Sascha Bernardis
Customer Facing Circle
Holacracy and beyond
dG Backbone
Brand & Ops Ensemble
Purpose:
Populate next:land!
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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
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Engagement Lead
für specific projectsPurpose:
Awesome management and coordination of consulting projectsAccountabilities:
- 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)
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Evolutionary Catalyst
für specific projectsPurpose:
Cutting - edge consultancy services with impact for the client systemAccountabilities:
- 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
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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
- Checking dG Office inbox on Fridays to cover potentially urgent last-minute client requests
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Accountabilities:
- 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.
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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)
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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
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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.
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Accountabilities:
- Setting up nMap processes and providing report data on request
Purpose:
Transformative trainings that transmit Holacracy and dG's approach towards structured organisational frameworks and catalyze the capacities it requires.
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Domänen:
- Contracts with Holacracy One
Accountabilities:
- 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
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Accountabilities:
- Es sind keine Accountabilities für diese Rolle definiert.
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Holacracy Presenter
Purpose:
Well-delivered intro workshops that invite individuals to explore Holacracy more deeplyAccountabilities:
- 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 cleaning up workshop venue
- Triaging and resolving venue-related logistical issues during public and private events
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Accountabilities:
- Performing monthly business review meetings and continously developing the relationship with Holaspirit
- Passing on suitable requests to @Customer Facing Circle 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.
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Accountabilities:
- 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 @Undefined_Role )
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PT Trainer
für temporaryPurpose:
Transformative training experiences that transmit Holacracy and its underlying new paradigmAccountabilities:
- 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
Purpose:
Lean and legally compliant finance processes and partner relations
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Ancient Wisdom Protocols Guardian
Purpose:
Sharing and supporting the Practice of Ancient Wisdom Protocols with all dwarfsAccountabilities:
- Providing new/absent partners with an introduction to ancient wisdom protocols
- Updating absent partners about newly added protocols if triggered by them
- Keeping Onboarding processes (e.g. Welcome Stewart Checklist) up to date in relation to Ancient Wisdom Protocols.
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Domänen:
- Signing of all contracts, agreements, forms which require the signature of a "Geschäftsführer" according to Austrian regulations
Accountabilities:
- Attending to all formal duties of a "Geschäftsführer".
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Membership Steward
für legal partnersPurpose:
Accurate, fair and legally correct relations of individuals with the organization.Domänen:
- contracts regarding membership agreements
- Salaries for job advertisements
Accountabilities:
- Contracting, updating, filling in and archieving all relevant data regarding core-partner status (Beitrittserklärung, Arbeitsverträge, Zeitaufzeichnungen, Krankschreibungen,...)
- 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 and executing all needed formalities as an interface between dG and employees
- 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. @General Company Circle, @Controller, @Profit_Distribution_Architect).
- Setting up agreements regarding part-time leaves (Sabbatical)
- Designing and evolving dG's salary model as part of dG's membership agreements
- Administering salary payments including regular check for changes in the newest collective agreement
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Domänen:
- Yearly Meeting Cycle
Accountabilities:
- Specifying the collective meeting types and cadence of dGs yearly calendar after integrating feedback of relevant roles and partners
- Publishing meeting calendar to all dG Partners in a timely manner once per year
- Researching, pre-selecting, and contracting external facilitation (team-coaches, consultants or CTA facilitators) for dG's internal days; including documentation of agreed output
- Collecting feedback from dG partners about external facilitation
- Preparing internal days together with external facilitation by sharing relevant information
- Designing a wholesome flow and agenda of Harbor Days and Strategic Council Days that integrates needs of individuals and the organization
- Facilitating and hosting the overall Harbor Days ensuring continuity and cohesion
- Communicating agenda of the Harbor Days in a timely manner
- Triggering relevant roles to find suitable venues if internal days are not held in the harbor
- Documenting relevant output and distributing minutes of Harbor Days and Strategic Council Days
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Accountabilities:
- Processing individual tensions in the organization
- Keeping partner agreements up to date
Purpose:
All internal functions of dG are cared for and running smoothly
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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)