Purpose: Healthy partners, healthy tribe, healthy collisions
  • Badge Bootstrapper

    Purpose:

    Highly discerning and conservative Badge grants to bootstrap just enough people into new Badges

    Accountabilities:

    • Assessing Partners for Badges upon their self-nomination, when there aren't yet enough people who actually hold the Badge and work with the Partner who can reasonably assess

    • Reviewing and assessing proposed additions or changes to the Badge Library

  • Compensation Architect

    Purpose:

    The right compensation system for the Organization and its Partners

    Accountabilities:

    • Designing, implementing, and evolving the Organization’s overall systems & related processes for determining Partner compensation

    • Defining and publishing the organization's possible compensation tiers, along with general criteria or sample profiles to guide the tagging of a Badge to an appropriate tier placement

  • Compensation Guardian

    Purpose:

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

    Accountabilities:

    • Assessing proposals for Badge valuations against other valuations already in place, and against the general guidance published by Compensation Architect

    • Reviewing and assessing proposed additions or changes to the Badge Library

    • Defining and updating criteria of a good badge and what is assessed in a proposed badge

  • Cross Link from Role-Assigners

    Purpose:

    The Organization has a requisite pool of Partners to energize its Roles

    Accountabilities:

    • There are no accountabilities defined for this role
  • Partner Agreement Steward

    Purpose:

    Unspecified

    Domains:

    • Partnership Grant Agreements

    Accountabilities:

    • Creating and maintaining partnership grant contracts that capture Working Agreements and Relationship Contract terms required by the organization

    • Implementing and maintaining a registry for tracking requested and required Working Agreements and Relationship Contract terms, and which Partners have agreed to each

  • Partner Partner

    for Rebecca until January 1, 2018

    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

  • Tenured Partner

    Purpose:

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

    Accountabilities:

    • 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

    • Assessing candidates for Tenured Partner status, upon a Partner's self-nomination

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

    • 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

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
  • Business Model

    Purpose:

    Unspecified

    Domains:

    • Business model and pricing for Outreach 's offerings

    Accountabilities:

    • Defining and regularly evolving circle core offerings

    • Defining pricing models for circle offerings

    • Defining parameters for book give-aways

  • Holacracy Spokesperson

    Purpose:

    Crystalize & convey the Holacracy brand - reveal its why to the world

    Accountabilities:

    • Heralding Holacracy to and within relevant broader contexts, including press channels, media organizations, purpose-aligned movements, partner organizations and associations, and potential key strategic clients

    • Defining criteria for acceptable speaking engagements

    • Shepherding relationships resulting from Holacracy Spokesperson's activity through an appropriate connection point into Holacracy services or other roles

    • Sharing key evolutions in Holacracy Spokesperson's storytelling and meaning making around the Holacracy brand and practice with key stakeholders

    • Removing incongruencies between the brand's authentic identity and what's conveyed in actions or expressions by brand representatives, and championing ever-deeper congruence

    • Presenting Holacracy to the media in interviews booked by Public Relations

    • Delivering Holacracy presentations and workshops scheduled by Event Organizer or Casting Agent

Purpose: End the utility of the management hierarchy; reveal a new way of organizing that is so exquisite, so comprehensive, and so effective, that it evolves humanity’s relationship to power.
  • Constitution Steward

    Purpose:

    The Holacracy Constitution; legally-grounded, projection-free, & continually-evolving

    Domains:

    • Holacracy Constitution Content

    Accountabilities:

    • Drafting successive versions of the Holacracy Constitution to concretize and formalize effective patterns and core best-practices that have emerged in the practice and application of Holacracy

    • Clarifying Holacracy-related concepts or language in the Holacracy Constitution upon request from any General Company Circle role, and hosting general informative sessions for Partners and Circle Members throughout the organization upon updating the Constitution

    • Reviewing draft tools and materials upon request of other roles within the Undefined Role or General Company Circle and offering feedback on their alignment with the rules, methods, and intent captured in the Constitution

  • Finance

    Purpose:

    Be a good steward of the organization’s finances – minimize waste and maximize stability.

    Domains:

    • Expense reporting, processing, and reimbursement standards & processes

    • Financial transaction processing systems & processes

    Accountabilities:

    • Evaluating, selecting, and implementing accounting and transaction processing systems

    • Creating and maintaining fair and lightweight expense reporting policies and processes

    • Presenting the Organization's financial performance and status to all Partners regularly

  • GlassFrog Business Manager

    Purpose:

    GlassFrog delights the right customers, with the right value propositions, at the right price

    Domains:

    • GlassFrog business model

    Accountabilities:

    • Defining GlassFrog pricing structure

    • Defining the GlassFrog Service Level Agreement

    • Defining high-level value propositions for GlassFrog and related tools

  • Holacracy Implementation

    Purpose:

    Organizations pursuing their purpose through stable self-organization

    Domains:

    • HolacracyOne's implementation services

    • HolacracyOne's private workshops for trying the Holacracy system on a real team ("Holacracy Discovery Sessions")

    Accountabilities:

    • Assisting Outreach with understanding circle offerings for sales & marketing purposes, including notifying Outreach upon new product offerings or changes to policies or products that would affect sales & marketing efforts

    • Defining pricing model and prices for circle services

    • Defining and delivering Holacracy implementation and coaching services

    • Defining and evolving metrics for measuring the success of Holacracy implementations

    • Facilitating communication between implementation clients and Outreach

  • Lead Link

    (Lead Link)

    Purpose:

    End the utility of the management hierarchy; reveal a new way of organizing that is so exquisite, so comprehensive, and so effective, that it evolves humanity’s relationship to power.

    Domains:

    • Role assignments within the Circle

    Accountabilities:

    • 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

  • Legal

    Purpose:

    Capture abstract intended agreements into concretely-defined relationships.

    Domains:

    • Legal constructs of the organization and its interface with the broader legal system

    • Relationships with external legal counsel

    Accountabilities:

    • Providing contract drafting and legal review/advisory services upon request from other roles

    • Monitoring the organization for potentially-harmful abstract or implicit agreements, or misalignment with external laws and regulations, and advising appropriate roles accordingly

    • Evaluating and registering appropriate trademarks at the request of the Organization’s various business units

    • Clarifying constructs in the company's operating agreement for partners and prospective partners upon request

  • Licensing Strategy

    Purpose:

    A sustainable & effective framework for licensing

    Domains:

    • Financial terms for licensing contracts

    • Holacracy certification credentials and requirements for gaining/maintaining each

    Accountabilities:

    • Defining an overall vision for Holacracy licensing, and key licensing terms that embody and enact that vision

    • Defining and publishing a set of Holacracy certification credentials and the requirements for gaining/maintaining each

  • Pricing Strategy

    Purpose:

    Cohesive valuing and pricing of packaged company services

    Accountabilities:

    • Monitoring pricing models from each business unit and identifying opportunities to integrate pricing across business units for more cohesive and customer-friendly integrated pricing

    • Reviewing proposed changes to each business unit's pricing for cohesion with other pricing and overall pricing strategies, articulating objections as-needed, and participating in follow-on integration

  • 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

  • Spending Guardian

    Purpose:

    Resources spent wisely and retained wisely

    Accountabilities:

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

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

    Purpose:

    Appropriate coach continuing education credit for the right Holacracy events

    Domains:

    • Accreditation of events for coach continuing education credit

    Accountabilities:

    • Assessing which events count for coach continuing education credit, including evaluating specific events on request from other internal roles

    • Maintaining a published list of which events provide coach continuing education credit, and the amount of credit per event

  • Training Auditor

    for Co-Delivered Trainings

    Purpose:

    Unspecified

    Accountabilities:

    • Auditing trainings delivered by Coaches in licensee organizations and assessing the trainer(s) for the Holacracy Trainer badge

    • Notifying Certification Administrator and Licensing Support when a licensee earns the Holacracy Trainer badge.

Purpose: End the utility of the management hierarchy; reveal a new way of organizing that is so exquisite, so comprehensive, and so effective, that it evolves humanity’s relationship to power.
  • General Company Circle

    Purpose:

    End the utility of the management hierarchy; reveal a new way of organizing that is so exquisite, so comprehensive, and so effective, that it evolves humanity’s relationship to power.

    Domains:

    • All Company property & ordinary business affairs

    Accountabilities:

    • Servicing the operational needs of the Board to support the logistical execution of its work

    • Determining and distributing the Distributable Cash Flow for each year, as detailed in the Operating Agreement, and publishing to the Board any reserves deducted for working capital and investment prior to making such distributions

  • Purpose Guide

    for Feb 1, 2017 - Feb 1, 2020

    Purpose:

    Guide the organization towards its higher purpose

    Accountabilities:

    • Identifying and proposing updates to the purpose of the organization when appropriate

    • Monitoring the General Company Circle's overall stewardship and steering of the organization towards deeper expressions of its purpose

  • 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: Organizations pursuing their purpose through stable self-organization
  • Holacracy Coach

    Purpose:

    Client practitioners that understand and can apply Holacracy

    Accountabilities:

    • Facilitating virtual and in-person governance and tactical meetings assigned by Implementation Lead or scheduled by Engagement Operations

    • Reporting all client billable activity in a timely manner

    • Maintaining basic competencies in Holacracy Implementation '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 Delivery 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 Implementor throughout the duration of an active engagement

    • Summarizing key developments about client services for Implementation Lead after each deliverable, or upon request

    • Delivering presentations, coaching services, and workshops following the triggers and other implementation methods defined by Implementation Method

    • Reviewing survey results after delivering services and processing for improvement opportunities

  • Implementation Business Manager

    Purpose:

    The right services, for the right markets, at the right price

    Domains:

    • Pricing for circle offerings

    Accountabilities:

    • Defining financial/pricing models for defined services, and explaining the rationale and value proposition of any changes to Holacracy Advisor

  • Implementation Lead

    for clients assigned in role note

    Purpose:

    Holacracy implementations set up for success

    Accountabilities:

    • Reporting all client billable activity in a timely manner and monitoring client implementation budget consumption rate

    • Sharing the intended roll out activities with relevant roles and delivery resources prior to an engagement launch

    • Triggering execution of Implementation Checklist activities with Engagement Operations and connecting Engagement Operations to the client's designated logistics coordinator

    • 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 implementation planning

    • Notifying Delivery Systems 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

  • Lead Link

    (Lead Link)

    Purpose:

    Organizations pursuing their purpose through stable self-organization

    Domains:

    • Role assignments within the Circle

    Accountabilities:

    • 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

  • Master Implementor

    Purpose:

    World-class advising for coaches and implementation leaders to create "whole product" practice

    Accountabilities:

    • Researching and developing solutions, upon request of an Implementation Lead, to resolve advanced client needs related to applying Holacracy

    • Constructing or editing complex proposals and apps to meet client business goals on request of Holacracy Coach

    • Listening to implementation plans and challenges, and providing regular feedback to Holacracy Coach and Implementation Lead

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

    Purpose:

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

    Accountabilities:

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

  • Trainer

    Purpose:

    Transformative training experiences that transmit Holacracy and its underlying paradigm

    Accountabilities:

    • 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

  • Training Design

    for Up through Early Holacracy Learning

    Purpose:

    Enable deep transmission through awesome programs and materials

    Accountabilities:

    • Designing and evolving packaged training and workshop offerings that develop the capacities required to introduce, practice, and coach Holacracy effectively

    • Defining and evolving training and Taster environment, room setup, and logistical needs for each training offering

    • Designing outlines and high-level specs for slides, simulations, and other support materials needed for training and intro offerings

    • Soliciting input and reviewing updates from trainers delivering designed offerings, and evaluating potential changes to templates given that feedback

    • Defining and publishing guidance about the role of coaches so that Coach Wrangler can orient coaches and direct them throughout the training and producing related materials

    • Maintaining a list of training and intro materials needed, including links to current versions and anticipated update timeline

    • Defining and publishing a definitive source of pre-requisites for trainings

    • Triggering Training Operations when updated materials are ready for production

Purpose: Enable and accelerate self-organization through software; make it so easy that anyone can do it
  • Product Vision

    Purpose:

    GlassFrog is all that it needs to be in the world

    Accountabilities:

    • Sharing and clarifying the broader context of GlassFrog usage and demand with the team

    • Publishing and prioritizing a high level roadmap of upcoming GlassFrog functionality

    • Providing feedback on features, design concepts, epic story breakdowns, and release targets

    • Defining target platforms intended to be supported by GlassFrog

    • Processing stakeholder feedback and requests into road map priorities

    • Integrating stakeholder feedback and value propositions as defined by GlassFrog Business Manager into road map priorities

Purpose: Partners connecting in real time and real space
  • Space Procurer

    Purpose:

    Appropriate physical spaces to help a growing partnership connect during partner retreats

    Accountabilities:

    • Negotiating and contracting venues for Partner Retreats, and aligning usage of venues with contracted terms and conditions

    • Publishing and communicating venue specific guidelines and policies relating to the use of facilities available for partner usage

    • Proactively seeking and researching options to help to resolve projected future space challenges