Purpose: Evolve humanity’s relationship to power
  • Holacracy Resources

    Purpose:

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

    Accountabilities:

    • Developing and maintaining a community-driven "app store" for sharing Holacracy-compatible apps

    • Stewarding translations of the constitution, meeting cards, and glossary of terms

    • Aligning content with marketing strategy as defined by Outreach

  • Rep Link

    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: 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
  • 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

  • Holacracy Advisor

    Purpose:

    Potential clients have an optimal 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

  • Sequence Master

    for Post-PT, GF Onboarding

    Purpose:

    Masterful message sequences that give the right information to the right person at the right time

    Accountabilities:

Purpose: Organizations pursuing their purpose through stable self-organization
  • Discovery Lead

    Purpose:

    Discovery Sessions fine-tuned and delivered to each client's unique context

    Accountabilities:

    • Supporting client's key contact with Discovery Session planning from contracting to delivery

    • Delivering Discovery Sessions to clients and, when appropriate, adjusting the HDS design to client context

  • 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

  • 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: 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:

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.
  • 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

    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: Partners connecting in real time and real space
  • 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

    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
  • 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

  • Rep Link

    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

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

    • Publishing the overall "Website Strategy" for the holacracy.org and glassfrog.com websites, 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: High quality & easy to find Holacracy content & tools that make practice easier for novices & experts alike
  • Lead Link

    Purpose:

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

    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

  • Resource Business Strategy

    Purpose:

    Circle resources are deployed towards the most viable support products

    Domains:

    • Business model and pricing for Holacracy Resources

    Accountabilities:

    • Prioritizing relevant customer groups for support product research, design, and development

    • Defining pricing models for support products

    • Defining a process for evaluating impact, costs, and revenue of new support products

    • Prioritizing support product development

  • Secretary

    Purpose:

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

    Domains:

    • All constitutionally-required records of the Circle

    Accountabilities:

    • 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

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

  • Support Product Designer

    Purpose:

    A pipeline of support products that educate and illuminate

    Accountabilities:

    • Developing and evolving products which:
      - support Holacracy learning
      - align with the Resource business model and strategy
      - align their design with brand standards published by Outreach

    • Defining processes for version control of support tools and materials

    • Communicating major tool & materials changes to Resource Archivist

  • Value Proposition Researcher

    for Secondary

    Purpose:

    Resource Circle products and pricing are well-supported by customer data

    Accountabilities:

    • Gathering data about the needs of customer groups prioritized by Resource Business Strategy

    • Defining a streamlined process for gathering customer feedback on value proposition hypotheses and prototypes

    • Gathering customer feedback about pricing, prototypes, and support products

    • Synthesizing customer data and feedback into support product and pricing recommendations

    • Defining a process for gathering and tracking early pipeline feedback requests into an organized system to provide visibility into customer needs

    • Flagging feedback and requests from key stakeholders

    • Providing a regular summary of high priority customer needs to resources business strategy to inform prioritization