What happens or needs to happen when an organisation switches to Holacracy?
With this article, I intend to give some clarity for founders or owners of companies that consider using Holacracy. I will outline the steps that need to be taken to move from the existing structure to Holacracy.
I will use our own case – that of Structure & Process – to explain the steps as we go along.
Establishing the legal base for Holacracy: The Foundational Document
A company moves to Holacracy when the current power-holders adopt the Holacracy Constitution.
In Structure & Process’s case, this was done by myself, Martina Röll, the sole owner, establishing and signing a foundational document.
It reads pretty straightforwardly:
Continue reading The Birth of an Holacracy organisation: the setup of Structure & Process
What are the essential steps to seting up and maintaining coherent, purposeful collaborative work? How do you build an organisation?
Giving a talk to participants of Berlin’s Climate-KIC accelerator program last week helped me clarify my thinking on this. I will attempt to sketch out a systematic way to to get from “a bunch of people wanting to do things together” to a working and evolving organisation. There are many ways to do this – this is one, that, in our experience, has often worked well. It is informed by the work we did with Nenásilná komunikace group and our practise of Holacracy.
This will most likely be incomplete or unclear in places – please do leave questions and comments below so that it can improve!
1) Clarify Purpose
Goal: Arrive at a shared expression of purpose.
Method: Story Circle Conversation with Convergence.
Get all founders together and host a circle conversation on purpose.
Continue reading 5 Steps to Building an Organisation
Our latest governance meeting minutes are online. Changes include new supporting roles (Proofreader, Sales Intelligence, Czech Translator) and a separation of the previous “Idea Sharing” role into Publications and Events.
To understand better what roles mean and how they evolve, see our blogpost Clarifying roles and accountabilities in Holacracy. And if you are inspired by any of what you see, please consider joining us!
In our company, we use Holacracy as our Operating Model: it allows us to develop great clarity on what we actually do (what our work processes are) and who does what (who is responsible for taking a particular action).
The functions and accountabilities are captured in Roles, and are being refined in Governance Meetings. You can study all of our company’s roles in our public governance records and there is a history of Governance and Tactical Meeting minutes available too.
(Note: since publishing this article, we have restructured the company, making most links in the following paragraphs not functional anymore.)
If you look at this morning’s governance meeting, you can see the subtleties of governance in Holacracy. For example
- we noticed that nobody was actually responsible for maintaining lists of participants of our events. We captured this as a new accountability for our Events Outreach Role. Having responsibilities in Sales and Marketing and Idea Sharing, I can relax now, knowing that this is being taken care of by Tanja in her Events Outreach role.
The changes made to the Collaboration Logistics and Sales Operations roles also reflect these small, better understandings of the business functions. (See the minutes to see the changes highlighted.)
Continue reading Clarifying roles and accountabilities in Holacracy – our April 8th Governance Meeting explained