Conspectus

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What is Conspectus? · Terms · Privacy

Our terms

Conspectus now has a Terms of Service and a Privacy Policy. They explain who can see your information, how AI tools are used, and how to ask for your data to be deleted. Please read and accept them to continue.

Conspectus

Conspectus

Bring a problem.
The library answers.

Terms · Privacy
Try one:
Pick a coachee to save this run to their profile, seen by you only.

For questions about your work: your role, your team, the people you work with, your career. It is not a substitute for a counselor, therapist, doctor, or lawyer.

My saved runs

One read of it

Try one:
Picking a person loads their whole record into the prep.

The prep note

Paste a document and Evaluate tests its claims: observed vs. interpreted, known vs. assumed, causal claims, numbers, undefined terms.

For documents from your work: a plan, a proposal, a report, an email.

My saved runs

The assay report

Sessions, sponsor check-ins, and commitment due dates across every engagement. Overdue commitments show in red. Click anything to open its engagement.

Two questions sponsors ask about coaching money, answered with the same honest method. Price an engagement: before you start, what is the change worth, and what is a fair fee? Value to date: once you are underway, what has it been worth so far?

Price an engagement

A private client pays from their own pocket and keeps what lands there, so the case is built on their income goal, not on value to an employer: the gap coaching can claim (target minus what they would earn anyway), after tax, for the months they earn it, scaled by how likely it is. The fee is yours to set; the tool shows how fast it pays back and how it sits against their take-home pay. Pick an individual client to use it.

A workshop reaches everyone in the room, but each person moves less than with a coach, and the gain fades unless something reinforces it. Workshops are bought on delivery, not outcome, so the fee comes from the market: a flat fee by format covering a set number of participants, a charge for each person above that, and any assessments per person. The value estimate then shows what the client gets back for that fee, after counting everyone's time away from work.

Team coaching, no 1:1 sessions. Describe the typical member of the team: where most of them perform now and where they need to be. This is not the team's rank against other teams. The realism check is stricter here, because team coaching has less research behind it and a whole team's average moves less than one focused person.

Use the sponsor's own words: where is this person or team now, where do they need to be, and how long does it need to hold? Average is usually the 50th; if this group is full of high performers, set the role average higher (say 60th) so "average here" means what the sponsor means.

Your workshop rates (typical US PCC figures; change them to yours)
Value to date

Leave the percentiles blank to use the research range for performance. Fill both to value the change you actually measured. The last three set the financially adjusted figure; use the client's own if they give them.

Saved proposals and cases

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What waits for you stays at the top until it is done. Below it, what moved since you last looked; opening this page marks those seen.

Objectives and key results for each client. An objective is one plain sentence for a quarter; key results are the measures that show it moving. Coaching goals can be marked as supporting an objective; the two are never merged.

A short anonymous survey for the people you choose at a client: a few statements and open questions (the standard set, or your own from the bank), which the coach and the sponsor each approve before it goes out. Answers are never linked to a person, and nothing shows for a group under five. The coach reads the comments; the sponsor sees scores and, once the coach shares it, a summary of themes.

Item bank and Simulate are for the administrator only.

What your coach's library has prepared for you. New pieces arrive on the rhythm your coach set.

Your sessions with your coach: the next one, what you would like to work on, and the ones before and after.

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What the AI behind Conspectus is doing and what it costs: every writing call (Claude) with its tokens and price, and every judgment call (Jev, Clef) counted. Only the administrator sees this tab. Demo activity is left out unless you include it.

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Your own account. Clients never see this page or anything on it.

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Everyone on file, one row each, grouped by client. New people (an assessment, a team member, anyone added on Clients) arrive here with No access; nobody gets a sign-in until you pick a level. Coachee: Vantage, Evaluate, their own Calendar and growth feed. Sponsor: adds Instruments, their company's Calendar, and its released Signature reports and goals to agree to; a sponsor belongs to one client. Coach: every screen, but only the clients you give them (here with Choose clients, or on each client's Coach and sponsor card) plus any they add. Admin sees everything, and only Admin sees this tab. Nobody sees another coach's clients, another sponsor's company, or another coachee. Tick extras to grant a single feature past the level. Setting someone back to No access pauses their sign-in and keeps it, so restoring is one click.

Preview:
Set access to

The Aerie is the eagle's nest: Bald Eagle Leadership's own patterns, kept in one place. Each names a common workplace problem and says what lies underneath it. Read one in full, or send it to a coachee as a short piece written for them. Vantage draws on the whole library, close to 10,000 notes across disciplines; when a problem calls for one of these, it shows first, marked Conspectus pattern.

A path is a designed delivery of growth content: who it goes to (a person, a team, or a coach on file), what goes out (their live edge, a theme, or a planned series), and when (cadence, days, time, start). Each piece is written for the individual receiving it, grounded in the library. Each piece arrives on the person's My growth page and by email.

Run an analysis

Pick the client above, then who. One person gets the full facilitation debrief from their stored report; a team or the whole client gets the roll-up read from everyone's profiles. Profiles and maps stay visible on the Clients tab.

360-degree feedback

Questions built from the person's goals on file plus a core set, raters by group with private links, and an analysis that lands on their profile. You see the results first; they see a developmental version when you release it.

I want to:

Paste or upload the person's results. The library writes the full facilitation-script debrief, .docx included, with its lenses woven into every section.

The debrief