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  • Creator

    für specific projects (cf. Approach backlog)


    Cutting edge content for our dG approach library


    • 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

  • Engagement Lead

    für specific projects


    Awesome management and coordination of consulting projects


    • 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

  • Evolutionary Catalyst

    für specific projects


    Cutting - edge consultancy services with impact for the client system


    • 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

    • updating available days for client and staffing work in the open days calendar (see confluence).


Transformative consulting and trainings that transmit Holacracy and other structured organisational frameworks like SoulOS or Sociocracy 3.0 and catalyze the capacities it requires.

  • Facilitator


    Kreis-Governance und operative Praktiken im Einklang mit der Verfassung


    • Moderieren der von der Verfassung des Kreises geforderten Meetings

    • 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

  • Holacracy Developer


    Excellent Holacracy services through professional instruments


    • Updating and designing our set of Holacracy methods, standards and documents regularly incl. translation of available materials

    • Driving product development for Holacracy Consulting Services, by making use of experiences of Holacracy Coach

    • Providing and maintaining an Implementation Process Improvement Backlog

    • Triggering Brand Movement for continued processing or direct publishing of produced materials

  • Holacracy Training & Workshop Design

    für PT 5.0


    Enable deep Holacracy transmission through awesome training and workshop 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 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 PT and Intro Supplies and Operations when updated materials are ready for production

    • Knowledge management and documentation system of holacracy training materials and documents

  • PT & Intro Online Simulation Setup


    Flawless set-up of simulations online


    • Setting up simulations online: fill in the (multiple) simulations online with all relevant data and modifying last minute participant user login changes.

    • Printing list of participants with (fake) email-adresses and login data for simulations to PT and Intro Supplies and Operations.

    • Providing PT staff user logins to access the different simulation accounts.

    • Closing all created Hygeans after the PT and integrating relevant feedback from relevant roles.

  • PT & Intro Wheeler and Dealer


    Inspiring Holacracy trainings and workshops scheduled, key resources staffed, prep flowing, and profitability optimized


    • Decision whether public and in-house trainings, incl. intro workshops, take place

    • Pricing for public Holacracy intro workshops

    • Pricing model for public and in-house Holacracy trainings


    • Defining target regions/dates/number of participants for Holacracy trainings (incl. intro workshops) and communicating these informations to relevant roles

    • Triggering Brand Movement to publish and promote our public holacracy events, and to linie up all event-related logistics and manage registration of participants for public trainings

    • Triggering Inhouse training interface and admin, PT and Intro Supplies and Operations and Facilitator Coach Contracting to get prep flowing when new trainings are confirmed, or existing trainings modified

    • Optimizing pricing, discount options, and expenditures to maximize training profitability including canceling or reducing trainings as needed in order to avoid loss, including defining training budgets as needed

    • Scheduling PT Trainer and PT Lead Coach with calendar and travel constraints of those role-fillers, prior to confirming and opening the training

    • Filling out revenues for public trainings by the end of each month in H1 Licensing Fee Tracking spreadsheet

    • Providing transparency about revenue and contribution margin of public holacracy events to Controller

  • PT Facilitator Coach


    Holacracy practice role-modeled during trainings


    • 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 )

  • PT Facilitator Coach Contracting


    The most suitable coaches for the different PT projects and well taken care of


    • Sourcing and contracting suitable coaches for the different PT projects

    • Developing the Facilitator Compensation App

    • Maintaining a list of viable PT Facilitator Coach candidates based on input from PT Trainer, PT Lead Coach and the NPS feedback on the performance of the individual Facilitator Coachs after a PT

    • Providing information around logistical details (e.g. adress of the training location, time and location of the briefing location, etc.) and client information to coaches

    • Booking accomodation on- or off-site and assisting in travel logistics for coaches engaged for a PT

    • Checking invoices sent by external Facilitator Coaches engaged for a PT project and triggering General Company Circle to pay them, when correct

    • Providing a list of all booked and confirmed coaches for each event

  • PT Inhouse interface and admin


    Holacracy PT projects are well-coordinated and administered to run awesome and inspiring inhouse PTs


    • Entering relevant data (dates, venue, staff) for upcoming Trainings into odoo

    • Informing client organisations of necessary venue requirements (in line with guidelines defined by Holacracy Training & Workshop Design ) for the agreed number of participants and accommodation and dietary needs for PT Staff

    • Sharing key details such as venue/ contact details / accommodation / list of participants with relevant roles (@Trainer , PT Lead Coach , PT Facilitator Coach Contracting and PT & Intro Online Simulation Setup ) with time and providing updates about changes

    • Scheduling a time for PT Support on-site to set up the training and PT Lead Coach to brief Facilitator Coaches before the start of the training

    • Informing participants from the client organisation about relevant details prior to the event and triaging potential questions

    • Sending a follow up mail with Feedback form to participants and sharing the feedback form results with the circle

    • Scheduling (non-holacractic) synchronisation meetings during the preparation phase of all PT project involved roles and retrospective sessions after a PT project to improve the PT delivery when appropriate

  • PT and Intro Supplies and Operations


    Flowing logistics for great training and workshop experiences


    • Arranging event-related logistics necessary to run high-quality trainings and tasters

    • Verifying receipt and accuracy of all training and workshop materials sent to a venue before the arrival of the on-site delivery team, including who received the materials and where they're stored, and communicating that to all members of the team

    • Sorting materials into complete, ordered packages after trainings, and sourcing new printings and materials when needed

    • Producing disposable materials such as training folders, handouts and Simulation print outs that Holacracy Training & Workshop Design specifies

    • Arranging and publishing of shipping of all training and workshop supplies to and from venue

    • Briefing the responsible role for PT Support on-site prior to the event about all materials, specific requirements and packaging units

    • Maintaining inventory of all dG-owned durable training equipment

    • Purchasing supplies prior to trainings


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

  • EvoCat Learning Journey


    Supportive Structure for self-directed, transformative learning paths of (role-fillers of) Evolutionary Catalyst & Engagement Lead


    • Providing a process for participants to define their individual learning path (incl. e.g. self-assessments)

    • Defining and contracting persons for their development path journey

    • inviting and organizing peer to peer learning

    • Communicating relevant information to dG and pathwalkers