Sometimes you have the correct pieces of your organization already built, but you need to restructure and move some things around. If you want to move a role (or policy) from one circle to another, follow the below steps:

  • Start or join a Governance Meeting for the super-circle which contains all the circles you wish to move roles between.

    For example, if I want to move the "Finance" role out of "Administrative & Finance" and into "Marketing", I need to open a governance meeting for the circle containing both "Administrative & Finance" and "Marketing", which, in this case, is the "Enterprise" circle.
  • Once in the meeting, add an agenda item
  • Click Add evolution
  • Select Restructure sub-circle from the dropdown
  • Select the circle which currently contains the role you wish to relocate
  • Under Move out, Select roles you wish to move by checking the boxes next to the appropriate role(s)
  • Validate the proposal

You have officially taken the role out of the circle it was in. Now that it resides in the super-circle (for which you currently have a governance meeting open for), you can relocate that role to another circle. To do so:

  • Click Add evolution again
  • Select Restructure sub-circle from the dropdown again
  • Select the circle where you wish to put the role you moved in the above steps
  • Under Move in, Select roles you wish to move by checking the boxes next to the appropriate role(s)
  • Validate the proposal

Your role should now be in its new home under a different circle, which you can now see by viewing your organizational chart or clicking the new circles details to see the listed roles.

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