The Holacracy role review is a focused working session to get clear on a single role before formal governance. Roles in Holacracy are defined by a purpose, a set of accountabilities, and sometimes domains. Over time those drift from reality, and this review surfaces the gaps so the eventual governance proposal is clean.
Use a role review when a role feels overloaded, fuzzy, or out of date, when work keeps falling between two roles, or when someone new is taking over a role and wants to understand exactly what it owns. It is a preparation step; the actual changes are adopted later in a governance meeting.
Keep it small: the person filling the role, the circle lead if relevant, and any roles whose work overlaps. Two to six people is plenty. A tight group means the conversation stays concrete and grounded in real tension rather than abstract org design.
After a brief check-in, read the role exactly as it is currently written so nobody argues from memory. The heart of the session is surfacing tensions: where the purpose is vague, where accountabilities are missing or duplicated, where a domain is contested. Talk through what the role should genuinely own and how that maps to accountabilities and domains. Then draft concrete proposals to carry into governance, because in Holacracy a facilitated session may explore a role but only a governance meeting can formally change it. Close with a short round. The output is clarity plus ready-to-process proposals, not a unilateral redefinition.
Get a role crystal clear before governance. Run it in OrgTP and keep each role purpose, accountabilities, and domains visible to the circle.
45 minutes total · 6 sections
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