Get Ready for the Governance Facilitation Assessment


The Governance Assessment is a measurement of Holacracy facilitation and coaching skills during governance meetings. The scenario (described below) will be the client’s fourth governance meeting as a circle, which we use to evaluate different levels of facilitation skill.

The Governance Assessment is more than an assessment. It’s also as a learning tool which fills a gap our public trainings are not designed to satisfy. Therefore, in order to provide candidates the most valuable feedback possible, it is an intentionally difficult assessment.

What to Expect

The assessment is a 2-hour Governance meeting that you will be facilitating and coaching while you facilitate — as you would for a client organization. We will have 2 assessors (Certified Holacracy Coaches) following a script as if they were members of the client company.

As this assessment is also a learning opportunity, we have dedicated time for feedback. However, we will stay inside the simulation as much as possible to replicate a real meeting. After each proposal, the assessors will review your facilitation with you and provide feedback.

If you have any questions, feel free to contact us. You’ll also be able to ask questions to the assessors at the beginning of the session, before the assessment starts.


The facilitation/coaching for each proposal will be scored primarily on the following criteria (in no particular order):

Each facilitated proposal will be scored on a scale from 0 to 2:

NOTE: The assessment is NOT scoring any initial introduction you may do as a guest Facilitator, nor the check-in, administrative concerns, and building of the agenda. The focus of the assessment is on how candidates help the participants process their governance agenda items. You will be given the choice of whether you want to do the introductory steps to ‘warm up’ or just go straight into processing agenda items.

Setup for the Governance meeting session

There will be 2 Assessors and 1 Candidate.

Technical Setup

Here’s what you need to set up ahead of time:

Advice for you from Previous Assessment Candidates