Gerhard Hochreiter

Gerhard Hochreiter

Customer Facing Circle

Purpose: Populate next:land!

  • Client Story Collector

    für B/S

    Purpose:

    Inspiring, insightful client stories from dG transformation projects are visible to the world

    Accountabilities:

    • Coordinating and prioritizing client stories
    • Pitching @Engagement Lead to clarify with client if they are available for an interview and if we can mention their company name and logo
    • Triggering @Creator to conduct the interview - either following the questionnaire (e.g. for website stories)
    • Handing over content to @Brand_&Ops_Ensemble by triggering @ProofReading for editing & translation and @Website Coordinator for publication on the dG website as well as @Content_Strategy&_Creation to share new client story on the dG brand pages
    • Sending final story (e.g. website link) to @Engagement Lead and client

  • Core Strengthener

    für Hunting & Farming

    Purpose:

    Focussed efforts to strengthen dG's core business

    Accountabilities:

    • Es sind keine Accountabilities für diese Rolle definiert.

  • 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

  • Engagement Lead

    für specific projects

    Purpose:

    Awesome management and coordination of consulting projects

    Accountabilities:

    • Contacting current leads (=potential clients) on request by @Staffing Sparring and updating status of lead in the "client-request-list"
    • 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
    • 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 and updating the agreed daily rate in the CFC metrics sheet ("billable days") per each month
    • 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

  • Program Driver

    für n:p; inner-leadership

    Purpose:

    Great year trainings that touch and excite our clients

    Accountabilities:

    • Providing a scope for respective (new) trainings, bringing into the focus-process, and after go-signal, setting up the staffing and delivery
    • Monitoring product-market fit, integrating relevant market feedback, updating the rough scope if useful
    • Developing & iterating Communications & Sales strategy for the respective training formats
    • Informing relevant roles to co-create event-page on the website, social media promotion strategy, design materials, etc.
    • Troubleshooting: Coordinating special offers & situations
    • Maintaining the Confluence event template page with all relevant data
    • Researching potential name/brand of a potential dG program and checking legal issues (e.g. already existing trademark for that name/brand)
    • Taking responsibility for the overall budget of the program, keeping the budget-spreadsheet up-to-date in collaboration with @Event Coordinator and alerting the organization if event is not meeting our financial agreement (e.g. neutral DB2)

  • 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
    • By end of month latest: Providing Sales Order number (SO number) and terms of business like daily rate (as agreed by @Engagement Lead ) or travel cost to involved roles and project partners
    • 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

  • Rep Link

    von Next:Pedition

    Purpose:

    Innerhalb des Super-Kreises übernimmt der Rep Link den Purpose des Sub-Kreises; innerhalb des Sub-Kreises ist der Purpose des Rep Links: Spannungen, die relevant für die Verarbeitung im Super-Kreis sind, zu kanalisieren und aufzulösen.

    Accountabilities:

    • Spannungen verstehen, welche von Rollenführern innerhalb des Kreises vermittelt werden
    • Spannungen erkennen, die geeignet sind, innerhalb des Super-Kreises zu verarbeiten
    • Spannungen innerhalb des Super-Kreises verarbeiten, um die Einschränkungen des Kreises zu beseitigen

  • Strategyzer

    Purpose:

    Clear focus for all our consulting services

    Accountabilities:

    • Defining and updating criteria for DO or DIE decisions for project (requests) based on purpose and current strategy.
    • Developing and maintaining a co-creating strategizing process together with the role-fillers of CFC to set strategies for the circle.
    • Taking up on the strategic ideas and on priorities of @Strategic Alignment and regularly initiates and facilitates a sensemaking and operationalizing process in CFC.
    • Defining and updating criteria for ranking/prioritizing simultaneous requests (client-work and non-client work within CFC) competing for catalyst resources.
    • Facilitating a decision making process for all strategic rules of thumb within consent mode.

  • dG Approach Topic Owner

    für Strategizing

    Purpose:

    Inspiring training and consulting materials

    Accountabilities:

    • Maximizing the customer value of our services by collecting and channeling user feedback (of @Evolutionary Catalyst and clients)
    • Developing, maintaining and communicating a vision for the topic in focus
    • Monitoring and communicating the profitability of topic related activities
    • Maintaining an up to date development backlog in collaboration with @Chief Editor
    • Initializing revision processes regularly for respective topics and confluence sites and pitching corresponding projects to @Chief Editor
    • Onboarding new dG members to the topic and the documentation on confluence
    • Refining and sharing dG experience and other relevant aspects for content inputs to @Content Strategy & Creation  (text/pics/slides etc. for LinkedIn posts, website blogposts,; webinars etc.)
    • Deciding on event landscape & sales funnel – from small intro webinar to year-long program – for the respective topic, integrating objections from @Brand Identity and their topic collaborators
    • [If there’s disagreement around who should staff which event:] Making the final decision on delivery staff for events.

Next:Pedition

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

  • Facilitator

    Purpose:

    Kreis-Governance und operative Praktiken im Einklang mit der Verfassung

    Accountabilities:

    • Die Tactical Meetings des Kreises moderieren
    • Den Governance Prozess des Kreises moderieren
    • Neuwahlen auslösen für die gewählten Rollen des Kreises, nach Ablauf jeder Wahlperiode
    • Überprüfen der Meetings und Aufzeichnungen der Sub-Kreise nach Bedarf und Erklären eines Prozessversagens, nachdem ein Verhaltensmuster erkannt wurde, das den Regeln der Verfassung widerspricht

  • Next:Discovery

    Purpose:

    Next:pedition Discovery Sessions & Discovery Webinars run smoothly and with energy

    Accountabilities:

    • Scheduling and staffing next:pedition Discovery Webinars/Sessions with @next:guide and testimonials
    • Acting as sparring partner for @next:flow Developer in designing the Discovery Webinars/Sessions
    • Communicating promotional events like Discovery Webinars & Discovery Sessions to @Brand & Ops Ensemble
    • Adding updates to the next:pedition info-document to support smooth information flow about Discovery Webinars & Discovery Sessions

  • Rep Link

    zu Customer Facing Circle

    Purpose:

    Innerhalb des Super-Kreises übernimmt der Rep Link den Purpose des Sub-Kreises; innerhalb des Sub-Kreises ist der Purpose des Rep Links: Spannungen, die relevant für die Verarbeitung im Super-Kreis sind, zu kanalisieren und aufzulösen.

    Accountabilities:

    • Spannungen verstehen, welche von Rollenführern innerhalb des Kreises vermittelt werden
    • Spannungen erkennen, die geeignet sind, innerhalb des Super-Kreises zu verarbeiten
    • Spannungen innerhalb des Super-Kreises verarbeiten, um die Einschränkungen des Kreises zu beseitigen

  • next:flow Developer

    Purpose:

    Awesome and customer wowing cutting edge dG curriculum

    Accountabilities:

    • designing cutting edge overall program-flow by integrating the feedback and ideas of @next:guide
    • Designing the Discovery webinars and sessions for next:pedition program by integrating the ideas and feedback of @next:guide
    • Staffing the @next:guide role
    • Defining the offered Prep Camps for n:p and assign @Prep Camp Point for each Prep Camp

  • 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 Playbook

    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.

  • next:pedition People Entry Point

    Purpose:

    A great community to learn gathered

    Accountabilities:

    • Acting as first point of contact for interest in next:pedition participation
    • Leading conversations with potential participants to clarify expectations and interest
    • Updating participant list immediately after confirmation of any changes (new / cancelled participants) and triggering @Event Coordinator for further communication before, during and after event
    • Deciding on suitable prep:camp(s) with participants depending on their existing knowledge and learning needs and triggering @Event Coordinator to handle registration.

  • next:pedition Treasury

    Purpose:

    Well balanced and profitable next:pedition

    Domänen:

    • next:pedition expense authorization

    Accountabilities:

    • Developing, contracting, and tracking payment terms with participants
    • Developing and maintaining a transparent (rolling) calculation of income and expenses for each next:pedition
    • Monitoring income-expense balance projections, evaluating and authorizing change requests of budget (e.g. additional spending requests of circle roles)

dG Backbone

Purpose: Lean and legally compliant finance processes and partner relations

  • Partner Scout

    Purpose:

    New partners for realizing dG's purpose

    Accountabilities:

    • Developing and maintaining contact with people that might have a good fit with dwarfs and Giants purpose
    • Arranging regular focus-meetings between Circle Lead @General Company Circle , Circle Lead @Customer Facing Circle to get a clear enough picture which partners, which practices and what kind of know-how is needed for dG and its client-projects and whether there is an actual need to recruit new people.
    • Initiating a recruitment process if new people for dwarfs and Giants are needed
    • Organizing job interviews with a prospective partner and at least three partners energizing roles within dG (On trigger "ongoing recruitment process")
    • Calling in and participating in the People and Partner Committee (PPC)
    • Communicating outputs of PPC to (prospective) partners.
    • Inviting candidates into Round 3: Compensation and Pre-Selection

  • dG Member

    Purpose:

    Well balanced individual and organizational needs

    Accountabilities:

    • Processing individual tensions in the organization
    • Keeping partner agreements up to date

Brand & Ops Ensemble

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

  • Conference Orchestrator

    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

  • PR

    für brandeins, HBM

    Purpose:

    Creating wow stories out of dG projects and dG events for public outreach

    Accountabilities:

    • Harvesting information on dG projects and dG practice for external media requests
    • Monitoring clippings, mentions and references about dG activities
    • Providing materials about dG for media requests (incl. profile pictures of dG members)

  • Speaker

    Purpose:

    Spreading dG's purpose through inspiring talks

    Accountabilities:

    • Holding inspiring speeches that share dG insights and strengthen the brand of dG
    • Informing circle ahead of time about upcoming event participations worth spreading by posting event & date on #tealevents Slack channel, triggering @Content Strategy & Creation to publish date on dG channels and sharing live pictures/updates from the event itself (if possible)

  • Story Writer

    für HBM

    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)