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




    • 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

  • Webinar Presenter




    • Delivering webinar presentations.

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


    Assessments which create a high quality standard for certifications while facilitating deep learning


    • Assessments for Holacracy certification

    • Process for sharing assessment results


    • Designing and evolving Holacracy assessments and any pre-requisites, and integrating tensions expressed by Assessor around each assessment

    • Implementing Holacracy certification assessments into an experiential format, with a simple and clear scoring process

    • Offering feedback to Assessor as needed

    • Onboarding new people to Assessor including reviewing scoring thresholds and practice for prompt scoring

    • Informing Certification Program Manager of any changes to certification requirements

    • Informing Assessor promptly when any changes are made to Assessment Script, and what the changes are

  • Assessor

    for as assigned in role-note


    Assessments are a professional experience full of learning for the candidate


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

  • 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

Purpose: Healthy partners, healthy tribe, healthy collisions
  • DDO'er


    Wisdom from DDO research harvested and integrated into H1


    • There are no accountabilities defined for this role
  • Partner Partner

    for Anth & Rebecca & Karilen


    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

Purpose: Evolve humanity’s relationship to power
  • Design Services


    Awesome design, as a service


    • Designing, creating, and evolving visuals, presentations, and multimedia tools in alignment with Brand Visual Design guidelines on request of other roles

    • Providing image source for Licensed Materials

    • Sourcing and selecting multimedia elements required for presentations of other roles

    • Maintaining a repository of multimedia assets that HolacracyOne has secured rights to use

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

  • Simulation Smith


    Powerful simulations for @Training_Design and @Trainer


    • Designing and evolving training simulations that meet the needs of Training Design and Trainer

    • Maintaining up-to-date simulation templates

    • Notifying Hygean Setup of relevant changes to the simulation design

  • Training Design

    for Coach Training


    Enable deep transmission through awesome programs and materials


    • Designing and evolving packaged training and workshop offerings that develop the capacities required to introduce, practice, and coach Holacracy effectively

    • Defining and evolving training and Taster environment, room setup, and logistical needs for each training offering

    • Designing outlines and high-level specs for slides, simulations, and other support materials needed for training and intro offerings

    • Soliciting input and reviewing updates from trainers delivering designed offerings, and evaluating potential changes to templates given that feedback

    • Defining and publishing guidance about the role of coaches so that Lead Coach can orient coaches and direct them throughout the training and producing related materials

    • Maintaining a list of training and intro materials needed, including links to current versions and anticipated update timeline, including identification of training tools that are typically collected back after use (vs. coaching tools that are distributed to participants to keep)

    • Defining and publishing a definitive source of pre-requisites for trainings

    • Triggering Training Operations when updated materials are ready for production

Purpose: Enable and accelerate self-organization through software; make it so easy that anyone can do it
  • Habit Support Program Design


    Behavior change support for sustainable self organization


    • Designing and evolving a behavior change support program

    • Writing content for Habit Support Program

  • Office Hours Coach


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


Purpose: Retreats are supported by partners through a chore system that inspires care but is not burdensome
  • Post-meal support

    for Half Hill


    Meals leave no trace


    • Loading dishwasher and washing any remaining dishes after partner meals

    • Wiping down countertops and stove after partner meals

Purpose: High quality & easy to find Holacracy content & tools that make practice easier for novices & experts alike
  • Support Product Designer




    • Developing and evolving stand-alone tools, materials, and printed products that support Holacracy practice, and aligning their design with brand standards published by Outreach upon request from Support Product Analyzer

    • Defining platforms and processes for version control of support tools and materials

    • Communicating major tool & materials changes to internal stakeholders, as well as to Outreach, to improve messaging and marketing efforts

  • Whole Product Manager


    Reveal the Whole Product landscape around the core Holacracy framework


    • Identifying and mapping the functions needed in a Whole Product organizational system built around Holacracy

    • Cataloging good Holacracy-compatible options available for each needed organizational function after one has proven effective in a Holacracy-powered organization, and highlighting gaps where good options are not yet available for a needed function

    • Harvesting useful apps from HolacracyOne's governance and publishing them to the Holacracy app store