Gerald Mitterer

Gerald Mitterer

General Company Circle

Purpose: Rewriting the future of organization - Catalyzing the evolution of wholesome organizations.

  • Strategic Alignment

    für GCC

    Purpose:

    dG has a clear and energizing strategic alignment, using all its resources most effectively towards dG's purpose, flow in our collaboration and positive impact in organizations

    Accountabilities:

    • Creating and maintaining a strategizing process that clarifies strategic decision-making + guardrails as reference point for all GCC subcircles
    • Establishing a level of involvement, communication and feedback loops with the whole organization to strengthen commitment for dGs strategic directions
    • Developing and refining strategic clarity from the perspective of what’s good for dG and its environments (integrating the following perspectives: current and future partners, dG’s highest potential, favorite customer, mother earth’s calling, medium- and long-term)
    • Defining staff for Strategic Council Days to coordinate focus and design
    • Broken record: reminding dG again and again of the strategic decisions which have been made as well as the process to change those should strong tensions arise
    • Defining dG’s favorite customer & communicating within the organization

  • Transparency Guardian

    Purpose:

    Safety and orientation by fluid communication

    Accountabilities:

    • providing information for the organization on decisions made in GCC and/or triggering other roles to provide information
    • actively organizing events for dialogue as needed
    • triggering MoC for slots in Harbor Days for company updates, common ground dialogues and Q&A sessions
    • updating members of dG on current developments on slack in between meetings, as needed
    • regularly checking in GCC meetings whether there is a need for informing the organization and members of dG

Customer Facing Circle

Purpose: Populate next:land!

  • Account Orchestrating

    für W

    Purpose:

    Account and Engagement Leads feel well-serviced

    Accountabilities:

    • Scheduling regular meetings with key stakeholders of the client-organization (e.g. door-opener, leader)
    • Reflecting the ongoing transformation and co-creating possibilities (sales opportunities) for a sustainable transformation with key stakeholders of the client-organization and @Engagement Lead
    • Negotiating the terms of business (including billable prep-work) and travelcost with the client and informing @Engagement Lead
    • Deciding on proper @Engagement Lead after integrating feedback of @Staffing Sparring for new and existing engagements with the account
    • Scheduling regular meetings with all @Engagement Lead of this “account” to create common ground, alignment, and a sense of direction for the overall transformation
    • Structuring the GDrive Folders in a simple and clear way

  • Acquisition_Coach

    für BR

    Purpose:

    Full effectiveness for @Evolutionary Catalyst (Core Partners) on the market

    Accountabilities:

    • Scheduling sparring sessions (approx. 60’ per month)
    • Agreeing quantitative and qualitative targets with the coachee (mandatory topics: capacity utilization, content positioning, visibility in the market, customer relationships ... might be supplemented by other topics) and developing targets further if necessary - to develop competencies for growing, farming and hunting
    • Regularly discussing status and supporting coachee in realizing these and/or organizing support
    • Providing ad hoc sparring if opportunities or risks for target achievement arise in the short term
    • Supporting the coachee in creating transparency regarding their goals and the development process (within dG)

  • Creative Spark

    für specific projects

    Purpose:

    Opportunities turned into projects for dG

    Accountabilities:

    • Engaging in initial client dialogues together with and in support of other EvoCats
    • Crafting approaches for supporting EvoCats in taking the lead position asap in the Process
    • Creating on the job learning opportunities re acquisition work

  • Do or Die

    für backup

    Purpose:

    Clearly focused project selection

    Accountabilities:

    • Challenging new project requests based on DO or DIE criteria
    • Making transparent in the dedicated Slack channel how the challenge maps with the criteria
    • Creating transparency on resource availability of @Evolutionary Catalyst for project delivery

  • Ecosystem Partner Relais

    für Stefan

    Purpose:

    A lively and mutually beneficial relationship between dG and ecosystem partners

    Accountabilities:

    • Scheduling regular talks (at least once a year) w/ respective ecosystem partner to evaluate relation and potential
    • Acting as Rep link for respective ecosystem partner, for tensions concerning the partnership
    • Granting discounts for a specific public training to respective ecosystem partner after integrating feedback of @Pricing Strategy and the role organizing the event
    • Processing tensions of dG as an organization with the respective partner
    • Inviting and removing respective partner to and from relevant slack channels as determined in ecosystem partnership
    • Pitching relevant roles to publish and remove a website profile of ecosystem partner when beneficial to client projects
    • Inviting and removing ecosystem partner to and from relevant staff folders on g-drive
    • Deciding about when to start and end an ecosystem partnership
    • Pitching relevant role to provide a dG email address if beneficial to client projects

  • Engagement Lead

    für specific projects

    Purpose:

    Awesome management and coordination of consulting projects

    Accountabilities:

    • Contacting current leads (=potential clients) on request by @Staffing Sparring
    • Publishing client requests on Slack to allow for challenging by @Do or Die
    • Developing cutting-edge proposals (incl. pricing in accordance with @Pricing Strategy) upon request of a customer.
    • Selecting suitable @Evolutionary Catalyst or Project Partners for client projects after integrating feedback of @Staffing Sparring
    • Deciding the staffing of specific workshops within the project, based on transparent decision criteria
    • Contracting with the clients on an ongoing basis to align expectations & logistics and adjust agreements as engagement needs evolve, saving related documents/emails @projects
    • Forecasting needed consulting resources and sharing relevant information with all @Evolutionary Catalyst or external Catalysts "Project Partners" involved in the project - prior to project launch and throughout project
    • Scheduling and facilitating regular staff meetings 1) for mutual updating of project-relevant information in the particular project staff and 2) for developing/improving the quality of the consulting strategy/work in a particular consulting project 3) for learning purposes & know-how transfer
    • Storing relevant project documents and emails directly on dG Google drive preferably in Google-doc format under the respective project folder
    • Providing relevant odoo data to @Project Backbone (Accounts, Projects, Sales Order Information)
    • Setting up initial project and governance structure according to policy "Large Staff project in Glassfrog"
    • Acting as by default @Ecosystem Partner Relais for Project Partners invited into projects for the first time.
    • Informing @Ecosystem Partner Relais Shepherd about new Project Partners and add relevant data to the project partner list.
    • Adding and updating opportunities in Odoo Pre-Sales Module, creating MVP-Sales Order(s) after proposal is confirmed by client
    • Making agreements regarding the daily rate with involved project partners - taking into account the current Ecosystem Partnership Framework - and integration of feedback from @Pricing Strategy, if required.
    • Scheduling and facilitating regular retrospectives to work better together within the staff and reflect on the staff and its dynamics
    • Creating learning opportunities within the client work for existing and potential staff members (e.g. with less experience and learning objectives in that field)

  • Evolutionary Catalyst

    für specific projects

    Purpose:

    Cutting - edge consultancy services with impact for the client system

    Accountabilities:

    • supporting the @Engagement Lead in developing client-related documents e.g. crafting offers, proposals, design, photo protocol etc.
    • making all client related documents (e.g. offers, proposals, design, photo protocol etc.) accessible and findable using project structure on the dG Google Drive provided by @Project Backbone
    • providing and facilitating excellent consultancy services
    • reflecting regulary the quality of delivery and the relationship with clients through peer to peer reviews inside dG and/or external coaching
    • building relationships with potential clients to acquire new project opportunities that fit to dGs purpose
    • leveraging contacts for dG initiatives
    • providing expert knowledge about consulting practices to the organization in interviews with @Creator and by regularly updating and feedbacking confluence pages

  • First Responder

    für KW29

    Purpose:

    Caring first impressions for general requests

    Accountabilities:

    • Exploring client requests in a caring manner so that dG has the relevant information for the next step in the customer acquisition process and a relationship is built (even if dG does not have resources to do a consulting project)
    • Providing customer with further information in a timely manner, in particular whether we can process the request and, if so, who their contact person will be.
    • Capturing and updating leads in "Client Request to dG" spreadsheet to expand our lead base

  • Next:Pedition

    Purpose:

    Awesome and customer wowing cutting edge Next:Land programm

    Accountabilities:

    • developing cutting edge Next:Land programm
    • conducting Next:Land programm

  • Project Backbone

    für specific projects

    Purpose:

    sustainable and efficient project administration

    Accountabilities:

    • Updating Odoo according to guidelines published by @Quarterback with all project relevant information (i.e. creating SO for the upcoming three months, accounts, projects, workshops, etc) for confirmed projects until the 10th of every month
    • Providing project structure on the dG Google Drive under the corresponding folder and instructing involved roles and project partners to make all project related documents (e.g. offers, proposals, design, Photo protocol etc.) accessible and findable there
    • Providing Sales Order number (SO number) and terms of business like daily rate or travel cost to involved roles and project partners by end of month at the latest
    • Checking and forwarding incoming invoices and expenses of external partners (project partners) to @Basic Financial Bee
    • Informing external partners about the expense process including deadlines and reminding them about the deadlines
    • Sending invoices to clients
    • Checking and validating information in Odoo before an invoice is created (e.g. timesheets if entered)
    • Reminding clients to pay outstanding invoices after checking invoices list provided by @Controller (after coordinating with @Account Orchestrating and @Engagement Lead if applicable)
    • Triggering @Controller to send a formal dunning letter to client if necessary

  • Staffing Sparring

    Purpose:

    All projects efficiently staffed integrating needs of client and dG

    Accountabilities:

    • Acting as ad-hoc sparring partner for decisions regarding staffing of new project requests
    • Collecting data to enable optimal staffing decisions based on transparent criteria
    • Defining and updating staffing criteria and publishing them in notes section
    • Analyzing new general client requests (e.g. via office@dG); choosing proper fellow @Engagement Lead - triggering role filler to contact client in order to evaluate needs and next steps rapidly.

  • dG Fingerprint

    Purpose:

    A concise, powerful and inspiring dG approach to organizational transformation work

    Accountabilities:

    • Challenging the structure, conciseness and content of the dG approach library (under special consideration of current market needs)
    • Reviewing decisions made and providing feedback / proposing changes about important fundamental questions of the dG approach to @Chief Editor

Holacracy and beyond

Purpose: Transformative trainings that transmit Holacracy and dG's approach towards structured organisational frameworks and catalyze the capacities it requires.

  • Holacracy Training & Workshop Design

    für evolving PT modules for specific projects when appropiate

    Purpose:

    Enable deep Holacracy transmission through awesome training and workshop programs and materials

    Accountabilities:

    • 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 workshop 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
    • Maintaining a list of training and intro materials needed, including links to current versions and anticipated update timeline
    • Defining and publishing a definitive source of pre-requisites for trainings
    • Triggering @Undefined_Role when updated materials are ready for production
    • Knowledge management and documentation system of holacracy training materials and documents

  • PT Trainer

    Purpose:

    Transformative training experiences that transmit Holacracy and its underlying new paradigm

    Accountabilities:

    • Delivering training content to event participants at standard training offerings
    • Tweaking template slide decks and designs to optimize delivery of each specific training and integrate learnings from delivery
    • Directing the on-site delivery team as-needed to support overall training quality needs
    • Monitoring training delivery and providing @Holacracy Training & Workshop Design with input for development and improvement of training setup and design standards
    • Organizing fire side talks with representatives from (local) organizations, running on holacracy to share their experiences with adoption and daily practices - as an evening activity during the PT.
    • Attain and maintain the official "Trainer" badge by H1

Next:Pedition

Purpose: Awesome and customer wowing cutting edge Next:Land programm

  • Kreis Lead

    Purpose:

    Awesome and customer wowing cutting edge Next:Land programm

    Accountabilities:

    • Es sind keine Accountabilities für diese Rolle definiert.

  • Staff Day Care

    Purpose:

    Staff days are held with care

    Accountabilities:

    • Scheduling staff days and inviting relevant roles in a timely manner after integrating feedback from @next:flow Developer
    • Organizing a fitting space (online or offline)

  • next:guide

    Purpose:

    transformative and engaging learning experiences that transmit next:land practices, next:tools and its underlying systemic paradigms

    Accountabilities:

    • Delivering inputs to program participants for all next:pedition modules
    • Delivering the protyping day for next:pedition program
    • Co-Crafting and Co-Designing all next:land Modules (Workshop-Design, Content, Inputs, Games, ...)
    • Reviewing content for and further developing the next:pedition modules by integrating feedback from @Evolutionary Catalyst , @Next:Pedition es and program participants
    • Triggering and briefing @Corporate Design & Production regarding needed design adaptions of module materials.

  • next:guide spokesperson

    für Design, worktimes, logistics, Promotion

    Purpose:

    Crystal-clear messages to all internal next:pedition roles

    Accountabilities:

    • providing content-information (such as module preparations) which is needed by @Brand & Ops Ensemble
    • Defining guidelines for wowing next:venues to be used by @Next:Pedition
    • Providing information for material requirements per module to @Undefined_Role
    • Providing final print ready data for materials per module 14 work days before the first day of the relevant module to @Undefined_Role.

People Operations Circle

Purpose: Well energized and aligned Partners of the Organization and Members of the Association

  • Development Compass

    für Björn

    Purpose:

    A personal development journey for dG members

    Accountabilities:

    • Delivering the on boarding process (based on a guideline by Mentoring Calibration) for new members to self-organize in the dG world quickly
    • Supporting a new member to channel and process tensions on request
    • Organizing monthly Checkpoints with members to reflect on the match of organizational and individual needs
    • Coaching the person in focus (pro-) actively with regards to possible, recommendable, desired personnel development activities including purpose fit, individual challenges, resource steering and learning opportunities
    • Supporting a member to dance the act of balance that is needed to stay healthy and fulfill organizational needs.
    • Providing professional leadership to @Evo Cats around professional consulting work
    • Harvesting feedback from relevant roles to collect organizational view for Checkpoints
    • Providing tasks to member in focus which are of relevance for realizing dG's purpose and supporting the partner's personal development.

  • Profit Distribution Architect

    Purpose:

    A fair and fully transparent profit distribution system for the Organization

    Accountabilities:

    • Designing, implementing, and evolving the Organization’s overall systems & related processes for determining Partner profit distribution.
    • Developing and publishing transparent criteria for Tier Assignment of partners.

Brand & Ops Ensemble

Purpose: All internal functions of dG are cared for and running smoothly

  • Access to IT Tools

    für Zoom

    Purpose:

    Members access to our fundamental IT tools is well administered

    Accountabilities:

    • Informing @Communication-Infrastructure about dG members needs for fundamental IT tools related to Member-Partner communications (e.g. email, slack), file storage (e.g. Google Drive), videoconferencing systems (e.g. Google Meet, Zoom) and office software (i.e. MS Office)
    • Activating or deactivating accounts / access rights for fundamental IT Tools for new & transitioning dG members after beeing triggered by @People Operations Circle or @Offboarding and Transitioning Support

  • Conference Orchestrator

    für Shaping next:land

    Purpose:

    Awesome, regular dG conference format for clients, multiplicators and next:landers

    Accountabilities:

    • Creating an event format to experience next:land practices ("beyond Holacracy") in accordance with the 5 next:land principles
    • Gathering a core-team of one or multiple internal dG @Speaker s plus external speakers to create an inspiring conference design / agenda to showcase next:land theories, practices and cases
    • Defining the date, duration and regularity of this format in synchronization with time and resources already allocated to other dG formats like @Next:Pedition , @Holacracy and beyond etc.
    • Briefing and regularly updating @Brand & Ops Ensemble thoroughly in order to enable smooth logistics like venue booking, setup, material & co
    • Triggering all @Engagement Lead to invite clients and stakeholders
    • Briefing @Corporate_Design_&Production for exciting promotional material and triggering @Website Coordinator & @Content_Strategy&_Creation to promote event on dG channels and among target audiences
    • Informing @Event Coordinator about the pricing, date and maximum capacity of participants
    • Defining ticket pricing and special rates for participants

  • Story Writer

    Purpose:

    Codifying dG experience and practice into inspiring publications

    Accountabilities:

    • Writing publications, blog posts to share dGs experience and practice in expressing our purpose
    • Publishing content on individual channel (e.g. LinkedIn Blog, Medium Account) or triggering @Website Coordinator to publish content on dG website
    • Sending link(s) to @Content Strategy & Creation in order to disseminate content on dG public channels, regardless of platform (individual or dG)