Steffen Frischat

Steffen Frischat

Customer Facing Circle

Purpose: Populate next:land!

  • Account Orchestrating

    für B/S

    Purpose:

    Account and Engagement Leads feel well-serviced

    Accountabilities:

    • Scheduling regular meetings with key stakeholders of the client-organization (e.g. door-opener, leader)
    • Reflecting the ongoing transformation and co-creating possibilities (sales opportunities) for a sustainable transformation with key stakeholders of the client-organization and @Engagement Lead
    • Negotiating the terms of business (including billable prep-work) and travelcost with the client and informing @Engagement Lead
    • Deciding on proper @Engagement Lead after integrating feedback of @Staffing Sparring for new and existing engagements with the account
    • Scheduling regular meetings with all @Engagement Lead of this “account” to create common ground, alignment, and a sense of direction for the overall transformation
    • Structuring the GDrive Folders in a simple and clear way

  • Acquisition_Coach

    für VS

    Purpose:

    Full effectiveness for @Evolutionary Catalyst (Core Partners) on the market

    Accountabilities:

    • Scheduling sparring sessions (approx. 60’ per month)
    • Agreeing quantitative and qualitative targets with the coachee (mandatory topics: capacity utilization, content positioning, visibility in the market, customer relationships ... might be supplemented by other topics) and developing targets further if necessary - to develop competencies for growing, farming and hunting
    • Regularly discussing status and supporting coachee in realizing these and/or organizing support
    • Providing ad hoc sparring if opportunities or risks for target achievement arise in the short term
    • Supporting the coachee in creating transparency regarding their goals and the development process (within dG)

  • CFC Money X-Ray

    Purpose:

    Coherent data structure for financially informed decisions

    Accountabilities:

    • Defining and publishing financial key metrics for projects and the overall circle
    • Providing data interfaces to collect CFC financial data, eg. CFC metrics sheets
    • Aligning CFC standards with @Legal, Finance & HR Processes  (and vice versa)

  • Client Story Collector

    für B/S

    Purpose:

    Inspiring, insightful client stories from dG transformation projects are visible to the world

    Accountabilities:

    • Coordinating and prioritizing client stories
    • Pitching @Engagement Lead to clarify with client if they are available for an interview and if we can mention their company name and logo
    • Triggering @Creator to conduct the interview - either following the questionnaire (e.g. for website stories)
    • Handing over content to @Brand_&Ops_Ensemble by triggering @ProofReading for editing & translation and @Website Coordinator for publication on the dG website as well as @Content_Strategy&_Creation to share new client story on the dG brand pages
    • Sending final story (e.g. website link) to @Engagement Lead and client

  • Ecosystem Partner Relais

    für Daniela, Julian, Johanna

    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

  • Ecosystem Partner Relais Shepherd

    Purpose:

    Mutually beneficial ecosystem partnerships

    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)

  • 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

  • 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

  • Highlands of Agility HUB steward

    Purpose:

    awesome next:practices based on agile and systemic know-how developed

    Accountabilities:

    • Designing the overall agenda of an Agile HUB meeting after listening to the needs and ideas of evolutionary catalysts
    • Documenting relevant output and distributing minutes
    • Establishing and supporting a peer to peer network with internal and external AGILE experts
    • Acting as a major communicator partnering individuals and organization

  • 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

  • Sustainability Fighter

    Purpose:

    dG’s sustainability handprint strengthened

    Accountabilities:

    • Developing dG’s sustainability handprint and prioritizing dG’s SDG focus
    • Developing dG offers that increase dG’s handprint
    • Providing input to dG’s public profile / brand placement with respect to our sustainability actions

dG Backbone

Purpose: Lean and legally compliant finance processes and partner relations

  • 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

  • Access to IT Tools

    für Miro, Mural, Trello

    Purpose:

    Members access to our fundamental IT tools is well administered

    Accountabilities:

    • Informing @Communication-Infrastructure about dG members needs for fundamental IT tools related to Member-Partner communications (e.g. email, slack), file storage (e.g. Google Drive), videoconferencing systems (e.g. Google Meet, Zoom) and office software (i.e. MS Office)
    • Activating or deactivating accounts / access rights for fundamental IT Tools for new & transitioning dG members after beeing triggered by @dG Backbone or @dG Backbone

  • KI Taskforce

    Purpose:

    dG knows how to use AI smartly and effectively

    Accountabilities:

    • Establishing a continuous learning and exchange process at dG
    • Starting and evaluating AI experiments
    • Driving the initiative, coordinating taskforce-syncs and learning sequences, conducting research, making progress transparent within the organization
    • Networking with external experts (e.g., Roland Wolfig, Samber Romdhani) working on the topic

  • Sustainable Dwarf

    Purpose:

    dG do their business in a sustainable and ecological way

    Accountabilities:

    • Organizing the understanding of dG’s sustainability profile (with respect to SDGs)
    • Providing input on how to reduce dG’s CO2 emissions and organizing the compensation of CO2 emissions
    • Providing input to dG’s public profile / brand placement wrt their sustainability actions