Purpose: Evolve humanity’s relationship to power.
  • 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

  • Rep Link

    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:

    • 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

    • 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

Purpose: Evolve humanity’s relationship to power
  • Contract Steward

    Purpose:

    All sales contracts are accessible, usable and pretty

    Accountabilities:

    • Cataloging and standardizing (where practical) all sales contracts originating from HolacracyOne

  • Grantmaster

    Purpose:

    Fund the right projects to support the Holacracy brand with strategic stories and practical tools

    Accountabilities:

    • Developing and enacting all processes needed to effectively solicit, assess, and fund external projects with grants

  • Legal Liaison

    Purpose:

    Help others capture abstract intentions into concretely-defined relationships

    Accountabilities:

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

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

    • Connecting with outside legal counsel as needed to minimize risk to and protect the interests of the organization

    • Monitoring the organization's GPDR compliance, highlighting risks for relevant internal roles, and driving compliance improvements to reach a tolerable risk level as determined by GCC Lead Link

    • Researching trademark maintenance requirements and dilution risks when new translations are proposed

  • Rep Link

    to Board

    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:

    • 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

    • 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

  • Rep Link

    from Outreach

    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:

    • 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

    • 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

  • Rep Link

    from GlassFrog

    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:

    • 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

    • 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

  • Rep Link

    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:

    • 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

    • 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

  • 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: 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
  • Communications Quality Guardian

    for Backup

    Purpose:

    Outgoing content carries the right voice and no brand, trademark or grammatical errors

    Accountabilities:

    • Upon request, screening customer facing-content for
      1) Consistency of voice and general alignment with the suggested language in style guides published by Brand Identity
      2) Trademark violations and brand misuse
      3) Typos, spelling and grammatical errors

  • Interlocutor

    Purpose:

    Getting the best out of @Webinar_Presenter

    Accountabilities:

    • Taking part in recorded dialogues, webinars and other Intro events

    • Refining the event framework created by Intro Event Business Manager to best match the topic, presenter and audience.

  • Marketing Maven

    for Licensing Program

    Purpose:

    Help the world to know and love HolacracyOne's products and services

    Accountabilities:

    • Gathering "news" from internal roles that's relevant and useful for our target market, such as GlassFrog feature updates, training events, and major initiatives/changes

    • Creating and maintaining a process for publicizing particular HolacracyOne products or services

    • Crafting communications tailored to the interest of our customer segments

    • Researching and maintaining a list of groups, locations, and platforms outside of HolacracyOne and GlassFrog appropriate for spreading the word about our services

  • Outreach Password Master

    Purpose:

    Accounts and platforms needed by @Outreach roles are easy to access

    Accountabilities:

    • Standardizing and sharing usernames and linked emails for social media and other relevant platforms used by Outreach roles

    • Storing passwords for social media platforms via the standardized password management system

    • Sharing passwords for social media platforms via the standardized password management system and granting relevant access levels at the request of Outreach roles

  • Rep Link

    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:

    • 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

    • 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

  • Rep Link

    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

  • Reputation Manager

    Purpose:

    Rapid intervention when the Holacracy message is wrong

    Accountabilities:

    • Correcting misconceptions and brand misrepresentations about Holacracy in media conversation

  • Video Curator

    Purpose:

    HolacracyOne's video content is well-organized

    Accountabilities:

    • Keeping HolacracyOne's videos organized so that content is easy to access for viewers and aligned with strategic objectives

    • Aligning video content with trademark and brand standards

    • Publishing completed videos on appropriate channels with appropriate links

    • Reviewing community translations of videos owned by the Holacracy channel for alignment with the original voice track and approving where appropriate

  • Wrangler

    Purpose:

    Objectives are clear for organized collaborative work

    Accountabilities:

    • Maintaining a project management tool for collaborative work

    • Facilitating and scheduling the OKR processes

    • Facilitating and scheduling project planning meetings

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

    Purpose:

    Champion the business needs of GlassFrog; help it win the market for all the right reasons

    Domains:

    • GlassFrog business model

    Accountabilities:

    • Defining GlassFrog pricing structure and optimizing the overall business and financial performance of the product

    • Defining service level agreements and other key contractual terms for GlassFrog that comfort the market and are practical to deliver upon

    • Contracting for custom agreements with enterprise customers

    • Developing & refining overall marketing and sales funnel

    • Monitoring and reporting key business and sales metrics

    • Clearing obstacles to adoption

    • Defining guidelines for determining key customers

  • Customer Success

    Purpose:

    Unspecified

    Accountabilities:

    • Engaging with new and existing leads to cultivate interest

    • Responding to prospect inbound inquiries

    • Demonstrating key product features to our prospects and customers

    • Sharing prospect and customer feedback to appropriate roles

    • Championing user stories which encourage signups, conversions, and retention

    • Tending relationships with key current customers

    • Identifying relationships with key current customers proactively according to guidelines defined by Business Manager

  • GDPR Compliance Coordinator

    Purpose:

    EU data protection concerns handled

    Domains:

    • GDPR compliance-tracking data in the GlassFrog production database

    Accountabilities:

    • Understanding relevant laws and regulations, national and international

    • Creating and implementing a compliance strategy

    • Communicating with current and prospective clients about our policies and compliance

    • Defining processes, policies and metrics required to maintain GDPR compliance

    • Notifying Compliance Operations two weeks in advance of the deadline to satisfy a GDPR Right-to-be-Forgotten request that requires GlassFrog database changes.

  • Internationalization

    Purpose:

    Global adoption of Holacracy by delivering products for different languages and cultures

    Accountabilities:

    • Monitoring provider performance and providing feedback to improve quality

    • Triggering necessary processes to implement translated content for GlassFrog

    • Tracking and reporting on translation status of GlassFrog products

  • Professional Services Steward

    for Internationalization

    Purpose:

    High velocity of change through healthy and quality contracted professional services

    Accountabilities:

    • Finding and establishing high quality contracted professional services upon request

    • Monitoring and maintaining healthy and effective contracted professional services relationships

    • Serving as a liaison to contractors

    • Tracking spending on contracted professional services against approved spending authorizations

  • Rep Link

    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:

    • 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

    • 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

Purpose: An active and growing Holacracy Ecosystem of highly skilled coaches, Providers, and partners
  • Brand Protection

    Purpose:

    Protect the integrity of HolacracyOne’s brands

    Accountabilities:

    • Notifying infringing parties within the general public of HolacracyOne’s trademark rights and requirements, facilitating voluntary compliance whenever practical, and forcing compliance legally when needed with the assistance of Legal Liaison

    • Monitoring usage of HolacracyOne trademarks for infringement by the general public

    • Answering requests about the usage of the Holacracy trademark and its limits

  • Trademark Administrator

    Purpose:

    HolacracyOne's brands legally protected in the right jurisdictions

    Accountabilities:

    • Filing and maintaining trademark registrations in appropriate jurisdictions

Purpose: The right partners to express H1's purpose, with ample opportunities to connect, collide, and communicate
  • Partner Prospecting

    Purpose:

    The right partners joining H1 in the right relationships

    Accountabilities:

    • There are no accountabilities defined for this role.
  • Rep Link

    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:

    • 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

    • 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

  • Virtual Collisions

    Purpose:

    Maximum opportunities for communication, collaboration, and collisions while Partners are physically distributed

    Accountabilities:

    • Selecting, configuring, and catalyzing usage of technology platforms for virtual partner communication, coworking, and collisions

    • Maintaining and updating user groups in internal chat platform

Purpose: Partners connecting in real time and real space
  • Lease Expert

    Purpose:

    Unspecified

    Accountabilities:

    • assisting getting HolacracyOne out of the Half Hill lease, if needed, including facilitating a potential sale

  • Stuff Steward

    Purpose:

    Partners have what they need to get what they need for smooth and pleasant partner retreats

    Accountabilities:

    • Offering consultation to Partners regarding shared stuff they want to buy for retreats upon request

    • Creating and maintaining an easy process for storing linens and towels so they are neat and easy to find

    • Purchasing needed supplies to improve the retreat experience, upon request from partners

Purpose: The right partners joining H1 in the right relationships
  • Lead Link

    Purpose:

    The right partners joining H1 in the right relationships

    Domains:

    • Role assignments within the Circle

    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

    • Structuring the Governance of the Circle to enact its Purpose and Accountabilities

    • Removing constraints within the Circle to the Super-Circle enacting its Purpose and Accountabilities

  • Out-Sourcerer

    Purpose:

    Outsourcing work is a breeze

    Accountabilities:

    • Contracting with third parties upon request

    • Maintaining an checklist of contracting processes

Purpose: Retreats are supported by partners through a chore system that inspires care but is not burdensome
  • On-site Guest Host

    for Half Hill

    Purpose:

    Unspecified

    Accountabilities:

    • Hosting guests and reactively attending to their logistical needs during their stay at retreat properties to enable a comfortable place to sleep, work, and live

    • Checking-in guests - including offering a walkthrough orientation for newer partners or those who wish a refresher

    • Completing check out procedures

    • Notifying Guest Experience about any last minute accommodation or other urgent issues and assisting to triage

    • Maintaining and updating a "walkthrough" check-list for rented properties and using this to reset properties at the end of retreat

    • Creating a visual representation of who is accountable for what household tasks for each retreat

    • Taking steps to align usage by partners of rented properties with agreements (including conducting "walkthroughs" of rented properties, recording mileage, and helping to reset properties to their pre-retreat condition) and informing Partner Convener and guest experience when agreements are not being satisfied.

    • Buying more disposable paper and cleaning products for retreat properties when they get low

Purpose: High quality & easy to find Holacracy content & tools that make practice easier for novices & experts alike
  • CoP Engineer

    Purpose:

    Flawless tech setup that supports the CoP and its offerings

    Domains:

    • CoP platform infrastructure

    Accountabilities:

    • Triaging and resolving technical issues with the Community of Practice platform

Purpose: Aficionados to enthusiastic clients. Awareness to revenue.
  • Advisor Support

    Purpose:

    @Holacracy_Advisor supported and prospective clients held

    Accountabilities:

    • Following up with prospective clients at the request of Holacracy Advisor

    • Supporting Holacracy Advisor with logistical and planning needs

    • Tracking sales process analytics on a sharable dashboard for Outreach


    • Developing and documenting a standard sales process for Holacracy Advisor

    • Administering sales CRM for tracking client interactions & opportunities

  • Rep Link

    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