Purpose: World class stewards and stewarding of the Holacracy brand
  • Assessor

    for as assigned in role-note

    Purpose:

    Assessments are a professional experience full of learning for the candidate

    Accountabilities:

  • Cross Link from @Holacracy_Training

    Purpose:

    [Linked Entity’s Purpose]

    Accountabilities:

    • Informing Licensee Cross Links with the Trainer badge of any update of the training (PT & CT) material (binder, slides, coach documents, etc.)

  • Lead Link

    (Lead Link)

    Purpose:

    World class stewards and stewarding of the Holacracy brand

    Domains:

    • Role assignments within the Circle

    Accountabilities:

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

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

  • Licensing Director

    Purpose:

    All the right Licensees in the @Holacracy_Ecosystem

    Accountabilities:

    • Qualifiying prospective licensees against target licensee profiles, program standards defined by General Company Circle, and brand representation evaluation by Outreach

    • Defining target profile(s) of licensees with the capacities and other factors needed to bring Holacracy to clients

    • Executing standard licensing contracts and contract addendums provided by General Company Circle whenever appropriate to bring qualified prospects into the licensing program or update terms with current licensees as soon as possible when a new agreement is released

    • Guiding qualified prospective licensees through their evaluation of the licensing program and contracting process to sign-up
      o Triggered Action (upon agreement signature): Inform Licensing Support of new licensee

    • Sharing the value proposition of the licensing program with current and prospective licensees

    • Communicating licensing program changes to existing licensees, and supporting their transition to the new program

  • Licensing Program Manager

    Purpose:

    A thriving and vibrant licensing program

    Accountabilities:

    • Implementing the licensing program as soon as possible, including defining and enacting all necessary processes to enact the terms and vision defined by Licensing Strategy and Credential-EO

    • Defining and evolving badges needed to obtain Premier Provider status

    • Defining an accessible process for licensees to earn the Trainer Badge

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

    for current relationships only

    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

  • Holacracy Ecosystem

    Purpose:

    World class stewards and stewarding of the Holacracy brand

    Domains:

    • Assessments for Holacracy certifications

    • Forum Speakers and Program

    • Holacracy-branded Community Platforms

    • Official list of admitted participants and staff for Holacracy-branded conferences

    • Official list of venue room block for the Holacracy Forum

    • Usage of the Holacracy brand and materials for Holacracy coaching and consulting services

    Accountabilities:

    • Aligning all Licensees with Brand Identity standards for the usage and messaging of the HolacracyOne and Holacracy brands

    • Monitoring Licensed Provider and Agent activity for compliance with the terms of the Licensing Agreement (including payment and reporting requirements), defining processes and standards for addressing discrepancies, and addressing any discrepancies, including terminating agreements

    • Implementing, supporting, and administering the certification and licensing programs defined by Licensing Strategy & Credential-EO, including defining and enacting all processes needed to express that vision

    • Publishing and updating a description of each Holacracy Provider organization, including the company description and logo

    • Qualifying prospective licensees against program standards defined by Licensing Strategy and brand strategic guidance & standards defined by Brand Identity, and guiding qualified prospects through their evaluation of the licensing program and contracting process to sign-up

    • Executing standard licensing contracts and contract addenda provided by Licensing Strategy whenever appropriate to bring qualified prospects into the licensing program or update terms with current licensees

    • Communicating with prospective licensees to answer requests for in-depth information that's outside the scope of what HolacracyOne Ambassador can answer with readily available information

    • Facilitating an exchange of methods and practices supportive of Holacracy practice

    • Designing, evolving, and implementing Holacracy certification assessments and related processes, and integrating tensions expressed by Credential-EO around each assessment

    • Filing and maintaining trademark registrations in appropriate jurisdictions, monitoring usage of those trademarks, and resolving any infringements discovered

    • Tracking and sending specific content update requests to Outreach when Holacracy Ecosystem's governance changes, operational activities, or other decisions create outdated or inaccurate content on public facing assets held by Outreach.

    • Maintaining up-to-date information on the HolacracyOne website about Certified Holacracy Coach certification, expiration dates, and continuing education requirements/opportunities including qualifying activities, cost expectations and required documentation.

    • Maintaining a well-organized, easy-to-navigate Community of Practice that is welcoming for new and potential Holacracy practitioners

    • Hosting conferences and events for the Holacracy ecosystem, and soliciting input from relevant partners early and often in the design of such events and for key upcoming decisions, including speaker selection and program design

    • Selecting and maintaining a technology platform for tracking licensee badges

    • Enacting all duties required of HolacracyOne in licensing contracts defined by Licensing Strategy

    • Tracking who has each credential and license, monitoring whether requirements to maintain them are met, and expiring credentials and licensing contracts when appropriate

  • 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

  • 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

  • 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: Healthy partners, healthy tribe, healthy collisions
  • Compensation Guardian

    Purpose:

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

    Accountabilities:

    • Assessing proposals for compensation placements against other existing placements, and against the general guidance published by Compensation Architect

  • DDO'er

    Purpose:

    Wisdom from DDO research harvested and integrated into H1

    Accountabilities:

    • There are no accountabilities defined for this role
  • 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

  • Partnership Representative

    Purpose:

    The Organization offers a healthy environment for Partners to contribute to its Purpose

    Accountabilities:

    • Notifying all partners of any new or amended expectations, constraints, or policies that affect partners as partners, including any enacted by a change to the Company's Operating Agreement

  • 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

    Domains:

    • Relationship Contracts between Partners and the Organization

    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: 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 backup

    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

    • Watering the plants

  • 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

    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 Development

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

    • 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 Project Manager 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

    • Writing and internally publishing a Post-Adoption Report after each adoption using a template provided by Coaching Methods

  • 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 Back-end 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.

    • Defining a minimum viable initial structure with clients prior to the delivery of relevant services, on request from Discovery Lead or Engagement Lead

  • 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

    • Delivering Holacracy group coaching and Q&A sessions for internal HolacracyOne partners when scheduled by Engagement Operations

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

    for 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: 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

  • Partner Meal Set-up Support

    Purpose:

    Meals happen with ease

    Accountabilities:

    • Helping with group meal prep (grocery unloading, setting-up, sous chefing, cleaning-up) as coordinated with the meal proposer or relevant retreat roles

  • Trash and Recycling Toter

    for Half Hill

    Purpose:

    Space for the week's trash and recycling

    Accountabilities:

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

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