{"slug":"run-manager-check-ins","name":"Run Manager Check-ins and Feedback","family":"Performance and Development System","version":"0.1.0","status":"draft","note":"draft reference — not a fitted standard","summary":"Run a recurring operating conversation that connects current outcomes, evidence, obstacles, feedback, support, decisions, and learning.","purpose":"Help manager and role holder steer the work while action is still useful, instead of reconstructing performance at a distant review.","steps":[{"sequence":1,"name":"Prepare from current evidence","purpose":"Focus the conversation on material work and decisions."},{"sequence":2,"name":"Understand the state of the work","purpose":"Build a shared view before evaluating or solving."},{"sequence":3,"name":"Exchange specific feedback","purpose":"Make useful information available in both directions."},{"sequence":4,"name":"Decide actions and support","purpose":"Convert insight into owned operating change."},{"sequence":5,"name":"Control changes and specialist routing","purpose":"Keep the check-in from silently becoming another decision process."},{"sequence":6,"name":"Record proportionately and follow through","purpose":"Preserve continuity and accountability without turning dialogue into surveillance."},{"sequence":7,"name":"Review patterns and improve","purpose":"Use accumulated conversations to improve work, management, and connected processes."}],"connections":[{"direction":"upstream","processName":"Align Role Outcomes and Expectations","processSlug":"align-role-outcomes","trigger":"The agreement is published or updated."},{"direction":"downstream","processName":"Align Role Outcomes and Expectations","processSlug":"align-role-outcomes","trigger":"A material expectation or context change is identified."},{"direction":"downstream","processName":"Review Performance and Contribution","processSlug":"review-performance-and-contribution","trigger":"The authorized formal review point occurs."}],"plannedConnections":[],"measures":[{"name":"Check-in steering value","definition":"Structured participant and action review supported by examples of decisions and resolved obstacles; not satisfaction alone.","cadence":"Quarterly"},{"name":"Decision and commitment closure","definition":"Material agenda items with complete disposition divided by all material agenda items.","cadence":"Per check-in"},{"name":"Obstacle response time","definition":"Elapsed time from recorded material obstacle to accepted disposition, by type and owner.","cadence":"Weekly or at each check-in"},{"name":"Useful cadence adoption","definition":"Completed applicable check-ins meeting minimum usefulness controls divided by scheduled applicable check-ins.","cadence":"Monthly"},{"name":"Check-in exception and handoff pattern","definition":"Controlled handoffs by type, source, receiving process, urgency, recurrence, and closure.","cadence":"Quarterly"},{"name":"Trust, privacy, workload, and surprise guardrail","definition":"Qualified review of participation, corrections, feedback, workload, access, escalation, and formal-decision evidence; not a clinical or legal conclusion.","cadence":"Quarterly and at material signal"}]}