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Holacracy

Holacracy is a engineering topic covered in the lgStudy science library. This page brings together a partial reference excerpt, illustrations, worked examples, real-world applications and a short study plan, so you can understand Holacracy rather than just read about it. In short: Holacracy is a method of decentralized management and organizational governance, which claims to distribute authority and decision-making through a holarchy of self-organizing teams rather than being vested in a management hierarchy. Holacracy has been adopted by for-profit and non-profit organizations in several countries.

Key takeaways

  • Holacracy belongs to engineering; place it in that map before memorising details.
  • Learn the definition first, then one example that makes the definition concrete.
  • Connect Holacracy to a quantity you can measure, compute or draw — that is where exam questions come from.
  • Reproduce the core statement of Holacracy from memory before moving on to harder problems.

Reference excerpt

Holacracy is a method of decentralized management and organizational governance, which claims to distribute authority and decision-making through a holarchy of self-organizing teams rather than being vested in a management hierarchy. Holacracy has been adopted by for-profit and non-profit organizations in several countries. This can be seen as a greater movement within organisational design to cope with increasingly complex social environments, that promises a greater degree of transparency, effectiveness and agility.

Origins The term is found in print for the first time in the adjectival form holocratic in a book from the Collège de 'Pataphysique published in May 1957. Holacracy was developed at Ternary Software in Exton, Pennsylvania. Ternary founder Brian Robertson distilled the company's internal practices into an organizational system that became known as Holacracy in 2007. Robertson later developed the “Holacracy Constitution”, which sets out the core principles and practices of the system. In 2011, he released a document titled Manifesto 16 of Holacracy, which he later expanded, in June 2015, into the book Holacracy: The New Management System for a Rapidly Changing World, detailing and explaining these practices. He has stated that Holacracy bears similarities to the Scaled Agile Framework, sociocracy and Nexus. Robertson has also indicated that the term holacracy is derived from the term holarchy, coined by Arthur Koestler in his 1967 book The Ghost in the Machine. Koestler wrote that a holarchy is composed of holons (Greek: ὅλον, holon, neuter form of ὅλος, holos, “whole”), or units that are autonomous and self-reliant but also dependent on the greater whole of which they are part. Thus, a holarchy is a hierarchy of self-regulating holons that function both as autonomous wholes and as dependent parts.

Influences and comparable systems Holacracy, which is an alternative to command-and-control management, is one of several systems of flat organization. It has been compared to sociocracy, a system of governance developed in the second half of the 20th century. In 2016, the consulting firm Findasense, founded by Rafael Tamames, announced that it had implemented Holacracy as its management system, describing itself as the first Spanish-speaking multinational to do so.

Essential elements Roles instead of job descriptions: The building blocks of Holacracy's organizational structure are roles. Holacracy distinguishes between roles and the people who fill them, as one individual can hold multiple roles at any given time. A role is not a job description; its definition follows a clear format including a name, a purpose, optional "domains" to control, and accountabilities, which are ongoing activities to perform. Roles are defined by each circle—or team—via a collective governance process, and are updated regularly in order to adapt to the ever-evolving needs of the organization. Circle structure: Holacracy structures the various roles in an organization in a system of self-organizing (but not self-directed) circles. Circles are organized hierarchically, and each circle is assigned a clear purpose and accountabilities by its broader circle. However, each circle has the authority to self-organize internally to best achieve its goals. Circles conduct their own governance meetings, assign members to fill roles, and take responsibility for carrying out work within their domain of authority. Circles are connected by two roles known as "lead link" and "rep link", which sit in the meetings of both their circle and the broader circle to ensure alignment with the broader organization's mission and strategy. Governance process: Each circle uses a defined governance process to create and regularly update its own roles and policies. Holacracy specifies a structured process known as "integrative decision making" for proposing changes in governance and amending or objecting to proposals. This is not a consensus-based system, not even a consent-based system, but one that integrates relevant input from all parties and ensures that the proposed changes and objections to those changes are anchored in the roles' needs (and through them, the organization's needs), rather than people's preferences or ego. Operational process: Holacracy specifies processes for aligning teams according to operational needs, and requires that each member of a circle fulfill certain duties in order to work efficiently and effectively together. There are also key roles to help organise the process and workflow of each circle including Facilitator, Secretary, Lead Link, and Rep Link. In contrast to the governance process, which is collective and integrative, each member filling a role has a lot of autonomy and authority to make decisions on how to best achieve his or her goals. Some have described the authority paradigm in Holacracy as completely opposite to the traditional management hierarchy; instead of needing permission to act or innovate, Holacracy gives blanket authority to take any action needed to perform the work of the roles, unless it is restricted via policies in governance or it involves spending some assets of the organization (money, intellectual property, etc.) Holacracy is highly biased toward action and innovation: it defaults to autonomy and freedom, then uses internal processes to limit that autonomy when its use in a specific way turns out to be detrimental. Holacracy specifies a tactical meeting process that every circle goes through, usually on a weekly basis. A particular feature of this last phase, known as "triage", is to focus discussions on the concrete next steps needed by the individual who added the agenda item to address his or her issue. The intention is to avoid large, unproductive discussions dominated by the louder voices. Its developer was described by The New York Times as "a computer programmer with no training in human resources, let alone occupational psychology" and The Wall Street Journal identified the requirement for "every decision must be unanimous" as detrimental. They also reported that "Fifteen percent of an organization’s time is spent in" ($27 billion of them "unproductive") meetings and made mention of Robertson's book.

… excerpt ends here. Continue reading the full article.

Worked examples

Example 1 — a first encounter with Holacracy

Start with the simplest possible case. Write down what Holacracy claims or describes in one sentence, then invent the smallest concrete situation in which that sentence is true. In engineering, the smallest case is usually a single object, a single equation or a single measurement. Check that every symbol or term in your sentence has a meaning in that case.

Example 2 — changing one variable

Take the situation from Example 1 and change exactly one quantity: double it, halve it, or set it to zero. Predict what should happen to Holacracy before you calculate. Comparing your prediction with the result is the fastest way to find out whether you understand the idea or only the words.

Example 3 — an exam-style question

Typical questions about Holacracy ask you to (a) state it precisely, (b) apply it to given data, and (c) explain a limitation. Practise writing all three answers in under five minutes; the third part is what separates a full-mark answer from an average one.

Applications of Holacracy

In research
Holacracy appears in engineering research whenever the underlying quantities have to be modelled precisely. Papers usually cite it as a starting assumption and then explore where it breaks down.
In technology and industry
Engineering practice reuses Holacracy in design rules, simulations and safety margins. Knowing the idea lets you read a specification sheet and understand why the numbers look the way they do.
In the classroom
Holacracy is common in secondary-school and first-year university syllabi. It links to neighbouring topics Egalitarianism, Group processes, Organization design, so understanding it makes those chapters shorter.
In everyday life
Look for Holacracy outside the textbook — in sport, cooking, traffic, electronics or the sky above you. An example you found yourself is remembered far longer than one you were given.
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How to study Holacracy in 20 minutes

  1. Read the reference excerpt below once, without taking notes.
  2. Close the page and write down what Holacracy means in your own words.
  3. Compare your version with the excerpt and mark what you missed.
  4. Work through the three examples above with pen and paper.
  5. Explain Holacracy out loud to somebody else — or to Teacher Smith in the lgStudy chat.

Frequently asked questions

What is Holacracy in simple terms?

Holacracy is a method of decentralized management and organizational governance, which claims to distribute authority and decision-making through a holarchy of self-organizing teams rather than being vested in a management hierarchy. Holacracy has been adopted by for-profit and non-profit organizat…

Why does Holacracy matter?

Because it connects several engineering ideas at once: it gives you a definition you can apply, a quantity you can calculate, and a way to check whether a result is plausible.

How should I study Holacracy?

Read the excerpt, restate it from memory, then work through the examples and applications listed on this page. The five-step study plan above takes about twenty minutes.

What does this page cover?

It gives you a compact reference excerpt plus original lgStudy explanations, examples, applications and study material on Holacracy.

Tags

  • Egalitarianism
  • Group processes
  • Organization design
  • Organizational structure
  • Social systems
  • Types of democracy

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