Now GlassFrog adds your initials when you add agenda items during a meeting. If you type a dash '-' and your initials, then that overrides the initials GlassFrog displays.
For Secretaries, if you are adding an agenda item for someone else, type the item, followed by a dash and the initials of the agenda item owner. Then Facilitator can know immediately who owns each item.
GlassFrog Announcement - km
New in GlassFrog
As always, contact us with any questions or feedback via our webform.
We've extended our v3 beta API, adding functions to help sync GlassFrog with personal organizational systems.
More details are available in the api documentation.
Projects can now be sorted by business value to the organization. Simply open up a project and fill in the business value estimate (value) and the effort to complete the project (effort), and GlassFrog will calculate the Return on Investment (ROI) for that project.
About the Business Value Estimates
How to use Business Value Estimates in GlassFrog
You can get more details about the v3 API on the documentation page.
We've been working on improving the notifications system.
Here are recent updates:
We also did some bug fixes. For those who contact us about bugs, thank you because it helps us know the impact of bugs on you and also helps us to identify more ways to improve GlassFrog.
Contact us to let us know what you think, get help, or get answers to any questions you may have.
We have two new big pieces of functionality.
Highlights; see below for details:
Tactical meeting history
Subscribe to meeting emails
Manage your Subscriptions
Find your subscriptions by hovering your mouse over the drop down menu next to your name to the left of What's New in the upper right part of your screen.
Edit My Subscriptions
Uncheck boxes to edit your preferences, such as if you'd like to receive only Tactical or Governance meeting emails in the circles that you follow.
There is role data in the org chart, which will is informative when you are clicking and zooming in to see what roles are in a circle.
In addition to several bug fixes, other new features from the last release are:
I'm excited to announce that last week's release included a much needed update to the org chart.
The new visualization of an organization is now more aligned with a Holacracy structure. The circle structure view also now works much better for larger organizations. Click around to explore HolacracyOne's circle structure!
Here are a few tips for using your org chart:
There are more plans for enhancing the org chart, but this is a big step forward for now! If you have any issues with the circle structure, want to give us feedback, or have questions, contact GlassFrog Customer Support!
We've fixed some bugs and added a scratch pad for Governance meetings.
Scratch pad for temporary text:
Contact GlassFrog Customer Support via the Contact Us form with any questions or bug reports.
This is the equivalent of role notes but for the circle so circle level information can be tracked more effectively. (See below for an example.)
Example of a Circle Notes Page:
When creating proposals, there are fewer menu options for more intuitive navigation and viewing.
Create or edit roles in the left column, or create or edit policies in the right column.
Contact GlassFrog Customer Support with any feedback or questions.
Here is a pre-release announcement to give you a heads up about this big change!
The governance meeting interface is currently getting a big overhaul, which will likely be ready before or during next week. The update should help secretaries and other users have an easier time with GlassFrog during governance meetings.
Another announcement with more details and a video will be posted once the update is made, which will likely be in the next few days.
A couple of recent updates:
Role foci appear in search results.
Searching for Governance information will now return the role focus.
Publish role information
This is for checklists and role notes like processes.
This weekend we released an update improving the Circle Member list:
Yesterday's update includes several bug fixes and a major change to the Tactical Meeting interface. Click here to watch a Youtube demo.
Highlights of the new meeting interface:
There is now a notification when a meeting is in progress and a visible Triage Issues button/tab so any Circle member or Admin can join the meeting from their own computer if it is already in progress.
Anyone can type outputs and close the meeting, so if the Secretary leaves the meeting, anyone can take over from their own computer.
Click the Checklist, Metrics, Projects, and Triage Issues tab once in the meeting to navigate to the next step in the meeting process. The left blue sidebar lets you know where you are in the meeting process.
Type multiple draft outputs for each item, and then delete or save each of them.
Everyone can see when someone else types agenda items and outputs.
Edit previously saved outputs.
Anyone can capture their own agenda items and outputs, so you can help the Secretary.
This interface also makes it easier to click on the Roles tab or other governance information if you need to check Roles or Policies during a Tactical Meeting.
Contact us with any questions.
In Tactical Meetings, during Triage Issues, you now have the option to capture a 'Trigger' in addition to other actions and projects. Triggers are actions that need to happen after an event or date. For example, you could have a trigger to Tell Trainer the venue details after the venue is confirmed. Secretary would first enter the action, and then the triggering event or date. Both fields are labeled. The trigger gets assigned to a role, just like other actions and projects.
We deployed a few bug fixes and have some new functionality in both the Tactical and Governance interfaces.
Recently we did a handful of bug fixes that hopefully weren't too problematic for most users, but should make adding and editing policies, assigning roles, removing a sub circle, and configuring your anchor circle go a lot smoother! Thanks everyone for reporting issues, as it helps us in our efforts to improve GlassFrog.
New functionality includes a minor update and a bigger one.
Minor update: you can now easily notice if circle members are not filling roles (and may need to be assigned or removed from the circle). Click the person icon to the left of Roles when on the Roles/Circle page. (See screenshot.)
New: Configure your Anchor Circle.
New users can just rename their Board to what their Anchor Circle is called.
Click the Edit icon immediately to the right of the Board header on the circle/roles page, found by clicking the Board Circle in your new organization.
Type the Name, Short Name (if you wish), Purpose, and Lead Link (there will be a drop down to select the Lead Link). You are ready to go.
If you are using your Board, you can keep using it or rename it as described above, as needed.
If your GCC is really your Anchor Circle, and you don't use your Board, then you can delete it. Use caution, as you cannot currently create a new anchor circle if you decide you need to insert a new Anchor Circle (that will be some months from now based on our current prioritization.
To Absorb General Circle into the currently named Board:
Then Configure Board to be your Anchor Circle by renaming, updating Purpose, and adding former GCC Lead Link, as described above and in the video.
Circle Policies view, ability to add and edit Role Policies for your Roles with a Domain, and pasting a Role definition. Contact Customer Support with any questions or issues.
When you view a Circle page, Policies are now organized by Domain (see below, or visit this link for a live example). There are no longer categories. When you create a Policy for the Circle during a Governance Meeting, you still select a Domain. See this post for more on creating Policies and selecting Domains.
If your Role has a Domain, you can store your Policy in GlassFrog to control the Domain. If there is a Domain, an icon to add a new Policy appears immediately to the right of the Domain.
1. Click the icon. (See below.) (If a Role does not include a Domain, then the option to add a Policy does not exist.)
2. Enter a title and the Policy. Use role-linking/cross-referencing if applicable. Click Save.
Role Policies are found on the page for each Role - click a Role name in the Circle page/Roles page, and then the link to their Policies found next to the Domain. (See below for an example.)
After you click the link, you will see the Policies.
When creating or updating a Role in a Governance Meeting, you can now paste Role definition parts. If you've emailed a Proposal to the Secretary, it will be easier to enter.
The instructions are in the pop up, which is accessed by clicking the little icon to the right of the Role Name field during a Governance Meeting. (See below for icon.)
Below, a Domain was added, as well as two Accountabilities during a Proposal that Updated the existing Finance Role. Follow the instructions and label all lines that are not Accountabilities. (You may label each Accountablity too, but that is not needed.) Paste each part on a separate line.
When you click Submit, the definition will be added to the Role you are updating (or creating). Clicking Submit does not save the Proposal to the Governance records; you still need to click Accept Proposal if you want to capture it for the Governance records.
Updates for projects
With the recent release of Holacracy Constitutuon V4.0, we have some related development plans for GlassFrog, and they are prioritized along with other new functionality and bug fixes.
With this weekend's update, you'll notice some minor changes:
In addition to the above, there are new options for associating a Domain when creating and editing policies in Governance.
When creating a policy, 'None' is no longer an option for the affected Domain; select the Domain that each policy affects. If there is a specific Domian limited by the policy, as in the example below, then select that one.
The default option is All functions & activities within the Circle; this only limits those within the circle.
The policy interface has been updated. When you create a policy, include a category which is treated as a tag. Associate the policy with the relevant scope:
Hover over the policy name and the text will display on the right:
From within the Policy tab, click on a tag to see all policies within that category/tag:
When in a governance meeting or taking Secretary perogative, use the Update Policy button to associate existing policies witha scope.
Now you can archive your done projects to make them disappear from the project tab but stay in the database. Eventually, these will be findable via expanded operational data support, such as a Tactical Meeting History. If you'd like to actually delete a project, then you can still do that, but this is generally not advisable unless you want it to be gone forever (see below).
Decide a project needs to be destroyed rather than completed? Remove it from the project tab by clicking on the project card (see below).
In Grid view (found in project settings, click anywhere on a project card, and drag and drop a project either to reassign it to another person as individual action, move the project from one role to another (if viewing
by Role), and change the status.
To change the status/move to another column:
Click on the project card you want to move.
Drag the card to any where in the the desired column/status.
Release the mouse when the card is in the new status column.
Users can insert a URL into a project if needed to reference additional information about the project. This can be used to increase visibility into progress and clarity of what "Done" looks like for a project. To access the URL field, add or edit a project.
Users are now guided through the entire Tactical meeting process within GlassFrog to help circles easily practice and learn the process.
Secretary can open the meeting and the series of steps are displayed at the top from Check-In to Closing Round, and the corresponding tab will be displayed.
Click the green button to get to the next step. For example, after the checklist review, click Metrics to move to Metrics and display Metrics information.
During triage issues, enter agenda items one by one and hit enter after each one. Then click the check mark to complete it. Read the agenda announcement for more information and an image.
Tag role names within policies or role definition fields. Try out the new feature to link roles in accountabilities, purpose, and scope as appropriate. When creating a proposal, type the @ symbol followed by the role name, and you will get a drop down menu of options. Click the desired role and keep typing. If this cross-referencing feature is used, when the role name changes, the field referencing the role will automatically update. Additionally, if a proposal includes removing a role that is cross-referenced, GlassFrog will suggest specific objections to address the conflict.
See an example of cross linking with the auto complete feature:
Users can customize the look of the projects tab. Click the gear icon in the upper right corner of the projects tab to display the options.
1)Show all/Hide empty to display either all rows or only those that contain projects.
2)Group by person or by role to organize the projects depending on your preference or needs. By person may work well for tactical meetings, and by role may be more useful in other cases.
3)View as rows or grid to quickly show all current, waiting, done, or future, while still keeping the data of what role or person owns the project.
To close the settings, click the gear shape a second time.
Circle members may open a Tactical or Governance meeting without the Secretary via the large button icons located above the Projects tab. This is to allow circles to meet when the Secretary is absent. See Section 2.7.4 in the Constution v 3.0 for the protocol on Surrogates for Elected Roles.
For role fillers with no projects, the default view is that the role name is hidden and thus does not display on the Projects tab. To 'show all" circle members to add a project, click the Show all link in the upper right corner of the Projects tab.
When Opening a Tactical Meeting, users can now capture agenda items within the left sidebar of GlassFrog. The first item entered will appear at the top of the list.
Click Open Tactical Meeting.
The Secretary can enter items one by one and hit enter after each item to build the agenda.
Click the check mark to the left of the item when it is completed, or click the “x” to the right of the item to delete it.
Capture actions and projects as needed in the main column to the right of the agenda, and add items at any time to the agenda list.
Email the Account Manager or submit questions via the webform if you need support.
We have launched help text intended to support users even more to practice Holacracy when using GlassFrog. When viewing a circle, within the left column users can see definitions as mouse-over tooltips on small question mark icons directly to the right of key terms such as Purpose, Strategy, Scope, and Accountabilities. If you have any questions, let us know via the webform or by contacting your GlassFrog Account Manager!
You should now be able to easily assign a different project status by clicking on an icon in the upper left corner of each project card within the projects tab. With the check mark you can select status to done; select current with the green circle, select waiting with the red square, and select future with the hour glass.
If you have any questions, contact the GlassFrog Account Manager directly or use the webform.
As a result of this evening's update, you will now notice some differences in the overall visual appearance, including cleaner formatting when viewing the tabs in your circle. You'll also notice an indicator for project statuses, which will add more clarity for project tracking and weekly updates in tactical meetings. In addition to this visual indicator, you can select a status when adding a new project to the project tab. Clicking on a project name already captured will also allow you to choose Done, Current, Waiting, or Future.
Other changes are in the works and planned for the near future, and I will let you know as they arrive!
If you have any questions or comments, use the webform or contact me in my Account Manager role.
Enjoy these improvements, and let me know if you have any questions!
You may notice that GlassFrog looks a little different. As of yesterday evening, GlassFrog now appears in widescreen, which will support easier usage and reading. To experience the full effect, you may need to clear your cache. Hold the shift key and click refresh to do this. With any questions or issues, please contact us via our support form, and we will respond promptly.
As the next step in our plans for supporting the use of GlassFrog as a Corkboard, Organizations can now use GlassFrog for the Tactical Meeting Checklist Review. The Checklist tab is next to the Metrics tab. The available frequency options are weekly, monthly, and quarterly, and there is an optional field for a link for additional visibility. Checklist items can be associated with one role or all roles in a circle. Contact GlassFrog support with any issues or questions.
GlassFrog now supports metrics. You can find the Metrics tab next to the Projects tab within your circle. Click the "+" button to add a metric, where you can add a description, role, and frequency. Optionally, users can add a link to where the metrics are stored for more detail. For assistance, click here to use our webform.
You're about to see, if you haven't already, what we're so excited about: our GlassFrog production update has just deployed. In addition to the new look and extended information available from each Circle page, GlassFrog now bakes in support for Tactical as well as Governance meetings. We wish you well in your practice of Holacracy, which we expect will benefit from these new features. Feel free to contact us with any questions as we continue to develop GlassFrog!
Last night's anticipated update was delayed; everything is ready to go on our side and our current re-target is sometime today. We'll announce further details here and on Twitter as they become available.
Hello GlassFrog Users,
GlassFrog Account Manager
PS -- Also follow GlassFrog on Twitter at http://twitter.com/#!/GlassFrogNews
GlassFrog has a production update scheduled for this Friday, June 29th at 9pm ET which may involve some brief downtime.
What's up with GlassFrog? Follow us on Twitter for the latest news & status updates.
GlassFrog is scheduled for maintenance on Tuesday, June 5th between 10 pm and 12 midnight EDT (the actual time is likely to be only 1 hour or so, somewhere in that block).
As of a GlassFrog update tonight, we've added two key groups of functionality:
1) Working with Sub-Circles: You can now work with sub-circles in a governance meeting, including moving roles and policies from your circle into a newly-created sub-circle, and re-absorbing roles and policies from a removed sub-circle back into your circle. Creating a sub-circle can happen from scratch (for a totally new sub-circle), or you can expand an existing role into a full sub-circle. You'll see the new buttons to work with sub-circles within GlassFrog's governance meeting interface.
2) Working with Cross-Links: Version 3.0 of the Holacracy Constitution added the ability to authorize one sub-circle to appoint one of its roles as a cross-link into another sub-circle (see the Holacracy Constitution for details). This is now supported in GlassFrog, via a new act in a governance meeting to "Authorize a Cross-Link". Use this to either authorize a cross-link (by selecting a sub-circle from the resulting drop-down), or to specify a specific role to act as the cross-link (by selecting a role from the resulting drop-down). You'll see a cross-link role automatically show-up in the target circle's role list.
Looking forward, the GlassFrog development team here at HolacracyOne is now hard at work adding support for Holacracy's operational constructs. We'll announce updates as soon as they're available, and please do let us know if you have any questions or feedback in the meantime.
We've just added search functionality to GlassFrog, in addition to fixing several formatting and usability-related issues. You'll see the new search box in the nav-bar on most pages - try it out and send us any feedback or suggestions!
Hi Folks - We'll soon launch an update to GlassFrog™ which will enhance a circle's core roles: Facilitator, Secretary, Lead Link, and Rep Link. Once this update goes live, you'll see the definition (Purpose, Scope, and Accountabilities) of each of these roles listed in the system, just like you do with other roles. The definitions all come from the latest version (v3.0) of the Holacracy™ Constitution; for those still using Holacracy™ v2.x, this shouldn't create much trouble as the definitions are very similar.
Once this update is deployed, you'll also be able to add Accountabilities and Scope within a governance meeting to the Facilitator, Secretary, or Rep Link, and edit or remove anything you've added; the system will not support adding to the Lead Link role, as v3.0 of the Constitution does not allow this (you should create another role instead to differentiate functions from the Lead Link, even if it's then assigned to the same person).
We're pleased to announce that we've just launched several improvements to GlassFrog™, including this announcement system to keep you informed of future updates. Today's update included a major redesign of the governance capture interface (used by the Secretary during a meeting), as well as several bug fixes, tweaks, and minor improvements, which we hope will improve both the aesthetics and usability. Please contact us if you have any questions, feedback, or suggestions for future improvements.