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

    for Assessor A, Assessor B


    Assessments which create clear distinctions between defined certification levels and a high quality standard for certifications while facilitating deep learning in the assessments


    • Reviewing and scoring candidate submissions and/or performance of the assessments

    • Offering feedback to assessment candidates in order to support their learning, according to the process developed by Assessment Design

    • Sharing scoring details with Assessor and Assessment Design upon request, including the reasoning behind each scoring

    • Notifying Certification Administrator promptly after blocking a calendar slot (e.g. for scheduling another meeting, taking a day off, etc.) that conflicts with an already-scheduled Facilitation Assessment session

  • Certification Program Manager


    The certification program is as easy as possible to navigate



    • Coordinating the roll-out of updates to the certification program and its assessments, so that updates are expected, supported, and announced to its customers

    • Sourcing role-fillers for the Assessor role to maintain an adequate supply of assessments for the demand, including contracting with non-H1 role-fillers as needed

  • Quality Steward


    Encode the proven best ways to implement Holacracy while allowing experimentation


    • Developing and proposing quality standards for the implementation of Holacracy in organizations

    • Curating and publishing proven implementation best practices

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

    for small orgs based in Europe


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


    • 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

    • Defining a minimum viable initial structure with clients prior to the delivery of relevant services

  • 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

  • Holacracy Coach


    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 Back-end Systems

    • 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.

  • Holacracy Practice Assessor


    Holacracy practice maturity assessed at the service of a sustainable power shift


    • Auditing governance records upon request of Engagement Lead and soliciting regular feedback on work in progress

    • Observing circles meetings at the request of Engagement Lead and providing practice maturity observations and actionable feedback

  • Retrospectives


    A wiser organisation continuously learning from its engagements


    • Facilitating regular retrospectives to surface learnings from engagements

    • Forwarding any learnings and tensions which surface to relevant roles to process

  • 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

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

  • Holacracy Presenter


    Well-delivered Taster workshops that invite individuals to explore Holacracy more deeply


    • Delivering Taster workshops, using presentation/workshop designs created by Training Design

  • Lead Coach

    for Specific Trainings


    Make trainings a team affair


    • Orienting, guiding, and supporting coaches on-site, and leveraging their support

    • 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 any relevant preparation materials and answering coach questions

  • Trainer

    for Specific Trainings


    Transformative training experiences that transmit Holacracy and its underlying paradigm


    • Delivering training content to event participants at standard training offerings

    • Tweaking template slide decks to optimize delivery of each specific training and integrate learnings from delivery

    • Advising other roles of potential impacts of their decisions upon learning environment and training objectives on their request

    • Directing the on-site delivery team as-needed to support overall training quality needs