Self-Paced PT coaching session scheduling process set up
Projects
Accelerator Platforms
Affiliates Program
New Affiliate Program created
New Affiliates Program launched
Circle Lead
Accelerator customer support centralized in Hubspot
Blog Post on Holacracy Published
Develop a version of Holacracy 101 for v.5 (focus on mostly Article 1)
Document on Relational Agreements published
“Friends & family” pricing for Self-Paced PT defined
Governance fundamentals v5 course developed
Holacracy Maturity map updated for v5 and published
Initial circle structuring course offering created
Internal Accelerator communication role/process defined
Meeting cards clearly distinguishable from each other
New Habit Program content (both versions) stored on GDrive
Next batch of SPPT cohorts scheduled
Practitioner "assessment" for v.5 created
Purpose workshop scheduled and published
Quality and production standards for Holacracy Courses defined
Secretary Video published for v.41 to v5.0
Support program for PFE engagement outlined
Thinkific Data sheet updated for pivot table to reflect actual payment received
Video on what modularity really means considered, for being more clear with PFT customers
Course Accessibility & Localization
All courses are subtitled
Someday
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Course Accessibility & Localization
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Courses are translated and ready to be promoted
Waiting
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Course Accessibility & Localization
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Course Instructor
Bonus Lesson on Relational Agreements Built
Holacracy 101 (4.1->5.0) general orientation video (Bonus Lesson) and is super-short, published
Current
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Course Instructor
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Holacracy 101 refresh/refactor considered
Current
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Course Instructor
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PFE/courses promo video created for Holacracy 101 add-on (1-3 min target)
Current
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Course Instructor
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Real initial structuring sessions recorded for experimental online course
Relational Agreement course created
Course Packaging & Delivery
Chris two-pager about v5 changes integrated into all courses as new lesson in intro section of each course
Holacracy Habit course uploaded into MN and ready to launch!
Self-Paced PT "framing videos" recorded in HD at the Coach Training
Enterprise Account Manager
Brief “Getting Started" orientation course created for PFE subscribers
Creation of PFE readiness assessment / "pre-test" considered
Progress Report Auto-Generation Implemented
Individual Initiative
Create 3-5 Hygeans based on latest template for the SPPT
Products Portfolio
Accelerator restructured into client-centric offerings
Guidance for 6th SPPT session entered in the Coach Guidance doc
Role play coaching sessions offered with PFE
Special Topic Webinar Pipeline Built
SMA Business Development
2021 China PT a Go
2021 Training Schedule Published
Self-Management Accelerator
Accelerator online courses restructured into client-centric offerings
Accelerator sales metrics fixed with a quick and dirty solution (e.g. Pivot table)
Circle.so Community notifications disabled for new SMA users
Coach Training content turned into elearning
CoP/Resources Beautifully Cataloged & Curated
CT schedule and method to identify interest defined
Extra coach sourced for Amsterdam PT
Holacracy 101 available for easy purchase and comprehension in China
Holacracy Resources is a Polyglot
Learning Product governance refactored to fit current activity
Learning Products names updated for more impact
Online courses launched on the new SMA
PFE clients pricing model simplified
PFE client user administrative process vastly simplified
Positive incentives in place to limit PFE account sharing
SMA automatic invoices investigated for purchases
SMA sales tracking spreadsheets accurately tracks total purchases (e.g. multiple seats)
TK's Purpose Discovery workshop launched
Training Design
Circle Structuring Module for CT Considered
CT Agenda Updated
CT Coaches Guide Published Create a guide for Coaches
CT Essential
CT Serves as Solid Prep for Tactical Assessment
CT slides updated with four pathways rather than five.
Fishbowl role-play guidance updated to only three phases (instead of 4) to match how it is delivered
PT Redesigns Considered