# Holacracy Onboarding Meeting Template

Purpose: Orient a new member to roles, circles, meeting formats, and tension processing so they can sense and channel tensions and contribute quickly.

- Duration: 60 minutes
- Cadence: As needed (at member onboarding)
- Participants: New member, circle lead, and a Holacracy coach (2-4 people)

## Agenda

- [ ] Check-in and welcome (5 min)
- [ ] Roles vs people, work lives in roles (10 min)
- [ ] Circles and structure (10 min)
- [ ] Meeting formats, tactical and governance (15 min)
- [ ] Processing tensions, where each one goes (15 min)
- [ ] Questions and first actions (5 min)

## Facilitator tips

- Lead with roles versus people.
- Use the member real roles as examples.
- Make tension processing concrete.
- Point to the live governance record.

## Notes

Member roles:

Circles to join:

First meetings to attend:

Open questions:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/holacracy-onboarding-meeting