Platform Summary

Complete feature and tool overview for CapabilityLens™

CapabilityLens-Platform-Summary.txt
================================================================================
  CAPABILITYLENS™ — PLATFORM SUMMARY
  Coach & Consultant Platform
  Generated: 11 September 2026
================================================================================

OVERVIEW
--------
CapabilityLens™ is a context-focused coaching and consulting platform designed
for executive coaches, leadership consultants and organisational development
professionals. It complements established psychometric assessments by exploring
how people interpret context and apply capabilities such as leadership,
teamwork, delegation, communication and strategic thinking in real situations.

The platform develops Context Fluency: the ability to read the environment,
recognise what we and others value and intend, interpret the signals
communicated through behaviour, and consciously adapt our responses to what the
context requires. It combines individual and team profiling, group insights,
longitudinal measurement, 90-day development planning and AI-supported coaching
to turn awareness into purposeful action and observable change.

CapabilityLens™ operates through a flexible token and licence model, enabling
practitioners to manage client access, facilitate profiling sessions, and
deliver tailored, AI-enhanced debriefs and development experiences — all within
one integrated platform.

================================================================================
ASSESSMENT TOOLS & INSTRUMENTS
================================================================================

1. CONTEXTUAL LEADERSHIP® PROFILER (Self-Rated)
   -----------------------------------------------
   A research-based leadership capability profiler that maps leadership
   behaviours across multiple role clusters and levels. Results are interpreted
   through a directional context (e.g. Stabilise, Grow, Transform) and optional
   overlay lenses.

   Features:
   - 60–80 Likert-scale questions across role-based clusters
   - Context selector: directional environment + level of focus
   - Optional overlay lenses (e.g. Strategy, People, Execution)
   - Stop / Start / Continue (SSC) reflective prompts
   - 90-Day Action Plan with phase-based actions (Days 1–30, 31–60, 61–90)
   - AI Coaching Plan Generator (Claude Sonnet — structured session plans)
   - Calendar Reminders (.ics file download for checkpoints)
   - Coach debrief report with narrative AI summary
   - Print/PDF export
   - Shareable link with return access via unique share code
   - Token-gated access (self-rated token required)

   Access paths: /Profiler (participant) · /ContextualLeadershipCoach (coach)


2. CONTEXTUAL LEADERSHIP® 360° REVIEW
   --------------------------------------
   A multi-rater 360° version of the Contextual Leadership® Profiler. The
   subject completes a self-assessment while peers, managers, and direct reports
   provide independent ratings. A gap analysis overlay is generated automatically.

   Features:
   - All Profiler features (above) for the subject
   - Rater invitation and management by the subject
   - Anonymous rater submissions via unique share link
   - Gap analysis table: self vs. rater group comparisons
   - Radar overlay chart comparing self and rater views
   - 360-specific AI debrief report
   - Token-gated (360 token required)

   Access paths: /Profiler360 (subject) · /RaterView (raters, no login required)
                 /ContextualLeadershipCoach (coach)


3. TEAMLENS™
   ----------
   A team-level behavioural assessment across 5 domains: Ownership, Trust,
   Challenge, Learning, and Alignment. Coaches create sessions and share a link
   with team members. Aggregated results are displayed in real time.

   Features:
   - 20-question Likert survey (4 questions per domain)
   - Shareable session link (no login required for participants)
   - Real-time aggregate dashboard for coaches
   - Domain radar and score visualisations
   - Multi-team and org-level comparison views
   - Team progress tab with timepoint tracking (T0, T30, T90, T180)
   - 90-Day team coaching plan builder
   - AI Coaching Plan Generator
   - Calendar Reminders
   - Export to CSV/PDF
   - Coach debrief AI report
   - Session management: open/close/archive

   Access paths: /TeamLens (participant) · /TeamLensCoach (coach)


4. DIGITAL LEADERSHIP READINESS PROFILER™
   -----------------------------------------
   An assessment of digital leadership capability across multiple domains
   relevant to leading in technology-driven or digitally transforming environments.

   Features:
   - Domain-based Likert assessment
   - Individual score report with domain breakdown
   - 90-Day digital leadership roadmap builder
   - Select and customise actions per domain per phase
   - AI Coaching Plan Generator
   - Calendar Reminders
   - Coach response cards and debrief view
   - Team comparison view
   - Timepoint tracking (T0, T30, T60, T90)
   - Session management with shareable links

   Access paths: /DigitalLeadershipProfiler (participant)
                 /DigitalLeadershipCoach (coach)
                 /DigitalLeadershipReportView (saved report)


5. CULTURAL COMMUNICATION FLUENCY (CCF)™
   ----------------------------------------
   A cultural communication fluency assessment that measures how effectively
   individuals adapt their communication across cultural and contextual
   differences. Designed for leaders, teams, and professionals working across
   diverse cultural settings.

   Features:
   - Domain-based self-assessment with detailed scoring
   - Optional Feedback Filter: adjusts for social desirability bias
   - Feedback sensitivity scoring
   - 90-Day development plan for coaches
   - AI Coaching Plan Generator
   - Calendar Reminders
   - Coach and participant debrief reports
   - Org-level and team aggregated views
   - Timepoint tracking (T0, T30, T60, T90)
   - Session management with shareable links

   Access paths: /CCAProfiler (participant) · /CCACoach (coach)


6. INTENTLENS™
   -------------
   A behavioural intent and agility assessment. Captures how intentionally
   participants apply their dominant behavioural style across 4 domains:
   Outcome Drive, People & Relationships, Structure & Process, and Adaptability
   & Learning.

   Features:
   - 90 questions across 4 domains (core style + agility + intentionality signal)
   - Contextual snapshot selector (scenario, VUCA level, time pressure, stakes,
     primary goal)
   - Domain scores: Core Style, Agility, Intentionality Signal (%)
   - Dominant style + blended style detection
   - S.C.O.P.E. Feedforward Model® prompts
   - 90-Day Action Planner for participants (self-select or wait for coach)
   - AI Coaching Plan Generator (coach area)
   - Calendar Reminders (both participant and coach areas)
   - Group/team aggregated view
   - Coach debrief AI report
   - Intent tension map and executive summary table
   - Team comparison view
   - Session management with shareable group links

   Access paths: /IntentLens (participant) · /IntentLensCoach (coach)


7. DELEGATIONLENS™
   ------------------
   A coaching tool that helps leaders assess and improve their delegation
   practices. Maps delegation patterns and identifies where coaching
   conversations are most needed.

   Features:
   - Structured delegation assessment
   - Individual delegation profile report
   - Coach-managed sessions
   - Saved report data for future reference
   - Session management (pending/completed)

   Access paths: /DelegationLens (participant) · /DelegationLensCoach (coach)
                 /DelegationLensLanding (entry/landing page)


================================================================================
PLATFORM FEATURES & INFRASTRUCTURE
================================================================================

COACH DASHBOARD
---------------
- Central hub for managing all tools, sessions, and clients
- Client directory with contact and org management
- Tool cards with quick-launch and session creation
- Activity feed showing recent participant completions
- Coach licence validation and level-gating
- Notification settings
- Access to all coach-facing tool dashboards from one place

TREND DASHBOARD
---------------
- Cross-tool trend and analytics view
- Overview, Deep Dive, Individual Profile, Cohort Compare, Cross-Lens, and
  Reporting views
- Normalised data aggregation across all assessment types
- Filter by lens, time, and participant group

CLIENT PORTAL
-------------
- Dedicated portal for client organisations
- Admins can manage portal users, assign organisations
- Invite users directly from the portal management view
- Shareable portal URL per workspace

LENS IDENTIFIER
---------------
- Interactive tool to help coaches and participants identify which
  CapabilityLens™ instrument is most appropriate for their context
- Guided question flow with tool recommendations

ORIENTATION / LEARNING LAB
---------------------------
- Onboarding and orientation module for new coaches and consultants
- Structured learning modules on each tool
- Progress tracking
- Tool library with descriptions and use cases

S.C.O.P.E. PERFORMANCE HUB
---------------------------
A dedicated performance conversation architecture built around the S.C.O.P.E.
Feedforward Model® — a registered trade mark of Daniel Simms (EU International
Registration No. 1888688).

The core philosophy shifts conversations from retrospective feedback
("What went wrong?") to future-focused feedforward ("What's coming — and how
do we shape it?").

THE S.C.O.P.E. FRAMEWORK
  S — Situation:  What's ahead that matters?
  C — Choice:     What behaviours or approaches are available?
  O — Outcomes:   What near-term results do we need?
  P — Purpose:    Why does this matter — to the person, team, organisation?
  E — Engagement: What concrete commitments will keep momentum going?

RECOMMENDED WORKFLOW:
  1. Scenario Hub → 2. Toolkit Planner → 3. Conversation Pack Builder
  (Steps can also be used independently)

─────────────────────────────────────────────
TOOL 1: SCENARIO HUB
─────────────────────────────────────────────
Purpose: Practise before the real conversation. Branching leadership scenarios
across four leadership levels.

Leadership Levels Available:
  • Team Leader / Supervisor (5 scenarios)
    - Everyday performance and behaviour conversations with frontline staff
    Scenarios include:
      · Declining Output — Right Person, Wrong Pattern
      · Behaviour that's Affecting Team Culture
      · The Constant Escalator (dependency / decision-making)
      · High Performer, Low Engagement
      · Two Team Members in Open Conflict

  • Middle Management (3 scenarios)
    - Cross-team delivery, change implementation, strategy translation
    Scenarios include:
      · Translating a Difficult Strategy Decision to Your Team
      · Underperforming Manager in Your Team
      · Change Resistance Across the Team

  • Executive / C-Suite (3 scenarios)
    - Strategy, culture, people risk, and organisation-wide leadership moments
    Scenarios include:
      · Senior Leader Not Delivering on Strategic Commitments
      · Culture Drift After Rapid Growth
      · Board Pressure on People Risk

  • All Levels / Individual Momentum (3 scenarios)
    - Conversations any leader or contributor can initiate
    Scenarios include:
      · Asking for Clarity on Your Career Path
      · Raising a Concern with Someone More Senior
      · Rebuilding After a Mistake

How Each Scenario Works:
  - Presents: Situation, Key Tension, and Conversation Objective
  - Shows a pre-mapped S.C.O.P.E. Conversation Shape (S/C/O/P/E notes)
  - Decision Point: a real opening line from the conversation
  - 3 branching response options (how the other person might react)
  - Selecting a response reveals: Outcome guidance + Learning Point
  - Reset button to explore different response paths

─────────────────────────────────────────────
TOOL 2: TOOLKIT PLANNER
─────────────────────────────────────────────
Purpose: Build a clean, forward-focused S.C.O.P.E. outline in 5–10 minutes.
AI-powered outline generation using the inputs below.

Step 1 — Conversation Context:
  - Your role / level (Team Leader, Middle Manager, Senior Leader, C-Suite,
    Coach / External Consultant)
  - Conversation type (Performance/behaviour, Career growth/plateau,
    Strategy/execution, Conflict/reset, Other)
  - Person or group the conversation is with
  - Future timeframe (e.g. next 90 days)
  - Tone (Direct + respectful, Coaching + supportive, Firm + accountability-focused,
    Collaborative + problem-solving)
  - Timebox (25–30 min, 40–45 min, 60 min)

Step 2 — Quick Plan Inputs:
  - Single-sentence goal ("What must be true when you walk out?")
  - Likely pushback / objections

Step 3 — S.C.O.P.E. Builder:
  - Free-text field for each of S, C, O, P, E
  - Completeness % indicator to ensure meaningful output

Output:
  - AI-generated markdown outline (under 400 words)
  - Includes: opening framing, bullet notes per SCOPE step, closing tone note
  - Copy to clipboard or download as .txt
  - "Send to Conversation Pack Builder" button passes all inputs forward

─────────────────────────────────────────────
TOOL 3: CONVERSATION PACK BUILDER
─────────────────────────────────────────────
Purpose: Generate a complete meeting kit — agenda, talk track, questions, and
follow-up cadence. Two generation modes: instant template or AI-written.

Step 1 — S.C.O.P.E. Intake:
  (Can be pre-populated via "Send from Toolkit Planner")
  - Who the conversation is with
  - Conversation type and tone
  - Timebox (25–30 min, 40–45 min, 60 min)
  - One-sentence conversation goal
  - S/C/O/P/E inputs (each with contextual hints)
  - Likely pushback / objections
  - Completeness % indicator

Step 2 — Generation Mode:
  MODE A — Template Pack (instant):
    Structured S.C.O.P.E. sentences built from your inputs. No AI required.
    Tabbed output: Agenda · Talk Track · Questions · Follow-up Cadence
    - Agenda: Timed segments per SCOPE step with opening and close
    - Talk Track: First-person verbatim script with natural language cues
    - Questions: 6 coaching questions including pushback handling
    - Follow-up Cadence: Post-conversation, Week 1, mid-point, and full review

  MODE B — AI-Generated Pack (Claude Sonnet):
    A fully personalised, natural-language pack written by Claude based on
    all inputs. Produces the same 4 sections but as flowing, contextual prose
    tailored to the specific situation. Takes ~15–20 seconds.
    - Governance reminder displayed to avoid storing confidential information

Output options:
  - Copy All (clipboard)
  - Download as .txt

─────────────────────────────────────────────
TOOL 4: RESOURCES LIBRARY
─────────────────────────────────────────────
A curated library of reference materials supporting S.C.O.P.E. practice.
Seven resource tabs:

  1. Conversation Starters
     - Ready-to-use opening lines and openers for common conversation types

  2. Quick Conversation Maps
     - Visual/structured guides for navigating common conversation paths

  3. Career Plateau Guide
     - Diagnostic and coaching guidance for plateau conversations

  4. Micro-Skills Library
     - Small, targeted coaching and conversation skills for immediate use

  5. Playbook
     - Step-by-step playbook for applying S.C.O.P.E. in different contexts

  6. Checklists & Templates
     - Pre-conversation checklists and reusable planning templates

  7. Language Swap Table
     - Feedback → feedforward language translations
     - Shows how to reframe common evaluative phrases into forward-focused ones

AI FEATURES (across the platform)
-----------------------------------
- AI Coaching Plan Generator: generates structured multi-session coaching
  programmes based on selected 90-day actions (uses Claude Sonnet)
- AI Debrief Reports: narrative summaries and coach-ready briefings for each
  tool (TeamLens, CCA, Digital Leadership, IntentLens, Contextual Leadership)
- AI Conversation Pack Builder: generates tailored S.C.O.P.E. conversation packs
- InvokeLLM integration for on-demand AI generation throughout the platform

CALENDAR REMINDERS
------------------
- Generates .ics calendar files for 90-day development checkpoints
- Available for: Contextual Leadership, Digital Leadership, CCA, IntentLens
  (both coach and participant), TeamLens
- Checkpoints at: Day 7, Day 14, Day 30, Day 60, Day 90
- Each reminder includes reflection prompts and selected actions
- Download all or individually

TOKEN & ACCESS MANAGEMENT (Admin)
-----------------------------------
- Token batch creation and management
- Self-rated and 360° token types
- Pricing configuration per batch
- Batch codes for client distribution
- Token redemption flow for participants
- Payment integration (Stripe + invoiced options)
- Access token lifecycle: unused → used → expired/revoked
- Admin token dashboard at /AdminTokens

COACH LICENCE MANAGEMENT (Admin)
----------------------------------
- Licence levels: 1 (individual instruments), 2 (full suite + AI + team
  analytics), 3 (org analytics + sub-licensing)
- Licence start/end dates with expiry management
- Status: active, suspended, expired
- Coach directory with licence detail
- Notification settings per coach

PROFILER DATA EXPORT
--------------------
- Admin tool for exporting raw profiler result data
- Structured CSV/data export for reporting and research

PRINT & PDF EXPORT
------------------
- Available on most reports and plan outputs
- Browser print dialog triggered with formatted print styles
- Coaching Plan PDF export with session details

DEMO SHOWCASE
-------------
- Live demo views for TeamLens, Digital Leadership, and IntentLens
- Pre-populated with example data for client presentations
- Accessible at /DemoShowcase

MY REPORTS
----------
- Participant-facing page to view and return to previously completed assessments
- Links to saved reports via share codes

================================================================================
USER ROLES
================================================================================

ADMIN
-----
- Full access to all tools, dashboards, admin panels
- Manage coaches, licences, tokens, clients
- Access to ExportProfilerData, AdminPanel, AdminTokens
- View all sessions and responses across the platform

COACH / CONSULTANT (Licensed)
------------------------------
- Access gated by licence level (1, 2, or 3)
- Manage own client directory and sessions
- Use coach-facing tool dashboards
- Generate AI debriefs and coaching plans (Level 2+)
- Access team and org analytics (Level 2+)

PARTICIPANT (No login required for most tools)
----------------------------------------------
- Access via shareable session links
- Complete assessments and view personal reports
- Download calendar reminders and print reports
- Redeem access tokens for Profiler / 360 (requires login)

================================================================================
TECHNOLOGY
================================================================================

- Platform:    CapabilityLens™ (built on Base44)
- Frontend:    React + Tailwind CSS
- AI:          Claude Sonnet 4.6 (coaching plans), GPT-4o-mini (debriefs)
- Payments:    Stripe (checkout + webhooks)
- Database:    Base44 entities (real-time subscriptions)
- Auth:        Base44 authentication (email-based)
- Exports:     .ics (calendar), PDF/print, CSV

================================================================================
  © 2026 CapabilityLens™ · Context is Everything
================================================================================

Download the .txt file to copy into any document editor (Word, Notion, Google Docs, etc.)