Consulting Services
Purpose:
High-end customized consulting that guides clients through practical transformations that leave them rocking their own purpose like never before, while also becoming natural agents of our purpose in the process
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Accountabilities:
- 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 Operations when a contract for an existing client has changed
- Facilitating key circles to support the organization's Holacracy progress
- Facilitating communication between @Sales_&Marketing and key client contacts, upon request of @Sales&_Marketing 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
- Investigating abandoned/failed adoptions and harvesting learning to improve understanding, messaging, and adoption methodology
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Accountabilities:
- Facilitating the Circle’s regular Tactical Meetings
- Facilitating the Circle’s Governance Process
- Triggering new elections for the Circle’s elected Roles after each election term expires
- Auditing a Sub-Circle’s meetings and records on request and declaring a Process Breakdown if one is discovered