Team Overview
WAI Distribution — Current State
8 members · Q2 2025EOS Trend — Last 4 Quarters
Team Matrix
Composition Matrix — Analytics & Credit Management
Priority Conversations
Talent View
| Name | Self Profile | Mgr Current | Mgr Vision | Perception Gap | Dev Gap | Alignment Gap | |
|---|---|---|---|---|---|---|---|
| Alex C. | I→E | I→E | I→T | Low | Medium | Medium | |
| Jamie L. | I→T | I→T | I→T | None | None | None | |
| Morgan R. Priority | E→T | E→T | I→E | Low | High | High | |
| Sam K. | E→T | E→T | E→T | None | None | None | |
| Taylor B. | E→I | E→I | E→I | None | None | None | |
| Jordan P. | T→E | T→E | T→I | Low | Medium | Medium | |
| Casey W. | T→E | T→E | T→E | None | None | None | |
| Riley M. Priority | E→T | E→T | T→I | Low | High | High |
Insights
DRS approaching critical threshold — ideation concentration risk
Critical62% of meaningful ideation capacity is concentrated in 2 members: Jamie L. and Alex C. The critical threshold is 70%. If either member exits or is redeployed, the team loses more than half its upstream problem-setting capability in a single move.
- Prioritize Morgan R.'s development move toward I→E profile — this directly distributes ideation load
- Create structured ideation pairing: assign Jamie L. as a deliberate upstream collaborator for Morgan R. on one active project
- Review succession scenario: what happens if Alex C. is promoted or exits in the next 12 months?
EOS trending up — execution overload increasing across quarters
WarningExecution Overload Score has risen from 28 (Q3'24) to 38 (Q2'25) — a 36% increase in four quarters. The team is absorbing more defined, scope-clear execution work without a compensating shift in ideation or complex troubleshooting capacity.
- Audit whether Sam K. and Casey W.'s stable E→T and T→E profiles are absorbing scope creep from adjacent teams
- Review workload distribution — are ideators being pulled into execution coverage?
- Set a Q3 checkpoint: if EOS reaches 42, trigger a formal team design review
3 members require development direction conversations this quarter
Action RequiredMorgan R., Riley M., and Jordan P. each show a meaningful gap between current profile and manager vision. These are not performance issues — they are direction issues. The conversations need to happen before development plans are written.
- Morgan R.: highest priority — I→E vision requires significant ideation development. Schedule a structured WAI debrief this month
- Riley M.: large profile shift (E→T to T→I) — assess whether this is realistic in current team context
- Jordan P.: secondary role shift only (E to I) — moderate conversation, good candidate for early pilot
HLR 11pp below target — structural gap, not performance gap
MonitorThe 44% Human Leverage Ratio against a 55% target is a structural allocation gap — the team doesn't have enough effort in AI-durable work. This won't be solved by individual performance improvements; it requires deliberate team composition change.
- Model the HLR impact of Morgan R. and Riley M. completing their development moves — this closes approximately 6–7pp of the gap
- Consider whether next hire should be profiled as I→T or I→E to close remaining gap structurally
- Revisit target: is 55% the right goal given team charter, or should it be recalibrated?