Purpose: Illuminating Paths to Wholeness at Work
  • Facilitator

    Purpose:

    Circle governance and operational practices aligned with the Constitution.

    Accountabilities:

    • 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

  • Finance

    Purpose:

    Healthy finances that support development

    Domains:

    • Financial controls

    Accountabilities:

    • Tracking, reporting and accounting for all financial matters

    • Invoicing clients when triggered by relevant roles

    • Maintaining relationships and accounts with banks or other financial institutions as needed

  • Holacracy Coach

    Purpose:

    Better holacracy practice

    Accountabilities:

    • Coaching circle members on holacracy rules and effective practice as needed

  • Legal

    Purpose:

    Clear and mutually beneficial agreements

    Accountabilities:

    • Crafting internal legal agreements

    • Sourcing and engaging outside legal counsel as needed

  • Membership Grants

    Purpose:

    Purpose-aligned Members (Company, Organization, Association) with clear agreements

    Accountabilities:

    • Setting initial Unit Grants that are aligned with Organization's current compensation system and role-filling needs

    • Drafting and executing all necessary Member Agreements from latest versions as published by Legal

    • Triggering Member Steward for on-boarding upon signed Membership agreements

    • Scheduling Association review of prospective Members

    • Extending offers of Membership

  • Member Steward

    Purpose:

    Smooth onboarding and offboarding for Members/Partners

    Accountabilities:

    • Defining and evolving onboarding and offboarding processes

    • Triggering onboarding and offboarding activities with other roles as relevant

    • Orienting new Partners and supporting their transition into and out of the enterprise

  • Online Products

    Purpose:

    Well-crafted online products that support the journey

    Accountabilities:

    • Estimating resource needs for development of online products for budgetary purposes on request

    • Coordinating the development of online products, and integrating feedback from stakeholders

    • Collecting and documenting online product requirements from relevant stakeholders

  • Rep Link

    (Rep Link) (to Anchor)

    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:

    • 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

    • 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

  • Tech Support

    Purpose:

    Plug and Play

    Accountabilities:

    • Providing (or sourcing) on-going application specific support for tools selected

Purpose: Illuminating paths to wholeness at work
  • Investor Context

    for C Units

    Purpose:

    Company Property (Membership Units) Allocated and Distributed for Optimal Pursuit of Purpose

    Accountabilities:

    • Integrating and aligning the needs of Members as Unit holders with the Operational needs of the Organization

  • Rep Link

    (Rep Link) (from General)

    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:

    • 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

    • 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

  • 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