# Holacracy Role Review Template

Purpose: Examine a single role purpose, accountabilities, and domains, surface tensions, and prepare clean proposals to adopt in a governance meeting.

- Duration: 45 minutes
- Cadence: As needed
- Participants: Role filler, circle lead, and relevant roles (2-6 people)

## Agenda

- [ ] Check-in Round, what has your attention (5 min)
- [ ] Read the role as-is, purpose and accountabilities (5 min)
- [ ] Surface tensions, gaps and overlaps (15 min)
- [ ] Clarify purpose, accountabilities, and domains (12 min)
- [ ] Draft proposals for governance (5 min)
- [ ] Closing Round, brief reflections (3 min)

## Facilitator tips

- Read the role as written before discussing it.
- Anchor every change in a real tension.
- Distinguish accountabilities from domains.
- Leave with proposals for governance, not handshakes.

## Notes

Role as-is:

Tensions surfaced:

Proposed accountabilities and domains:

Proposals for governance:

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