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

  • Good Neighbor

    Purpose:

    Awesome relationships with the neighbors.

    Accountabilities:

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

Purpose: End the utility of the management hierarchy; reveal a new way of organizing that is so exquisite, so comprehensive, and so effective, that it evolves humanity’s relationship to power.
  • Holacracy Advisor

    for Active leads

    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

  • 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 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

Purpose: Organizations pursuing their purpose through stable self-organization
  • Holacracy Coach

    Purpose:

    Client practitioners that understand and can apply Holacracy

    Accountabilities:

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

    • Reporting all client billable activity in a timely manner

    • Maintaining basic competencies in Holacracy Implementation '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 Implementor throughout the duration of an active engagement

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

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

    • 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.

  • Implementation Lead

    for clients assigned in role note

    Purpose:

    Holacracy implementations set up for success

    Accountabilities:

    • Reporting all client billable activity in a timely manner and monitoring client implementation 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 implementation 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

Purpose: Healthy partners, healthy tribe, healthy collisions
  • 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 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

  • 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

Purpose: Transformative trainings that transmit Holacracy and catalyze the capacities it requires
  • 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: End the utility of the management hierarchy; reveal a new way of organizing that is so exquisite, so comprehensive, and so effective, that it evolves 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

  • 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