Pathways for earning Holacracy® Certifications
HolacracyOne offers a licensing and credentialing program designed to certify skilled Holacracy Coaches and support their work worldwide. Credentials provide quality assurance and credibility for: 1) internal facilitators and coaches in an organisation adopting Holacracy®; and 2) enable consultants to join the Licensing Program to support clients adopting Holacracy. Credentials are granted after an individual demonstrates their capacities by successfully passing facilitation assessments.
On finding out about Holacracy®, those who want to support others’ practice are often keen to earn the credentials but aren’t sure how to attain the knowledge, experience, and skills to do so. Most people start with attending a Practitioner Training, and then, if they are serious, follow up after some practice by attending a Coach Training. This article lays out some additional pathways.
1. PRACTICE, PRACTICE, PRACTICE
- If your organisation practices Holacracy, facilitate Tactical and Governance Meetings meetings often and actively seek feedback. You can request an election for facilitator in a Governance Meeting of a circle you are in and nominate yourself.
- Find an organisation to offer to practice your facilitation/coaching with. Until you are licensed this will need to be pro-bono; in other words, you provide Holacracy facilitation and coaching, unpaid, in return for the opportunity to practice. Consider requesting that you get feedback as part of any deal. If you can’t find an organisation locally or through your networks, consider posting an offer in the Practitioner Facilitation Marketplace.
- Join an online facilitation practice group, which are self-organised on the Holacracy Community of Practice by people who want to practice and test each other in preparation for the assessments (easily found by searching for ‘online facilitation practice group’ on the CoP).
- Schedule a certification assessment. As well as being required for certifications, these assessments are learning tools that fill a gap our public trainings are not designed to satisfy. It’s pretty rare to score at coach level on the first go at the Assessment, but feedback shows that it is a highly valuable learning experience regardless.
- One licensee suggested rehearsing key facilitation phrases, for example how you would frame each step in a Governance Meeting, and the objection testing questions so that you get fluent and familiar. You could do this by reading off the relevant meeting card, or practice in your own words.
- If you are in an organisation practicing Holacracy then play Secretary in circles where experienced coaches are facilitating.
- Shadow experienced coaches in your own organisation or outside your organisation if possible.
- When observing, track the nuances of facilitation and coaching, note down your questions to get support with answering.
- Take the online Facilitator Fundamentals course from HolacracyOne which covers all the essential knowledge you need to pass the certification assessments and which needs to be combined with… yes you guessed it, lots of practice!
- Read these posts on preparing for the Holacracy Tactical and Governance Facilitation Assessments which include guidance on good practice.
Preparing for the Holacracy® Tactical Facilitation Assessment
Comments and responses related to this post are hosted here on the Holacracy Community of Practice.
Preparing for the Holacracy® Governance Facilitation Assessment
The best way to prepare for an assessment is to have lots of experience facilitating real people in real situations…
- Read the Holacracy Practitioners Guide.
- Follow the Practicing Holacracy Forum on the Community of Practice to study and follow threads about Holacracy practice.
- Study the Holacracy constitution and note down any questions you have.
- Review your notes from your Practitioner Training. Those slides aren’t just intro-level material. In fact, they have some of the most important and fundamental distinctions you can find anywhere.
- If you are signed up for Glass Frog Premium, subscribe to the Habit Program emails, actually read them when they arrive and practice coaching around the suggestions and habits where you can.
4. GET SUPPORT
Explore any questions you have noted from your practice and observations and study with:
- Any Holacracy Coaches you know
- With peers on the Community of Practice
- The host Coach during the monthly Glass Frog Office Hours Q&A
- Ask your questions about the assessments and how to prepare in this dedicated channel on the Community of Practice.
- Learning is iterative right? It moves in cycles, so keep progressing around this loop from novice, to facilitator, to coach, to expert. The learning is never ending.
I’m sure there are more ideas, so you might want to ask any certified Holacracy coaches that you know how they learned their skills. If you have any others to add, please add them below.