Review Manager-System Health

Flow · 7 controlled steps

1. 01

   Charter the health review

   Define the question, use, evidence, and protections before collecting judgment.

   • — Define the review purpose, period, team and manager scope, decision owner, intended uses, exclusions, and required outputs.
   • — Identify stakeholder groups, evidence sources, access, anonymity limits, small-group risk, retention, and communication.
   • — Set urgent safety, quality, conduct, retaliation, privacy, employment, and other specialist escalation routes.
   • — Define review criteria around the active manager charter and system conditions.

   Responsible

   Manager-system process owner

   Output

   Manager-System Review Charter

   Decision

   Is the review useful, bounded, protected, and authorized?

2. 02

   Assemble balanced operating evidence

   Create a longitudinal view of outcomes and the conditions producing them.

   • — Assemble team outcome, quality, flow, capacity, workload, cadence, decision, escalation, dependency, customer, capability, turnover, absence, safety, and exception evidence as relevant.
   • — Collect manager charter, support commitments, authority, span, system, resource, strategy, organization, and context changes.
   • — Verify sources, definitions, effective periods, comparability, missingness, and appropriate level of aggregation.
   • — Exclude irrelevant, unlawfully obtained, overly invasive, or unsupported individual-level proxies.

   Responsible

   Manager-system process owner

   Output

   Manager-System Evidence Record

   Decision

   Is the operating evidence sufficient and fit for the review purpose?

3. 03

   Collect manager, team, and connection voice

   Add experience and work knowledge through a protected, decision-relevant method.

   • — Invite structured evidence from the manager, manager’s manager, team, and relevant connected owners about clarity, support, decisions, coordination, workload, inclusion, learning, and improvement.
   • — Ask for specific situations, effects, strengths, obstacles, and changed conditions rather than personality labels.
   • — Provide confidential or anonymous channels only with accurate limits and response expectations.
   • — Route urgent or governed concerns immediately and do not wait for synthesis.

   Responsible

   Manager-system process owner

   Output

   Protected Manager-System Feedback Record

4. 04

   Diagnose strengths and constraints

   Explain patterns across the manager and surrounding operating system before selecting a response.

   • — Compare observed conditions with the Manager Operating Charter and relevant work context.
   • — Identify strengths and constraints in manager practice, role design, authority, span, capacity, priorities, cadence, interfaces, capability, support, processes, systems, leadership, and organization.
   • — Triangulate sources, test alternative explanations, seek disconfirming evidence, and preserve uncertainty and dissent.
   • — Distinguish individual manager contribution from shared, upstream, and common system causes.

   Responsible

   Manager-system review owner

   Output

   Manager-System Health Diagnosis

   Decision

   Which explanation best fits the combined evidence and what remains uncertain?

5. 05

   Select proportionate improvement responses

   Act on the actual ownership domain instead of defaulting to manager training.

   • — Generate maintain, clarify, coach, practice, resource, delegate, change span, change authority, redesign cadence, improve process or system, redesign work, or reorganize options.
   • — Assess intended effect, effort, risk, dependencies, affected people, guardrails, reversibility, and evidence needed.
   • — Route formal performance, conduct, accommodation, investigation, safety, quality, labor, or employment matters separately.
   • — Prioritize the smallest coherent response set and define what will not be changed.

   Responsible

   Manager-system review owner

   Output

   Manager-System Improvement Options

   Decision

   Which response best addresses the supported cause within authority and acceptable risk?

6. 06

   Authorize and communicate the improvement plan

   Create one controlled plan with reciprocal commitments and protected communication.

   • — Approve actions, owners, resources, timing, support, evidence, review points, safeguards, and change authority.
   • — Document manager, manager’s-manager, team, process, system, and organization commitments separately.
   • — Discuss relevant findings and actions with the manager and communicate appropriate changes and feedback closure to the team.
   • — Protect identities and restricted information and distinguish acknowledgement from agreement.

   Responsible

   Manager-system review owner

   Output

   Authorized Manager-System Improvement Plan · Feedback Closure Communication

   Decision

   Is the plan authorized, feasible, proportionate, and safe to communicate?

7. 07

   Implement, verify, and improve

   Close the loop through changed conditions and outcome evidence.

   • — Execute manager-practice, support, authority, span, cadence, capacity, process, system, work, or organization changes through their proper owners.
   • — Review implementation, intended effects, team experience, operating outcomes, and guardrails at assigned points.
   • — Adapt, extend, stop, escalate, or close actions based on evidence and preserve null or adverse results.
   • — Update manager charters and connected processes prospectively and improve the review method from recurring patterns.

   Responsible

   Manager-system process owner

   Output

   Manager-System Improvement Review · Updated Charters and Connection Notices

   Decision

   What does implementation and outcome evidence support?

Connections

Seams · 20 hops within 2 steps

Upstream and downstream neighbourhood over public reference processes only. Each hop shows the trigger, carried objects, and what the receiving process loses if the producing step is skipped.

Roles

Systems + Data

Measures

Evidence + judgment

Draft reference standard. Requires client context and qualified employment, labor, accessibility, safety, quality, privacy, data, conduct, investigation, clinical, regulatory, and jurisdiction-specific review before deployment.