Purpose: Illuminating paths to wholeness at work
  • Earnings Plan Design

    Purpose:

    Compelling pathways for Partners to earn Profit and Capital Interests

    Domains:

    • Earnings Plan

    Accountabilities:

    • Designing and evolving methods and processes for Partners to earn P, C, D and A Membership Units ("Earnings Plan")

    • Publishing general guidance regarding any tiers, categories, distinctions or other related classifying systems made within the Earnings Plan

    • Exercising a duty of care to integrate the needs of the Company, Organization and Association when evolving the Earnings Plan

    • Integrating perspectives of Anchor Circle members and Finance prior to proposing any material change to current Earnings Plan

    • Assisting other roles as required to better understand, explain and advise Members with regard to earning opportunities

  • 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

  • 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

Purpose: Illuminating Paths to Wholeness at Work
  • Enterprise Membership

    Purpose:

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

    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

    • Assessing ongoing fit for Partners and Association Members integrating perspectives of Lead Links and Association Context

  • 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

  • FPE Coach

    Purpose:

    Better FPE practice

    Accountabilities:

    • Coaching Partners on Holacracy rules and effective Holacracy practice as needed

    • Coaching Partners on FPE tension processing pathways as needed

  • Legal

    Purpose:

    Clear and mutually beneficial agreements

    Accountabilities:

    • Crafting internal legal agreements

    • Sourcing and engaging outside legal counsel as needed

  • 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

  • Tech Support

    Purpose:

    Plug and Play

    Accountabilities:

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

    • Providing support for virtual attendance during Partner retreat sessions on request from Retreat Agenda Coordinator