Appendix D. Five stages, survey import and Microsoft 365

The workspace is organized around the five stages every engagement moves through. Each existing screen lives in exactly one stage, so a consultant always knows where they are and what comes next.

D.1 The five stages

• Navigation. A stage bar under the project title shows all five stages with their state (done, current, to do) and a one-line status read from the engagement itself. The pages inside a stage are a row of tabs. The sidebar repeats the five stages. Each stage returns you to the page you last used in it.
• Continuity. Every stage page ends with "Continue to ".
• Firm level. Industry Learnings, Methodology, Visualization library, Brand kits and Microsoft 365 sit outside any one project.
• Overview. The dashboard: four headline figures with real trend lines (health index and response as they built up during fieldwork, the insight approval pipeline, projects by stage), what needs you (approvals by role, drift alerts, sponsor comments, open translations, at-risk fieldwork elsewhere in the portfolio), project flow with stage, progress and fee, activity, and a pipeline summary. A wave switch changes the figures between Wave 1 and the month-9 pulse. The bell in the header lists the same attention items from any page.
• Search and Ask (the search field in the header, ⌘K, "/" or Ask in the sidebar). Searches pages, insights, learnings, charts, notes, framework and library questions, and Microsoft 365 apps. Questions about drivers, suppression, change since Wave 1, comment themes, hypotheses, response, benchmark position, survey length and strongest or weakest dimensions are answered from the engine, with a link to the page that shows the evidence. Answers are computed, never generated.

D.2 Survey builder (Design)

• Forms. Census (63 framework items), executive short form (30) and frontline form (16). Switching form updates the timing estimate immediately.
• Framework items are locked. Wording changes go through the Methodology Studio, so scores stay comparable with the benchmark and across waves.
• Additive questions. Consultants add sections and questions of nine types: agreement, frequency, 1–5 rating, 0–10 likelihood, single choice, multiple choice, open text, number and video. Added questions are reported beside the framework and never change the index.
• Question library. Validated items from the firm's other packs and modules (change readiness, speaking up, integration, hybrid work, wellbeing, inclusion, advocacy, safety).
• Logic. Follow-up questions shown only when an answer meets a condition. The four routed probes that ship with the pack are shown and locked; consultants add their own.
• Timing. Median minutes on a phone from the assessment catalog's timing model (§7.1), including follow-ups weighted by how often they fire.
• Export to Word. The whole instrument as an editable document for client review.

D.3 Import

Import accepts Word (.docx), Excel (.xlsx), CSV, a Microsoft Forms response export, and pasted text. Files are read in the browser and never uploaded.

Type inference. From the options first (agreement or frequency labels, 0–10, 1–5, a list), then the wording ("select all", "how many", "how often", "how likely … recommend"), then punctuation (a question mark with no options is open text; a statement is an agreement item).

Matching to the methodology. Each question is compared with the framework items after removing stop words and words too common in surveys to carry meaning.

Choice, number and open questions can never be duplicates; at most they are tagged. Every row can be edited, retyped, included or excluded before adding. The firm's Excel template is downloadable from the import screen.

D.4 Develop and Deploy

• Preview. Phone or desktop, in the chosen brand kit and language list, walking every screen: welcome, pre-filled "about you", framework blocks, added sections, follow-ups that fire on low answers, open questions, video, submit and thank-you.
• Look & feel. Brand kit (firm, co-brand or white label), welcome and privacy text, progress style, one question per screen, save and finish later, languages with review status. The privacy promise is checked against the reporting threshold.
• Population & privacy. Directory source (file from HR, Microsoft Entra ID, HR system connector), hierarchy by site and level, anonymity mode (k=5, or k=8 for works councils), cell-size simulator, data-protection checklist.
• Launch kit. Eight readiness checks linked to the page that fixes each one; launch note, manager talking points, reminders and kiosk poster in the client's voice; export to Word; save to SharePoint.
• Channels & schedule. Email (through Outlook when connected), Teams, text message, QR and kiosk, personal link, WhatsApp (opt-in only). A day-by-day schedule of sends. Reminders reach non-completers only; units below k receive site-level messages only.

D.5 Microsoft 365

Permissions are granted once by the client's Microsoft 365 administrator and are revocable from Entra ID. Each connection shows what OrgDiagnostic will and will never do before consent.

Prototype note. In the clickable prototype, the Entra ID, Outlook, Teams, SharePoint and Power BI connections are simulated and labelled as such. Word, Excel, PowerPoint, Power BI package, PNG and SVG files are real.