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