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Process family

Manager System

5 connected processes, ordered by what depends on what, with the objects handed from one to the next and the measures that sense the family's performance.

Chain · 5 processes

  1. 01
    Establish the Manager Operating Role

    Define, authorize, equip, and review the manager role as an operating mechanism connecting business direction, work, people, decisions, systems, and feedback.

    Lock reference · Draft

    Leads the chain · no in-family handoff

  2. 02
    Run the Team Operating Cadence

    Run the minimum recurring planning, coordination, decision, learning, and improvement mechanisms needed to keep team work visible and moving.

    Lock reference · Draft
    Handoff from Establish the Manager Operating Role · trigger — The Manager Operating Charter launches or changes.
    Carries · Manager Operating Charter · Manager Operating Cadence
  3. 03
    Manage Team Capacity and Priorities

    Match authorized demand to real team capacity through explicit priorities, work-in-process limits, tradeoffs, commitments, and escalation.

    Lock reference · Draft
    Handoff from Run the Team Operating Cadence · trigger — The cadence identifies a capacity or priority decision.
    Carries · Team Operating State · Coordinated Work Commitments
    Handoff from Establish the Manager Operating Role · trigger — The manager charter launches or changes.
    Carries · Manager Operating Charter
  4. 04
    Enable Decisions and Escalation

    Move consequential operating questions to timely, evidence-based decisions through explicit authority, participation, escalation, fallback, communication, and review.

    Lock reference · Draft
    Handoff from Run the Team Operating Cadence · trigger — A material decision requires focused work or authority beyond ordinary cadence.
    Carries · Team Decision Record · Escalation Handoff
    Handoff from Manage Team Capacity and Priorities · trigger — A required tradeoff exceeds authority or crosses an escalation threshold.
    Carries · Capacity Decision Brief · Capacity and Priority Options · Escalation Handoff
    Handoff from Establish the Manager Operating Role · trigger — The decision is framed and authority is resolved.
    Carries · Manager Operating Charter · Manager Decision and Interface Map
  5. 05
    Review Manager-System Health

    Review how the manager role, team work, authority, capacity, cadence, decisions, support, systems, and leadership context combine to enable or constrain team effectiveness.

    Lock reference · Draft
    Handoff from Establish the Manager Operating Role · trigger — A health-review point or material signal occurs.
    Carries · Manager Operating Charter · Manager Role Health Review
    Handoff from Run the Team Operating Cadence · trigger — The review assembles manager-system evidence.
    Carries · Cadence Health Review
    Handoff from Manage Team Capacity and Priorities · trigger — The review assembles operating conditions.
    Carries · Capacity and Priority Review
    Handoff from Enable Decisions and Escalation · trigger — The review examines manager and team decision conditions.
    Carries · Decision Outcome Review · Decision-System Improvement Record

Measures · 30

outcome

Manager-enabled team effectiveness

Does the manager mechanism help the team produce intended outcomes within required conditions?

Combined review of team outcomes, quality, flow, learning, capability, feedback, decision performance, and guardrails; not causal attribution of team output to one manager.

Establish the Manager Operating Role

quality

Manager-charter completeness

Does each manager role have explicit outcomes, decisions, interfaces, cadences, support, controls, and review?

Active manager roles satisfying required charter fields divided by all active manager roles.

Establish the Manager Operating Role

cycle-time

Manager decision and escalation flow time

How long do recurring team decisions and escalations take to reach an authorized disposition?

Elapsed time from valid decision or escalation trigger to accepted outcome, by type, authority, and wait cause.

Establish the Manager Operating Role

adoption

Manager operating-charter use

Are decisions, team cadence, manager feedback, and role reviews using the current charter?

Applicable manager-system events linked to the current charter version divided by all applicable events.

Establish the Manager Operating Role

exceptions

Manager-system exception pattern

Where do ownership, authority, cadence, support, interface, capability, or system conditions repeatedly fail?

Exceptions by team, decision, interface, severity, cause status, owner, and age.

Establish the Manager Operating Role

guardrail

Workload, voice, dignity, fairness, safety, quality, and privacy guardrail

Is team performance being purchased through overload, silence, exclusion, retaliation concern, unsafe work, poor quality, invasive monitoring, or inconsistent treatment?

Context-specific review of workload, employee voice, turnover, inclusion, safety, quality, privacy, conduct, and feedback evidence; not a causal or legal conclusion.

Establish the Manager Operating Role

outcome

Cadence operating value

Does the cadence improve shared state, coordination, decision flow, and adaptation relative to its attention cost?

Combined review of decisions, resolved dependencies, commitment reliability, participant evidence, outcome movement, and time cost; not meeting satisfaction alone.

Run the Team Operating Cadence

quality

Material-item closure quality

Does every material item leave through a decision, commitment, evidence request, or acknowledged route?

Material agenda items with complete state, owner, timing, and source update divided by all material agenda items.

Run the Team Operating Cadence

cycle-time

Decision and dependency flow time

How long do ready decisions and material dependencies wait for accepted disposition?

Elapsed time from ready state to decision or acknowledged dependency outcome, by type, authority, and wait cause.

Run the Team Operating Cadence

adoption

Authoritative state adoption

Are participants preparing from and updating source systems rather than shadow reports?

Applicable items sourced from and closed in authoritative systems divided by all applicable items.

Run the Team Operating Cadence

exceptions

Cadence exception pattern

Where do preparation, attendance, evidence, decisions, commitments, interfaces, or system updates fail?

Exceptions by mechanism, type, owner, severity, cause, recurrence, and disposition.

Run the Team Operating Cadence

guardrail

Attention, access, voice, safety, quality, and privacy guardrail

Does cadence create overload, exclusion, silence, performative reporting, unsafe delay, quality loss, or inappropriate individual monitoring?

Context-specific review of time load, participation, shifts, access, voice, safety, quality, privacy, and participant feedback; not a causal or legal conclusion.

Run the Team Operating Cadence

outcome

Commitment-plan operating fit

Does the plan protect priority outcomes within responsible capacity and guardrails?

Combined review of outcome delivery, quality, reliability, flow, displaced work, workload, and guardrails; not utilization or volume alone.

Manage Team Capacity and Priorities

quality

Demand and capacity evidence completeness

Are commitments based on valid demand and explicit capacity, constraint, and uncertainty evidence?

Material commitments satisfying required demand and capacity fields divided by all material commitments.

Manage Team Capacity and Priorities

cycle-time

Priority work flow time and reliability

How long does accepted priority work take and how reliably does it meet its agreed review or delivery point?

Elapsed-time distribution and commitment reliability for accepted priority work, with wait, rework, and interruption separated where useful.

Manage Team Capacity and Priorities

adoption

Authorized-plan use

Is material work admitted, prioritized, changed, and stopped through the current plan and demand gate?

Applicable work linked to the active plan or authorized change divided by all applicable work.

Manage Team Capacity and Priorities

exceptions

Demand and capacity variance pattern

Which demand, estimate, interruption, dependency, constraint, or change assumptions repeatedly fail?

Material variances by source, type, work class, constraint, cause status, impact, and disposition.

Manage Team Capacity and Priorities

guardrail

Workload, safety, quality, maintenance, learning, and fairness guardrail

Is delivery being purchased through overload, unpaid or hidden work, unsafe shortcuts, quality loss, maintenance deferral, exclusion, or capability erosion?

Context-specific review of workload, overtime, recovery, safety, quality, maintenance, learning, voice, and workforce evidence; not a causal or legal conclusion.

Manage Team Capacity and Priorities

outcome

Decision operating effect

Does the decision produce its intended outcome within accepted conditions and guardrails?

Structured comparison of intended outcome, implementation, assumptions, side effects, context, and guardrails; not outcome alone as proof of decision quality.

Enable Decisions and Escalation

quality

Decision control completeness

Does each material decision contain question, authority, evidence, options, state, rationale, dissent, implementation, fallback, and review?

Material decisions satisfying required fields divided by all completed material decisions.

Enable Decisions and Escalation

cycle-time

Decision response and flow time

How long do decision-ready questions wait for an explicit state?

Elapsed time from accepted brief to authorized state, separated by authority, evidence, participation, and owner waits.

Enable Decisions and Escalation

adoption

Controlled decision-method use

Are material decisions using the governed question, authority, evidence, record, handoff, and review mechanism?

Applicable material decisions linked to the active method divided by all applicable material decisions.

Enable Decisions and Escalation

exceptions

Decision-system exception pattern

Where do questions, authority, evidence, response, escalation, handoff, implementation, or review fail?

Exceptions by decision type, level, interface, severity, cause, age, and disposition.

Enable Decisions and Escalation

guardrail

Voice, expertise, safety, quality, ethics, privacy, and retaliation guardrail

Does the mechanism suppress dissent, bypass expertise, delay protected escalation, expose restricted data, or punish good-faith challenge?

Context-specific qualified review of participation, dissent, escalation, overrides, access, outcomes, and participant feedback; not a causal or legal conclusion.

Enable Decisions and Escalation

outcome

Manager-system health movement

Do approved changes improve the intended operating conditions and team outcomes within guardrails?

Combined longitudinal review of targeted conditions, team operation, experience, outcomes, implementation, context, and guardrails; not causal attribution to the manager alone.

Review Manager-System Health

quality

Health diagnosis evidence completeness

Does each material finding have triangulated evidence, context, alternatives, confidence, ownership, and safeguards?

Material findings satisfying required diagnostic fields divided by all material findings.

Review Manager-System Health

cycle-time

Material health-signal response time

How long does a material signal take to reach containment, diagnosis, and an acknowledged action owner?

Elapsed time from accepted signal to controlled disposition, by severity and route.

Review Manager-System Health

adoption

Reciprocal improvement commitment completion

Are manager, leadership, process, system, and organization commitments being completed and verified?

Due material commitments with accepted implementation evidence divided by all due material commitments, by owner domain.

Review Manager-System Health

exceptions

Manager-system issue pattern

Which role, authority, span, capacity, cadence, decision, support, process, system, or leadership issues recur?

Findings and exceptions by ownership domain, team context, severity, recurrence, cause status, and disposition.

Review Manager-System Health

guardrail

Voice, confidentiality, retaliation, workload, dignity, safety, quality, and privacy guardrail

Does review or management operation create suppressed voice, identification risk, retaliation concern, overload, unfair treatment, unsafe work, quality loss, or invasive monitoring?

Qualified review of feedback participation, access, incidents, actions, workforce patterns, safety, quality, privacy, and participant evidence; not a causal or legal conclusion.

Review Manager-System Health