Purpose: Evolve humanity’s relationship to power
  • Branded Product Production


    Economically, efficiently and elegantly manufactured tangible branded artifacts


    • Sourcing and costing vendors for printed, screened, debossed and/or embroidered durable and consumable branded products

    • Offering options and suggestions for materials, production processes, quantity and finishing to manufacture the desired product

    • Providing product samples and production time estimates

    • Maintaining a list of branded products ordered and disposing of obsolete versions

    • Shipping branded products at the request of other Roles once spending authorization has been granted

  • Credential-EO


    Holacracy credentials that reflect the full quality and integrity of the brand


    • Accreditation of events for coach continuing education credit


    • Assessing which events count for coach continuing education credit, given criteria specified by Licensing Strategy, and maintaining a published list of events that provide credit and the amount

    • Defining the specific badges and other requirements for earning or losing each Holacracy certification credential, in integrity with the intended meaning of each credential defined by Licensing Strategy

    • Defining the specific badges required for licensees to earn Premier Provider status, in alignment with key criteria defined by Licensing Strategy

  • Design Services


    Awesome design, as a service


    • Designing, creating, and evolving visuals, presentations, and multimedia tools in alignment with Brand Visual Design guidelines on request of other roles

    • Providing image source for Licensed Materials

    • Sourcing and selecting multimedia elements required for presentations of other roles

    • Maintaining a repository of multimedia assets that HolacracyOne has secured rights to use

  • Grantmaster


    Fund the right projects to support the Holacracy brand with strategic stories and practical tools


    • Developing and enacting all processes needed to effectively solicit, assess, and fund external projects with grants

  • Holacracy Advisor


    Advise potential clients on the best path forward with Holacracy


    • 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

  • HolacracyOne Ambassador

    for Tricky or Complicated Tickets


    Optimal exchange between HolacracyOne and the world


    • Triaging inbound messages to general organizational inboxes in alignment with guidance published by Help Desk Admin

    • Stewarding relationships with those seeking service or information exchange with HolacracyOne, facilitating their entry into H1's offerings as appropriate, and tracking relevant information about such exchanges in a customer information database

    • Dispatching tickets to relevant Roles for further assistance

  • Holacracy Training


    Transformative trainings that transmit Holacracy and catalyze the capacities it requires


    • Holacracy-branded public skill-building trainings (delivered in english)

    • Pricing & delivery of HolacracyOne's general introductory workshops

    • Training Supply Inventory & Storage


    • Designing experiential Holacracy trainings and workshops to introduce the Holacracy system and develop the skills needed to practice and implement it effectively

    • Maintaining a database of who has attended each Holacracy training

    • Publishing a pricing model for private trainings and workshops

    • Enrolling licensees to coach at trainings, then assessing and collecting feedback for them in alignment with the Holacracy Trainer Badge policy

    • Collecting photographs, brief videos, and/or quotes during live events for promotional purposes

    • Scheduling, opening, and delivering Holacracy skill-building trainings given market demand

    • Delivering and managing logistics for Holacracy introductory workshops scheduled by Outreach or Holacracy Coaching Services

    • Implementing, monitoring, and maintaining an event registration management system for the organization's public trainings and workshops

    • Aligning expectations about private training delivery needs with clients regarding the agenda, participant communications, logistics and triaging anything needed for a successful delivery.

    • Co-delivering private trainings with Licensees, and assessing Licensee co-trainers for the Holacracy Trainer badge while doing so

    • Talking to potential leads at trainings and connecting them to Holacracy Advisor

    • Triggering Bookkeeper to invoice for private trainings

    • Conveying next steps and options for further learning to training attendees in alignment with marketing strategy as defined by Outreach

  • Spending Guardian


    Resources spent wisely and retained wisely


    • Evaluating potential expenditures upon request and after escalation in the normal spending authorization flow

Purpose: Healthy partners, healthy tribe, healthy collisions
  • Compensation Guardian


    Fair relative compensation levels, aligned with @Compensation_Architect's guidance


    • Assessing proposals for compensation placements against other existing placements, and against the general guidance published by Compensation Architect

  • Partnership Assessor


    Requisite partner/org relationships consummated, and requisite transitions enacted


    • Interviewing new Partner candidates and assessing whether to invite them into the partnership, upon request of any relevant Role

    • Assessing Partners for continued partnership during scheduled Partnership Reviews

    • Sharing information and context at an appropriate moment about partners transitioning out of the organization

    • Assessing partnership grant proposals

  • Partnership Steward


    A healthy tribe and tribe space for HolacracyOne, where partners thrive while contributing their gifts


    • Relationship Contracts between Partners and the Organization


    • Assessing nominees for the Partnership Steward role

    • Identifying polarity imbalances at play and relevant in HolacracyOne's culture, and, when one is identified, calling attention to the value of both poles, to the pitfalls of unbalanced overuse of both poles, and to examples within H1 of effective use of the underbalanced pole

  • Partner Transitions


    Requisite relationships between partners and the partnership


    • Assisting Partners, as-needed, to transition out of the Organization

    • Determining Partner’s Transition Date (last day), integrating the needs of the Partner and all Circles in which the Partner is energizing roles

    • Notifying Operations that a Partner is leaving the Partnership, as soon as a Transition Date has been established, so that appropriate offboarding triggers may occur

    • Notifying Compensation Administrator upon reaching a transition plan or any updated relationship agreements that have a compensation impact

    • Convening or utilizing a live space to process partner departures

    • Facilitating partnership & compensation reviews, and communicating the results to the reviewed partner

    • Scheduling do-over Partnership Reviews as soon as practical after that request is made, or later if no Partnership Assessor raises an objection to a proposed delay

  • Secretary


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


    • All constitutionally-required records of the Circle


    • 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

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

    for clients assigned in role note


    Holacracy coaching engagements set up for success


    • 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

    for Specific meetings


    Client practitioners that understand and can apply Holacracy


    • 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

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


    Circle governance and operational practices aligned with the Constitution.


    • 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

  • Forum Finance


    A business model that supports the overall vision of the Forum


    • Setting a price point for tickets based on actual and estimated cost information

    • Regularly reviewing actual revenue and expenses for alignment and comparison with budget

    • Aligning the price point for the Forum with the goals and value proposition determined by Forum Content and Design

  • Forum Materials


    Attractive materials to help guide participants


    • Creating programs, schedules, and other virtual and printed materials for the Forum

    • Communicating print needs to Forum Supplier

    • Administering Forum app

  • Forum Onsite Logistics


    A seamless participant experience


    • Setting up conference spaces and materials in advance of the Forum

    • Checking the catering set-up, interfacing with catering staff, and triaging any onsite issues as they arise

    • Triaging and resolving venue-related tactical or logistical issues during the event

    • Defining, coordinating, and publishing a list of onsite tasks (e.g. bell-ringing, time-keeping, mic passing, door-watching, material distribution, etc.) and who will fulfill them

    • Verifying participant attendance against the participant list and notifying Forum Participant Ambassador of any no-shows or additional participants

    • Triaging last-minute registrations

  • Forum Supplier


    The Forum has the "Right Stuff"!


    • Sourcing, purchasing, packing and shipping required supplies to Holacracy conferences

    • Sourcing printed materials in alignment with specs and files sent by Forum Materials

    • Notifying Forum Onsite Logistics of shipment details (incl. tracking number, address and arrival time)

    • Verifying receipt and accuracy of all materials sent to a venue before the arrival of guests

  • Forum Tech


    Smooth, distraction-free presentations


    • Running through technical set-up with the hotel staff and overseeing any needed adjustments

    • Triaging any technical issues as they arise

    • Coordinating speaker technical needs with Speaker Host

  • Forum Venue Contracting




    • Official list of venue room block for the Holacracy Forum


    • Seeking, evaluating, negotiating, and contracting the venue for Holacracy Forums and other conferences in line with strategies and guidelines defined by Forum Finance

    • Defining a participant capacity for available contracted space based on design provided by Forum Content and Design

    • Ordering food and beverage for conferences that account for allergy issues, and connecting Forum Onsite Logistics with appropriate venue personnel

    • Triggering Forum Participant Ambassador to update communications & website once a venue is contracted

    • Publishing to the circle key venue details (including capacity) to other roles and providing updates with regard to changes

    • Communicating relevant logistic details to Forum Onsite Logistics

  • Forum Website Steward


    A snappy Forum website


    • Developing and updating website with material provided by other Forum roles

    • Maintaining standard look of the Forum website

  • Speaker Host


    An awesome experience for speakers


    • Maintaining an overview of relevant speaker travel details and schedule

    • Providing speakers with relevant conference details and preparation steps

    • Gathering details on speakers and their presentations

    • Orienting speakers to presentation location, order and timing, and all technical tools needed for an excellent presentation

    • Stewarding the "call for abstracts" process

    • Compiling speaker presentations in advance of conference

    • Eliciting logistical, technical, and material set-up preferences from speakers and publishing this information internally

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

    for Specific Trainings


    Holacracy practice role-modeled during trainings


    • 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

  • Lead Coach

    for Specific Trainings


    Make trainings a team affair


    • 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

  • Lead Link

    (Lead Link)


    Transformative trainings that transmit Holacracy and catalyze the capacities it requires


    • Role assignments within the Circle


    • 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

  • Training Assessor


    Only truly skilled trainers earn the Training Badge


    • Assessing Licensee co-trainers for the Holacracy Trainer badge during private trainings

  • Training Business Development


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


    • Pricing for HolacracyOne's introductory workshops

    • Pricing for trainings


    • 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 Operations


    Flowing logistics for great experiences


    • Arranging event-related logistics necessary to run high-quality trainings and Tasters

    • Publishing to the circle key venue details (including capacity) to other roles and providing updates with regard to changes

    • Sorting materials into complete, ordered packages after trainings, and sourcing new printings when needed

    • Triggering Hygean Setup to set up for trainings

    • Producing disposable materials such as binders, handouts, and Hygean print outs that Training Design specifies

    • Scheduling a time for Training Support to set up for the training

    • Coordinating movement of all training and Taster supplies to and from venue and triggering Training Supplier to move supplies

    • Verifying receipt and accuracy of all training and Taster materials sent to a venue before the arrival of the on-site delivery team, including who received the materials and where they're stored and communicating that to all members of the team

    • Aligning expectations about private training delivery needs with clients regarding the agenda, participant communications, logistics and triaging anything needed for a successful delivery.

    • Arranging at least one evening social event for participants per public Practitioner Training

  • Training Supplier


    Everything in the right place at the right time


    • Durable training equipment


    • Purchasing, keeping inventory, packing and shipping required supplies to trainings and Tasters

    • Notifying Training Support and Training Operations of shipment details (incl. tracking number, address and arrival time)

    • Publishing shipment status and details

    • Maintaining inventory of all H1-owned durable training equipment

  • Training Support

    for Specific Trainings


    @Trainer training and learners learning


    • 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

  • Venue Contracting




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
  • Holacracy Explorer


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


    • 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