Sascha Bernardis

People Agreement

Interpreting terms, conditions and requirements of dwarfs and Giants' People Agreement as needed

Integrating tensions of Anchor Circle members and updating dwarfs and Giants' People Agreement as needed

Harvesting and tracking decisions in team supervision and integrating them into People Agreement

Researching, creating, authoring new (and previously missing) elements and approaches upon request

Regularly harvesting expert knowledge (e.g. methodology, best practices, workshop designs) about transformation work in confluence as raw material for our dG approach library

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

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.

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 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

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

Setting up nMap processes and providing report data on request

Association Member Relationships

Enterprise Meet-ups

Partner Relationships

Aligning the needs of the People Context with the needs of the Organization

Implementing and evolving processes to monitor and enhance Fit-for-Enterprise for all Partners

Assessing and granting Membership to the Company, Organization and Association

Onboarding new Members into the Organization and Association

Scheduling Enterprise Meet-ups that optimize resource allocation (Membership Units, Focus Time, Travel and Venue Costs) while maximizing Member attendance, role working opportunities and Association interaction.

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 Social Media & Digital Content Creator to publish date on dG channels and sharing live pictures/updates from the event itself (if possible)

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 & Editor to publish content on dG website

Sending link(s) to Social Media & Digital Content Creator in order to disseminate content on dG public channels, regardless of platform (individual or dG)

Contracts with Holacracy One

Networking with Holacracy One, providing visibility at Holacracy One for dG-partners filling Holacracy Coach role

Acting as major communicator towards Holacracy One

Negotiating terms of contracts and enacting all duties required of HolacracyOne through licensing contracts

Keeping relevant roles in Customer Facing Circle up to date regarding developments at Holacracy One

Reporting on new Holacracy leads to HolacracyOne

Developing an adoption strategy for Holacracy 5.0 for this circle, dG overall and our products

Triggering relevant roles like Holacracy Developer or holacracy competency steward to integrate 5.0 into their role work

Acting as a sparring partner in regards to Holacracy 5.0

Contacting and speaking to potential Holacracy implementation clients

Informing about our upcoming public PTs and Intro WS to potential clients

Informing PT & Intro Wheeler and Dealer of specific group target intro workshop opportunities and expect number of participants to trigger preparation from relevant HTC roles if needbe

Maintaining basic competencies in dG service delivery's virtual meetings support tools

Coaching client circle members on Holacracy rules and effective practice as-needed during governance and tactical meetings

Raising objections and helping clients integrate them whenever clients propose clearly invalid governance, and providing follow up coaching to clients

Facilitating virtual and in-person governance and tactical meetings

Summarizing key developments about client services and learnings to other Holacracy Coaches

Co-creating customized Holacracy practices and apps with our clients and making them available in the dG Library App.

Reporting all client billable activity in a timely manner

Sharing client context and key engagement learnings among Holacracy delivery roles

Triaging on-site logistical setup issues to support the engagement and optimizing virtual support set-ups as-needed

Orienting & debriefing Master Coaches and Holacracy Coaches upon their request

Contracting with clients on an ongoing basis to align expectations and adjust agreements as engagement needs evolve

Sharing the intended implementation activities with relevant roles and delivery resources prior to an engagement launch

Soliciting client permission to make public their story of adopting Holacracy and publishing client's current permission status to Brand Movement

Triggering H1 Interface to request Master Coach support

Filling out Licensing Fee Tracking and Client Engagements documents for ongoing projects by the end of each month

Scheduling and facilitating regular staff meetings 1) for mutual updating of project-relevant data in the particular project staff and 2) for developing/improving the quality of the implementation strategy/work in a particular implementation project

Collecting recommendations and feedback of Hola Abuzz before negotiating inhouse PT setup (duration, participant number, location, etc.) with clients, including information about staffing resources and preferences.

Supporting clients in further developing their organization beyond mechanical self sufficiency, e.g. by offering guidance for development of Holacracy apps.

Establishing and coordinating a structured way for clients secretaries to book facilitation slots with implementation staff facilitators.

Offering and negotiating inhouse PTs after integrating requirements and recommendations from PT Trainer and Customer Facing Circle

Filling out the PT order form for Holacracy and beyond in order to trigger PT & Intro Wheeler and Dealer to coordinate all prep activities

Offering and negotiating tickets for upcoming public PTs to client organisations integrating requirements and recommendations from PT & Intro Wheeler and Dealer and Holacracy and beyond

Delivering intro workshops, using workshop designs created by Holacracy Training & Workshop Design

Tweaking template slide decks and designs to optimize delivery of each specific intro workshop and integrate learnings from delivery

Setting up and tearing down workshop venue; unpacking and packing workshop materials as provided by PT and Intro Supplies and Operations

Triaging and resolving venue-related logistical issues during public and private events

Greeting and hosting participants

Briefing PT Support on-site

Performing monthly business review meetings and continously developing the relationship with Holaspirit

Passing on suitable requests to Holacracy Business Development or Engagement Lead

Keeping track of leads, activities and outcomes

Providing a clear indication whether an Engagement Lead should get in touch with the contact provided by Holaspirit.

Facilitating tactical and governance meetings at trainings

Coaching participants during facilitation practice at trainings

Setting up the room and collect all materials (when finished) at the direction of Holacracy and beyond

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 Holacracy Training & Workshop Design

Participating in training staff reflection and debriefing sessions during the training

Contributing to improving the PT delivery by sharing ideas and pointing out mistakes in training materials (e.g. via a shared google document to gather improvements provided by PT Support on-site )

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.

Alle Governance-Aufzeichnungen des Kreises

Tactical-Meetings für den Kreis planen

Tactical Meeting Ergebnisse festlegen und veröffentlichen

Governance-Meetings für den Kreis planen

Erfassen und Veröffentlichen der Ergebnisse des Governance-Prozesses des Kreises

Interpretieren von Governance und Verfassung auf Anfrage

Processing tensions, sharing information from Shared Office Circle in dG

Channeling the needs of current Harbor Users into a harbor usage concept for March 2022 onwards and integrating feedback of current harbor users

Triggering responsible roles to purchase things needed

Channeling interior design requests

Making decision about equipment of rooms

collecting and processing requests for legal advice with suitable lawyers

informing circle members in time about status quo of all open legal advice requests

monitoring operational and governance decisions whether written consent from all partners is needed (cf. operating agreement), triggering circular resolutions if needed

Signing of all contracts, agreements, forms which require the signature of a "Geschäftsführer" according to Austrian regulations

Attending to all formal duties of a "Geschäftsführer".

organising facilitators for the individual sessions/days

sharing relevant learnings with all dG partners

inviting people to join casework group after integrating valid objections from the group

taking care of the focus of the casework groups (deepening the systemic know-how)

Organizing a suitable venue and/or clarifying room agreements with co-tenants in studio 11

scheduling meetings for all existing casework groups including non-dG members

upholding the purpose of the casework groups

deciding on possible changes of the set-up of the casework groups when pitched by Casework Coordinator after integrating the perspective of the participants

developing clear rules for the tribe when coming together according to the current legal frameworks

communicating rules prior to internal days

Providing nourishing and healthy food for the tribe upon request for internal days

Keeping a transparent up-to-date list of food restrictions of tribe members

Keeping an up-to-date Confluence page on how to best fill this role

Finding ways to lower environmental impact of delivered products

Informing the team and/or Co-Workers about leftovers that are open for consumption and throwing away old stuff

Coordinating the preparation and cleanup of the space before and after meals by the tribe

contracts regarding membership agreements

Salaries for job advertisements

Contracting, updating and filing in membership agreements (Beitrittserklärungen, Arbeitsverträge) of core partners

Calling in Tier Assignment Committee on request of any organization member.

Serving on the Tier Assignment Committee and People and Partner Committee if required and to the extent defined by GC policy

Taking all actions necessary to comply with dG's legal duties as an employer.

Participating in interviews of potential partners (after first interview round).

Maintaining a list of Tier levels of all limited partners and employee equivalent (according to total gross annual remuneration) and providing Finance with updates in case of changes.

Maintaining a list of current postal addresses of all core partners.

Organizing applications to update the company register (Eintragungsgesuch ins Firmenbuch) when partners join or leave dG with the notary and members of dg. Filing necessary documents in a way that is accessible to other role fillers (e.g. Finance, Controller, Profit Distribution Architect).

Developing and maintaining transparent criteria, boundaries and clear steps for a smooth onboarding and development journey processes.

Organizing lessons learned session with People Operations Circle and Development Compass to integrate feedback and amend criteria and process on request.

Documenting relevant output and distributing minutes of coordination meetings.

Selecting and proposing candidate options for People Operations Circle to new partners and Development Compass to all other partners pitching for such support.

Scheduling team coachings for dwarfs and Giants

Researching, selecting, and contracting team coaches for dG; including documentation of agreed output of coaching sessions

Collecting feedback from dG partners and if necessary recontracting team coach

Organizing a suitable venue and/or clarifying room agreements with co-tenants in studio 11