Holacracy Facilitation Assessments

The Holacracy® Facilitation Assessments are designed to both assess and reinforce your ability to facilitate and coach a circle installing the new habits required for the adoption of Holacracy. There are two assessments: the Governance Facilitation Assessment and Tactical Facilitation Assessment, which evaluate your ability to facilitate and coach live during separate simulated Governance and Tactical Meetings. Depending on your performance, you may be able to obtain the Holacracy Facilitator or Holacracy Coach credentials for a period of 2 years. Passing both Governance and Tactical Assessments at the appropriate level is required to obtain either credential.

A Learning Opportunity

More than an assessment, these simulations are also a great opportunity to practice your facilitation and coaching skills in a safe environment. You will receive ample feedback to help you hone your facilitation and coaching skills.


The Holacracy Facilitator or Holacracy Coach credentials may be obtained as a result of passing these assessments. The threshold is of course different for each credential: a certified Facilitator needs to be able to facilitate a newly practicing circle, while a certified Coach must additionally be able to provide them appropriate coaching. More details on the different expectations for each credential on the Licensing & Certification page.

How it works

Currently the assessments can only be delivered in English and may be made available in other languages in response to demand. If you would like to take an assessment in any other language, please let us know.

How to prepare

The best way to prepare for an assessment is to have lots of experience facilitating real people in real situations. In addition:

  1. We have collated over 15 ways to attain the knowledge, experience and skills to become a Holacracy Facilitator and Coach
  2. One of our Holacracy Coaches has these suggestions for how to prepare for the Governance Assessment and Tactical Assessment, with lots of expert tips on facilitation and coaching in Holacracy meetings.
  3. If you still have specific questions, then post your questions on the Practicing Holacracy Forum of the Community of Practice
  4. You may want to join or set-up an online practice group to exercise your facilitation and coaching skills live. Examples of some can be found on the Community of Practice and here’s some guidance on setting up a practice group.

Book your Facilitation Assessments

Book Your Governance Assessment

Book Your Tactical Assessment

Please note before booking:

To request priority scheduling, a payment plan or if you have any questions or feedback about the assessments or Certification Program please contact us.