Capablio

Handbook

Open Product Questions

Updated

Market and positioning

  1. Is Capablio primarily an individual leadership-development product, an organization feedback platform, or both?
  2. Is engineering leadership the initial vertical or one of several optional packs?
  3. Is the buyer People/HR, an engineering executive, a coach, or the individual?
  4. Does “Capablio framework” already have constructs or data contracts that must be migrated?
  5. Should the product explicitly avoid formal performance-review use, or support a separate evaluation mode?

Cadence and fatigue

  1. Which populations genuinely need daily prompts?
  2. Is daily cadence enabled by default or only after an administrator acknowledges fatigue guidance?
  3. Should skip periods count calendar periods or only active survey periods during a pause?
  4. Should exposure scope normally be per subject/respondent pair or broader by relationship?
  5. What is the maximum acceptable weekly question load across all programs?
  6. Should the platform automatically merge two due micro-surveys into one?

Coverage

  1. Is coverage required by question family, relationship, variant, or construct?
  2. What is the target horizon for 100% coverage by pack?
  3. Can tenants reset a coverage cycle manually, and what audit is required?
  4. How should newly added questions enter an in-progress cycle?
  5. Should low-quality or repeatedly Not Observed items be deprioritized, revised, or retired?

PDP

  1. Who may activate a PDP recurrence override: individual, manager, coach, or admin?
  2. Does the individual have the right to reject a manager-proposed development goal?
  3. Does force_next_once consume on delivery, opening, or answer?
  4. How many consecutive forced observations are allowed?
  5. Which observer groups may be attached to a PDP goal?
  6. Can a completed PDP remain visible to a new manager?

Question and scale design

  1. Is the default recurring scale Frequency 5, Extent 7, or tenant-selectable?
  2. Is Thomas compatibility required at the visual-report level, data-import level, or both?
  3. Which items are anchors and how long must wording remain stable?
  4. What constitutes an approved bridge after wording or scale changes?
  5. Will tenants be allowed to publish double-barreled questions after a warning?
  6. Is question confidence collected on every item or only when observation is uncertain?

Anonymity and privacy

  1. Is the default anonymity threshold three, four, or five?
  2. May a manager’s single response be displayed separately?
  3. How are qualitative comments handled when the wording may identify the author?
  4. Which jurisdictions and employee-consultation requirements apply first?
  5. What are the default raw, comment, PDP, and aggregate retention periods?
  6. Does an individual own a portable copy of their report after leaving the tenant?

Imports

  1. Which Thomas formats are available: PDF only, CSV, API, or administrator export?
  2. Is item-level PDF extraction worth supporting in the first paid version?
  3. Should imported comments be used by AI analysis?
  4. Who confirms semantic mappings?
  5. Are other frameworks such as Culture Amp, Lattice, 15Five, or spreadsheets priority imports?

Commercial model

  1. Is a paid seat an active subject, active employee, or any account?
  2. How are coaches and consultants licensed across multiple tenants?
  3. Should Individual include unlimited raters or a fair-use cap?
  4. Does Team begin at five, ten, or twenty-five seats?
  5. Which features are add-ons versus plan upgrades?
  6. Is SAML/SCIM a Team add-on or Enterprise-only?
  7. Is managed framework design a professional service or subscription bundle?

Enterprise and integration

  1. Which HRIS connectors are commercially essential?
  2. Is matrix organization support needed at launch?
  3. Is regional data residency sufficient, or will buyers require dedicated instances?
  4. Does the API expose raw responses, aggregates, or both?
  5. Which event systems should trigger surveys: role change, project completion, incident, release, customer milestone?

Validation

  1. Which packs will receive expert review first?
  2. What minimum sample is needed before item-quality metrics influence selection?
  3. Who owns claims such as “validated,” “benchmarkable,” or “predictive”?
  4. Will Capablio commission independent psychometric review?
  5. How will the product measure whether a PDP caused behavioral improvement rather than simple response familiarity?