Cluster 2 workbook

Section 5

Turning findings into learning and support

A finding is not yet a design. This section shows what each survey result points towards: what could be taught, what could be practised at work, what a manager contributes, and what only the organisation can provide.

Six ways to respond

Most needs require more than one. Deciding which combination applies is the design work.

Taught development

Workshops, formal learning modules and the emphasis to be placed within them.

Appropriate when participants need shared concepts, common language, structured practice, exposure to alternative approaches or facilitated reflection. A workshop should not be used simply because a topic is popular.

What to specify
  • The development outcome the session is intended to support
  • The relevant evidence from the survey
  • The concepts, methods or mental models to introduce
  • The work situations participants should practise against
  • The quality standards or distinctions participants should recognise
  • The feedback and reflection required
  • The application participants should attempt afterwards
  • What the workshop cannot provide and must be supported elsewhere

On-the-job tools and aids

Practical resources, job aids, templates, prompts and checklists.

Appropriate when development depends on repeated application, timely prompts, access to examples or a way to structure reflection and feedback. Tools should be concise and usable in the flow of work.

What to specify
  • Purpose: what development need or work outcome does it support?
  • Point of use: when and where should the manager use it?
  • User: participant, manager, peer, facilitator or another role?
  • Expected action: what should the user do differently?
  • Review: how will the user know whether it helped?
  • Owner: who will maintain, explain or improve it?

Manager support (N−2 and N−1)

Expectations, access, authority, feedback and review.

Managers are not passive recipients of programme information. Their role is to make development possible. The precise role should follow actual reporting and acting arrangements rather than a generic hierarchy.

What to specify
  • Understand the development purpose and the evidence supporting it
  • Distinguish development support from performance correction
  • Discuss the participant's application goal
  • Clarify what good contribution looks like in context
  • Provide access to suitable work, stakeholders or decision discussions
  • Agree an appropriately bounded stretch opportunity
  • Clarify authority, risk boundaries and available resources
  • Observe or review the application and give specific feedback
  • Recognise thoughtful attempts and adjustment, not only successful outcomes
  • Avoid prescribing a survey interpretation as an individual diagnosis
  • Identify barriers requiring escalation to HR or another owner
  • Review progress at an agreed point without excessive reporting

HR and organisational support

Conditions, processes and resources needed to sustain development.

HR should not be assigned responsibility for every aspect of development. Its role is to enable conditions, processes and consistency beyond the participant and immediate manager.

What to specify
  • Organisational need: what condition or barrier may affect development?
  • Required action: what must change, be clarified or be made available?
  • Owner: which HR, business or leadership role can act?
  • Timescale: when is the action needed in the learning journey?
  • Risk or constraint: confidentiality, capacity, operational or governance issues
  • Review evidence: how will we know the support was available and useful?

Development through relationships

Peer learning, mentoring, sponsorship, observation and cross-level conversation.

The purpose of the relationship should be explicit. A mentor may support perspective and reflection; a sponsor may provide access and advocacy; a manager may provide authority, feedback and review. These roles should not be conflated.

What to specify
  • Peer learning groups
  • Mentoring
  • Sponsorship
  • Observation of experienced leaders
  • Cross-level conversations
  • Facilitated case exchanges
  • Communities of practice
  • Structured feedback partnerships

Evidence and review

How progress will be observed, discussed and assessed.

Progress should be judged against the intended development: quality of judgement, consistency of action, contribution through others or readiness for broader responsibility. Attendance, satisfaction and completion describe participation, not change.

What to specify
  • What work example, observation or change in practice would show movement?
  • When will it be reviewed, and by whom?
  • A modest agreed work example and a focused review may be more useful than a large reporting requirement.

Popularity is not a design reason

Question 7 tells you what respondents would find useful, not what will work. Choose a workshop because the need requires shared concepts and structured practice, not because workshops scored highly.

Explore a development priority

Select a priority from question 1 to see what responds to it. This is the core mapping: it turns a counted result into a set of concrete design choices.

Q1-A / Q2-A

Priorities and organising work

Add to the journey

A review of an actual working week

How it works

The participant and manager compare planned priorities with where time actually went, then agree one change to test the following week.

What becomes visible

How priorities translate into choices, trade-offs and use of time.

Job aid

A one-page weekly priorities and trade-offs review.

What the manager contributes

Discuss competing demands and review one adjustment.

What HR or the organisation contributes

Help resolve conflicting expectations that exceed the manager's remit.

What the nature of the need changes

Question 3 does not change the topic. It changes how the topic is delivered.

Q3-ALearning or refining an approachTask

Add: An experienced colleague demonstrates their approach and explains why they use it.

Adjust the design: Begin with a worked example or a brief practical guide before the participant applies it.

Q3-BMore skilful, consistent applicationTask

Add: Repeated attempts with a short feedback loop.

Adjust the design: Provide more than one opportunity to practise, changing one feature at a time and comparing the attempts.

Q3-CBetter situational judgementContext

Add: Compare two situations that require different responses.

Adjust the design: Ask the participant to identify what changes, which signals matter and why the same technique may not fit both.

Q3-DUnderstanding expectations and relationshipsContext

Add: Conversations with people affected by the work.

Adjust the design: Include the perspective of a manager, colleague or recipient before deciding how to act.

Q3-EActing through discomfortWill

Add: A manageable action with preparation and encouragement.

Adjust the design: Agree an appropriate first attempt, rehearse if useful and review what the person learned from acting.

Q3-FOwnership and follow-throughWill

Add: A visible commitment and a short progress review.

Adjust the design: Agree an outcome and checkpoints; discuss how obstacles were handled rather than simply whether the task was completed.

Q3-GRecognising habits and impactSelf

Add: A brief reflection or observation record around a real situation.

Adjust the design: Invite the participant to notice their initial reaction, action and effect, and compare this with available feedback.

Q3-HUsing feedback to improveSelf

Add: One explicit adjustment in response to feedback.

Adjust the design: Identify what will change, try it and ask whether the difference was useful.

Q3-XEnabling conditionsConditions

Add: A manager or sponsor agrees the conditions required for the attempt.

Adjust the design: Make time, resources, decision authority or access available. Name the organisational owner rather than leaving the participant to supply these conditions.

Responding to question 4

Question 4 is wider context, not evidence about the chosen priority. Use these responses to explore, not to correct.

Participant thoughts (P4)

P4-ADoing it myself feels more reliable

Compare one appropriate task completed personally with another carried out by a colleague using agreed support. Review quality, time and the colleague's development.

Purpose: Explore what reliability through others can look like.

P4-BRaising a concern may seem to question seniority

A senior leader invites considered alternative views on a suitable case and explains how constructive challenge helps decision-making. Follow with a relevant opportunity to contribute.

Purpose: Make the expectations and experience of speaking constructively to seniority clearer.

P4-CA difficult conversation may damage a relationship

Rehearse a respectful conversation, then reflect privately on a real interaction and its effect.

Purpose: Examine how clarity and care can work together, without assuming every relationship concern is unfounded.

P4-DAsking for help may undermine credibility

An experienced leader shares a situation in which seeking help improved the work. Participants identify an appropriate opportunity to seek input themselves.

Purpose: Explore how judgement includes recognising when another perspective is useful.

P4-EA different approach may risk delivery or standards

Agree a bounded experiment with clear standards, review points and limits on what can change.

Purpose: Make it possible to learn from an alternative while maintaining appropriate delivery safeguards.

P4-FThere is little I can do until other teams act

Identify one dependency and agree a conversation about what each party can influence or contribute.

Purpose: Explore action beyond direct authority while recognising real constraints.

P4-GReflection or development is hard to justify alongside delivery

Add a brief learning review to an existing meeting and record one adjustment that improves the work.

Purpose: Connect development to delivery and reduce the extra time burden.

P4-HChanging what has worked may reduce effectiveness

Ask participants to compare what their previous success required with what their current or next responsibility requires; test one adaptation.

Purpose: Examine whether a successful approach needs to evolve as the work changes.

Stakeholder observations (S4)

S4-ATaking work back

A supported handover with agreed check-ins and review of when intervention is appropriate.

S4-BHolding back in senior discussions

A prepared contribution to an appropriate discussion, with leader feedback on its usefulness.

S4-CPostponing performance conversations

Preparation, rehearsal and a planned conversation, followed by private review.

S4-DSeeking help late

Agree useful points for seeking input during a real assignment and review the timing afterwards.

S4-ERetaining an approach despite signs it needs adjustment

A comparison of approaches followed by a small, appropriate test.

S4-FWaiting without exploring influence

A joint dependency conversation and one agreed action within the participant's influence.

S4-GDeferring development when busy

A brief review embedded in existing work, supported by the manager.

S4-HExplaining away feedback before exploring it

Select one piece of feedback as a hypothesis to test, then review what the attempt revealed.

Extended questions: intended gain and enabling conditions

If you ran the Extended version, these two questions tell you what success should look like and what has to be true for it to happen.

What the gain should be (E1)

E1-AReliable or timely delivery

Follow a real commitment from agreement to completion, including how risks are communicated.

Review: Reliability and usefulness of early updates.

E1-BQuality and less correction

Compare two work examples against an agreed standard and apply the learning to the next output.

Review: Quality of the output and the nature of any rework.

E1-CDecisions and escalation

Keep a short record of a decision, its reasoning and why it was handled or escalated.

Review: The appropriateness of the judgement and escalation.

E1-DRelationships and cooperation

Review a joint piece of work from both parties' perspectives and agree an adjustment.

Review: Whether cooperation and mutual understanding improve.

E1-EMore capable, independent team members

Transfer a suitable responsibility with progressively adjusted support.

Review: What the colleague can handle and what support remains useful.

E1-FCustomer or wider business contribution

Follow a work output to the person or function that uses it.

Review: Whether it creates the intended value and what could improve.

E1-GConsistency of standards

Discuss a realistic trade-off and review a subsequent decision against the relevant standard.

Review: How consistently the standard informs actual choices.

E1-HBetter use of time, resources or capacity

Review a recurring activity, test one change and examine what capacity it releases or redirects.

Review: Whether the change improves the use of resources without weakening the required outcome.

What has to be in place (E2)

E2-AClearer expectations

Leaders agree and communicate what useful contribution and excellent performance look like.

E2-BResponsibility and authority

Specify which decisions the participant can make and when input or escalation is required.

E2-CTime to practise

Agree a suitable work opportunity and time for preparation or review.

E2-DCoordination across teams

Provide a counterpart or sponsor who can support the shared activity.

E2-EInformation, resources or tools

Make the relevant information or resources available before the activity begins.

E2-FFeedback and reflection

Name a feedback partner and agree a brief review point.

E2-GSupport for ideas or alternatives

Agree what can be tried, the applicable boundaries and how learning will be received.

Conditions need an owner

An enabling condition is not something the participant can supply. Name the person or function responsible for it, or the design will quietly fail.

Professionalism and progression

Questions 5 and 6 rarely justify their own module. They usually sharpen an activity you are already planning.

Q5-ACommitments and early communication

Starting point: Q1-C expectations conversation; E1-A commitment review.

Q5-BResponsibility and putting matters right

Starting point: Q3-F outcome commitment; a review of what was learned and put right after a real setback.

Q5-CRespectful communication

Starting point: Q1-I trade-off discussion; Q1-D preparation and review of a conversation.

Q5-DPreparation and recommendations

Starting point: Q1-G short recommendation followed by questions.

Q5-EQuality under deadlines

Starting point: E1-B comparison of work examples; E1-G standards review.

Q5-FEffects on colleagues and customers

Starting point: Q1-F follow a handover; Q1-L trace downstream effects.

Q5-GReceiving and using feedback

Starting point: Q3-H feedback-and-adjustment experiment.

Q6-AAchieving through others

Starting point: Q1-B deliberate handover with support.

Q6-BOutcomes across people or teams

Starting point: Q1-F joint improvement across a boundary, supported by Q3-F follow-through.

Q6-CTeam and wider business priorities

Starting point: Q1-L trace a decision's effects and discuss the trade-offs.

Q6-DDecisions with incomplete information

Starting point: Q1-E decision observation and recommendation, with Q3-C comparison of situations.

Q6-EDeveloping others

Starting point: Q1-B supported responsibility transfer and E1-E review of developing independence.

Q6-FRepresenting the team to senior leaders

Starting point: Q1-G recommendation and feedback.

Q6-GUnderstanding changing expectations

Starting point: A discussion of current and next-role expectations, followed by suitable observation or an existing acting assignment review.

What the organisation contributes

Some responses sit outside both the workshop and the participant's manager.

PurposeWhat it looks likeOwner
Make excellence more visibleExperienced leaders compare two credible approaches to the same situation and explain the judgement behind their choices.Workshop emphasis; manager or leadership support
Strengthen contextual judgementAllow participants to observe a relevant decision discussion, then hear how the decision-maker weighed information, relationships and trade-offs.On-the-job exposure; N−2/N−1 manager support
Support action and ownershipAgree a bounded stretch responsibility with a sponsor, clear authority and a short review point.On-the-job application; N−2 manager and sponsor support
Examine assumptions through experienceInvite participants to test one alternative approach in a suitable work situation and compare what happened with what they expected.Workshop preparation; job aid; manager review
Build reflection into ordinary workAdd a brief “what did we learn and what will we adjust?” conversation to an existing management meeting.Manager guide; N−2 manager support
Strengthen relationships across levelsN−2 leaders explain what useful contributions from N−3 look like; participants explore how to exercise judgement within those expectations.Manager guide; N−2/N−1 leadership support
Make progression tangibleReview an existing acting assignment around what changed in accountability, judgement and relationships, rather than whether duties were completed.HR and manager guidance
Recognise learning as well as deliveryShare concise examples of improved practice: what the person changed, what they learned and what became more effective.HR and leadership guidance
Remove structural barriersClarify decision rights, access, resources, time or escalation routes where these are necessary for participants to practise.HR and organisational action; relevant business owner

Practical additions to the journey

Elements that work across almost any set of findings.

One live development challenge

Each participant chooses a real situation linked to a priority and returns to it throughout the journey.

Manager development agreement

A short N−2/N−3 conversation identifies the behaviour to practise, the opportunity to practise it and the feedback available.

Peer case conversations

Small groups discuss one real challenge using a simple sequence: situation, interpretation, alternative, next action.

Assumption-to-action exercise

Participants identify one thought influencing a live situation, consider another interpretation and test a manageable alternative. Disclosure remains their choice.

Acting-role reflection

Where an acting assignment already exists, review what changed in accountability, judgement and relationships.

Short practice prompts

A brief reminder before a relevant task and a reflection prompt afterwards, using tools the client already supports.

Write it down: two records to complete

Complete a theme definition for each priority you carry forward, then a decision record for what you will do about it.

Theme definition

Work and contribution
What should managers become better able to handle or contribute?
Development opportunity
Improvement, greater consistency, excellence or broader responsibility? What remains unresolved?
Nature of the development
Which Task, Context, Will or Self indications are supported by the responses?
Reach
A shared cohort priority, a differentiated need, or a need whose next step is unclear?
Intended result
What observable difference in work would demonstrate progress?
Primary support category
Workshop emphasis, on-the-job aid, manager support, HR action, relationships, or a combination?
Support owner
Participant, facilitator, N−2/N−1 manager, HR, another owner or a combination?

Decision record

Development opportunity
What could become more effective, consistent or accomplished?
Evidence
Which questions and respondent groups support it? Keep views separate and state limitations.
Interpretation
Which capability areas are indicated? What remains a hypothesis or is unresolved?
Intended result and value
What should change in work, and why would that matter? Label proposed outcomes.
Workshop response
What should be taught, practised, demonstrated or emphasised?
On-the-job tools and aids
What prompts, templates, examples or review aids would help transfer?
Manager support
What should N−2 and N−1 managers discuss, enable, observe, provide or review?
HR and organisational action
What support or condition requires an owner beyond the participant and manager?
Relationship support
Would mentoring, sponsorship, peer learning or observation add value?
Development through work
What practice, feedback, reflection or exposure would establish progress?
Evidence of progress
What work example or change in practice could show movement, and when is it reviewed?
Ownership and timing
Who is responsible for each element, and when should it occur?