Anna Wohlesser
Customer Facing Circle
General Company Circle
Brand & Ops Ensemble
Purpose:
Populate next:land!
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Core Strengthener
für Initiative Lead; Lead CapacitiesPurpose:
Focussed efforts to strengthen dG's core businessAccountabilities:
- Es sind keine Accountabilities für diese Rolle definiert.
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Accountabilities:
- Developing and maintaining a healthy framework for ecosystem partnerships
- Providing transparency on framework and current status of ecosystem partnership system to dG and ecosystem partners
- Assigning partners to @Ecosystem Partner Relais
- Publishing pricing guidelines for participation of ecosystem partners in dG trainings in coordination with @Pricing Strategy
- Organizing annual ecosystem partner days
- Inviting external service providers to ecosystem partnership upon pitch by core partner and after checking for possible participation in case work group with @casework_coordinator
- triggering @Ecosystem Partner Relais regularly to check and report status of ecosystem partners with regards to membership, active client engagement, need for dG email address and website profile and informing corresponding roles about changes (@Website_Coordinator_&_Editor, @Access_to_IT_Tools)
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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
- Creating learning opportunities within the client work for existing and potential staff members (e.g. with less experience and learning objectives in that field)
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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:
- 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:
Rewriting the future of organization. Catalyzing the evolution of wholesome organizations.
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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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Strategic Alignment
für BM1Purpose:
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 organizationsAccountabilities:
- 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 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
Purpose:
All internal functions of dG are cared for and running smoothly
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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)