Purpose: Healthy partners, healthy tribe, healthy collisions
  • Badge Bootstrapper

    Purpose:

    Highly discerning and conservative Badge grants to bootstrap just enough people into new Badges

    Accountabilities:

    • Assessing Partners for Badges upon their self-nomination, when there aren't yet enough people who actually hold the Badge and work with the Partner who can reasonably assess

    • Reviewing and assessing proposed additions or changes to the Badge Library

  • Compensation Guardian

    Purpose:

    Fair relative compensation levels and Badge valuations, aligned with @Compensation_Architect's guidance

    Accountabilities:

    • Assessing proposals for Badge valuations against other valuations already in place, and against the general guidance published by Compensation Architect

    • Reviewing and assessing proposed additions or changes to the Badge Library

    • Defining and updating criteria of a good badge and what is assessed in a proposed badge

  • 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

    • Facilitating an election for any role in this circle, whenever triggered to do so by any partner

  • Partner Partner

    for Tara, end of 2017.

    Purpose:

    A helping hand for partners

    Accountabilities:

    • Answering questions from Partners about Holacracy, the company's activities, the partnership, and how all of these work together

    • Talking with Partners upon request to help them build perspective on tension processing pathways including differentiating tensions best processed personally versus organizationally

    • Supporting Partners to find a professional development path in the partnership upon request

    • Initiating conversations with new Partners to provide thought-partnership on their transition into the company

    • Documenting completed tasks on the new Partners onboarding checklist as defined by Courtship and Onboarding Process

  • Rep Link

    (Rep Link) (to General Company Circle)

    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

  • Tenured Partner

    Purpose:

    A healthy tribe and tribe space for HolacracyOne, where partners thrive while contributing their gifts

    Accountabilities:

    • Interviewing new Partner candidates and assessing whether to invite them into the partnership, upon request of any relevant Role

    • Assessing Partners for continued partnership during scheduled Partnership Reviews

    • Assessing candidates for Tenured Partner status, upon a Partner's self-nomination

    • Sharing information and context at an appropriate moment about partners transitioning out of the organization

    • Identifying polarity imbalances at play and relevant in HolacracyOne's culture, and, when one is identified, calling attention to the value of both poles, to the pitfalls of unbalanced overuse of both poles, and to examples within H1 of effective use of the underbalanced pole

    • Assessing partnership grant proposals

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
Purpose: Evolve humanity’s relationship to power
  • Company Connector

    for Zappos

    Purpose:

    Keep us fruitfully connected with key exemplars of Holacracy practice

    Accountabilities:

    • There are no accountabilities defined for this role
  • Holacracy Advisor

    Purpose:

    Advise potential clients on the best path forward with Holacracy

    Accountabilities:

    • Counseling organizations exploring Holacracy on the various support services that HolacracyOne offers, including Holacracy Discovery Sessions, public and private workshops and trainings, implementation coaching services, and GlassFrog software

    • Tracking significant client opportunities and publishing an opportunity pipeline

    • Contracting with current and potential clients to convert opportunities into clear engagements with clear expectations

    • Soliciting client permission to make public their story of adopting Holacracy and publishing client's current permission status

    • Connecting Engagement Operations to the client's designated logistics coordinator during handoff

    • Requesting Holacracy Coaching Services appoint a representative to assist in defining each non-standard deal, involving that representative in the contracting process, and verifying they're comfortable with the engagement before closing the deal

  • Rep Link

    (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

    (Rep Link) (from People & Partnership)

    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

    (Rep Link) (from Holacracy Training)

    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

  • Spending Guardian

    Purpose:

    Resources spent wisely and retained wisely

    Accountabilities:

    • Evaluating potential expenditures upon request and after escalation in the normal spending authorization flow

  • Support Product Analyzer

    Purpose:

    Boost the odds that Holacracy adoption succeeds via good support products

    Domains:

    • Pricing of stand-alone printed support products

    Accountabilities:

    • Defining financial & pricing models for stand-alone support tools and printed products

    • Vetting potential new tools, materials, and printed products for ROI, sharing that analysis internally, and considering input from relevant H1 roles before triggering Support Product Designer to start development

Purpose: Partners connecting in real time and real space
  • Crosslink from Resident

    Purpose:

    Unspecified

    Accountabilities:

    • providing perspectives of partners staying longer-term at the house

  • General Half Hill Officer

    for end of 2017

    Purpose:

    Unspecified

    Accountabilities:

    • Overseeing mail pickup and deliveries

    • Opening and reviewing all mail related to property and house services and passing on to appropriate roles

    • Checking on supplies at the house upon request of other roles

  • Good Neighbor

    Purpose:

    Awesome relationships with the neighbors.

    Accountabilities:

    • Forging and maintaining good relations with neighbors and communicating with them as appropriate.

  • Pool House Host

    Purpose:

    Well kept and inviting pool house

    Accountabilities:

    • Triaging any maintenance issues

    • Monitoring water quality and levels, and adjusting as appropriate

    • Creating a pool house operational checklist

    • Procuring furniture and equipment for the pool house

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

    for Zappos

    Purpose:

    Key current and prospective GlassFrog clients happy

    Accountabilities:

    • There are no accountabilities defined for this role
Purpose: Organizations pursuing their purpose through stable self-organization
  • Engagement Lead

    for clients assigned in role note

    Purpose:

    Holacracy coaching engagements set up for success

    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

    • Triggering execution of Implementation Checklist activities with Engagement Operations and connecting Engagement Operations to the client's designated logistics coordinator

    • 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 Delivery Systems when a contract for an existing client has changed

    • Facilitating key circles to support the organization's Holacracy progress

    • Facilitating communication between Outreach and key client contacts, upon request of Outreach and when appropriate given the client context

  • Holacracy Coach

    Purpose:

    Client practitioners that understand and can apply Holacracy

    Accountabilities:

    • Facilitating virtual and in-person governance and tactical meetings assigned by Engagement Lead or scheduled by Engagement Operations

    • Reporting all client billable activity in a timely manner

    • Maintaining basic competencies in Holacracy Coaching Services 's virtual meetings support tools

    • Coaching client circle members on Holacracy rules and effective practice as-needed during governance and tactical meetings, or when triggered by a process defined by Delivery Systems

    • Raising objections and helping clients integrate them whenever clients propose clearly invalid governance, or, when that is not advisable, providing follow up coaching to clients along with suggested improvements post-meeting, and sharing that coaching with other relevant coaches

    • Recording client meetings as requested by Engagement Operations

    • Soliciting regular coaching from another Holacracy Coach or Master Coach throughout the duration of an active engagement

    • Summarizing key developments about client services for Engagement Lead after each deliverable, or upon request

    • Delivering presentations, coaching services, and workshops following the triggers and other implementation methods defined by Coaching Methods

    • Reviewing survey results after delivering services and processing for improvement opportunities

    • Including references to relevant habits from the Habit Support Program wherever possible and appropriate when facilitating meetings and delivering workshops and other coaching services.

  • Master Coach

    Purpose:

    World-class advising for coaches and implementation leaders to create "whole product" practice

    Accountabilities:

    • Researching and developing solutions, upon request of an Engagement Lead, to resolve advanced client needs related to applying Holacracy

    • Constructing or editing complex proposals and apps to meet client business goals on request of Holacracy Coach

    • Listening to implementation plans and challenges, and providing regular feedback to Holacracy Coach and Engagement Lead

Purpose: Transformative trainings that transmit Holacracy and catalyze the capacities it requires
  • Facilitator Coach

    for SFO CT; Specific Trainings

    Purpose:

    Holacracy practice role-modeled during trainings

    Accountabilities:

    • Facilitating tactical and governance meetings at trainings

    • Coaching participants during facilitation practice at trainings

    • Setting up and breaking down the room at the direction of Training Support

    • Listening to modules during the training to prepare to facilitate

    • Following the direction of any training delivery roles to support the training, including promptly directing participants to the next activity when requested

    • Playing 'the world' during simulation work time at practitioner trainings by following the guidance documented by Training Design

    • Assisting Training Support with logistical and tactical triage throughout the training

  • Lead Coach

    for Specific Trainings

    Purpose:

    Make trainings a team affair

    Accountabilities:

    • Orienting, guiding, and supporting coaches on-site, and leveraging their support

    • Monitoring training delivery for useful updates to training setup and design standards, and creating or updating relevant materials or guidelines to capture learnings

    • Advising on coach needs for trainings as required by the training design

    • Providing Coach Sourcerer with any updates regarding viable coach candidates, as new data surfaces, including after training events

    • Orienting coaches prior to the training, including sending any relevant preparation materials and answering coach questions

  • Rep Link

    (Rep Link) (to General Company Circle)

    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: The right partners joining H1 in the right relationships
Purpose: Give a little, get a lot
  • Trash Toter

    for HH

    Purpose:

    Space for the week's trash

    Accountabilities:

    • Taking the trash to it's pickup spot on the road on Wednesday afternoon, and bringing it back when empty

Purpose: Evolve humanity’s relationship to power.
  • Rep Link

    (Rep Link) (from General Company Circle)

    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