Holacracy Community of Practice Archive, 2015-2019 Community Holacracy Web Site

Art. 2.3.3 Exclusion for minor allocations

Open question how to manage in Glassfrog the situation described in Costitution 2.3.3? Do you have managed this issue? We would like to have this info (Partner in a non core Role) visible. Thanks in advance for your suggestions!

5 Replies
Margaux
01/26/2016

Yes, GF integrate it. When you assign someone to a role, you can check the box "exclude from meetings” and it puts the person as circle member only.

Dennis Ross
01/26/2016

Demetrio,

I offer the following policy as an example of how this was handled in one of our Circles.  I am curious to hear feedback from the Community.

 

Policy: Key User Role Representation

It is a policy of this circle that individuals assigned to the Business Process Owner role shall also be assigned to the Key Users role and that, further, such individuals shall represent both the Business Process Owner role and the Key Users role in all circle meetings. Key Users who are not also in the Business Process Owner role shall not be considered core circle members.

Margaux
01/26/2016

Here are screenshots of how to do that in GF “technically”:

https://drive.google.com/file/...SWM/view?usp=sharing

https://drive.google.com/file/...QlU/view?usp=sharing

Hope that answer your question Demetrio.

Margaux
01/26/2016

Dennis,

 

I'm not the best in term of defining policies but I would rather formulate it that way:

Title: Key Users and Business Process Owner Role Assignment

Content: In lieu and place of the Lead Link, the Key Users role is assigned to anyone filling the Business Process Owner role. Further, the partners filling only the Key Users role won't be considered as core circle members but only as circle member and thus, will be excluded from meetings. The Business Process Owner role-fillers will carry the purpose and accountabilities of a Rep Link in the context of the Key Users role and for any circle member filling that role.

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I don't know if that's perfectly aligned with the constitution nor with the english language but I'm sure you get the sense of it.

You don't need to specify “and that, further, such individuals shall represent both the Business Process Owner role and the Key Users role in all circle meetings.” because unless you specify otherwise, it is by default but you do need to precise that they act as a Rep Link, processing tensions for others.

Hope that helps!

 
Demetrio Labate
01/28/2016
Margaux posted:

Here are screenshots of how to do that in GF “technically”:

https://drive.google.com/file/...SWM/view?usp=sharing

https://drive.google.com/file/...QlU/view?usp=sharing

Hope that answer your question Demetrio.

Thanks!!!

This technically answer my question!