Assessment Day Checklist: David Agyei

Assessment: 18 June 2026, 14:00

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Preparation (tick before 14:00)

Item	Notes
All three reference files open in browser tabs	Evidence Locator, Witness Testimonies, Theory Map and Q&A
EPA presentation slides open and presenting ready	Presenter view on if using two screens; notes visible to you only
Google Meet tested; screen sharing confirmed working	Test with slides on one screen, reference files on the other if two screens available
Governance gap answers filled in	Strategic owner still TBC; mitigation narrative prepared (Lisa Middleton holds effective senior accountability as Commissioning Officer; follow-up 23 June). Referral count confirmed with Kate Hobbs (was 13 for Shropshire Mental Health as of 2 June)
Lisa Middleton confirmation status checked	Know the current status of the five outstanding questions for the cost avoidance model

Before the session

In-session confirmations below. Tick each item after you have done it, not before. These are retrospective checks, not preparation tasks.

AM2: Presentation (20 minutes)

Item	Notes
Opened with the Golden Thread sentence	Say it in the first two minutes. It anchors everything that follows.
Named at least two management theories during the presentation	Mendelow, Agile/Scrum, situational leadership, Lewin/Kotter: name them, don't just describe the behaviour
Covered Slide 3 (three decisions) with rationale for each choice	Concurrent vs sequential, sprint vs waterfall, Dynamics portal vs standalone form. This is your strongest slide.

AM2 Presentation

AM2: Q&A (40 minutes)

Item	Notes
Wrote keywords for each question before answering	Matt Newton's tip: jot the keywords, find the KSB in the ELD, then speak
Named at least one theory per answer	If no obvious theory, name the decision criteria used instead
Added an evaluation sentence after each answer	"What this showed me was..." or "The limitation of that approach was..."
Used confirmed figures confidently (£770k to £851k, £390,000 "SWANN's financial case is built on cost avoidance, not savings." Conservative assumptions: 200 referrals per year, 20% deflection (lower end of NHS England social prescribing evidence of 15-25%), giving 40 escalations avoided, £30,000 assessment-level avoidance and £360,000 care package avoidance. Total indicative avoidance: £390,000 per year. "This figure is illustrative and explicitly labelled as such. It has been sent to Lisa Middleton for validation. The analysis is more defensible for being transparent about its limitations than it would be if it presented a single unverified figure." , 15 coachees)	Acknowledged proxy nature of £390k; did not present it as a confirmed forecast
Answered the strategic owner and referral position questions with current data	Used the prepared answer frameworks from Section 4 of this hub

AM2 Q&A

AM1: Professional Discussion (60 minutes)

Item	Notes
Referenced ELD KSB groups as a navigation framework for answers	KSB codes give structure to your answers; use them explicitly
Named witness testimonies individually by person and context	Not "my witnesses said..." but "Charlotte Saywell, in her October 2025 testimony on the Community and Family Hub programme, specifically noted..."
Surfaced the FFP Comms Update (As-Is Meetings Mapping) Charlotte Saywell, Programme Manager: "Great piece of work David. It truly identifies the issues that we suspected. Definitely one to add to the list of good pieces of work that the PMO have completed." Natasha Moody, relaying the Director's reaction: "David Shaw has been celebrating the 'as is' mapping as it is exposing the volume of meetings and the HWBB are considering joining up forces." David Shaw, Director of Children's Services: "Really clear next steps/quick wins to give people permission to do things differently. I'm also going to reflect again on the meetings I attend and whether they are the best way to achieve the intended aim." Outcome: four recommendations raised to CLT; Health and Wellbeing Board considering collaboration; the Director committed to reviewing his own meeting attendance. Achieved without line authority over any of those involved. as the influencing without authority example	Evidence 9. Director Shaw's commitment. No line authority. Data did the influencing.
Used coaching outcomes with specific numbers when asked about K4.2/S4.2	15 coachees, 2 burnout returns, 6 promotions. Shanda Reid as external witness.
Closed with a reflection on own development journey	Steve Humphrey quote: "moving from operational to strategic viewpoint." Anti-racism forum as values-in-action.

AM1 Professional Discussion

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