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

    Domains:

    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

    • Maintaining the content and business models for delivering the Habit Support Program

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

  • 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

  • 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

  • Interlocutor

    Purpose:

    Getting the best out of Webinar Presenter

    Accountabilities:

    • Taking part in recorded dialogues, webinars and other Intro events

    • Refining the event framework created by Intro Event Business Manager to best match the topic, presenter and audience.

  • 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:

  • Spokesperson’s Muse

    Purpose:

    Inspire new ways to tell the Holacracy story

    Accountabilities:

    • Creating and maintaining slides to support Holacracy Spokesperson's talks

  • Website

    for glassfrog.com

    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 market-facing stakeholders before the implementation of significant updates

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

    • 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

  • Website Author

    Purpose:

    The right content with the right tone on HolacracyOne websites

    Domains:

    • Website copy, images, and videos

    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 Voice

    Purpose:

    Unspecified

    Accountabilities:

    • Reviewing changes to website content and design and evaluating for alignment with Communications Style Guide published by Brand Identity.

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

    • Documenting processes, best practices, and frequently asked questions from the HDS

    • Sharing the intended activities and key information with relevant support roles prior to an HDS using a process defined by Engagement Project Manager

  • 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

  • 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:

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

  • 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:

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

  • 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

  • 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

  • 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

  • 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

  • Forum Programming

    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 those prerequisites on a case-by-case basis

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

    • Preparing and stewarding speaking agreements with contributors including any negotiated remuneration prior to final confirmation within constraints set by Forum Finance

  • Open Space Host

    for World Cafe

    Purpose:

    Open Space flows effortlessly, in alignment with vision defined by Forum Programming

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

    Domains:

    • All governance records of the Circle

    Accountabilities:

    • 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

Purpose:

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

  • Course Designer

    for Constitution course with Michael D

    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

  • Course Feedback

    Purpose:

    Maximize initial feedback; minimize changes down the line

    Accountabilities:

    • Reviewing course outlines and offering feedback on module delineation and content

    • Offering suggestions to help align courses with Value Proposition work and Pricing Model

    • Offering suggestions to help curriculum to standardize

  • Circle Lead

    Purpose:

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

    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

  • Learning Resource Partnerships

    Purpose:

    Fruitful & mutually beneficial partnerships between HolacracyOne and practicing organisations to co-create Holacracy learning resources

    Accountabilities:

    • There are no accountabilities defined for this role.
  • Resource Product Manager

    Purpose:

    The most viable support products receive the needed attention at the right time

    Domains:

    • Blog posts produced by or in the service of the Holacracy Resources circle

    • Business model and pricing for Holacracy Resources

    • Official, externally used names for Holacracy Courses

    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

    • Proactively working with Brand Identity to develop names for Resources products

    • Creating and maintaining a checklist of steps for the production, iteration, and shipping of new resources products

    • Checking in on the progress of product production through the pipeline, identifying bottlenecks, and helping to resolve them

  • Secretary

    Purpose:

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

    Domains:

    • All governance records of the Circle

    Accountabilities:

    • 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

Purpose:

Aficionados to enthusiastic clients. Awareness to revenue.

  • 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 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

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