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 and

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 channeled 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 behavior 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

Sources: Holacracy Constitution 4.1


Roles in Holacracy 5.0

Circle Lead 5.0

Purpose: The Circle Lead holds the Purpose of the overall 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 channeled 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

Sources : Holacracy Constitution Beta 5.0


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)

Source


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 coachs 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

Source


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

Source

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