Welcome! This page offers all the carefully curated sociocracy templates that helps use sociocracy successfully.
- All templates in grey and marked with a 🆓 are free to the general public.
- The templates in colorful boxes and marked with a 🌟 are prime content; you get them included in our Organizational Learners package.
If you implement sociocracy, don’t miss our two books on sociocracy:
How sociocracy works
in a sociocratic
organization!
How to transition
and implement sociocracy
in a non-sociocratic organization
Minutes/notes templates
The meeting agenda template improves your meetings instantly! It’s one of the most important sociocracy templates.
You don’t have editing rights – please make a copy to see the template in your drive. Alternatively, you can download it as a docx file.
Watch this video on how to use the template
🆓 Regular meeting template
A simple and light template with all key features for meeting agendas and notes.
🌟 Performance review template
A template for performance reviews following the standards. All prompts are embedded – just copy and begin.
This is exclusively part of the Organizational Learners package.
Role descriptions template
Role descriptions help keep clear accountability and ownership. These templates show you how to be clear without being overly bureaucratic. The full version also includes standard role descriptions ready to use and tailor to your organization.
🆓 Example role
This template shows you what a role description can look like for operational roles.
🆓 Fill-out role
Ready to define your roles? Fill out this template and you know you’ve covered all areas.
🌟 Standard roles
Role descriptions for standard roles, incl. leader, delegate, facilitator, secretary, logkeeper, General Circle leader, Mission Circle members.
This is exclusively part of the Organizational Learners package.
Circle diagrams templates
The circle structure gives clarity on who decides what – allowing many decisions to be made in different places.
To draw your own structure, you can work off other organizations’ structures as seen here. In addition, use these resources:
🆓 Example diagrams
See the resource page of the Implementation companion From Here To There for diagrams by sector. The book also includes a thorough description with two paths: bottom-up (activities clustered into structure) or top-down (from aim to sub-aims).
The article “How to design a new circle structure” describes the top-down way.
🆓 Aims/domains table
These aims/domains tables illustrate how a circle structure can define the aims and decision-making domains for each circle to provide more depth to the circle structure
🌟 Step-by-step video
For Organizational Learners, we offer a video-led step-by-step guide.
This is exclusively part of the Organizational Learners package.
Onboarding for new members and roles
While the first wave of people is often trained when the implementation happens, over time, new people join and need to be oriented to the governance system.
In addition, people in roles need to be onboarded into their responsibilities – they can’t fill their roles if they don’t know what’s expected of them!
Many organizations create their own onboarding materials. Below you can see materials we have created for organizations to use.
🆓 Free ebook and video
As a free resource, you are welcome to use the ebook or the 19min sociocracy introduction video or the primer in your onboarding.
Booklet for roles
We have a guide for onboarding in roles that you can purchase and share. We offer bulk orders starting from 6 copies and discounts for getting all 3 booklets.
🌟 Role video class
Organizations can use these 30min on-demand video classes to train their new role-holders and give them the chance to shine!
This is exclusively part of the Organizational Learners package.
(Coming in Oct 2025)
Governance agreements and bylaws
Governance agreements spell out the “rules of the game” and are therefore essential for shifting the power into the collective for real.
In this section, you can find samples that other groups used.
Note that, of course, we cannot give legal advice outside of a formalized client relationship.
🆓 Governance Agreement
Our own governance agreement shows you what needs to be defined to cover all essential areas.
🌟 Other governance policies and bylaws
- An example from/for a nonprofit (based on a small New Hampshire Non-Profit Corporation).
- NGO bylaws and governance agreement
- Coop bylaws
- Coho governance agreement
- Also see the implementation handbook From Here To There, for three governance agreements with explanations
This is exclusively part of the Organizational Learners package.
Health checks
It’s hard to see entrenched patterns from the inside – a fresh outside look view is worth a lot!
- Do people trust each other?
- How good are your meetings?
- How effective is your decision-making?
- How well is your structure working for you?
- How good is your information flow?
🆓 Health Check (free)
Complete a 5-min quiz.
Get an instant breakdown of your organization’s health score.
🆓 Organizational Sociocracy Assessment (one-time)
We compile the responses from your group and create a report with graphs to illustrate the areas of strength and those of growth.
We meet with you to review your results so you can create a plan to improve your governance system.
🌟 Regular health checks with a consultant debrief
Tests how you are doing with your governance system to identify weak spots and offer tailored support
Benefit from a regular check to build a successful trajectory over time.
This is exclusively part of the Organizational Learners package.
