Process family
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
Turn the role and current business context into a small, coherent, revisable set of outcomes, operating expectations, evidence, and support commitments.
Leads the chain · no in-family handoff
Run a recurring operating conversation that connects current outcomes, evidence, obstacles, feedback, support, decisions, and learning.
Reach a fair, evidence-based view of contribution across the actual expectations, context, support, and changes that governed the review period.
Build capability through relevant work, deliberate practice, feedback, support, and evidence—not a catalog of courses.
Make an evidence-based decision about expanded scope, progression, readiness, succession consideration, lateral movement, or continued development against real work and explicit authority.
Measures · 30
outcome
Can the role holder and manager use the agreement to make consistent priority and tradeoff decisions?
Structured review of shared understanding and decision use, supported by examples rather than self-report alone.
Align Role Outcomes and Expectationsquality
Does the agreement contain the required outcomes, authority, interfaces, evidence, guardrails, and support?
Required agreement fields accepted or explicitly waived divided by all required fields.
Align Role Outcomes and Expectationscycle-time
How long does a valid trigger take to produce an acknowledged agreement?
Elapsed time from accepted trigger to published agreement, with waiting causes classified.
Align Role Outcomes and Expectationsadoption
Are ongoing work and feedback discussions anchored to the current agreement?
Applicable check-ins referencing the current agreement and relevant outcomes divided by all applicable check-ins.
Align Role Outcomes and Expectationsexceptions
How often and why do outcomes change outside normal review?
Material changes by trigger, cause, timing, affected outcome, and approval.
Align Role Outcomes and Expectationsguardrail
Are outcomes encouraging hidden work, unsafe shortcuts, poor quality, information withholding, inequity, or unsustainable load?
Context-specific review of quality, safety, ethics, collaboration, workload, exceptions, and participant feedback.
Align Role Outcomes and Expectationsoutcome
Do check-ins improve shared understanding, decisions, support, and timely adaptation?
Structured participant and action review supported by examples of decisions and resolved obstacles; not satisfaction alone.
Run Manager Check-ins and Feedbackquality
Do material items leave with clear decisions, owners, timing, and follow-up?
Material agenda items with complete disposition divided by all material agenda items.
Run Manager Check-ins and Feedbackcycle-time
How long do material obstacles wait for decision, support, or escalation?
Elapsed time from recorded material obstacle to accepted disposition, by type and owner.
Run Manager Check-ins and Feedbackadoption
Are scheduled conversations occurring with current evidence and reciprocal participation?
Completed applicable check-ins meeting minimum usefulness controls divided by scheduled applicable check-ins.
Run Manager Check-ins and Feedbackexceptions
Which matters repeatedly exceed routine management authority?
Controlled handoffs by type, source, receiving process, urgency, recurrence, and closure.
Run Manager Check-ins and Feedbackguardrail
Does the process create avoidance, retaliation concern, excessive documentation, surveillance, unsustainable load, or consequential surprise?
Qualified review of participation, corrections, feedback, workload, access, escalation, and formal-decision evidence; not a clinical or legal conclusion.
Run Manager Check-ins and Feedbackoutcome
Does the review create a credible shared account and useful controlled forward actions?
Structured review of understanding, accepted handoffs, and subsequent action quality; not agreement or rating distribution alone.
Review Performance and Contributionquality
Is each material conclusion supported by applicable evidence and context?
Material conclusions with traceable expectation, evidence, context, and limitation divided by all material conclusions.
Review Performance and Contributioncycle-time
How long does an eligible review take from record assembly to acknowledgement?
Elapsed time by stage, separating evidence, manager, calibration, approval, and discussion waits.
Review Performance and Contributionadoption
Are reviewers using current expectations, whole-period evidence, calibration, and response controls?
Completed reviews satisfying the active method divided by all completed reviews.
Review Performance and Contributionexceptions
Where do evidence, timing, standards, calibration, communication, or routing fail?
Exceptions by type, manager, process stage, severity, cause, and disposition.
Review Performance and Contributionguardrail
Do review patterns show unexplained differences, retaliation concern, invasive evidence, poor treatment, or consequential surprise?
Qualified review of conclusions, evidence, corrections, responses, access, handoffs, and participant feedback; not a causal or legal conclusion.
Review Performance and Contributionoutcome
Is the intended capability demonstrated and sustained in relevant work?
Context-specific assessment of approved capability evidence and work application; not course completion or causal attribution alone.
Build and Operate a Development Planquality
Does each disposition include relevant capability, transfer, support, barrier, and guardrail evidence?
Required disposition evidence fields complete or explicitly waived divided by all required fields.
Build and Operate a Development Plancycle-time
How long after plan approval does the learner receive the first relevant supported work opportunity?
Elapsed time from approval to verified meaningful practice, with delay cause and owner.
Build and Operate a Development Planadoption
Are planned practice, feedback, support, and review cycles occurring?
Completed material plan events divided by due material events, interpreted for relevance rather than compliance alone.
Build and Operate a Development Planexceptions
Which opportunity, access, workload, support, method, or work barriers recur?
Barriers by type, capability, owner, severity, age, cause, and disposition.
Build and Operate a Development Planguardrail
Does development create unequal opportunity, inaccessible participation, unsafe stretch, excessive unpaid burden, retaliation concern, or misleading promises?
Qualified review of access, assignments, workload, support, outcomes, participant feedback, and downstream use; not a causal or legal conclusion.
Build and Operate a Development Planoutcome
Does the authorized movement or readiness decision prove useful in the target context?
Structured review of transition, role outcomes, capability use, support, retention, and changed conditions; not causal attribution to the decision alone.
Make a Progression or Talent Decisionquality
Does every decision have target, evidence, aspiration, context, calibration, authority, and limitation records?
Decisions satisfying required evidence and control fields divided by all completed decisions.
Make a Progression or Talent Decisioncycle-time
How long does a valid trigger take to reach communication and acknowledged routing?
Elapsed time from charter admission to acknowledged decision, separated by evidence, calibration, approval, and communication waits.
Make a Progression or Talent Decisionadoption
Are decisions using approved target standards, evidence boundaries, calibration, authority, and handoffs?
Completed decisions conforming to the active method divided by all completed decisions.
Make a Progression or Talent Decisionexceptions
Where do opportunity, evidence, timing, calibration, authority, communication, or implementation fail?
Exceptions by type, decision path, target, owner, severity, cause, and disposition.
Make a Progression or Talent Decisionguardrail
Do patterns show unexplained differences in consideration, opportunity, outcomes, information access, treatment, or implied promises?
Qualified review of candidate pools, evidence, opportunity history, decisions, communications, responses, and outcomes; not a causal or legal conclusion.
Make a Progression or Talent Decision