Rollen

Consulting Services Circle

Holacracy Trainings Circle

Harbor Circle

Creator Team: Beyond Budgeting

Purpose: Populate next:land!
  • Project Support

    Purpose:

    Quality-checked materials and awesome workshop documentation

    Accountabilities:

    • Proofreading and (graphic) finalization of proposals and workshop material (ppts, plots)

    • Creating workshop minutes based on pics provided by Evolutionary Catalyst

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

    Purpose:

    Spotless books and flawless invoicing

    Accountabilities:

    • Collecting all incoming invoices (scan and paper) and adding them to Xero data base.

    • Providing relevant data (exported from Xero database) for tax declaration to external tax accountant until 10th of following month

    • Regularly downloading, importing and matching bank statements (giro and credit card accounts) with transactions in Xero (reconciling).

    • Preparing bank transfers within the period prescribed by suppliers

    • Monitoring dispatch and payment of invoices and taking necessary actions to trigger or speed up payment

    • Introducing new partners to dGs invoicing and expense billing processes

    • billing participants of public events including payment-check and follow-up if needed

    • tracking all financial transactions via the double entry book keeping method

    • Making all receipts available for download by external accountant until 10th of 2nd following month

    • Preparing sales invoices created through salesforce with travel expenses if applicable, correct account ledgers and receipt copies for approval by Approver in a timely manner

    • Preparing timely bank transfer of VAT, wage labor costs and wages

  • Approver

    Purpose:

    Flawless financial transactions

    Domains:

    • Approval of invoices, bills, and expenses

    Accountabilities:

    • Checking and approving invoices, bills, and expenses submitted to odoo as soon as practical

  • dG postal

    Purpose:

    swift responses

    Accountabilities:

    • frequently checking mail account "office@dwarfsandgiants.org"

    • immediately forwarding incoming mails to relevant roles

    • collecting, opening and checking letters, giving notice to relevant roles if necessary

    • taking care of substitution in case of absences of several days' duration

    • Making monthly VISA-bills available for Accounting and dG-members

    • mailing of messages (letters, parcels)

Purpose: Transformative trainings that transmit Holacracy and catalyze the capacities it requires
  • Event Supplies and Operations

    für Hola intros & PTs

    Purpose:

    Flowing logistics for great training and workshop experiences

    Accountabilities:

    • Arranging event-related logistics necessary to run high-quality trainings and tasters

    • Verifying receipt and accuracy of all training and workshop materials sent to a venue before the arrival of the on-site delivery team, including who received the materials and where they're stored, and communicating that to all members of the team

    • Sorting materials into complete, ordered packages after trainings, and sourcing new printings and materials when needed

    • Producing disposable materials such as training folders, handouts and Simulation print outs that Training Design specifies

    • Arranging and publishing of shipping of all training and workshop supplies to and from venue

    • Briefing the responsible role for training support on site prior to the event about all materials, specific requirements and packaging units

    • Maintaining inventory of all dG-owned durable training equipment

    • Purchasing supplies prior to trainings

Purpose: Wholesome work environment for our collaboration
  • Harbor Host

    Purpose:

    A Harbor that supports our work

    Accountabilities:

    • Maintaining a sufficient level of office materials, trying to buy sustainable

    • Distributing and administrating of dG Key Cards

    • trying to answer questions regarding the office/the harbor,

Purpose: Blog about Beyond Budgeting published
  • BB Co-Creator

    Purpose:

    Backlog items get done

    Accountabilities:

    • Selecting backlog items and executing tasks accordingly