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Role Templates Library 📚

Ready-to-use roles and accountabilities

Karolina Krawczyk avatar
Written by Karolina Krawczyk
Updated over a week ago

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.


Roles in Holacracy 4.1

Lead Link 4.1

Purpose: The Lead Link holds the Purpose of the overall Circle.

Domains: Role assignments within the Circle.

Accountabilities:

  • Structuring the Governance of the Circle to enact its Purpose and Accountabilities.

  • Assigning Partners to the Circle’s Roles, monitoring the fit, offering feedback to enhance fit, and re-assigning Roles to other Partners when useful for enhancing fit.

  • Allocating the Circle’s resources across its various Projects and/or Roles.

  • Establishing priorities and Strategies for the Circle.

  • Defining metrics for the Circle.

  • Removing constraints within the Circle to the Super-Circle enacting its Purpose.

The Lead Link also holds all un-delegated Circle-level Domains and Accountabilities.

Rep Link 4.1

Purpose: Within the Super-Circle, the Rep Link holds the Purpose of the SubCircle. Within the Sub-Circle, the Rep Link’s Purpose is: Tensions relevant to process

in the Super-Circle channelled out and resolved.

Accountabilities:

  • Removing constraints within the broader Organization that limit the Sub-Circle.

  • Seeking to understand Tensions conveyed by Sub-Circle Circle Members, and discerning those appropriate to process in the Super-Circle.

  • Providing visibility to the Super-Circle into the health of the Sub-Circle, including reporting on any metrics or checklist items assigned to the whole Sub-Circle.

Facilitator 4.1

Purpose: Circle governance and operational practices aligned with the

Constitution.

Accountabilities:

  • Facilitating the Circle’s constitutionally-required meetings.

  • Auditing the meetings and records of Sub-Circles as needed, and declaring a Process Breakdown upon discovering a pattern of behaviour that conflicts with the rules of the Constitution.

Secretary 4.1

Purpose: Steward and stabilize the Circle’s formal records and record-keeping

process.

Domains: All constitutionally-required records of the Circle.

Accountabilities:

  • Scheduling the Circle’s required meetings, and notifying all Core Circle Members of scheduled times and locations.

  • Capturing and publishing the outputs of the Circle’s required meetings, and maintaining a compiled view of the Circle’s current Governance, checklist items, and metrics.

  • Interpreting Governance and the Constitution upon request.


Roles in Holacracy 5.0

Circle Lead 5.0

Purpose: The Circle Lead Role holds the overall Purpose of that broader Role, and all Accountabilities on that Role to the extent they are not covered by other Roles or processes within the Circle.

Domains: Role assignments for the Circle's Roles.

Accountabilities:

  • Assigning any Role within the Circle to anyone willing to fill it, including to multiple people at the same time.

  • Covering Unfilled Roles.

  • Defining Priorities & Strategies to resolve priority conflicts across Roles.

Circle Rep 5.0

Purpose: Tension relevant to process in a broader Circle channelled out and resolved.

Accountabilities:

  • Seeking to understand Tensions conveyed by Role-fillers within the Circle.

  • Discerning Tensions appropriate to process within a broader Circle that holds the Circle.

  • Processing Tensions within a broader Circle to remove constraints on the Circle.

Facilitator 5.0

Purpose: Circle governance and operational practices aligned with the

Constitution.

Accountabilities:

  • Facilitating the Governance Process and Tactical Meetings of the Circle or for its Roles.

  • Coaching other Circle Members on the Constitution's rules and processes, either on request or when needed for effective meetings.

  • Auditing the meetings and records of Sub-Circles on request, and declaring a Process Breakdown if one is discovered.

Secretary 5.0

Purpose: Steward the Circle’s governance records and stabilize its record-keeping

process.

Domains: All governance records of the Circle.

Accountabilities:

  • Scheduling Governance Meetings and Tactical Meetings of the Circle.

  • Capturing and publishing the outputs of Governance Meetings and Tactical Meetings.

  • Requesting elections for elected Roles after each term expires.

  • Interpreting Governance and the Constitution upon request.


Roles in Sociocracy

Leader

Purpose: Provide guidance and prioritization from the Circle's broader Circle.


Accountabilities:

  • Oversees operations of the Circle.

  • Attends meetings of both broader-circle and their own.

  • Communicate the interests and decisions of the Circle’s broader Circle.

  • Acts proactively in support of the Circle’s effectiveness.

Representative or Delegate

Purpose: Participate in the governance decision-making of another team to enable the flow of information and influence.

Accountabilities:

  • Attends meetings of both broader-circle and their own.

  • Stand for the interests of one team in another team.

  • Participate in the governance decision-making of the team they link with, and can: raise items for the agenda ; participate in forming proposals ; raise objections to proposals and existing agreements.


Delegator

Purpose: Distribute the power to influence, to enable people to decide and act for themselves within defined constraints.

Accountabilities:

  • Clearly defines domains of autonomy and responsibility.

  • Ensures there are opportunities for learning and development.

  • Provides support if required.

  • Conducts regular reviews to support effectiveness of work and any decision-making done in an open domain.

Logbook keeper

Purpose: Keep up-to-date records of all information the team requires.

Accountabilities:

  • Records details of agreements, domain descriptions, selections, evaluation dates, minutes of meetings etc.

  • Organizes relevant information and improves the system when valuable

  • Keeps records up to date.

  • Ensures accessibility to everyone in the team (and in the wider organization as agreed).

  • Attends to all technical aspects of logbook keeping.

Facilitator

Purpose: Facilitate a meeting to help the group maintain focus, keep the meeting on track, and draw out the participant’s creativity and wisdom.

Accountabilities:

  • Prepares an agenda of topics.

  • Holds the space, keep the time and navigate the agenda during the meeting.

  • Facilitates a suitable activity for each topic.

  • Facilitates an evaluation at the end of the meeting.

Coordinator

Purpose: Coordinate a domain’s operations.

Accountabilities: Collaborate to synchronize work across multiple domains.

Secretary

Accountabilities:

  • Makes sure minutes are taken, approved and stored.

  • Keeps track of all documents of the circle.

  • Supports agenda planning, room & IT preparations, etc.

  • Supports the facilitator during meetings (timekeeping, help formulate proposals, suggest ways to resolve objections).

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Scrum

Product Owner

Purpose: Maximizing the value of the product resulting from the work of the Scrum Team and maintaining an effective Product Backlog.

Accountabilities:

  • Develops and explicitly communicates the Product Goal.

  • Creates and clearly communicates Product Backlog items.

  • Orders Product Backlog items.

  • Ensures that the Product Backlog is transparent, visible and understood.

Scrum Master

Purpose: Helping everyone understand Scrum theory and practice, both within the Scrum Team and the organization.

Accountabilities:

  • Coaches the team members in self-management and cross-functionality.

  • Helps the Scrum Team focus on creating high-value Increments that meet the Definition of Done.

  • Causes the removal of impediments to the Scrum Team’s progress.

  • Ensures that all Scrum events take place and are positive, productive, and kept within the timebox.

  • Helps @Product Owner find techniques for effective Product Goal definition and Product Backlog management.

  • Helps @Product Owner understand the need for clear and concise Product Backlog items.

  • Helps @Product Owner establish empirical product planning for a complex environment.

  • Facilitates stakeholder collaboration as requested or needed.

  • Leads, trains and coaches the organization in its Scrum adoption.

  • Plans and advises Scrum implementations within the organization.

  • Helps employees and stakeholders understand and enact an empirical approach for complex work.

  • Removes barriers between stakeholders and Scrum Teams.

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OKR (Objectives and Key Results)

OKR Champion

Purpose: Maintain and oversee the OKR framework, ensuring its successful integration within the business’s regular cycle of planning and review.

Accountabilities:

  • Perform as a Coach (explain how OKRs work, the schedule of the meetings and the cadence).

  • Set an example (the Champion should serve as an example to follow, for others to see what a perfect OKR process and implementation looks like).

  • Be the process watchdog (ensures the smooth running of the process and the schedule).

  • On-boarding of new employees.

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