Brian Robertson's Roles & Accountabilities
Printed on
-
Board
-
Chairman
-
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.
-
Uncovering and proposing appropriate Contexts for the organization.
-
Being a spokesman for the organization and its Aim in the broader world.
-
Proposing individuals to fill the GCC Lead Link role when and as appropriate, or calling for an election to fill the role.
-
Facilitating the discovery of the Aim of the organization, and proposing wording to capture that Aim to the Board.
-
Circle Member
-
General Company Circle
-
Circle Member
-
Community of Practice Manager
-
Hosting regular opportunities for community members to engage with experts and with each other around Holacracy and its underlying paradigm shift.
• Recurring Action (monthly): Review calendar of topics & calls and schedule more as-needed
• Triggered Action: When new subscribers submit a request for credential tagging, verify their requested status and tag account accordingly.
• Triggered Action: When posts are made to the forums, review and respond when appropriate.
-
Finance
-
Pursuing collection of debts due to the organization
• Recurring Action (monthly): Review A/R statement, send reminders as-needed
-
Processing all financial transactions of the organization in alignment with financial policies
• Triggered Action: Process a special transaction or handle similar request (upon receipt of a duly-authorized request)
• Recurring Action (bi-monthly): Import transactions from PayPal to QuickBooks
• Recurring Action (bi-monthly): Record/pay bills, review cash balances & move as-needed
• Recurring Action (monthly): Pay payroll draws, review cash balances & move as-needed
• Recurring Action (monthly): Reconcile bank statement to QuickBooks
• Recurring Action (monthly): Update cash-flow forecast
• Recurring Action (quarterly): Adjust foreign currency balances
• Recurring Project (starts every February): File tax returns
-
Holacracy Product Owner
-
Proposing, publishing, and running experiments in core Holacracy processes and possible new processes, and engaging other circle members in the experimentation process
-
Delivering trainings or presentations upon request from other roles, including amending template materials for those presentations as-appropriate
-
Creating Holacracy-related content on request from other roles
-
Documenting implicit aspects of Holacracy as they become apparent and relevant to the Circle's operations
-
Blogging about Holacracy and its underlying paradigm.
• Triggered Action: Respond to blog comment or route it to appropriate role (upon comment posted to blog)
-
Facilitating improvement of the circle's practice and modeling of Holacracy
-
Instructor Support
-
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.).
-
Assessing applicants for instructor certification and granting certifications as appropriate.
• Triggered Action (instructor training course completed): Send participants Instructor Agreement
• Triggered Action (signed Instructor Agreement received): Create Instructor Wiki account for instructor candidate & send access info
• Triggered Action (assessment submitted): Review assessment & post request for volunteer for 2nd reviewer, then forward results to candidate & update certification status on Wiki if applicable
-
Legal
-
Providing contract drafting and legal review/advisory services upon request from other roles
-
Monitoring the organization for potentially-harmful abstract or implicit agreements, or misalignment with external laws and regulations, and advising appropriate roles accordingly
-
Operations
-
Planning travel logistics and making appropriate bookings upon request from other GCC roles
-
Selecting and administering health insurance programs for organization members
• Recurring Project (annual): Review insurance options, update if appropriate
-
Onboarding and offboarding members joining and leaving the organization
-
Secretary
-
Software Product Manager
-
Managing development and deployment activities
-
Defining & prioritizing the development backlog
-
Training Business
-
Designing and evolving training offerings and associated support materials
-
Scheduling and booking the organization's public trainings and seminars
• Recurring Action (monthly): Review webinar schedule & add more if needed
• Recurring Action (quarterly): Review workshop schedule & survey data, add more when appropriate
• Triggered Project (after each Cert. Training): Schedule next Certification Training