The roles and circles of your organization are the basis of your structure.

In self-organization, the company is organized into roles and circles:

  • A role is your job or position. The major difference is that you may have multiple roles rather than having only a single position in traditional organizations.
  • A circle represents your team. A circle brings together different roles assigned to people. A circle can contain sub-circles which can themselves contain sub-circles... A circle is effectively the same as a role, just expanded into more parts.

You can create roles and circles on Holaspirit very easily! Let's see what to do.

Add a role or a circle

You can add a role or a circle directly from the role section in the left-hand navigation menu:

  • Click on the button Add a role at the top right corner of the screen.
  • Select the parent circle in which the role will be created
  • Complete the form with the Name, Purpose, Domains and Accountabilities of the role.
  • Optionally, you can add a reason why you want to create the role (your tension for Holacracy practitioners).
  • If our organization is set up on open mode, click on Validate. The role will automatically be created.
  • If your organization is set up on consent mode, click on Submit to Vote. Your evolution will be submitted to other circle members. If there is no objection within the period of consultation, your evolution proposal will be automatically accepted.

Circles are created in the same way that Roles are created. You need to follow the same steps :

  • Click on the Circles section in the left-hand navigation menu.
  • Click on Add a circle at the top right corner.

Note:

  • You need to be a member of the circle to be able to add a role.
  • You can be a member without role in the circle.

Edit a role or a circle

  • Navigate to the role or the circle you'd like to modify.
  • Click on Edit role or Edit circle at the top right corner of the page.
  • Edit as desired.
  • Optionally, you can add a reason why you want to edit the item. For Holacracy practitioners, this is where you can add your tension.
  • If our organization is set up on open mode, click on Validate. The role will automatically be created.
  • If your organization is set up on consent mode, click on Submit to Vote. Your evolution will be submitted to other circle members. If there is no objection within the period of consultation, your evolution proposal will be automatically accepted.

Note: You need to be a member of the role to be able to edit a role.

If a governance meeting is already in progress for the circle/role you'd want to edit, you won't be able to add changes. You will be able to save your evolution to submit it later or bring your evolution to the meeting.

Add and edit a role in a governance meeting

You can also add or edit a role during a governance meeting.

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