A Talent-development leader with a defined cohort and manager support, but too little time to operate a complete feedback-to-development cycle.
Use suitable approved feedback and draft plans, with a defined cohort, participant consent and manager support. A new common 360 survey, instrument and report-production process is separately scoped when needed.
We check approved feedback, organize interpretation and action planning, agree practical manager support, coordinate the sessions and records, and complete a follow-up review for each completing participant.
Participants complete their practical development assignments. Managers agree and provide support. The complete confidential feedback report does not have to be shared with the manager.
Weeks 1-3: Accept existing feedback or run a separately agreed common survey cycle; verify report quality and confidentiality. Timing is confirmed after inputs and access are accepted.
For each completing participant: a practical written assignment, recorded manager support and a completed follow-up review. Record nonattendance, missing consent and unresolved obstacles explicitly.
Only when the cohort, development question, feedback approach or instrument requirements cannot yet be scoped. Existing acceptable feedback and draft plans should be reused.
The cohort or manager support is undefined, approved feedback or participant consent cannot be obtained, or the buyer expects generic curriculum, unlimited coaching or a guaranteed improvement in leadership ratings.
A new survey, group curriculum, repeated coaching and post-program impact/ROI analysis are optional. No promise of improved leadership ratings or causal business impact.
Approved feedback quality and confidentiality; one practical development priority per leader; a work assignment and progress evidence; manager support; consent, attendance and unresolved obstacles.
Illustrative example of the record we use.
The bundles are new pilots.
Feedback and Commitment Review. Prepare and interpret approved feedback; Agree a practical assignment with the manager; Review implementation and adjust commitments.
Up to eight leaders using one approved feedback approach. One reviewed existing feedback report, one combined 60-minute interpretation/action-planning session, one 45-minute participant/manager session and one 30-minute follow-up per leader. Scheduling, reminders and plan records are included.
Josh: Lead interpretation, development planning and manager conversations, subject to the agreed instrument and assessment method.
Scot: Own survey/report operations where purchased, quality checks, scheduling and progress records.
Each participant: 2 hours 15 minutes of scheduled sessions, plus any survey and development work. Each manager: 45 minutes plus agreed support.
Proposed cohort coordination fee plus a fixed completed-cycle fee per participant; survey administration added only when needed.
Additional populations, participants, roles, sources, meetings, workstreams or review periods are agreed as separate scope where relevant.
Proposed pilot scope. We agree the remaining work, usable inputs, responsibilities and fees before starting. Timing depends on accepted inputs and the required people being available. Your team retains approvals and its assigned business actions.
Feedback reports or draft development plans exist, but practical assignments, manager support and follow-up are not organized.
Scope, responsibilities and what happens next.
