - including offering a walkthrough orientation for newer partners or those who wish a refresher

    • Completing check out procedures

    • Notifying Guest Experience about any last minute accommodation or other urgent issues and assisting to triage

    • Maintaining and updating a "walkthrough" check-list for rented properties and using this to reset properties at the end of retreat

    • Creating a visual representation of who is accountable for what household tasks for each retreat

    • Taking steps to align usage by partners of rented properties with agreements (including conducting "walkthroughs" of rented properties, recording mileage, and helping to reset properties to their pre-retreat condition) and informing Partner Convener and guest experience when agreements are not being satisfied.

    • Buying more disposable paper and cleaning products for retreat properties when they get low

  • Trash and Recycling Emptier

    for Hilltop

    Purpose:

    Space for the next day's trash and recycling

    Accountabilities:

    • Taking trash and recycling to garage daily

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

  • 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

  • Model Secretary

    Purpose:

    Model effective Secretary skills and avoid the distraction and slowdown of a novice Secretary

    Accountabilities:

    • Performing the Secretary role during early client meetings on request of Engagement Lead

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

  • Rep Link

    (Rep Link) (to Outreach)

    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:

    • 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

    • 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

  • Website Author

    for rebrand

    Purpose:

    The right content with the right tone on HolacracyOne websites

    Accountabilities:

    • Writing accurate and appealing content for HolacracyOne websites, monitoring existing content for continued relevance and appropriateness, and updating as appropriate

    • Sourcing appealing images and publishing them to HolacracyOne websites

    • Defining and sharing standard images to represent HolacracyOne offerings on the website

  • Website Strategy

    for glassfrog.com

    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: A well executed forum to bring together practitioners of Holacracy to exchange information, ideas, and best practices for mutual benefit
  • Forum Content and Design

    Purpose:

    Content and design that supports an inspiring, uplifting, and connecting Holacracy Forum

    Accountabilities:

    • Generating a list of presenters and routing approved contributors to Speaker Host for logistical triage

    • Gathering information from Forum participants and staff about content and activities preferences

    • Building a list of potential contributors to the Forum and gathering information about those contributors

    • Defining a purpose and desired outcome for the Forum to create an enriching participant experience and meet stakeholder needs

    • Determining timing of Forum sessions within logistical constraints of the venue

    • Defining and evolving Forum attendance prerequisites

    • Granting exceptions to prerequisites on a case-by-case basis

    • Allocating comp codes defined by Forum Finance to select clients, licensees, and friends of HolacracyOne

  • Forum Copywriter

    Purpose:

    Forum communication is clean, crisp, and catchy

    Accountabilities:

    • Writing, reviewing and editing marketing and other copy at the request of other Holacracy Forum roles

  • Forum Emcee

    Purpose:

    Participants and speakers well-informed; activities and energy flowing with ease

    Accountabilities:

    • Introducing speakers and events

    • Informing participants about content, presentations, transitions, venue and other relevant information

    • Queuing up questions for Forum speakers

    • Monitoring and managing speaking and Q&A time during Forum sessions

    • Assisting speakers with technical set-up prior to their presentation

  • Open Space Host

    for World Cafe

    Purpose:

    Open Space flows effortlessly, in alignment with vision defined by @Forum_Content_and_Design

    Accountabilities:

    • Creating and sharing a list of materials needed for the Open Space portions of the Forum

    • Assigning the Open Space topics to specific rooms, within the constraints defined by Forum Onsite Logistics

    • Hosting the Open Space and World Cafe portions of the Forum

    • Keeping Open Space "topic owners" informed during the Forum

  • 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

Purpose: Partners connecting in real time and real space
  • Onsite Retreat Support

    Purpose:

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

    Accountabilities:

    • Supporting the retreat experience with an effective chore system

    • Updating and publishing “room prices” such that what’s needed is done, but is not taxing

    • Buying more disposable paper and cleaning products for retreat properties when they get low

  • Partner Convener

    Purpose:

    Partners convening, connecting, and collaborating in supportive spaces

    Accountabilities:

    • Facilitating collaborative processes and voluntary agreements to enable living and working together during partner gatherings without getting in each other's way

    • Identifying and enacting patterns for productive work and enhanced connections by scheduling regular calendar blocks and locations to convene partners for in-person Partner Retreats

    • Scheduling and facilitating regular meeting with all Partners to facilitate partner-level information exchange and partnership-related explorations

  • Rep Link

    (Rep Link) (to People & Partnership)

    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