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Secretary Playbook

Key learning

Identify the key do's and don'ts for good Secretary practice.
Learn habits that support efficient meetings and reduce wasted time.
Determine when and how to raise NVGO objections during governance meetings.
Build familiarity with navigating governance records.

Course information

Self-paced course
1
hours of material
Access an online community of peers and experts
Brought to you by
HolacracyOne

Preview

Description

Are these questions familiar?

  • “What do I do when the Lead Link tells me to reschedule a meeting?”
  • “How do I hold an election?”
  • “Should I record reaction rounds?”

This course is designed to answer them and more. You also get peer learning and expert coaching to help you support other core roles and your circle.

Did you know that the Secretary role is just as important as the Facilitator role? Both roles help meeting participants clarify their needs and engage more efficiently during meetings.

In this course, learn to use Secretary authority to support your circle’s Holacracy practice.

Course content

Lesson
1
Not a Note Taker
Lesson
2
A Look at the Role
Lesson
3
Scheduling Governance Meetings
Lesson
4
Capture First, Revise Later
Lesson
5
Governance & Tactical Meetings FAQ
Lesson
6
Tips on Using GlassFrog

The course also includes:

Assessment to reinforce learning
Additional resources

Accelerator benefits

Holacracy coaching forum with Certified Holacracy Coaches
Holacracy Practitioner assessment to earn certification [coming soon]
Lots and lots of advanced learning content
Tools and other resources to support practice
Online community of peers and experts

Your instructor

Chris Cowan

Chris Cowan

Table of content

Description Content ACCELERATOR Benefits Instructor Pricing

Pricing

Get access to this course and others by joining the Self-Management Accelerator. Join a community of pioneers learning and using self-management based on the Holacracy framework.

Pay Monthly

Annual commitment

Pay Annually

Annual commitment
Practitioner Plan

Individual

$169
/month
Then $295/year for subsequent years*

Get access to all our current Holacracy courses as well as all future self-management courses.

Individual Access

What you get:

Full platform access, including 40+ hours of e-learning courses
Holacracy coaching space with Certified Coaches
Lots and lots of advanced learning content
A wealth of tools & resources
"Holacracy Apps" templates
12h of live practice sessions as part of the Holacracy Practitioner Training
Ability to "search" through all courses, including videos
Access to all future e-courses
  • Your subscription renews automatically each year at the end of the 12-month term. You will receive a notification before renewal, giving you the chance to cancel if needed.
  • To cancel your subscription, please contact us directly, as self-cancellation is not currently available.
Practitioner Plan

Team (6+ people)

$125
/month/person
Then $222/year/person for subsequent years*

Get access to all our current Holacracy courses as well as all future self-management courses.

Contact Us

What you get:

Full platform access, including 40+ hours of e-learning courses
Holacracy coaching space with Certified Coaches
Lots and lots of advanced learning content
A wealth of tools & resources
"Holacracy Apps" templates
12h of live practice sessions as part of the Holacracy Practitioner Training
Ability to "search" through all courses, including videos
Access to all future e-courses

* Further discounts are available for larger groups.

  • Your subscription renews automatically each year at the end of the 12-month term. You will receive a notification before renewal, giving you the chance to cancel if needed.
  • To cancel your subscription, please contact us directly, as self-cancellation is not currently available.
Practitioner Plan

Individual

$1,995
Then $295/year for subsequent years*

Get access to all our current Holacracy courses as well as all future self-management courses.

Individual Access

What you get:

Full platform access, including 40+ hours of e-learning courses
Holacracy coaching space with Certified Coaches
Lots and lots of advanced learning content
A wealth of tools & resources
"Holacracy Apps" templates
12h of live practice sessions as part of the Holacracy Practitioner Training
Ability to "search" through all courses, including videos
Access to all future e-courses
  • Your subscription renews automatically each year at the end of the 12-month term. You will receive a notification before renewal, giving you the chance to cancel if needed.
  • To cancel your subscription, please contact us directly, as self-cancellation is not currently available.
Practitioner Plan

Team (6+ people)*

$1,495
/person
Then $222/person for subsequent years*

Get access to all our current Holacracy courses as well as all future self-management courses.

Contact Us

What you get:

Full platform access, including 40+ hours of e-learning courses
Holacracy coaching space with Certified Coaches
Lots and lots of advanced learning content
A wealth of tools & resources
"Holacracy Apps" templates
12h of live practice sessions as part of the Holacracy Practitioner Training
Ability to "search" through all courses, including videos
Access to all future e-courses

* Further discounts are available for larger groups.

  • Your subscription renews automatically each year at the end of the 12-month term. You will receive a notification before renewal, giving you the chance to cancel if needed.
  • To cancel your subscription, please contact us directly, as self-cancellation is not currently available.

Other plans are available that don't include access to courses. View all plans.

FAQ

We don't have a free trial. However we do provide teaser videos of the courses on each course page to help you gauge if the course is a good fit for your needs.

If it's not enough to make a decision, feel free to contact us to discuss it.

When you subscribe to the Self-Management Accelerator Practitioner plan, you gain immediate access to all of the training material and resources exclusive to active registrants.

Due to the nature of the product and the immediate access to proprietary materials, we do not offer refunds.

We'd be sorry to hear that and certainly want to avoid any disappointment.

First, we encourage you to carefully review this course page to understand what to expect. We provide an overview of the curriculum and a video preview so you can get a sense of what you’re getting.

If you are still unhappy with the content despite this, please contact us. We want to understand why you’re not satisfied and how we can improve. Your feedback is extremely valuable to us as we continually strive to enhance the experience on the SMA.

Our standard pricing is already structured in monthly payments to make it easier on your budget :) We don't offer additional payment plans.

The moment your payment is processed and your Self-Management Accelerator account is set up, you'll gain instant access to your course. Keep an eye on your inbox for a confirmation email to get started!

Most courses are made of self-paced content. You need a general computer or even a tablet/mobile to log in to the platform and access the content. However, we recommend using a computer for a better experience.

Additionally, the Holacracy Practitioner Training includes live sessions, for which you will need the typical equipment of an online knowledge worker: a calendar to receive invitations to the scheduled live sessions, a microphone and webcam for participating in the live sessions, and a reliable internet connection capable of handling online video meetings.

When your subscription is active, you have several support options to ensure a smooth learning experience:

  • Email Support: You can reach out to us via email for any questions or assistance you may need. Use the support form to start a conversation (the link to that form is also available from the SMA).
  • Discussion Spaces: The SMA features several discussion spaces where you can connect with other participants, share insights, and seek advice.
  • In-Course Comments: Courses feature a comment section where coaches, moderators, and participants can respond to your queries and provide additional insights.

We're here to support you every step of the way, so don't hesitate to utilize these resources as you progress through the courses.

Simply reach out to us, and we'll be happy to explain in more details what you can expect from our courses. Tell us what you're hoping to achieve and we will tell you if this is a good fit.

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