Role templates are one of the easiest ways to save time when designing a new organization on Holaspirit. Quickly add personalized templates to your organization’s chart and speed up your design.
There might be some roles that will be used in multiple teams or that will take over important accountabilities in their circles. Instead of creating these roles manually every time, you can create role templates to save time.
You can access all your role templates in the Administration settings. By default, role templates for Holacracy 5.0 roles are already created, feel free to use them, edit them or create your own templates!
Create a Role template
👤 Role templates are managed by platform administrators, but available for all users to use within the organization.
To create a new role template, go to Administration:
Go to the Role templates section
Click on Add a template
Fill in the Name, Purpose, Domains and Accountabilities of the role
Click on Save to confirm
Edit a Role template
Click on the 3 dots next to the template
Select Edit template
Edit the desired fields and click on Save, then Validate
📌 Note: Any changes made to the role templates are automatically applied to the roles created from it.
Delete a role template
Click on the 3 dots next to the template
Select Delete template, then Delete
📌 Note: You cannot delete role templates that are defined as Core Roles in the Circle settings section in Administration. If you want to delete them, you must first remove them from Core roles.
Create a Role from a Role Template
⚠️ Important: The role and the template it was created from are synchronized.
If the template is modified, so will the role.
If the role is edited, they will no longer be synced. You will be notified of this when editing the role
You can create a role from a role template in two ways:
1. From the Governance app, in the Roles section:
Click on the Add button then Add a role
Select Import a role template
Select the Parent circle for the role to be part of
Select the Role template
2. From the Circle page you want your role to be part of:
Click on Add, then Add a role
Select Import a role template
Select the Role template
From there, the process is the same no matter where you add a new role from:
You can explain the reason why you are creating a role
If your organization or circle is set in open decision mode, click on Validate and the role will be created in real time.
If your organization is set in consent decision mode, you need for the other members of your circle to consent to your proposal of adding a new role to the circle. You have created your proposal, now you can:
Submit your proposal to your circle.
Save your proposal in the Proposals app to review it and submit it when you are ready.
Add your proposal to an existing one, already saved in the Proposals app.
More information on how to create, submit and track proposals in this article.
Apply a Role template to an existing role
Holaspirit allows you to apply role templates to existing roles in order to save time when redesigning and structuring your organization.
👤 You need to be a member of the circle the role is part of, and the role template you want to apply to the role must already be created.
⚠️ Important: When applying a role template to an existing role, its Name, Purpose, Domains and Accountabilities will be permanently replaced by the ones of the template.
Go to the role page
Click on the three dots in the top right
Select Apply to role template
Select the role template in the drop-down list
If your organization is set up in Open decision mode, click on Validate at the bottom of the page to apply the evolution
If your organization is set up in Consent decision mode, click Submit to send your proposal to your teammates for them to vote on or Save as a proposal in your Proposals app to review and submit later (Read more)
The role and its template are synchronized:
👉 If the template is modified, so will the role.
👉 If the role is edited, they will no longer be synced. You will be notified of this when editing the role.
Set a Role template as a Core Role
If you want a role template to be created automatically when creating circles for your organization, you can make it a core role:
Go to Administration
Go to Circle Settings
In the Core roles section, select the role template of your choice in the drop-down menu
Click on Save at the bottom of the page to confirm
📌 Note: If you add a Core role, it will automatically be added to all the circles that will be created, as well as the existing circles in your organization. If you remove a Core role from these settings, the role added to existing circles will be removed and, therefore, what constitutes it.
Export the list of members assigned to Role templates
You can export the list of members assigned to role templates.
Go to Administration, then:
Go to the Role templates section
Click on the three dots next to the template of your choice
Select Export members
This allows you to download the list of all members assigned to all the roles synchronized with this role template in your organization.