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On this page
  • Monitor external events
  • Seek out opportunities to connect with target audiences
  • Monitor internal events
  • Processes
  • People
  • Participate in the Representatives Meeting
  • Preparation for the representatives meeting
  • Council Meeting / Community Update
  • During the meeting:
  • Review finance requests
  • New request
  • Manage wallet and make payments
  • Send payments to all members at the end of the month:
  • Maintain department documents
  • Update processes and share with the team
  • Facilitate department Town Hall

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  1. teams / departments
  2. Operations
  3. Roles
  4. Representative

Workflow

PreviousRepresentativeNextRepresentative Monthly Finances

Last updated 1 year ago

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Monitor external events

Interview and observe external parties, the market, and advisors.

Seek out opportunities to connect with target audiences

Keep track of paying clients and stakeholders

If you find places, events, communities, or teams that can benefit from collaborating with your department, it's your responsibility to establish these connections. Over time, you will need to monitor the frequency of the collaborations and how incoming requests can stay balanced with the outgoing work, in order to keep your department stable.

Make sure the number of interested contributors are in balance with clients

If you meet someone who may be a good fit for being an Expert at Deep Work, use to place them on a . Project Managers can then review the list and see if they want to work with someone new.

Monitor internal events

Ensure constant alignment of the department with the overall mission of Deep Work in fulfilling its goals.

Processes

Interview internal members and monitor weak areas in the system.

Make sure you review the results of retrospective meetings and communicate with the team about potential changes in the overall process. Sometimes the results mean that the organization needs to be updated.

People

Suggest collaboration opportunities if you have a sense that multiple people in your department are working towards a similar goal.

Sometimes people might come up with new project ideas. Support their efforts and explore opportunities for new work.

Participate in the Representatives Meeting

Preparation for the representatives meeting

Before the meeting, write down notes in a Google Doc (or similar) with the following categories:

  • Intro

    • If needed, give an intro about who you are or a brief summary if your notes will be long.

  • Goals

    • What are you planning to achieve in the future? Where is your focus?

  • Tenets

    • What have you noticed to be true? What emergent behaviors have you observed?

  • Current state

    • What is the current state of the department? What should others be aware of?

  • Lessons learned

    • What have you learned since the last meeting? What is new or perhaps surprising?

  • Strategy

    • How are you planning to address issues or potential problems?

General recommendations for writing:

  • Use shorter than 30 words per sentence, but make it understandable for others.

  • Replace or support adjectives with data. E.g. instead of "the department is bigger", write "we have 3 new members"

  • Eliminate weasel words and be precise.

  • Pass the “so what” test. Make sure there is a clear reason to pay attention to your writing.

  • Avoid jargon & acronyms.

  • Use subject-verb-object structure.

  • Avoid clutter.

During the meeting, you might need to bring up suggestions for funding of internal work through treasury and communicate issues from your department to the other departments.

Pay attention to changes in other departments and make relevant adjustments in your department, in case it has been affected. Make sure you also share insights and changes from your department.

Council Meeting / Community Update

During the meeting:

  • Each representative will present their updates and propose funding requests.

  • Each representative will summarise the total amount they need from the treasury and explain any changes from the previous month.

  • Representatives will have a general discussion and debate over all budgets. Reviewing organisational constraints, external factors and their own decision making to approve the overall budget from the treasury to departments.

Review finance requests

...and protect organizational constraints.

When community members are interested in doing work for Deep Work, they might request payments from the department or treasury.

New request

When receiving a funding request for suggested work:

  • If you are not sure about the value of the suggested work, discuss it with the other representatives.

  • Review if your department wallet has enough funds to pay for the work, go to option 1. This is the easiest and fastest way to pay someone for their work.

  • If your department does not have the budget, and you see value in a project that requires payment, there are two other ways to process/execute the payment: see alternative options 1 and 2 below.

Altertnative Options:

Only make payment transactions after you reviewed the completed work!

Manage wallet and make payments

Review all payment requests to make sure all requests correspond to completed and valuable work.

Send payments to all members at the end of the month:

Maintain department documents

The following documents and systems need to be up-to-date but might differ for each department:

Update processes and share with the team

Sometimes after retrospectives, the documentation for a function or project needs to be updated. After updating the public documentation, make sure you share the update in Deep Teams:

Larger issues

Sometimes, improvements require more systemic updates or collaborative work to resolve problems. Ideally, the issue should be discussed with other members of the department first, to be confident in the usefulness change request.

Once discussed, if the scope involves the request for funding from the treasury. You can speed up the funding process by bringing up the issue to the other representatives and agreeing on the cost.

When you update the documentation, please remember to update all working files across tools like Notion, Miro, GitBook etc. When in doubt, refer to the operations department to show you the documents that need updating.

Facilitate department Town Hall

30-120 minutes

Once a month, facilitate a retrospective or "town hall" meeting to resolve team issues if necessary, give advice or share updates with members.

Every two weeks, there is a representatives meeting to discuss the current state of departments, review finances and roles. You can .

Pay From Department Funds: Set up a project in Deep Teams. Execute the payments as part of the .

No Department Budget and Non-Urgent: Add it to your department's monthly budget on the of your department and add a comment that it needs to be reviewed at the next Council Meeting/Community Update (whenever you meet all other representatives) You can then set up the project in Deep Teams to be paid the following month when the funds are moved to the department. Please note: funds are not confirmed until the monthly budget meeting and subsequent snapshot vote - make sure the project or anyone requesting funds is aware of the process. Execute the payments as part of the .

Urgent: to the treasury (please see the link and use the template). Create the project in Deep Teams. Make sure you after a successful vote.

Keep the , Miro board and Discord channel of your department tidy and up-to-date with current working data and orderly structure.

- department notes

- workflows and documentation

- relevant templates

- input forms

- add/remove channels

- current active members

- spreadsheets, templates, invoices, user files

- connecting the tools above

functions - adjusting multipliers based on governance proposal

- showcasing what the department has to offer, the price and other details

- experts who have not worked on projects before but have verified their skills through other means

this Typeform
list of potential experts
add it to your calendar here
representative monthly finances
Balance Sheet
representative monthly finances
Raise a Snapshot proposal
execute the payment
Representative Monthly Finances
Notion document
Notion
GitBook
Miro
Typeform
Discord
Sobol
Google Drive
Zapier
Deep Teams
Department Products
External expert database