Max Sather
Belonging
Accounts
Operations & Finance
Purpose:
Ensuring a healthy culture that is true to August’s values
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Member (all members at August)
Purpose:
To advance the August Mission of "A capable team for every meaningful mission"Accountabilities:
- Fulfilling duties as contained in Article 1, Section 4.1 of the August Constitution
- Deciding with purpose: Using our Purpose as the primary decision making filter for all of your decisions, bring an ever questioning eye to whether or not our work, clients, and focus really fulfills our larger purpose, continually both support and push the status quo to help us evolve forward as a purpose driven business
- Wellbeing: Promoting each other’s well-being and recognizing the importance of a healthy balance between the needs of the business and the personal life of its members
- Organizing: Participating in, contributing to, and defining the way we organize and work; Identifying ways to address existing structural flaws and to the development of the larger cultural system via proposing new ideas, and working to improve existing systems; Representing the needs of the business through governance, elections, voting, summit etc
- Driving: for awareness around power dynamics and biases that get in our way of functioning as a healthy system, hold team members accountable for the role they play within the system (including yourself), particularly those who hold “power” due to experience, tenure, gender or race, continually keep a pulse check on where members are and how their personal status syncs up/impacts the larger work environment for others
- Developing: Contributing to the development of fellow individual team members via thoughtful, constructive feedback and continually improving yourself
Purpose:
A profitable business offering that delivers transformative change to leading organizations.
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Accountabilities:
- Delivering assigned client and internal work – see the Actively Delivering column on August's Trello https://trello.com/b/Pr2nm9Ow
- Pursuing new and re-up work using the Sales Habits defined here: https://app.glassfrog.com/policies/11272238
- Representing human/money resource needs to prioritization pals
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Domains:
- Overall strategy for our relationship
Accountabilities:
- Selling $1MM in work for August across the organization in 2022
- Surfacing resourcing needs to the @Resourcing Pals
- Maintaining a weekly cadence
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Accountabilities:
- Selling deals that align with our current accounts strategy (https://app.glassfrog.com/organizations/5170/orgnav/roles/10929034/overview)
- Setting realistic expectations with clients regarding WHEN and WHO (e.g. a scope starts ideally no sooner than 4 weeks after signing; and getting a client comfortable with flexible resource outcomes - it's not always you, the deal owner, who delivers)
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Keeping your deals up to date in Hubspot in line with our Hubspot Stage Definitions & Revenue Projections Policy
https://app.glassfrog.com/organizations/5170/orgnav/policies/11194898 - Tagging @prioritizationpals in Slack with updates related to sales and resourcing
- Creating a resourcing card (https://trello.com/c/1D7ZQOnR) as early as ready or need help, but no later than Scoping
- Scoping in a way that supports spotlight opportunities for pals, whenever possible
- Aiming, as much as possible, for a minimum deal size of $75K (3 cycles, 1 person @ 50%)
- Ensuring the prospective deal meets our Lead Acceptance & Qualification policy criteria and starting a conversation when the prospective deal looks it might not meet the policy criteria.
- Pairing with a sales team member for all deal pitching and closing
- Scheduling and hosting an internal team kickoff
Purpose:
Make work life simpler, more pleasant, and more productive
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Domains:
- Web Services Admin & Contacts/Relationships
- Tech inventory (including retired or unused August tech)
- Apple Business account and relationships
- Maintain Technology and Tools policy
- Maintain Data Compliance policy
Accountabilities:
- Adding new team members to August operating tech platforms (e.g. Google, Slack, etc.)
- Providing guidance on technology for new team members to @Onboarding Buddy
- Troubleshooting and updating systems and software at AHQ
- Researching new tools and technology for our team and our offering
- Proposing tech budgets to team
- Installing, managing, and organizing our physical technology
- Maintaining and updating the core web services/platforms with any changes
- Managing inventory and reporting any fixed asset changes to @Finance