Core Roles & Elections Overview

Key learning

Understand the similarities and differences between Circle Leads, Circle Reps, and conventional managers.
Learn how to judge fit for the Facilitator, Secretary, and Circle Reps roles for good elections.
Find out why Circle Leads are not elected.
Build a toolkit of best practices for interacting with the core roles to get what you need.
Learn when and how to go the Circle Rep for help processing a tension.
Become a better participant in tactical and governance meetings.
Develop a stronger sense of how to practice Holacracy well throughout your workday.

Course information

Self-paced course
2
hours of material
Access an online community of peers and experts
Brought to you by
HolacracyOne

Preview

Description

Are these questions familiar?

  • “How is the Circle Lead of my circle any different from a manager?”
  • “What should I consider when nominating a Facilitator or Secretary?”
  • “I have a tension and I don’t know how to process it. Can the Circle Rep help?”

Understanding Core Roles & Elections is an online course designed to answer these questions and more. You also get peer learning and expert coaching to help you get comfortable with interacting with Circle Leads, Facilitators, Secretaries, and Circle Reps in your organization.

All circles in a Holacracy-powered organization have four core roles: Circle Lead, Circle Rep, Facilitator, and Secretary. It’s crucial for a smooth and sustainable practice that circle members know what to expect from these roles. They exist to serve you as you work to fulfill your organization’s purpose.

You also need to know what these roles can expect from you as a circle member. While they may fill some of the functions of conventional management, there are big differences that you need to know how to navigate well.

This course will give you a detailed overview of the functions of the core roles, tips for how to interact with them and what to consider for elections, and provide answers to common questions.

Course content

Lesson
1
Core Roles Overview
Lesson
2
The Meeting Roles
Lesson
3
Facilitator
Lesson
4
Secretary
Lesson
5
The Linking Roles
Lesson
6
Circle Lead
Lesson
7
Working with the Circle Lead
Lesson
8
Circle Rep
Lesson
9
Elections
Lesson
10
Nominations
Lesson
11
Why the Circle Lead Isn't Elected

The course also includes:

Written content supporting each lesson
Assessment to reinforce learning

Accelerator benefits

Holacracy coaching forum with Certified Holacracy Coaches
Holacracy Practitioner assessment to earn certification [coming soon]
Lots and lots of advanced learning content
Tools and other resources to support practice
Online community of peers and experts

Your instructor

Chris Cowan

Chris Cowan

Pricing

Get access to this course and others by joining the Self-Management Accelerator. Join a community of pioneers learning and using self-management based on the Holacracy framework.

Pay Monthly

Annual commitment

Pay Annually

Annual commitment
Practitioner Plan

Individual

$169
/month
Then $295/year for subsequent years*

Get access to all our current Holacracy courses as well as all future self-management courses.

What you get:

Full platform access, including 40+ hours of e-learning courses
Holacracy coaching space with Certified Coaches
Lots and lots of advanced learning content
A wealth of tools & resources
"Holacracy Apps" templates
12h of live practice sessions as part of the Holacracy Practitioner Training
Ability to "search" through all courses, including videos
Access to all future e-courses
  • Your subscription renews automatically each year at the end of the 12-month term. You will receive a notification before renewal, giving you the chance to cancel if needed.
  • To cancel your subscription, please contact us directly, as self-cancellation is not currently available.
Practitioner Plan

Team (6+ people)

$125
/month/person
Then $222/year/person for subsequent years*

Get access to all our current Holacracy courses as well as all future self-management courses.

What you get:

Full platform access, including 40+ hours of e-learning courses
Holacracy coaching space with Certified Coaches
Lots and lots of advanced learning content
A wealth of tools & resources
"Holacracy Apps" templates
12h of live practice sessions as part of the Holacracy Practitioner Training
Ability to "search" through all courses, including videos
Access to all future e-courses

* Further discounts are available for larger groups.

  • Your subscription renews automatically each year at the end of the 12-month term. You will receive a notification before renewal, giving you the chance to cancel if needed.
  • To cancel your subscription, please contact us directly, as self-cancellation is not currently available.
Practitioner Plan

Individual

$1,995
Then $295/year for subsequent years*

Get access to all our current Holacracy courses as well as all future self-management courses.

What you get:

Full platform access, including 40+ hours of e-learning courses
Holacracy coaching space with Certified Coaches
Lots and lots of advanced learning content
A wealth of tools & resources
"Holacracy Apps" templates
12h of live practice sessions as part of the Holacracy Practitioner Training
Ability to "search" through all courses, including videos
Access to all future e-courses
  • Your subscription renews automatically each year at the end of the 12-month term. You will receive a notification before renewal, giving you the chance to cancel if needed.
  • To cancel your subscription, please contact us directly, as self-cancellation is not currently available.
Practitioner Plan

Team (6+ people)*

$1,495
/person
Then $222/person for subsequent years*

Get access to all our current Holacracy courses as well as all future self-management courses.

What you get:

Full platform access, including 40+ hours of e-learning courses
Holacracy coaching space with Certified Coaches
Lots and lots of advanced learning content
A wealth of tools & resources
"Holacracy Apps" templates
12h of live practice sessions as part of the Holacracy Practitioner Training
Ability to "search" through all courses, including videos
Access to all future e-courses

* Further discounts are available for larger groups.

  • Your subscription renews automatically each year at the end of the 12-month term. You will receive a notification before renewal, giving you the chance to cancel if needed.
  • To cancel your subscription, please contact us directly, as self-cancellation is not currently available.

Other plans are available that don't include access to courses. View all plans.

FAQ

We don't have a free trial. However we do provide teaser videos of the courses on each course page to help you gauge if the course is a good fit for your needs.

If it's not enough to make a decision, feel free to contact us to discuss it.

When you subscribe to the Self-Management Accelerator Practitioner plan, you gain immediate access to all of the training material and resources exclusive to active registrants.

Due to the nature of the product and the immediate access to proprietary materials, we do not offer refunds.

We'd be sorry to hear that and certainly want to avoid any disappointment.

First, we encourage you to carefully review this course page to understand what to expect. We provide an overview of the curriculum and a video preview so you can get a sense of what you’re getting.

If you are still unhappy with the content despite this, please contact us. We want to understand why you’re not satisfied and how we can improve. Your feedback is extremely valuable to us as we continually strive to enhance the experience on the SMA.

Our standard pricing is already structured in monthly payments to make it easier on your budget :) We don't offer additional payment plans.

The moment your payment is processed and your Self-Management Accelerator account is set up, you'll gain instant access to your course. Keep an eye on your inbox for a confirmation email to get started!

Most courses are made of self-paced content. You need a general computer or even a tablet/mobile to log in to the platform and access the content. However, we recommend using a computer for a better experience.

Additionally, the Holacracy Practitioner Training includes live sessions, for which you will need the typical equipment of an online knowledge worker: a calendar to receive invitations to the scheduled live sessions, a microphone and webcam for participating in the live sessions, and a reliable internet connection capable of handling online video meetings.

When your subscription is active, you have several support options to ensure a smooth learning experience:

  • Email Support: You can reach out to us via email for any questions or assistance you may need. Use the support form to start a conversation (the link to that form is also available from the SMA).
  • Discussion Spaces: The SMA features several discussion spaces where you can connect with other participants, share insights, and seek advice.
  • In-Course Comments: Courses feature a comment section where coaches, moderators, and participants can respond to your queries and provide additional insights.

We're here to support you every step of the way, so don't hesitate to utilize these resources as you progress through the courses.

Simply reach out to us, and we'll be happy to explain in more details what you can expect from our courses. Tell us what you're hoping to achieve and we will tell you if this is a good fit.