Purpose: Evolve humanity’s relationship to power
  • Constitution Helper


    Help make the next constitution better than it otherwise would be


  • Facilitator


    Circle governance and operational practices aligned with the Constitution.


    • 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

  • Holacracy Coaching Services


    Organizations pursuing their purpose through stable self-organization


    • HolacracyOne's implementation services

    • HolacracyOne's private workshops for trying the Holacracy system on a real team ("Holacracy Discovery Sessions")

    • Proposals & contracts for Holacracy Discovery Sessions & coaching services


    • Assisting Outreach with understanding circle offerings for sales & marketing purposes, including notifying Outreach upon new product offerings or changes to policies or products that would affect sales & marketing efforts

    • Defining service offerings, pricing model, and prices for circle services, and soliciting feedback from Holacracy Advisor to inform their evolution

    • Defining and delivering Holacracy coaching services

    • Defining and evolving metrics for measuring the success of Holacracy adoptions

    • Facilitating communication between Holacracy Coaching clients and Outreach

    • Drafting and publishing standard proposals and contracts for coaching services, and soliciting feedback from Holacracy Advisor to inform their evolution

    • Scheduling regular Holacracy coaching or Q&A sessions with a Master Coach for internal HolacracyOne partners

  • Spending Guardian


    Resources spent wisely and retained wisely


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

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
  • Aficionado


    Perspectives on Holacracy shared with the world


    • Giving interviews with Storyteller, contracted writers, and academic researchers

    • Reviewing and editing ghost-written blog posts to ensure they accurately reflect Aficionado's voice

    • Attending virtual and in-person speaking engagements at the request of Public Relations Strategy and Marketing Maven

  • Brand Visual Design

    for Holacracy


    Convey the beauty of HolacracyOne brands through visual design


    • Holacracy and HolacracyOne visual branding


    • Developing and evolving a consistent, modern, and appealing visual branding for Holacracy, HolacracyOne or GlassFrog in alignment with Brand Identity guidelines

    • Designing, creating, and evolving logos and template designs for Holacracy, HolacracyOne or GlassFrog

    • Creating and evolving the graphic portion of the HolacracyOne Style guide for the Holacracy, HolacracyOne or GlassFrog brands

  • Holacracy Advisor


    Potential clients have an optimal path forward with Holacracy


    • 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

    • Requesting Holacracy Training appoint a representative to assist in defining each private training & workshop deal, involving that representative in the contracting process, and verifying they can deliver on the negotiated expectations before closing the deal

  • Holacracy Online Presence


    Seamless online presence for Holacracy and HolacracyOne


    • The official list of Holacracy-branded domain names, websites, and other publicly accessible online spaces


    • Defining, publishing, and evolving the official list of Holacracy-branded domain names, websites, and other publicly accessible online spaces, in alignment with strategy defined by Brand Identity

    • Selecting and registering appropriate domain names for the organization's web presence

Purpose: Enable and accelerate self-organization through software; make it so easy that anyone can do it
  • Coach Q&A Coach


    To provide expert Holacracy coaching to Premium GlassFrog customers during the Coach Q&A sessions


Purpose: Organizations pursuing their purpose through stable self-organization
  • Coaching Methods


    Friendly, consistent, standard methods to make Holacracy adoptions stick


    • Standard proposals and contracts for Holacracy Discovery Sessions and coaching services


    • Designing the organization's coaching and adoption support offerings, along with standardized methods, plans, and strategies for delivering on them with minimal heroics

    • Extracting and standardizing useful workshop templates from one-off versions custom-created for a specific client by Holacracy Coach or Engagement Lead

    • Designing standard method and agenda for Discovery Sessions to achieve business objectives defined by Coaching Business Manager

    • Defining and evolving metrics for measuring the success of Holacracy coaching engagements

    • Drafting and publishing standard proposals and contracts for circle offerings, and soliciting feedback from Holacracy Advisor to inform their evolution

    • Maintaining an updated Post-Adoption Report template for Engagement Lead to complete after each adoption

  • Cross Link to @Holacracy_Ecosystem


    Tensions relevant to process in @Holacracy_Ecosystem channeled over and resolved


    • Removing constraints within Holacracy Ecosystem that limit the Circle's capacity to express its Purpose or Accountabilities

    • Seeking to understand Tensions conveyed by any of the Circle's Circle Members, and discerning those appropriate to channel into Holacracy Ecosystem for processing

  • Discovery Lead


    Discovery Sessions fine-tuned and delivered to each client's unique context


    • Supporting client's key contact with Discovery Session planning from contracting to delivery

    • Delivering Discovery Sessions to clients and, when appropriate, adjusting the HDS design to client context

  • Engagement Lead

    for clients assigned in role note


    Holacracy coaching engagements set up for success


    • 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


    Client practitioners that understand and can apply Holacracy


    • 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 Holacracy Coaching Services

    • 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

  • Holacracy Practice Assessor


    Holacracy practice maturity assessed at the service of a sustainable power shift


    • Auditing governance records upon request of Engagement Lead and soliciting regular feedback on work in progress

    • Observing circles meetings at the request of Engagement Lead and providing practice maturity observations and actionable feedback

  • Lead Link


    Organizations pursuing their purpose through stable self-organization


    • Role assignments within the Circle


    • 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

  • Master Coach


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


    • 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: An active and growing Holacracy Ecosystem of highly skilled coaches, Providers, and partners
  • Assessor

    for as assigned in role-note


    Assessments are a professional experience full of learning for the candidate


  • Business Model




    • Pricing for services, except the Community of Practice


    • Defining financial/pricing models for assessment and support services

    • Pricing services for granting continuing education credits or other services for licensees

  • H1 Implementation Cross Link


    [H1 Implementation's Purpose]


    • Publishing and evolving an up-to-date list of existing Holacracy clients, including their Holacracy practice disclosure status

    • Publishing and updating a description of Holacracy Provider organization, including company name, description and unique positioning statement, and large logo with transparent background

  • Licensing Director

    for transition


    All the right Licensees in the @Holacracy_Ecosystem


    • Qualifiying prospective licensees against target licensee profiles, program standards defined by Licensing Strategy, 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 whenever appropriate to bring qualified coaches into the licensing program or to 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

    • Onboarding new licensees into quality standards and other key program practices

  • Master Coach Assessor




    • Reviewing and assessing submissions for the master coach badge

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


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


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

  • Partner Partner

    for Yoad


    A helping hand for partners


    • 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

  • Partnership Assessor


    Requisite partner/org relationships consummated, and requisite transitions enacted


    • 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

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

    • Assessing partnership grant proposals

  • Partnership Steward


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


    • Relationship Contracts between Partners and the Organization


    • Assessing nominees for the Partnership Steward role

    • 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
  • Facilitator Coach

    for Specific Trainings


    Holacracy practice role-modeled during trainings


    • 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

Purpose: The right partners joining H1 in the right relationships
  • Talent Targeter


    Clarity of what we’re looking for in new partners


    • Developing and implementing systems and processes to identify gaps between current vs. ideal Partner capacities and current vs. ideal role assignment fits, and sharing the results with Partner Prospector

    • Gathering input and feedback from key stakeholders on potential and draft tools, processes, and systems, early and often throughout the design and development process

Purpose: Clear and sexy websites for Holacracy, HolacracyOne, and GlassFrog that align with strategic brand guidance
  • Web Admin


    Websites configured for H1 needs


    • Administering the organization's websites (e.g. user management, redirects, settings)

    • Tracking and reporting website metrics

  • Web Content Editor


    The go-to for website changes


    • Fielding website-related requests, routing to other roles as appropriate, and capturing needed evolutions into the Website Updates Roadmap

    • Updating page layouts and content (e.g. copy, images) on the website via the CMS tools at the request of stakeholders

  • Website Advisor




    • Providing thought-partnership on website projects