Active Participants
28
of 30 seats activated
Burnout Risk Flags
6
3 ICs · 3 mid-managers
Avg Engagement Score
74
↑ 8pts from baseline
Sessions Completed
41
of 60 scheduled to date
Gigs Without Follow-up
9
skills transfer gap
Burnout Heat Map — by Function & Signal
Workload
Autonomy
Recognition
Growth Path
Connection
HR / Legal
78
62
84
76
41
IC — Analyst
68
38
57
72
29
Mid-Manager
55
66
44
58
63
AFSG / CS
88
74
65
82
51
CAP / MBA
22
18
35
54
24
Risk score (0–100):
Low
Moderate
Elevated
Critical
Hover cells for detail · All data de-identified (min. 5 per group)
Pilot Population Breakdown
Low ×7
Med ×3
High ×2
Low ×5
Med ×4
High ×1
Med ×2
High ×3
Low ×3
Gig/Rotation → Skills Transfer Gap
MR
M. Rivera · IC Analyst
No follow-up plan ↗
KL
K. Lee · IC Analyst
Coach assigned ✓
JP
J. Park · Mid-Manager
No follow-up plan ↗
Mercer Skills Architecture Alignment
Mapped to Capital Group's Mercer job architecture project. Assessment taxonomy will auto-update as Mercer framework is finalized.
Leadership Competencies
Mapped from Mercer Level 3–5 framework
IC Skills Baseline
Pre-assessment against Mercer IC taxonomy
Job Architecture Sync
Awaiting Mercer deliverable — auto-import ready
External Benchmarking
vs. PIMCO, BlackRock peer cohort
Succession Planning Layer
IC → Manager pathway visibility
Workday Integration
Development plans from Workday sync read-only to coach view. Coaches cannot write back to Workday.
Annual Goals
Strategic priority alignment from performance cycle
Synced
Dev Plans
Coach-visible, privacy-safe read access
Synced
Gig/Rotation Log
Tracks completed rotations for transfer coaching
Synced
Manager Reports
Optional: aggregated report delivery to people managers
Optional
Privacy note: Coach view is read-only. Individual Workday data is never surfaced in sponsor reports. Only aggregate signals used.
Competency Progress — 30-Day Pulse
Based on 28 active participants · pre/post pulse assessment · de-identified aggregate
120-Day Pilot Timeline — Capital Group
✓
Day 0–14
Activation
Onboarding, baseline assessments, coach matching, Company Brain seeded
◎
Day 14–30 · Now
First Sessions
Coach cadence begins, Workday goals synced, burnout baseline captured
→
Day 60
Mid-Point Report
Outcomes pulse, competency progress brief, heat map review with Jenna Wilson
★
Day 120
Full Impact Report
Pre/post outcomes, ROI summary, vs. non-coached cohort, scale recommendation
Sample Participant View — Sponsor Dashboard
🔒 Names anonymized in sponsor view · Full detail visible to coach only
| Participant ID | Level | Function | Sessions | Engagement | Burnout Risk | Top Competency Focus | Gig/Rotation | Skills Transfer |
|---|---|---|---|---|---|---|---|---|
| P-004 | IC Analyst | HR | 3 / 5 | 82 | High | Recognition & Voice | Risk Ops ✓ | 41 |
| P-011 | Mid-Manager | Legal | 2 / 5 | 66 | Moderate | Managing Up | — | — |
| P-017 | IC Analyst | AFSG | 2 / 5 | 48 | High | Autonomy & Growth | Client Group ✓ | 29 |
| P-022 | Mid-Manager | HR | 4 / 5 | 91 | Low | Strategic Communication | — | — |
| P-028 | IC Analyst | CAP | 3 / 5 | 77 | Low | Influence Without Authority | Investment Group ✓ | 74 |
P-004
IC Analyst · HR
Sessions3 / 5
Engagement82
Burnout RiskHigh
Skills Transfer41
Top FocusRecognition & Voice
Gig/RotationRisk Ops ✓
P-011
Mid-Manager · Legal
Sessions2 / 5
Engagement66
Burnout RiskModerate
Skills Transfer—
Top FocusManaging Up
P-017
IC Analyst · AFSG
Sessions2 / 5
Engagement48
Burnout RiskHigh
Skills Transfer29
Top FocusAutonomy & Growth
Gig/RotationClient Group ✓
P-022
Mid-Manager · HR
Sessions4 / 5
Engagement91
Burnout RiskLow
Skills Transfer—
Top FocusStrategic Communication
P-028
IC Analyst · CAP
Sessions3 / 5
Engagement77
Burnout RiskLow
Skills Transfer74
Top FocusInfluence Without Authority
Gig/RotationInvestment Group ✓
Showing 5 of 28 active participants · Participant IDs are anonymized · Real names visible to coach and participant only · Min. group of 5 before any rollup is surfaced to sponsor