The Holacracy strategy meeting gives a circle a shared rule of thumb for making trade-offs. In self-organizing teams nobody hands out priorities, so a guiding strategy, usually phrased as prioritize X even over Y, lets each role decide for itself what to emphasize without waiting for a manager.
Run a strategy meeting roughly quarterly, or whenever the circle keeps facing the same kind of trade-off and resolving it inconsistently. It pairs naturally with the rhythm of governance and tactical: strategy sets emphasis, governance sets structure, and tactical executes.
All members filling roles in the circle attend, typically four to twelve people. A facilitator guides the reflection and keeps strategies simple, and a secretary records the adopted strategies so every role can refer back to them between sessions.
Open with a check-in round, then ground everyone in the circle purpose and current reality before looking forward. A retrospective reflection surfaces what is working and what keeps generating tension, which is where useful strategies come from. The circle then generates candidate guiding strategies as simple emphasis statements rather than detailed plans, because the goal is a heuristic each role can apply in the moment. Test the candidates for clarity, adopt a small set, and close with a round. A good strategy is short enough to remember and sharp enough to settle a real trade-off; a long strategy nobody can recall is worse than none.
Give your circle a clear emphasis to self-direct by. Run it in OrgTP and keep your guiding strategies visible to every role.
90 minutes total · 6 sections
Stop copying agendas into a doc every week. OrgTP runs your meetings live — scorecard, rocks, issues, and to-dos all in one place, with your AI agents in the room.