Anna Wohlesser

Anna Wohlesser

General Company Circle

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

  • Strategic Alignment

    für BM1

    Purpose:

    dG has a clear and energizing strategic alignment, using all its resources most effectively towards dG's purpose, flow in our collaboration and positive impact in organizations

    Accountabilities:

    • Creating and maintaining a strategizing process that clarifies strategic decision-making + guardrails as reference point for all GCC subcircles
    • Establishing a level of involvement, communication and feedback loops with the whole organization to strengthen commitment for dGs strategic directions
    • Developing and refining strategic clarity from the perspective of what’s good for dG and its environments (integrating the following perspectives: current and future partners, dG’s highest potential, favorite customer, mother earth’s calling, medium- and long-term)
    • Defining scope, assignment and staff for Strategic Council Days to coordinate focus and design
    • Broken record: reminding dG again and again of the strategic decisions which have been made as well as the process to change those should strong tensions arise
    • Defining dG’s favorite customer & communicating within the organization

Customer Facing Circle

Purpose: Populate next:land!

  • Core Strengthener

    für Initiative Lead; Lead Capacities

    Purpose:

    Focussed efforts to strengthen dG's core business

    Accountabilities:

    • Es sind keine Accountabilities für diese Rolle definiert.

  • Engagement Lead

    für specific projects

    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 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
    • 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 next:transformation

    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.

dG Backbone

Purpose: Lean and legally compliant finance processes and partner relations

  • Pulse Generator

    für Strategic Council Days

    Purpose:

    Well synchronized organization and partners

    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

  • dG Member

    Purpose:

    Well balanced individual and organizational needs

    Accountabilities:

    • Processing individual tensions in the organization
    • Keeping partner agreements up to date

Brand & Ops Ensemble

Purpose: All internal functions of dG are cared for and running smoothly

  • Conference Orchestrator

    für Future-Ready Conf

    Purpose:

    Awesome, regular dG conference format for clients, multiplicators and next:landers

    Accountabilities:

    • Creating an event format to experience next:land practices ("beyond Holacracy") in accordance with the 5 next:land principles
    • Gathering a core-team of one or multiple internal dG @Speaker s plus external speakers to create an inspiring conference design / agenda to showcase next:land theories, practices and cases
    • Defining the date, duration and regularity of this format in synchronization with time and resources already allocated to other dG formats like @Next:Pedition , @Holacracy and beyond etc.
    • Briefing and regularly updating @Brand & Ops Ensemble thoroughly in order to enable smooth logistics like venue booking, setup, material & co
    • Triggering all @Engagement Lead to invite clients and stakeholders
    • Briefing @Corporate_Design_&Production for exciting promotional material and triggering @Website Coordinator & @Content_Strategy&_Creation to promote event on dG channels and among target audiences
    • Informing @Event Coordinator about the pricing, date and maximum capacity of participants
    • Defining ticket pricing and special rates for participants

  • Speaker

    Purpose:

    Spreading dG's purpose through inspiring talks

    Accountabilities:

    • Holding inspiring speeches that share dG insights and strengthen the brand of dG
    • Informing circle ahead of time about upcoming event participations worth spreading by posting event & date on #tealevents Slack channel, triggering @Content Strategy & Creation to publish date on dG channels and sharing live pictures/updates from the event itself (if possible)