EQV Framework — Client Intervention Process Flow

EQV Framework — Client Intervention Process Flow

Entry · Pre-Flight Diagnostic · Three-Phase Architecture · Sustained Authenticity
Comprehensive Assessment Map All Instruments Integrated Confidential
Process Node
Decision Gate
Assessment / Tool
Phase 3 / Completion
Phase 2 Structure
Alert / Intervention

🧰 Assessments & Tools — Full Instrument Index

📋 Pre-Flight
Pre-Flight Diagnostic
15-item behavioral honesty instrument; 0–100 Authenticity Score; 4 trap clusters Q1–Q15
🧭 Compass WS
EQV Compass Worksheet
Core values, actions, challenges, strategy library; revised at Day 14, 30, 45, 90
🪞 Identity Cal.
Identity Calibration Assessment
Used first for 0–39 band; value clarification before Compass; Ch. 10 Compass reference
📓 Truth Journal
Daily Authenticity Journal
Discomfort score 1–10 daily; pattern analysis by Day 28; reviewed at Day 30 & 45
🧠 Psych Safety
Psychological Safety Baseline
Measured Day 31 → Day 60 comparison; shift ≥ 0.5 pts required to advance Phase 3
🔍 Values Filter
Values Filter
Applied to one strategic decision in Phase 2; anchors structural changes to core values
📊 Floor Assess.
Floor Assessment
Conducted at EQV Compass / Day 14 milestone; values-to-behavior translation map
🔁 Pre-Flight R2
Pre-Flight Retaken (Day 90)
Full re-administration at Day 90; Org authenticity score vs. Day 1 baseline comparison
👥 Team Qualitative
Team Qualitative Feedback
Gathered at Day 90 from team; informs culture integration and Phase 3 outcomes
🚫 No-Spin Zone
No-Spin Zone / Truth Dashboard
One structural change created in Phase 2 (Ch. 8 reference)
⏱ 48-Hr Rule
48-Hour Disclosure Rule
Transparency protocol with team; implemented in Phase 2
✅ Auth Indicators
Authenticity Indicators
Added to performance review framework in Phase 3; one cultural ritual established
ENTRY: Initial Practitioner Engagement
Leader referred or self-referred · EQV intake conversation initiated
Pre-Flight Diagnostic Administered
15-item behavioral honesty instrument · Four trap clusters (Q1–Q15)
0–45 raw score → 0–100 Authenticity Score · Trap Profile derived
🧰 Instruments Applied
📋 Pre-Flight Diagnostic 🗂 Trap Profile Mapping
Day 1–3: Partner Onboarding Partner identified & briefed · Partner receives orientation on EQV model · Establishes accountability baseline
Authenticity Score?
80–100
Strong Authenticity
Maintain & refine · Compass + org culture work
Tools
🧭 Compass
60–79
Solid Foundation
Targeted 1–2 trap areas · Coaching optional
Tools
🧭 Compass
40–59
Active Challenges
Compass + coaching strongly rec. · Foundation first
Tools
🧭 Compass 📊 Floor
0–39
Multiple Active Traps
Immediate structured intervention · Certified practitioner required
Tools
🪞 Identity Cal. 🧭 Compass
EQV Compass Worksheet · Day 14 Milestone
Core Values · Actions · Challenges · Strategy Selection (Library #1–3)
Conduct Floor Assessment · Values-to-Behavior Translation Map
🧰 Instruments Applied at Day 14
🧭 Compass Worksheet 📊 Floor Assessment 🗺 Values-to-Behavior Map
0–39 band only: Identity Calibration
Assessment first
(before Compass entry)
🪞 Identity Cal.
PHASE 1

AWARE-
NESS
PHASE 1 · Days 1–30 · Awareness Phase
  • Daily authenticity moment · Discomfort score 1–10 in journal
  • Weekly truth conversation · Partner briefed by Day 3
  • Pattern analysis by Day 28 · Partner review call at Day 30
  • Compass Worksheet by Day 14 · Draft revised at Day 30 review
🧰 Active Instruments — Phase 1
📓 Daily Truth Journal 🧭 Compass Worksheet (active) 📊 Discomfort Score Tracking 🔍 Pattern Analysis (Day 28)
Day 30 Partner Review Journal patterns reviewed · Compass Worksheet revised
Day 14 Check-In Compass draft complete · Floor Assessment scored
Trap pattern clear from Phase 1 journal? No → extend observation
Yes ↓
PHASE 2

STRUC-
TURE
PHASE 2 · Days 31–60 · Structural Change Phase
  • Create one structural change: No-Spin Zone or Truth Dashboard
  • 48-Hour Disclosure Rule · Transparency protocol with team
  • Compass strategy selection confirmed at Day 45 partner review
  • Psych safety: Day 31 baseline → Day 60 comparison
🧰 Active Instruments — Phase 2
🧠 Psych Safety Baseline (Day 31) 🔍 Values Filter (1 decision) 🚫 No-Spin Zone / Truth Dashboard ⏱ 48-Hr Disclosure Rule 📓 Journal — Structural Change Log
Day 45 Compass Revisit Align strategies to actual journal pattern
Values Filter Applied To one strategic decision this phase
Day 60 Psych Safety Check Compare vs. Day 31 baseline — shift ≥ 0.5 pts required
Psych safety shift ≥ 0.5 pts at Day 60? No → revisit structure
Yes ↓
PHASE 3

CULT-
URE
PHASE 3 · Days 61–90 · Culture Integration Phase
  • Values alignment check added to all major decision processes
  • Authenticity indicators added to performance review framework
  • One cultural ritual established (honest accounting / values check)
  • Pre-Flight retaken at Day 90 · Org authenticity score vs. baseline
🧰 Active Instruments — Phase 3
✅ Auth Indicators (perf. framework) 👥 Team Qualitative Feedback (Day 90) 🔁 Pre-Flight Retaken (Day 90) 🧭 Compass Review (Day 90) 🔍 Values Alignment Check (all decisions)
Day 90 Compass Review With practitioner or partner
Team Qualitative Feedback Gathered at Day 90
No → Revisit Phase 2 Return to structural change if authenticity score not improved
Authenticity Score improved & habits sustained? No → revisit Phase 2
Yes ↓
Day 90 Review Complete
Pre-Flight comparison scores reviewed · Score vs. Day 1 baseline
Next 90-day architecture designed before review concludes
🧰 Instruments at Day 90 Review
🔁 Pre-Flight Retaken 🧭 Compass Final Review 👥 Team Qualitative Feedback 🧠 Psych Safety Final Score 📊 Score vs. Day 1 Baseline
Continue development arc? Yes → new 90-day cycle
No ↓
Sustained Authenticity Architecture
EQV practices embedded in org processes & leadership culture
Authentic leadership is navigational — phases and milestones continue
🧰 Ongoing Instruments
🧭 Compass (ongoing) ✅ Auth Indicators (embedded) 🔁 Pre-Flight (each cycle) 🔍 Values Filter (all decisions)
EQV Framework · Client Intervention Process Flow · Confidential · Source: Ch. 8 Pre-Flight · Ch. 9 Four Traps · Ch. 10 Compass