Brian Robertson
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For each Context Seat, either (i) proposing a specific individual to fill said seat, or (ii) proposing an organization which will appoint into said seat, or (iii) initiating a Board-level election to elect an individual into said seat.
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Uncovering and proposing appropriate Contexts for the organization.
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Being a spokesman for the organization and its Aim in the broader world.
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Proposing individuals to fill the GCC Lead Link role when and as appropriate, or calling for an election to fill the role.
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Facilitating the discovery of the Aim of the organization, and proposing wording to capture that Aim to the Board.
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Distributing assessment to reviewers in alignment with circle policy
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Creating, evolving, and publishing to the circle the standard template presentations to be used and taught in the Holacracy instructor training and included in the instructor training guide.
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Designing and implementing an online space for Community of Practice subscribers, as a forum for support, dialog, and collaboration around Holacracy
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Developing a financial model for the Community of Practice program, including establishing pricing for membership
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Scheduling and hosting regular calls & webinars for Community of Practice subscribers, including identifying topics for those events
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Collecting debt obligations per published collections policies
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Reviewing and approving all debt-related agreements
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Creating and maintaining financial reports
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Designing appropriate Financial Policies for the organization, proposing them via governance, and then implementing said policies
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Administering financial relationships and transactions of the organization
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Sending regular account statements and payment reminders per published policies
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Creating and proposing collections policies for past-due debt
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Watching for opportunities to advance this role's aim, encouraging other circle members to harness those opportunities, and supporting their efforts to do so
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Stating explicitly when feedback, support, coaching, etc. is coming from this role.
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Proposing, publishing, and running experiments in core Holacracy processes and possible new processes, and including other circle members into the experimentation process
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Delivering trainings or presentations upon request from other roles, including amending template materials for those presentations as-appropriate
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Creating Holacracy-related content on request from other roles
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Documenting implicit aspects of Holacracy as they become apparent and relevant to the Circle's operations
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Blogging about Holacracy and its underlying paradigm
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Designing and maintaining HolacracyOne's library of standard introductory seminar/workshop templates for certified instructors, including all of their supporting materials (e.g. slide decks, handouts, etc.).
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Defining standards for instructor certification, assessing new applicants by those standards, and granting instructor certifications when appropriate
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Onboarding new CHP-I's after completion of instructor course
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Fielding legal request from GCC members and interfacing with external council as needed
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Creating and maintaining contracts that fit HolacracyOne strategy
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Defining and executing an onboarding and offboarding process to handle members joining and leaving the organization
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Planning travel logistics and making appropriate bookings upon request from other GCC roles
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Selecting and administering health insurance programs for organization members
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Arranging logistics needed for delivering training & event offerings given criteria and constraints published by Training Business, including researching, selecting, and booking event venues, and publishing a logistics checklist to circle members to track progress
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Updating the circle cork board with new/removed actions as-needed
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Establishing and maintaining pricing and order fulfillment processes for the software
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Integrating input from appropriate parties into product vision & roadmap
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Managing & prioritizing the development effort
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Maintaining the product vision and development backlog
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Deploying and maintaining the software in a hosted environment
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Proposing certification standards for individual practitioners (excluding certifications for instructors and consultants) and granting those certifications as appropriate
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Creating and maintaining training design and supporting materials for advanced trainings
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Developing a financial model for the organization's training and event offerings, including establishing pricing
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Scheduling and booking a balanced calendar of the organization's public training and event offerings
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Negotiating and executing contracts related to scheduling and delivering training & events
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Writing descriptions for trainings and other public events, and integrating needs and concerns of Event Sales/CRM role into the descriptions
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Developing list of materials and other logistical needs necessary for delivering each training offering