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

    Purpose:

    Unspecified

    Accountabilities:

    • Reviewing and scoring candidate submissions and/or performance of the assessments

    • Offering feedback to assessment candidates in order to support their learning, according to the process developed by Assessment Design

    • Sharing scoring details with Assessor and Assessment Design upon request, including the reasoning behind each scoring

    • Notifying Certification Administrator promptly after blocking a calendar slot (e.g. for scheduling another meeting, taking a day off, etc.) that conflicts with an already-scheduled Facilitation Assessment session

  • Brand Protection

    for Backup

    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

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

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

    • Filing and maintaining trademark registrations in appropriate jurisdictions

  • Business Model

    Purpose:

    Unspecified

    Domains:

    • Pricing for services, except the Community of Practice

    Accountabilities:

    • Defining financial/pricing models for assessment and support services

  • H1 Implementation Cross Link

    Purpose:

    [H1 Implementation's Purpose]

    Accountabilities:

    • 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

  • 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 Licensing Design, 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 Licensing Design whenever appropriate to bring qualified prospects into the licensing program or update terms with current licensees

    • 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

  • Translation Crowdsourcing

    for hand off to Aurash

    Purpose:

    Faithful and reliable translations of Holacracy by the community

    Accountabilities:

    • Creating and maintaining a glossary of Holacracy terms in various languages

    • Developing and maintaining a platform for crowdsourcing translations of Holacracy material

    • Facilitating usage of the translation platform by the community

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

    for Holacracy Coaching-related Badges

    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

  • Partner Partner

    for Laura until June 1, 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

  • Talent Targeter

    Purpose:

    Clarity of what we’re looking for in new partners

    Accountabilities:

    • 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

  • 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: 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
  • Brand Visual Design

    Purpose:

    Convey the beauty of Holacracy through visual design

    Domains:

    • Holacracy and HolacracyOne visual branding

    Accountabilities:

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

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

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

  • Holacracy Online Presence

    Purpose:

    Cohesive online presence for Holacracy and its community

    Domains:

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

    Accountabilities:

    • 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 Strategy

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

    • Maintaining a list of social media accounts and granting access to relevant Roles

  • Rep Link

    (Rep Link) (to General Company Circle)

    Purpose:

    Within the Super-Circle, the Rep Link holds the Purpose of the SubCircle; 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

  • Storyteller

    Purpose:

    Create and sustain a buzz about Holacracy through powerful storytelling

    Accountabilities:

    • Creating and publishing content on Holacracy-related topics - including stories, case-studies, and video - and engaging people who leave comments when useful

    • Reviewing draft written content and providing critique and feedback on request from other Outreach roles

    • Distilling and publishing bite-sized quotes and testimonials from stories of actual Holacracy practice and adoption

    • Ghostwriting for Holacracy Spokesperson, including distilling audio recordings and interviews into written posts that reflect Holacracy Spokesperson's thoughts and voice

    • Creating a database of quotes and testimonials about HolacracyOne services and making this available to other Outreach roles

    • Conducting regular retrospectives with current and previous Holacracy adopters to gather data, metrics, and stories for use in Holacracy promotion

  • Website Strategy

    Purpose:

    Clear and sexy website for Holacracy, HolacracyOne, and GlassFrog with all the right content for our market

    Domains:

    • The holacracy.org and the glassfrog.com public-facing (non-app) websites

    Accountabilities:

    • Tracking Google Analytics data and incorporating the data in website development and content creation

    • Setting the overall strategy for the H1.com website, including target audience, high-level information architecture, and overall tone and voice for web content

Purpose: Organizations pursuing their purpose through stable self-organization
  • Cross Link to @Holacracy_Ecosystem

    Purpose:

    Tensions relevant to process in @Holacracy_Ecosystem channeled over and resolved

    Accountabilities:

    • 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

    Purpose:

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

    Accountabilities:

    • 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

    • Defining a minimum viable initial structure with clients prior to the delivery of relevant services

  • 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

  • Holacracy Practice Assessor

    Purpose:

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

    Accountabilities:

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

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

  • 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

  • Implementation Method

    Purpose:

    Friendly, consistent, standard methods to make Holacracy Implementations stick

    Accountabilities:

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

    • Designing interactive workshops that are aligned with the habit program for Holacracy Coach to deliver during engagements

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

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

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.
  • 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

  • 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

  • Holacracy Ecosystem

    Purpose:

    World class stewards and stewarding of the Holacracy brand

    Domains:

    • Accreditation of events for coach continuing education credit

    • Assessments for Holacracy certifications

    • Holacracy-branded Community Platforms

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

    Accountabilities:

    • Aligning all Licensees with Brand Strategy 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

    • Supporting and administering the certification and licensing programs defined by Licensing Design, including tracking who has each credential and license, monitoring whether requirements to maintain them are met, and expiring credentials and licensing contracts when appropriate

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

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

    • Executing standard licensing contracts and contract addendums provided by Licensing Design 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 Licensing Design around each assessment

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

    • Auditing trainings delivered by Coaches in licensee organizations, as a service, and assessing the trainer(s) for the Holacracy Trainer badge

    • 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

    • Triaging inquiries about continuing education requirements & opportunities

    • 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

  • Rep Link

    (Rep Link) (from Outreach)

    Purpose:

    Within the Super-Circle, the Rep Link holds the Purpose of the SubCircle; 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: 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

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

    Purpose:

    Better Holacracy practice and understanding in the circle

    Accountabilities:

    • Facilitating governance and tactical meetings on request

    • Helping circle members craft proposals

    • Coaching circle members on Holacracy rules and effective practice as-needed

  • Office Hours Coach

    Purpose:

    To provide expert Holacracy coaching to Premium GlassFrog customers during the office hours

    Accountabilities: