Brian Robertson's Roles & Accountabilities

 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

 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