Valerie Schneglberger

Valerie Schneglberger

Customer Facing Circle

Purpose: Populate next:land!

  • Ecosystem Partner Relais

    für Monika

    Purpose:

    A lively and mutually beneficial relationship between dG and ecosystem partners

    Accountabilities:

    • Scheduling regular talks (at least once a year) w/ respective ecosystem partner to evaluate relation and potential
    • Acting as Rep link for respective ecosystem partner, for tensions concerning the partnership
    • Granting discounts for a specific public training to respective ecosystem partner after integrating feedback of @Pricing Strategy and the role organizing the event
    • Processing tensions of dG as an organization with the respective partner
    • Inviting and removing respective partner to and from relevant slack channels as determined in ecosystem partnership
    • Pitching relevant roles to publish and remove a website profile of ecosystem partner when beneficial to client projects
    • Inviting and removing ecosystem partner to and from relevant staff folders on g-drive
    • Deciding about when to start and end an ecosystem partnership
    • Pitching relevant role to provide a dG email address if beneficial to client projects

  • Engagement Lead

    für specific projects

    Purpose:

    Awesome management and coordination of consulting projects

    Accountabilities:

    • 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
    • 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 specific projects

    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

  • Project Backbone

    für specific projects

    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
    • 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

  • Secretary

    Purpose:

    Betreuung und Stabilisierung der formalen Aufzeichnungen des Kreises und des Protokoll-Prozesses.

    Domänen:

    • Alle Governance-Aufzeichnungen des Kreises

    Accountabilities:

    • providing updated templates for circle metrics and reminding circle members to complete metrics before a tactical meeting
    • 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

  • dG Approach Topic Owner

    für Holacracy Trainings, Catalyst Program

    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
    • Regularly initializing revision processes 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

General Company Circle

Purpose: Rewriting the future of organization. Catalyzing the evolution of wholesome organizations.

  • Rep Link

    von People Operations Circle

    Purpose:

    Innerhalb des Super-Kreises übernimmt der Rep Link den Purpose des Sub-Kreises; innerhalb des Sub-Kreises ist der Purpose des Rep Links: Spannungen, die relevant für die Verarbeitung im Super-Kreis sind, zu kanalisieren und aufzulösen.

    Accountabilities:

    • Spannungen verstehen, welche von Rollenführern innerhalb des Kreises vermittelt werden
    • Spannungen erkennen, die geeignet sind, innerhalb des Super-Kreises zu verarbeiten
    • Spannungen innerhalb des Super-Kreises verarbeiten, um die Einschränkungen des Kreises zu beseitigen

Brand Movement

Purpose: dwarfs and Giants is a loved brand enabling deep transformation by countless 1-to-many interactions

  • ProofReading

    für CFC / Offers

    Purpose:

    Linguistically flawless dG publications and materials

    Accountabilities:

    • Proofreading of dG material in German or English, for both print and digital publication - either with own resources or by contracting external editor - on request of any dG role
    • Processing of necessary edits/corrections (either internal or with external designer), collecting updated versions and triggering relevant roles like @Corporate Design or @Website Coordinator & Website Editor to publish the updated versions
    • Crafting recommendations and "rules of thumb" for consistent spelling & wording on dG materials in coordination with @Corporate Design
    • Doing pre-production spellchecks after trigger by @Brand material production
    • Coordinating and monitoring translations (on demand) internally or with external resources

Holacracy and beyond

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

  • Holacracy Training & Workshop Design

    für PT 5.0

    Purpose:

    Enable deep Holacracy transmission through awesome training and workshop programs and materials

    Accountabilities:

    • 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 Facilitator Coach

    Purpose:

    Holacracy practice role-modeled during trainings

    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 @PT Support on-site )

  • PT Facilitator Coach Contracting

    für OPT Fall2023

    Purpose:

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

    Accountabilities:

    • 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 Lead Coach

    für OPT Fall22

    Purpose:

    Flawless performance of Facilitator Coach Team at PTs

    Accountabilities:

    • Orienting, guiding, and supporting coaches on-site, and leveraging their support
    • Guiding coaches through setup in allignment with @PT Support on-site
    • Orienting coaches prior to the training, including sending any relevant preparation materials and answering coach questions
    • Co-coaching when needed
    • Observing coaches in simulation and training sessions, capturing observations regarding competency level and need for further development.
    • Sharing comments and insights during modules and other activities to add value to participants' learning
    • Forwarding individual feedback from participants to the coaches after feedback survey is closed and published internally by @Holacracy and beyond

  • 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

People Operations Circle

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

  • Absence Interface

    für Corinna

    Purpose:

    Keeping up the relation & connection between temporarily absent dG members and the organization dG

    Accountabilities:

    • Conducting an initial dialogue about expectations and needs of both the member and the organization during absence (before official start of sabbatical, parental leave, short work, etc.)
    • Acting as information touchpoint for relevant updates from the organization to the respective member, e.g. by check-in calls or meetings
    • Sharing updates from the member to the organization and processing tensions or requests
    • Setting up date and time for both a "good bye" & "welcome back" happening (e.g. lunch during HD, dinner at Council Days) and synchronizing with internal hosting roles
    • Coordination a Re-entry Dialogue (with 2-4 relevant roles) about current status and needs of both, the member and the organization upon re-entry to consciously explore purpose- and role-fit

  • Development Compass

    für Eva, Corinna

    Purpose:

    A personal development journey for dG members

    Accountabilities:

    • Delivering the on boarding process (based on a guideline by Mentoring Calibration) for new members to self-organize in the dG world quickly
    • Supporting a new member to channel and process tensions on request
    • Organizing monthly Checkpoints with members to reflect on the match of organizational and individual needs
    • Coaching the person in focus (pro-) actively with regards to possible, recommendable, desired personnel development activities including purpose fit, individual challenges, resource steering and learning opportunities
    • Supporting a member to dance the act of balance that is needed to stay healthy and fulfill organizational needs.
    • Providing professional leadership to @Evo Cats around professional consulting work
    • Harvesting feedback from relevant roles to collect organizational view for Checkpoints
    • Providing tasks to member in focus which are of relevance for realizing dG's purpose and supporting the partner's personal development.

  • Facilitator

    Purpose:

    Kreis-Governance und operative Praktiken im Einklang mit der Verfassung

    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

  • Holacracy Competencies Buddy

    für Leonie, Joey, Anja

    Purpose:

    Easy and smooth competence build up for holacracy newbies

    Accountabilities:

    • supporting Holacracy newbies in focus in building up Holacracy knowledge and abilities in a short time
    • scheduling regular sessions to support tensions harvesting, channeling of tensions, crafting of proposals and to answer questions related to Holacracy for Holacracy newbies

  • Holacracy Competencies Steward

    Purpose:

    dwarfs and Giants mastering the art of Holacracy practice in a brilliant manner

    Accountabilities:

    • monitoring Holacracy competencies and relevant learning activities (e.g. annual continuing education requirement to maintain coach status), providing a clear overview for the whole organization
    • supporting partners in building up deep Holacracy knowledge and abilities
    • providing structure for jointly reflecting and harvesting of Holacracy knowledge, tensions harvesting, proposal crafting
    • organizing lessons learned sessions with @Holacracy Competencies Buddy to integrate feedback and learnings

  • Master of Ceremony

    Purpose:

    Wholesome design and agenda for Harbor Days

    Domänen:

    • Agenda for Harbor Days

    Accountabilities:

    • Designing a wholesome flow and agenda of the Harbor days
    • Facilitating and hosting the overall Harbor Days ensuring continuity and cohesion
    • Integrating the needs of all relevant stakeholders of the Harbor Days
    • Communicating agenda and decisions in a timely manner
    • Defining and assigning Harbor Day specific responsibilities
    • Organizing a suitable venue and/or clarifying room agreements with co-tenants in studio 11

  • Rep Link

    zu General Company Circle

    Purpose:

    Innerhalb des Super-Kreises übernimmt der Rep Link den Purpose des Sub-Kreises; innerhalb des Sub-Kreises ist der Purpose des Rep Links: Spannungen, die relevant für die Verarbeitung im Super-Kreis sind, zu kanalisieren und aufzulösen.

    Accountabilities:

    • Spannungen verstehen, welche von Rollenführern innerhalb des Kreises vermittelt werden
    • Spannungen erkennen, die geeignet sind, innerhalb des Super-Kreises zu verarbeiten
    • Spannungen innerhalb des Super-Kreises verarbeiten, um die Einschränkungen des Kreises zu beseitigen

  • X-Link People Context

    Purpose:

    Individual Purpose Agents aligned with dG Purpose

    Accountabilities:

    • Representing the dG Members in their capacity as individuals filling Roles, in relationship to each other as they work together in service of the Organizational Purpose