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Proof - Evidence Locator


Candidate: David Agyei  |  Employer: Shropshire Council  |  Assessment: 18 June 2026, 14:00
Purpose: Keep this open in a browser tab alongside your presentation. Use Ctrl+F to find any KSB instantly.

How to use this on the day: When the assessor asks a question, write two or three keywords, press Ctrl+F, find the KSB. Read the bullet points column first to orient yourself, then give your evidence reference if needed.
Evidence Items (1 to 9)
#Title / DescriptionAnnexesLocation
1Workbooks and Context Statements8Zip folder: Workbooks
2Development Dashboards8Zip folder: DDs
3Personal Development Plans2Zip folder: DDs
4360 Degree Feedback2Zip folder: 360s
5Performance Reviews1Performance review
6Witness Testimonies (2 video, 2 audio, 2 written)6Performance review folder
7
Coaching Testimonials 2025

West Midlands Employers Coaching and Mentoring Pool. 15 coachees over five-plus years, with quantified outcomes including six promotions and two returns from burnout.

Christine Bromley, NHS: "Two weeks after the sessions ended, I succeeded in achieving a promotion at work, and the timing of this coaching journey was instrumental."

Elaine Betts, Walsall Council (Chartered MCIPD, CMgr MCMI): "The coaching style and approach provided by David exceeded my expectations. He provided a safe supportive environment to explore possibilities and embrace new opportunities."

Sarah Stevens, Shropshire Council: "Prior to awareness coaching, work had become overwhelming. It has transformed all areas of my life. I am able to chair meetings more effectively and reach decisions in a timely manner."

1Supporting evidence folder
8
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.

: Capacity, Cost and Culture Analysis
4Supporting evidence folder
NEW
9
FFP Comms Update: As-Is Meetings Mapping Email Chain
Evidence Narrative: email chain documenting Director-level impact and cross-organisational adoption. Read the story, not the document.
14. APPRENTICESHIP L5+7 > Beth IODA > 260223-FFP Comms Update.docx
Evidence 9: Key narrative (FFP Comms Update): Dave identified £770k to £850k in meeting costs across Children's Services (equivalent to 12.5 to 14 FTE social workers). Director of Children's Services David Shaw responded: "I'm also going to reflect again on the meetings I attend and whether they are the best way to achieve the intended aim." The HWBB adopted the methodology cross-organisationally. Programme Manager Charlotte Saywell: "Great piece of work David. Definitely one to add to the list of good pieces of work that the PMO have completed." Sensitive leadership data anonymised below Service Manager level. Viva Insights proposed proactively to automate future data collection.
Group 1: Operational Planning and Management KSB rows A–Z.
Distinction descriptor: Justifies the PURPOSE of operational business planning and why you manage resources by setting key targets and monitoring performance. (K1.3)
KSB Learning Outcome Primary Evidence Additional Evidence Key Evidence Points (speak to these)
B1.1 Drive to achieve in all aspects of work. M3-Assignment Workbook V5.2.docx, relevant sections FFP Comms Update (Evidence 9): Director and Programme Manager commendations. As-Is initiated proactively.
  • As-Is Meetings Mapping: self-initiated project, not mandated
  • Director Shaw: "really clear next steps/quick wins"
  • Programme Manager Saywell: "truly identifies the issues we suspected"
  • Phase 2 designed to prevent Phase 1 failures; designed to exceed the brief
B1.2 Demonstrates resilience and accountability. M3-Assignment Workbook V5.2.docx, relevant sections Development Dashboard M3.
  • Apprenticeship maintained through £121m financial emergency and reorganisations
  • Anti-racism forum: chose to advocate proactively despite waning interest (Executive Summary)
  • SWANN: 31 unresolved referrals as of 27 May (no SLA); reduced to 13 outstanding for Shropshire Mental Health by 2 June following mailbox encryption fix; Live Well Shropshire referrals cleared
  • Steve Humphrey testimony: "strategic view, moving from operational viewpoint"
B1.4 Seeks new opportunities. M7-Assignment Workbook Unit 706 V3.docx, relevant sections M7-Development Dashboard-Budgets without Bias V1.docx.
  • Viva Insights proposal: identified digital solution to automate data gap
  • SWANN Phase 2: created new capabilities (dashboard, self-referral) not in Phase 1
  • HWBB adoption: methodology extended cross-organisationally by own initiative
K1.3 Operational business planning; managing resources; setting targets; monitoring performance. M7-Assignment Workbook Unit 706 V3.docx, p.14, para 2.2 As-Is Meetings Analysis Report V0.1.2, pp.3 to 5 (cost analysis, 20% reduction target). As-Is Mapping Infographic: £851k annual cost, 14 FTE equivalent.
  • £770k to £851k meeting costs identified across Children's Services
  • 20% reduction target = 3 FTE returned to frontline
  • SWANN Phase 2: RAID log: 8 risks, 2 issues, 15 actions, 4 dependencies
  • Cost avoidance framework:
    £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."

    illustrative (ADASS/PSSRU proxies)
  • DISTINCTION: Justify WHY: to make financial case visible and enable evidence-based decisions
K1.6 Data security and management; effective use of technology. M6-702 Assignment Workbook V4.docx, p.17, para 2.5 Module 5 Development Dashboard. CRM encryption issue resolved (new SWAN mailbox).
  • CRM encryption issue: original shared mailbox unencryptable; new SWAN mailbox created
  • Viva Insights proposal: anonymised calendar metadata, DPIA offer, privacy by design
  • Dynamics 365 portal chosen to preserve data tracking integrity (not standalone form)
  • Sensitive As-Is data: names anonymised below Service Manager level
K4.3 Organisational cultures and diversity; impact on leading and managing change. M5-Assignment Workbook Unit 705 V3-DA.docx, pp.5 to 6, para 1.1 & 1.2 As-Is Meetings Root Cause Part 2, pp.1 to 4: cultural change analysis, risk diffusion, asynchronous trust deficit.
  • Root Cause analysis identified asynchronous trust deficit as a cultural barrier
  • Phase 1 failure: governance built retrospectively. Cultural, not just technical, failure.
  • Six decisions in As-Is Report flagged for Director sign-off (change management awareness)
  • Professional referrer resistance in SWANN: addressed through design not mandate
S1.4 Creation and delivery of operational plans; KPIs; monitoring performance. M6-702 Assignment Workbook V4.docx, pp.14 to 15, para 2.3 As-Is Meetings Analysis Report V0.1.2, pp.6 to 8, recommendations table with owners, deadlines and KPIs. Now/Next/Later roadmap.
  • Recommendations table: named owners, deadlines, KPIs. Not just findings.
  • Now/Next/Later phased roadmap with phased KPIs for SWANN Phase 2
  • SWANN 12-week sprint timeline with defined deliverables per sprint
  • Success outcomes defined (response time, referral volume, September 2026)
S4.1 Communicate organisational vision and goals; apply to teams. M4-Assignment Workbook V3 reSubmission.docx, Context Statement As-Is Root Cause Part 2, Now/Next/Later roadmap. Module 3 Context Statement.
  • FFP: communicated £770k to £851k finding to Director, AD and Programme Manager
  • SWANN 27 May meeting: Phase 2 overview presented to full SWANN partnership
  • Now/Next/Later: visual tool to communicate change vision at pace
  • Connected project to council's financial recovery mandate (£121m emergency)
Group 2: Managing Teams KSB rows A–Z.
Distinction descriptors: Analyse problems of managing multiple teams and known strategies. (K5.1)  |  Analyse effectiveness of coaching/mentoring techniques and justify their use. (K4.2, S4.2)
KSB Learning Outcome Primary Evidence Additional Evidence Key Evidence Points
B2.1 Open, approachable, authentic; builds trust. L7-Mod 2-Assignment Workbook V5.2.docx, relevant sections M2-360 Feedback.pdf, pp.1 to 17, Q4, Q11, Q12, Q13, Q15.
  • 360 Feedback: 100% accessible and approachable; 100% transparent and honest
  • Colleagues: "always available, friendly, and professional; seeks to gain perspectives"
  • Steve Humphrey: "asking for more feedback around the support we give teams"
  • Anti-racism forum: open about own uncertainty; sought line manager input before acting
K4.1 Different leadership styles; leading multiple and remote teams; managing team leaders. M4-Assignment Workbook V3 reSubmission.docx, pp.7 to 9, para 1.3 & 1.4 M4-Development Dashboard-Managing a diverse Team V1.docx
  • Situational leadership: directing with Jim Ford (resistant), coaching with providers (incompatibility)
  • Adapted style for each SWANN stakeholder; not a one-size approach
  • Managed upwards (Director), sideways (AD, PM), and outwards (ICE Creates, providers)
  • Managing multiple concurrent workstreams without line authority over most participants
K4.2 Motivate and improve performance; coaching and mentoring approaches. M4-Assignment Workbook V3 reSubmission.docx, pp.6 to 8, para 1.2 Coaching Testimonials 2025.pdf (Evidence 7). West Midlands Coaching Pool.
  • 15 coachees via West Midlands Coaching Pool (voluntary)
  • 2 returned to work following burnout; 6 received promotions
  • Coaching Testimonials 2025: external validation with named outcomes
  • DISTINCTION: Analyse effectiveness: coaching enabled self-discovery vs directive instruction
K4.4 Delegate effectively. M4-Assignment Workbook V3 reSubmission.docx, p.4, relevant section M6 and M7 Development Dashboards: S5.3 examples.
  • FFP: Charlie Saywell coordinated data population across team (Dave enabled, not did)
  • SWANN RACI matrix: delivery accountability mapped through named individuals
  • IMPACT Board observation: chose observation not ownership. Appropriate restraint.
K5.1 Manage multiple teams; develop high performing teams. M4-Assignment Workbook V3 reSubmission.docx, p.5, para 1.3 & 1.4 As-Is Meetings Analysis Report V0.1.2 : analysis spanning 73 staff across Early Help and Social Care.
  • As-Is analysis: engaged 73+ staff across Early Help and Social Care
  • SWANN team: cross-functional. CRM, digital, customer services, dashboard, commissioners.
  • Concurrent workstreams managed simultaneously (SWANN + EPA + deprioritised EHM)
  • DISTINCTION: Strategies used: sprint framework, RACI, weekly cadence, POAP. Lisa Middleton (Commissioning Officer) responded to the POAP directly: "This hasn't always been supported by fully established governance arrangements, so what you've set out here feels like an important step in strengthening this." (June 2026)
K5.2 Performance management; talent management; recruit and develop people. M4-Assignment Workbook V3 reSubmission.docx, p.4, relevant sections M6-David Agyei Performance Review, RPL tab, KSB scores.
  • Performance Review (Evidence 5): KSB scores documenting development trajectory
  • Coaching 15 people externally: direct talent management practice outside own team
  • 6 promotions achieved by coachees; measurable performance improvement impact
S4.2 Support development through coaching and mentoring; enable high performance. M4-Assignment Workbook V3 reSubmission.docx, pp.9 to 12 Coaching Testimonials 2025.pdf. M4-Development Dashboard.
  • Coaching Testimonials 2025: specific individuals, specific outcomes documented
  • West Midlands Coaching Pool: voluntary commitment to coaching others (not required)
  • 2 returned from burnout; coaching in high-stakes personal situations
  • DISTINCTION: Justify technique choice: coaching enabled ownership; directive would not have achieved same
S5.1 Manage talent and performance. M4-Assignment Workbook V3 reSubmission.docx, p.2 M6-Development Dashboard: S5.1 examples.
  • Coaching: identified strengths in coachees and directed development accordingly
  • Performance Review: managed own performance against KSB standards
  • FFP team: enabled Charlotte Saywell to develop project coordination skills
S5.2 Develop, build and motivate teams; identify strengths; enable development. M4-Assignment Workbook V3 reSubmission.docx, p.3 M4-Development Dashboard: West Midlands Coaching Pool.
  • Identified individual strengths in SWANN team and assigned workstreams accordingly
  • HWBB adoption: enabled Louisa Jones to apply methodology to wider sphere
  • Coaching Pool: built others' capability as a sustained practice, not ad hoc
S5.3 Delegate and enable delivery through others. M4-Assignment Workbook V3 reSubmission.docx, p.4 M6 and M7 Development Dashboards: S5.3 examples.
  • FFP: delegated data collection to 73+ staff, coordinated via Charlie Saywell
  • SWANN: Kate Hobbs (CRM), Katie Done (Digital), Ness Hicken (referral form): each owns their workstream
  • Delivery through others without line authority; influence not instruction
Group 3: Communication Skills KSB rows A–Z.
Distinction descriptors: Evaluate influencing/negotiating theories and their effectiveness in managing supplier relationships. (K6.1)  |  Analyse barriers to communication and how overcome. (K7.1)  |  Justify how you remained positive and adaptable responding to feedback. (B3.3)
KSB Learning Outcome Primary Evidence Additional Evidence Key Evidence Points
B1.3 Determination when managing difficult situations. M5-Assignment Workbook Unit 705 V3-DA.docx, relevant sections As-Is Meetings Analysis Report V0.1.2: sensitive leadership capacity data. Anti-racism forum (Executive Summary).
  • As-Is: presented sensitive leadership capacity data to Director without softening the findings
  • Anti-racism forum: sustained advocacy for policy development despite waning institutional interest
  • SWANN: managed 31 outstanding referrals (27 May), no SLA, TBC strategic owner; reduced to 13 (Shropshire Mental Health) by 2 June; mailbox encryption fix in place; did not stall
  • £121m financial emergency: maintained focus on project delivery under systemic pressure
B2.2 Seeks views of others; values diversity. M4-Assignment Workbook V3 reSubmission.docx, relevant sections M2-360 Feedback.pdf, Q1, Q6, Q14. M4-Development Dashboard.
  • 360 Feedback: Q1, Q6, Q14: seeking others' views and valuing diversity
  • SWANN requirements workshop: user stories confirmed with full team, not imposed
  • As-Is: crowd-sourced data from 73+ staff; incorporated AD's anomaly feedback before wider release
B3.3 Positive and adaptable; responds well to feedback and need for change. M5-Assignment Workbook Unit 705 V3-DA.docx, relevant sections M5-Development Dashboard: B3.3 examples.
  • Deprioritised EHM Mapping pragmatically when capacity required elsewhere; not defensive
  • Sprint approach adapted to council context: phased delivery over rigid waterfall
  • Natasha's anomaly feedback: responded constructively, updated analysis before wider release
  • DISTINCTION: Justify adaptability: sprint chosen specifically because council context required visible early wins to maintain stakeholder confidence
K6.1 Stakeholder and supplier relationship management; negotiation; influencing; networking. M7-Assignment Workbook Unit 706 V3.docx, p.10, para 1.1 FFP Comms Update (Evidence 9): influencing Director, AD and PM without line authority.
  • Model: Mendelow's power/interest matrix. Used to differentiate engagement by stakeholder
  • Influenced Director Shaw to commit to reviewing his own meeting attendance
  • No line authority over Director, AD (Natasha Moody) or Programme Manager (Charlotte Saywell)
  • HWBB adoption: influenced Louisa Jones cross-organisationally
  • DISTINCTION: Evaluate the theory: Mendelow useful but doesn't capture emotional resistance; supplemented with trust-building first
K6.2 Collaborative working; delivery through others; sharing best practice. M7-Assignment Workbook Unit 706 V3.docx, p.11, para 1.2 FFP Comms Update (Evidence 9): methodology adopted by HWBB. CLT recommendations.
  • Four CLT recommendations emerged from collaborative analysis with AD Natasha Moody
  • HWBB: As-Is methodology shared and applied cross-organisationally
  • SWANN requirements workshop (2 June): user stories confirmed collaboratively with team
  • Good practice shared externally. HWBB, CLT. Not kept within PMO.
K6.3 Manage conflict at all levels. M7-Assignment Workbook Unit 706 V3.docx, p.19 As-Is Meetings Analysis Report V0.1.2, Section 2.3: sensitive findings; 6 decisions flagged for Director sign-off.
  • As-Is: six decisions with political sensitivity flagged for Director sign-off (not avoided)
  • As-Is: names anonymised below Service Manager level; ethical conflict prevention
  • SWANN: Jim Ford's Phase 1 concern addressed proactively in Phase 2 design
  • Provider response format incompatibility resolved through engagement not mandate
K7.1 Interpersonal skills; forms of communication; verbal, written, non-verbal, digital. L7-Mod 2-Assignment Workbook V5.2.docx, pp.11 to 12 M2-360 Feedback.pdf, Q37, Q38, Q40, Q44.
  • Adapted communication for each audience: Director (strategic framing), operational staff (practical impact), providers (format compatibility)
  • Written: As-Is Report, SWANN proposal, cost avoidance model, ToR
  • Verbal: SWANN partnership presentation, requirements workshops, provider meetings
  • 360 Feedback: communication style rated positively across all modes
S6.1 Build trust; effective negotiation and influencing; manage conflict. M7-Assignment Workbook Unit 706 V3.docx, relevant sections FFP Comms Update (Evidence 9): Director committed to reviewing own meeting attendance.
  • Director Shaw publicly committed to reviewing own meeting attendance. Trust earned through evidence not authority
  • Jim Ford: Phase 1 concern (low referrer uptake) acknowledged and designed into Phase 2 solution
  • ICE Creates: provider format incompatibility resolved by adjusting Phase 2 portal design
  • Lisa Middleton "manage closely": trust built through regular check-ins and co-design
S6.2 Identify and share good practice; collaborate inside and outside organisation. M7-Assignment Workbook Unit 706 V3.docx, relevant sections FFP Comms Update (Evidence 9) : HWBB adoption. M4-Development Dashboard: West Midlands Coaching Pool.
  • HWBB: As-Is methodology shared with Louisa Jones for cross-organisational application
  • West Midlands Coaching Pool: sharing coaching practice externally as volunteer
  • CLT recommendations: good practice findings escalated to Corporate Leadership Team
  • SWANN: requirements workshop outcomes shared across SWANN partnership
S7.2 Chair meetings and present using a range of media. M7-Assignment Workbook Unit 706 V3.docx, relevant sections M7-Development Dashboard: meeting facilitation examples.
  • 27 May: chaired SWANN partnership meeting, presented Phase 2 overview
  • 2 June: facilitated first Phase 2 requirements workshop (D_007 in decision log): user stories agreed, field list finalised, build sequence set. 10 June: facilitated second, deeper requirements workshop: signposting list categorised into themes with Co-pilot analysis, failure demand principle applied to mandatory field discussion, acceptance criteria framework agreed for electronic referral form and provider portal. This workshop took place after EPA submission on 5 June and provides additional post-submission evidence of structured requirements elicitation leadership.
  • FFP: presented As-Is findings to Director, AD and Programme Manager using infographic + report
  • EPA presentation: 20-minute structured delivery with slides, notes and RAID data
S7.3 Active listening; challenge and give constructive feedback. M4-Assignment Workbook V3 reSubmission.docx, p.12; Context Statement M2-360 Feedback.pdf, Q14, Q43. M4-Development Dashboard.
  • 360 Feedback Q14, Q43: listening and feedback specifically cited
  • Coaching practice: active listening as core competency: 15 coachees, measurable outcomes
  • SWANN: provider concerns heard, incorporated into design (format incompatibility resolved)
  • Natasha Moody's anomaly feedback (18 Feb): responded constructively, worked through points
Group 4: Personal and Professional Development KSB rows A–Z.
Distinction descriptor: Evaluate a range of known learning styles in different situations. (K8.2)
KSB Learning Outcome Primary Evidence Additional Evidence Key Evidence Points
B4.1 Sets example; fair, consistent and impartial. M3-Assignment Workbook V5.2.docx, relevant sections M3-Development Dashboard. M2-360 Feedback.pdf, Q5, Q9, Q10, Q11.
  • 360 Feedback Q5, Q9, Q10, Q11: leadership by example consistently rated
  • Anti-racism forum: modelled proactive advocacy when others stepped back
  • As-Is: applied consistent methodology across all teams; no favouritism in findings
B4.2 Open and honest. L7-Mod 2-Assignment Workbook V5.2.docx, relevant sections M2-360 Feedback.pdf, Q11, Q12.
  • 360 Feedback: 100% operates with transparency and honesty (Q11, Q12)
  • Cost avoidance model: all assumptions explicitly labelled [ASSUMPTION: PROXY]; not hidden
  • Proposal Section 5: limitations of own methodology stated openly
B4.3 Operates within organisational values. L7-Mod 2-Assignment Workbook V5.2.docx, relevant sections M2-360 Feedback.pdf, Q5, Q13.
  • Anti-racism forum: chose to uphold organisational values on inclusion when under no obligation to
  • SWANN: PSED and equalities considerations embedded in service design (self-referral pathway)
  • As-Is: GDPR-conscious data handling: anonymisation, DPIA offer for Viva Insights
K8.1 Own impact and emotional intelligence. M3-Assignment Workbook V5.2.docx, p.13, para 1.2, 1.3 & 1.4 M3-M2-Task 1d PDP v0.2.docx. M2-360 Feedback.pdf (all questions). M3-Development Dashboard.
  • 360 Feedback: consistent themes across all questions: approachability, transparency, impact awareness
  • Steve Humphrey: observed shift "from operational to strategic viewpoint": impact on how others perceive Dave
  • Anti-racism forum: recognised own emotional response and chose proactive advocacy over withdrawal
  • As-Is: aware that sensitive data could damage trust; proactively anonymised and framed sensitively
K8.2 Different learning and behaviour styles. L7-Mod 2-Assignment Workbook V5.2.docx, pp.11 to 12, para 2.1 M3-M2-Task 1d PDP v0.2.docx. M2-360 Feedback.pdf.
  • PDP: structured reflection using learning styles framework
  • Coaching practice: adapted approach to each coachee's learning style
  • SWANN: varied communication method by stakeholder: visual (infographic), written (report), verbal (workshop)
  • DISTINCTION: Evaluate styles: knowing when to shift from coaching to directive based on situational readiness
S8.1 Reflect on own performance, working style and impact on others. M3-Assignment Workbook V5.2.docx, pp.3 to 8 M3-M2-Task 1d PDP v0.2.docx. M3-Development Dashboard: reflection on Excel project.
  • Executive Summary: articulates key learning from programme clearly and specifically
  • Steve Humphrey confirms observable change: moved "from operational to strategic viewpoint"
  • Identified and worked on perfectionism; balancing detail with on-time delivery
  • Anti-racism forum: reflected on own motivation and values before taking action
S9.1 Create a personal development plan. M3-Assignment Workbook V5.2.docx, relevant sections M3-M2-Task 1d PDP v0.2.docx, pp.1 to 3. M3-Development Dashboard, p.3, PDP section.
  • PDP (Evidence 3): complete personal development plan with goals, actions and timelines
  • Development Dashboard: ongoing reflection and forward planning across all modules
  • Executive Summary: future aspirations: CMI membership, more leadership roles, coaching continuation
Quick Reference: Theory Map Theories A–Z.

Have these ready for: "Which models or frameworks underpinned your approach?"

Change managementSystemic governance design (Kotter: creating urgency. Lewin: unfreeze/change/refreeze for Phase 1 to Phase 2)
Proposal Section 9

Three recommendations: confirm a named strategic owner for SWANN; proceed with the electronic referral form as the unconditional first delivery; build the measurement framework alongside the form, not after it.

Closing: "Early-intervention services need the same governance rigour as any other commissioned service. SWANN got through Phase 1 and into Phase 2 without a risk register, success measures or a strategic owner in place. Getting those structures built retrospectively under time pressure was possible this time. It should not need to happen that way again."

Decision / AreaFramework / Theory to NameWhere it appears
Financial analysisProxy costing with transparent assumption labelling: ADASS/PSSRU as published public sector benchmarksProposal Section 6; Cost Avoidance v0.1
Leadership approachSituational leadership: directing vs coaching based on stakeholder readinessJim Ford; provider engagement; coaching testimonials
Options appraisalCost-benefit analysis with do-nothing as explicit baseline
Proposal Section 8

Alternative 1: Stabilise Phase 1 before starting Phase 2 (raised by Jim Ford, 20 May). Rejected: deferring would lock in the Phase 1 problems rather than fix them, since the Phase 1 issues are partly caused by the absence of Phase 2 capabilities.

Alternative 2: Commission an external consultant. Rejected: the cost for a six-week sprint was hard to justify, and someone without the existing relationships would have struggled to land the requirements workshop.

Alternative 3: A standalone form not integrated with CRM (Katie Done flagged a prior failed Microsoft Form, 27 May). Rejected: a standalone form creates a separate data silo and loses the referral tracking the business case depends on.

: three alternatives considered
Project managementAgile/Scrum: empirical process control (inspect and adapt, sprint cadence)Slide 8; Proposal Section 3; Slide 3 decision
Stakeholder managementMendelow's power/interest matrixSlide 12; ELD K6.1; SWANN stakeholder plan
Golden Thread: Use This as Your Anchor
One sentence that connects everything:

"The SWANN Phase 2 project directly addresses Shropshire Council's financial recovery mandate by building the data infrastructure needed to demonstrate cost avoidance on escalations; a quantifiable return on investment in early intervention that was previously impossible to evidence."

Supporting proof: £121m financial emergency → Phase 1 failed to create data infrastructure → Phase 2 designed to fix governance before technology → £390k illustrative annual saving once data infrastructure is in place → Shropshire Plan 2022 to 2025 outcome alignment.