Purpose: Populate next:land!
  • Engagement Lead

    für projects specific

    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 projects specific

    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
  • Holacracy Coach

    Purpose:

    Exquisite Holacracy coaching skills available

    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.
  • Holacracy and beyond

    Purpose:

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

    Domänen:

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

    Accountabilities:

    • Designing experiential Holacracy trainings and workshops to introduce the Holacracy system and develop the skills needed to practice and implement it effectively
    • Publishing a pricing model for public and in-house Holacracy PTs and Intro-Workshops
    • Creating visibility of our activities on the market in alignment with @Brand & Ops Ensemble
    • Scheduling, offering, and delivering Holacracy skill-building trainings given market demand and to provide Holacracy learning opportunities for dG and it´s eco-system.
    • Aligning activities with agreements specified through licensing contracts with HolacracyOne
    • Developing dG's approach towards structured organisational frameworks like Holacracy, SoulOS or Sociocracy 3.0
  • Project Backbone

    für projects specific

    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
  • dG Approach Topic Owner

    für Self Organization

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

    Purpose:

    dG's approach towards structured organizational frameworks has a strong fundament

    Accountabilities:

    • Es sind keine Accountabilities für diese Rolle definiert.
  • Holacracy & beyond developer

    Purpose:

    dG has a state-of-the-art organizing system on the market

    Accountabilities:

    • Es sind keine Accountabilities für diese Rolle definiert.
  • Holacracy Presenter

    Purpose:

    Well-delivered intro workshops that invite individuals to explore Holacracy more deeply

    Accountabilities:

    • 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
  • Kreis Lead

    Purpose:

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

    Accountabilities:

    • Es sind keine Accountabilities für diese Rolle definiert.
  • PT & Intro Wheeler and Dealer

    Purpose:

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

    Domänen:

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

    Accountabilities:

    • Defining target regions/dates/number of participants for Holacracy trainings (incl. intro workshops) and communicating these informations to relevant roles
    • Triggering @Brand & Ops Ensemble 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, @Undefined_Role 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 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
Purpose: Well energized and aligned Partners of the Organization and Members of the Association
  • CTA Mediator / Facilitator

    Purpose:

    The enlightened state after interpersonal conflicts are solved in a wholesome way, contributing to the personal growth of all

    Accountabilities:

    • Facilitating “Townhall” and “Clear the Air” Meetings
    • Mediating conflicts on request by partners
    • Providing partners with non-judgemental and growth-oriented feedback on conflict behavior - either on request by respective partner or on own initiative
  • Offboarding and Transitioning Support

    für Anja

    Purpose:

    Separating with care

    Accountabilities:

    • supporting the leaving or transitioning partner to channel tensions
    • leveraging learning opportunities for dG and the leaving or transitioning partner
    • scheduling regular off-boarding/transitioning meet-ups
    • triggering relevant roles like @Access to IT Tools, @Website Coordinator, @Brand & Ops Ensemble etc. to revoke or change access of leaving or transitioning partner to dG software and infrastructure
    • reminding (kindly) the leaving partner to hand back any dG property and delete dG as employer on their personal profiles like on Social Media
    • developing a timeline with the leaving or transitioning partner when to revoke or change access to dG software and infrastructure
Purpose: All internal functions of dG are cared for and running smoothly
  • Communication-Infrastructure

    für backup

    Purpose:

    Lean, stable and secure Communication infrastructure

    Accountabilities:

    • Establishing and maintaining a state-of-the-art, lean and preferrably cloud-based IT infrastructure
    • Activating all relevant software accounts for new partners and deleting accounts after exit of partners.
    • Releasing sync tools between G Suite and devices on request; providing documentation of released tools
    • Curating and maintaining a GDrive top level folder structure within the dG Team folder that supports clarity and ease in finding  information, consulting circles and roles in creating and maintaining a useful folder structure on their own
    • Distributing and administrating of dG Key Cards
    • Providing dG company phones and handling their contracts
    • Curating and maintaining a channel setup in dG's internal Slack that supports clarity and ease in finding information and adding useful slack integrations (i.e. glassfrog integration)
    • Ensuring that dG is acting according to the General Data Protection Regulation, keeping dG partners informed on important compliance requirements
    • Maintaining comprehensive records of all data processing activities conducted by the organization, including the purpose of all processing activities, which must be made public on request
    • Interfacing with data subjects to inform them about how their data is being used, their rights to have their personal data erased, and what measures the company has put in place to protect their personal information