DevelopWell HU 360 SWOT by Akailah Jenkins McIntyre https://padlet.com/DevelopWell/pu371mr7dud8b6sf Purpose: Reflect on the HU 360 project for two reasons (1) The project is concluding, and we now consider it best practices to SWOT engagements after their conclusion and (2) To inform the creation of the 360 SOP // Outcome: By the end of the discussion, team members will have a more clear picture of the strengths, weaknesses, opportunities, threats and queries related to HU's 360 process to inform future engagements en-us 2025-08-19 13:03:16 UTC 2025-08-19 15:39:44 UTC hello@padlet.com https://padlet.net/icons/8.0/png/1f9da-2640.png What went particularly well in this category? What are we proud of? Consider (1) Deliverables & Tools (2) Internal & External Communication (3) Scope, profit margin and hours (4) Project management (internal, external) and (5) Impact and value to client akailah1 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547599260 2025-08-19 13:03:16 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547599260 What proved challenging, for the client or the consulting team? Consider (1) Deliverables & Tools (2) Internal & External Communication (3) Scope, profit margin and hours (4) Project management (internal, external) and (5) Impact and value to client akailah1 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547599261 2025-08-19 13:03:16 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547599261 Where are there opportunities for improvement in the future - for client or consultant experience? Consider (1) Deliverables & Tools (2) Internal & External Communication (3) Scope, profit margin and hours (4) Project management (internal, external) and (5) Impact and value to client akailah1 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547599264 2025-08-19 13:03:16 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547599264 What threats might exist to future success in successful execution? Consider (1) Deliverables & Tools (2) Internal & External Communication (3) Scope, profit margin and hours (4) Project management (internal, external) and (5) Impact and value to client akailah1 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547599266 2025-08-19 13:03:16 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547599266 What questions do we have that should be explored before we execute on the offering again, or as we build the 360 SOP? Consider (1) Deliverables & Tools (2) Internal & External Communication (3) Scope, profit margin and hours (4) Project management (internal, external) and (5) Impact and value to client akailah1 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547608868 2025-08-19 13:13:19 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547608868 3 kate1288 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547744382 From my vantage point it seemed like the deliverable didn't match what ended up being their needs. The deliverable was documentation-driven, but they already had that and really needed trustbuilding/comms support.

]]> 2025-08-19 15:14:38 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547744382 1/4 kate1288 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547745299 The coaching approach & coordination (although difficult w/ 3 different coaches) seemed to go really smoothly, and it seemed like you got good insights out of the coaching portion.

]]> 2025-08-19 15:15:24 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547745299 2 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547745513 lack of clarity on the data review and report production process

]]> 2025-08-19 15:15:37 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547745513 3 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547746056 felt rushed due to changes in scope timeline from the client

]]> 2025-08-19 15:16:10 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547746056 1/2 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547747254 opp to strengthen our data management and review process

]]> 2025-08-19 15:17:11 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547747254 1 kate1288 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547747430 The data issues caused a lot of extra hours and could have really undermined trust with the client. I'm interested to hear more about whether it was the timing, maia's process, our overall process, the tool, or what we attribute the data issues to. I know this has come up before with maia and want to make sure we address it

]]> 2025-08-19 15:17:21 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547747430 1 kate1288 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547747948 do we like panoramic? are there other tools out there worth exploring?

]]> 2025-08-19 15:17:52 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547747948 1 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547747979 Final group report was clear and actionable

]]> 2025-08-19 15:17:54 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547747979 2 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547748325 Given the level of dysfunction and broken trust internally, staff respondents completed their assignments at nearly 100%. We were able to build trust in our process and uphold the safety needed for folks to respond honestly.

]]> 2025-08-19 15:18:14 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547748325 3/5 kate1288 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547748616 pairing coaching w/ 360s seems like a best practice. would we consider a package/something similar?

]]> 2025-08-19 15:18:31 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547748616 5 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547748626 we only know so much about our clients, they are bringing in so much data without a desire to change or clear plan for action. not sure this was the right tool for them but it was rec'd by the board. anything we could have done differently to have the right people in the room? while Naomi and people ops are lovely, they aren't the changemakers needed for this work.

]]> 2025-08-19 15:18:31 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547748626 1 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547749708 Do we want to test another tool or further hone our use of panoramic?

]]> 2025-08-19 15:19:27 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547749708 4 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547749794 Individual reports were last minute & there were issues with data integrity

]]> 2025-08-19 15:19:32 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547749794 2 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547750627 They are an enjoyable client to work with, easy to keep work moving + solid collaboration

]]> 2025-08-19 15:20:22 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547750627 4 kate1288 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547751054 this is more a question, but do we have reflections on our relationship with Naomi? I know there were some difficult points and I wonder whether in hindsight we might have done anything differently/intervened differently to mitigate that

]]> 2025-08-19 15:20:38 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547751054 1 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547751149 Are we using the right tool? Or do we just need to figure out the CV file piece sooner?

]]> 2025-08-19 15:20:43 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547751149 5 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547751446 Clients have remarked consistently that they've found value in the engagement (coaching, willingness to hear feedback, appreciation of practical nature of the work)

]]> 2025-08-19 15:20:59 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547751446 5 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547752471 Generally questions on how impactful this work was for that team. With the level of mistrust present among the group, it almost feels like they are not ready to receive or act on the information provided

]]> 2025-08-19 15:21:54 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547752471 3 kate1288 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547752978 we started naming scope creep pretty early with this client, and I'm curious if we attribute struggling with hours later on to early discovery stuff taking longer, were we working too much out of scope, or did we just under-scope it a bit? it would be interesting to compare these hours once they're final to Solidaire's and do a comparison

]]> 2025-08-19 15:22:28 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547752978 1 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547753218 We made a strategic pivot toward creating a 2nd group report which costs us a lot of additional production, review, and coordination time

]]> 2025-08-19 15:22:42 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547753218 1 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547753304 Extending coaching sessions to at least 4. I liked typing coaching sessions to the 360s, but 2 sessions was just too few.

]]> 2025-08-19 15:22:49 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547753304 1 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547755065 We shared a lot more data this time around than prior, which really pressure tested our data handling practices. We also made a lot of continuous improvement decisions to bolster the reports with addl insight and data leading to unplanned analysis, review, and production time

]]> 2025-08-19 15:24:28 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547755065 2 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547755076 Great opportunity to weave this into the 360s that regardless of whatever tool/platform we use we need raw data to cross check numbers and easily find data mishaps


also helpful to begin to create deliverables that we're proud of to reference as templates

]]> 2025-08-19 15:24:29 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547755076 2 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547756256 How do we ensure there's cohesion and alignment across other projects and consultants as well that the client has partnered with?

]]> 2025-08-19 15:25:40 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547756256 5 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547756388 360s seem to be a really high value offering, what is needed to crystalize our approach

]]> 2025-08-19 15:25:50 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547756388 2 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547757689 maia is held a lot of responsibility on this project, and in general, on data focused work. the lack of direct communication with the client team feels like a challenge that presented issues that could have taken this whole engagement sideways

]]> 2025-08-19 15:27:13 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547757689 4 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547757806 The capacity needed on this was steady for a couple months before the work really kicked in. We ate into our time with addl coordination, pushing back the 360, and then adding more deliverables (coaching addendum and exec report). We never recouped that time and the level of dysfunction increased the effort going into delivering a more impactful client experience and product.

]]> 2025-08-19 15:27:23 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547757806 4 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547762098 Naomi & team was not sufficient internal contact. Coordination mtgs were more transactional and they were terribly unhelpful for a lot of the dynamics we had to wade thru. Would reconsider having someone with broader latitude be part of this (just as Vini and board members were for Solidaire)

]]> 2025-08-19 15:31:23 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547762098 3 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547769796 Idk that we're scoping for the level of data analysis that's happening. Good insights require spending time with the data, discussing it, referencing the stats, and iterating in the meaning making. Our current scope is designed to outsource and quickly report it out without the level of team engagement with it.

]]> 2025-08-19 15:38:05 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547769796 4 https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547771414 I'd like to explore a data viz tool to resolve some of these data fidelity issues across all our survey tools and offerings

]]> 2025-08-19 15:39:43 UTC https://padlet.com/DevelopWell/pu371mr7dud8b6sf/wish/3547771414