Customer Facing Circle
Holacracy and beyond
Next:Pedition
CTA development and delivery
People Operations Circle
Purpose:
Populate next:land!
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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
- 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.
- Scheduling and facilitating regular retrospectives to work better together within the staff and reflect on the staff and its dynamics
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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:
- 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
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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
- 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
Purpose:
Transformative trainings that transmit Holacracy and dG's approach towards structured organisational frameworks and catalyze the capacities it requires.
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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
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Accountabilities:
- 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.
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PT & Intro Wheeler and Dealer
Purpose:
Inspiring Holacracy trainings and workshops scheduled, key resources staffed, prep flowing, and profitability optimizedDomänen:
- 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 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
Purpose:
Awesome and customer wowing cutting edge Next:Land programm
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Accountabilities:
- Being the point of contact within dwarfs and Giants for the next:community
- Hosting and preparing the next:community meet-ups together with next:pedition alumnae
- Scheduling next:community meet-ups
- Keeping a GPDR proof updated list of alumni/ae
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Secretary
Purpose:
Betreuung und Stabilisierung der formalen Aufzeichnungen des Kreises und des Protokoll-Prozesses.Domänen:
- Alle Governance-Aufzeichnungen des Kreises
Accountabilities:
- 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
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Accountabilities:
- Providing information and observations about Visit Teams processes to @next:guide spokesperson
Purpose:
All members of organizations resolve their conflicts and personal tensions in a timely manner, trust that they are heard and understood and find solutions that work for all involved.
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Accountabilities:
- Contacting current leads (=potential clients) on request by @Staffing Sparring
- 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
- Contracting with the clients on an ongoing basis to align expectations & logistics and adjust agreements as engagement needs evolve, saving related documents/emails projects
- 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)
- 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.
Purpose:
Well energized and aligned Partners of the Organization and Members of the Association
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Accountabilities:
- 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
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Health Monitor
Purpose:
dG vital signs are live. Partners have real-time data to adjust steering impulsesAccountabilities:
- Creating, adopting and maintaining an easy to use health monitor.
- Developing metrics, measurements and EPI’s. (Emotional Performance Index)
- Researching, prototyping and testing available tools on the market.
- Co-creating tools, which are tailor-made to self-organized organizations.