Strategic TTE Diagnostic Partnership — Intake Form

Section 1: Executive Contact Details

Full Name *

Work Email *

Phone Number *

Organisation *

Designation/Role *

Section 2: The Training Investment (Anchor Case)

Review one training investment that did not deliver Impact, ROE, or ROI. This becomes the diagnostic anchor.

Provide a brief description of the training investment you want to review. *

Title, objective, and context

What was the intended business Impact of this training? *

What were the actual outcomes observed? *

Section 3: Expectations & Measurement

How were expectations from this training defined before it was delivered? *

Which business measure(s) was this training expected to influence? *

e.g., revenue, cost, productivity, turnaround time, customer outcomes

Was ROI considered for this training? * -- Select -- Yes (clearly defined) Yes (but not clearly defined) No Other (please specify)

Please specify: *

Section 4: Decision & Positioning

How was the decision made to proceed with this training? * -- Select -- Line manager request HR/L&D decision Leadership directive Other (please specify)

Please specify: *

To what extent was this training linked to a defined performance need before approval? * -- Select -- Clearly linked Partially linked Not clearly linked Other (please specify)

Please specify: *

Section 5: Transfer & Application

What happened after the training was completed? * -- Select -- Structured follow-up Informal follow-up No follow-up Other (please specify)

Please specify: *

To what extent was application on the job supported? * -- Select -- Actively supported Partially supported Not supported

Section 6: Organisational Context

What is driving your decision to review this training investment now? * -- Select -- Did not deliver expected results Leadership concern Budget pressure Need for accountability Other (please specify)

Please specify: *

What do you want to achieve from this diagnostic? *

Section 7: Engagement Scope

Who will be involved in this diagnostic engagement? * -- Select -- Sponsor only ($1,500) Sponsor + team (max 3 participants, $3,500)

When would you like this engagement to begin? * -- Select -- Immediately Within 1 month Within 3 months Other (please specify)

Please specify: *

Section 8: Readiness

Are you prepared to review this training investment objectively, including decisions made before and after delivery? * -- Select -- Yes Not sure No Other (please specify)

Please specify: *

Section 9: Final Input

Is there anything else we should be aware of regarding this training investment?

Section 10: Review & Submit

Review your responses before submitting. Use the Edit button on any section to go back and make changes.

Your answers will appear here once you move through the form.