Roles and Circles are dynamic. They can evolve throughout time to adapt to the ever-changing needs of the organization and its members.

There are different options to edit a role or a circle on Holaspirit.

  1. From the Governance page

  2. During a meeting

  3. From an evolution proposal outside of meetings


1. Edit a role or a circle from the Governance page

Pre-requisite:

To edit a Role/Circle, go to the Governance page

  • Navigate on the Role or the Circle page that you want to edit

  • Click on Edit Role or Edit Circle

  • Edit the information as desired: Name, Purpose, Domains, and Accountabilities

  • Add a reason to explain why the role/circle needs to be edited. For Holacracy practitioners, enter your tension.

  • Click on Validate or Submit depending on the governance decision process in place in your organization.


2. Edit a role or a circle during a meeting

Prerequisites:

  • The meeting template must contain the Agenda step and the Governance Results. For Holacracy practitioners, a governance meeting is the right place to edit the organization structure.

  • Only the secretary of the meeting can capture the outcomes of the meeting

In the Meeting module, open or join a meeting for the circle:

  • If you want to change a role within a circle, open the meeting for that circle

  • If you want to edit a sub-circle, open the meeting for the circle that contains the sub-circle

  • In the meeting, in the Agenda step, import a tension or add an agenda item

  • As the secretary of the meeting, click on Add meeting results, select Role or Circle and select Edit a role or Edit a circle

  • Choose the circle or role you want to edit from the drop-down list

  • Edit the role or circle as desired

  • Click on Save, and then, Validate

The changes made are already visible in your organization chart and transcribed in the meeting report.


3. From an evolution proposal outside of meetings

  • From your Tensions module, click on Add tension

  • Add a Title and a Description

  • Select the Circle your tension is for. If you want to change a role within a circle, select the name of that circle. If you want to change a sub-circle, select the circle that contains the sub-circle

  • Click on Add evolution, select Role or Circle, and, select Edit a role or Edit a circle

  • Select the role or Select the circle, from the dropdown list, that you want to edit

  • Edit the role or circle as desired

  • Click on Validate or Submit depending on the governance decision process in place in your organization.


Related Articles

How to add a role or a circle?

How to delete a role or a circle?

Introducing Governance meetings

What are governance settings?

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