Solari Investor Circles

Roles

1. General

a. Suggest administrative roles, particularly, be rotated on a quarterly or semi-annual basis

b. Title holders should given the "R" (individual responsible) role, but others may be assigned to provide input (i.e., the "I" role)

c. Suggest that from the outset, your group decide how to fulfill these roles or functions given your particular mix of members, and to expand membership with these roles in mind. Typically each member will wear multiple hats; some roles will be rotated or divied up, others not.

d. Taking responsibility for a role does not mean taking responsibility for doing all the work; it means only to be sure the functions/tasks get done. For example, the Group Process Facilitator makes sure the meetings happen and run smoothly, and may personally never actually chair a meeting for the Circle, or s/he makes sure that responsibilities and timelines for a new project are clearly delineated even if s/he is not serving on that project.

2. Office holders/ roles

a. President + Vice President

i. head honcho

ii. chief decision maker (within a consensus-driven environment) and signer of key documents on behalf of Circle

iii. buck stopper

iv. titular head to community

b. Group Process Facilitator

i. Meeting chair (can be president) and meeting facilitator

· Keeps schedule, arranges meeting place and refreshments, etc.

· Works with Secretary to create and send out agenda and meeting reminders

· Time-keeper, process-tracker

ii. Other Group Process – see Appendix

c. Secretary/scribe

i. Arranges for minutes/note taking at meetings

ii. Keeps records for the Circle

iii. Drafts "resolutions" or proposals to be voted upon

d. Treasurer/money guy

i. Establishes bank account and acts with at least one other designated member in receiving and signing checks

ii. Gets tax ID number and acts as "tax matters partner"

iii. Produces financial statements

iv. Makes/communicates tax positions and arranges for production of K-1s

v. Is or communicates with accountant/attorney re: Circle legal and tax matters

e. Trader/transaction guy – project proposals (each project or transaction may have a different “R” for this purpose)

i. Establishes trading accounts, if necessary, and acts as one of at least two designated members to authorize trades or sign transaction documents

ii. Tracks and reports on national and local market activity and Circle positions and performance in any markets

iii. Researches and proposes Circle transactions

f. Spiritual healer/earth mother/ mental and physical health guru

i. Responsible for social aspects of the Circle

ii. Keeps track of people's comings and goings, follows up on issues of discontent and spiritual disharmony, organizes prayers, affirmations and statements of intention

iii. Keeps spiritual aspects of mission on-track, documents and affirms coming-clean activities

g. Knowledge manager/DaVinci

i. Builds knowledge of local data and how it affects and is affected by outside forces

ii. Tool designer

iii. Centralized resource for individual data miners

iv. Map maker

h. Techie/ software designer

i. Reviews and recommends packaged programs and communications mechanisms (email, groupware, Excel spreadsheets, etc.)

ii. Tool maker

i. Politico/Networker

i. Researches, figures out or otherwise masters how the money and power work in the neighborhood

Examples: schools, zoning, power, emergency services, water and sewer district, county or city counsel, recreation, local taxes and money-generators, legislative systems (levies, etc.), identities of office and power holders, churches, small businesses and other important organizations

ii. Interfaces with other groups

j. Renewable Resources Networker

i. Researches the engineering and technology that allows us to move toward local self-sufficiency in healthy food, clean water and energy, transportation

ii. Helps the group understand how to secure our own natural infrastructure – sourcing healthy water, food, energy and utilities

iii. Educates about our local land/environment

iv. Identify investment opportunities in the natural/environmentalist realm

k. Legal eagle

i. Strives for mastery and documentation of securities, trademark, corporate, partnership and fiduciary issues

ii. Tax and investment oversight/input

iii. Contract review and approval

iv. Documentation of formation of partnership, amendments, maintenance of existence

v. Transaction structuring, negotiation and documentation

l. Education Learner/Teacher

i. Increases the learning metabolism of the Circle