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

    Purpose:

    Unspecified

    Accountabilities:

    • 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 to virtual and in-person speaking engagements at the request of Public Relations Strategy

  • Brand Visual Design

    for Holacracy

    Purpose:

    Convey the beauty of HolacracyOne brands through visual design

    Domains:

    • Holacracy and HolacracyOne visual branding

    Accountabilities:

    • 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 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 Identity

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

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:

  • Business Model

    Purpose:

    Unspecified

    Domains:

    • Pricing for services, except the Community of Practice

    Accountabilities:

    • 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

    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

  • Licensing Director

    for transition

    Purpose:

    All the right Licensees in the @Holacracy_Ecosystem

    Accountabilities:

    • 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

  • Trademark Administrator

    for Transition to Matt

    Purpose:

    HolacracyOne's brands legally protected in the right jurisdictions

    Accountabilities:

    • Filing and maintaining trademark registrations in appropriate jurisdictions

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

    for Holacracy Coaching 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

  • 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

  • Partner Partner

    for Yoad

    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

  • Partnership Assessor

    Purpose:

    Requisite partner/org relationships consummated, and requisite transitions enacted

    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

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

    • Assessing partnership grant proposals

  • Partnership Steward

    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:

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

    Purpose:

    Friendly, consistent, standard methods to make Holacracy adoptions stick

    Domains:

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

    Accountabilities:

    • 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

    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

  • 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 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

    Purpose:

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

    Accountabilities:

    • 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

    (Lead Link)

    Purpose:

    Organizations pursuing their purpose through stable self-organization

    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

  • 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: Evolve 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

    • 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 Coaching Services

    Purpose:

    Organizations pursuing their purpose through stable self-organization

    Domains:

    • 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

    Accountabilities:

    • 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

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
Purpose: Retreats are supported by partners through a chore system that inspires care but is not burdensome
  • Outdoor Furniture Steward

    for Half Hill

    Purpose:

    Unspecified

    Accountabilities:

    • Taking off (and keeping track of) the covers from the outdoor furniture if they’ll be used before retreat and putting them back on afterwards.

  • Trash and Recycling Emptier

    for Half Hill

    Purpose:

    Space for the next day's trash and recycling

    Accountabilities:

    • Taking trash and recycling to garage daily

  • 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: The right partners joining H1 in the right relationships
  • 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

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

    Purpose:

    Make the vision for our website a reality

    Accountabilities:

    • Developing and updating the organization's websites in alignment with the vision and priorities defined by Website Strategy

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

    • Administering the organization's websites

    • Tracking and reporting website metrics

    • Identifying, deploying, and maintaining web architecture and platform solutions for HolacracyOne websites

  • Website Advisor

    Purpose:

    Unspecified

    Accountabilities:

    • Providing thought-partnership on website projects