Followups — Items Requiring Human Review

Last updated: 2026-05-19 Purpose: Consolidated list of every item that needs human review, decision, or input before the Franchisee Training Program enters v1.0 (“final” status). Each entry names what the educated-attempt assumption is, who needs to confirm or change it, and the document where it lives.

This file replaces “ask the user later” — items here are batched for revisit when the rebuild wraps. Items with a ⚠️ are educated guesses I made under “best attempt” instruction; they need explicit confirmation. Items with a 🔵 are factual gaps that need data I cannot generate.

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Educated guesses that need explicit confirmation ⚠️

From Assessment-Format.md

• ⚠️ FBC review process. I designed a three-outcome process (targeted remediation + third attempt / full module re-attendance / withhold opening approval) for second failures on knowledge checks and application demonstrations. The Operations Manual references “FBC” extensively but does not define a case-review process for training failures. Resolver: Joe Lewis (COO) — check against how HiON actually handles franchisee escalation.
• ⚠️ Specific pass thresholds. Pre-session check at 70%, module knowledge check at 80%, capstone at “13 of 16 cells with no critical Fail.” These are industry-typical for operator-grade franchise programs but unanchored to HiON-specific data. Resolver: Jim Frank — adjust thresholds if calibration data exists from a different program.
• ⚠️ Retake count = one. Two-retake or three-retake policies are also common. One-retake is the strictest reasonable default. Resolver: Jim Frank.
• ⚠️ Capstone Phase-D scenario specifics. I drafted a four-phase day-in-the-life scenario (overnight tickets → driver dispute + Tesla notification + vendor pitch → settlement variance + insurance gap → competitor entry + Marketing proposal + Site Host fee push). Plausible but generic. Resolver: Joe Frank for operational realism; Jim Frank for the most-likely-pressure scenarios a Cohort 1 DBM will face.
• ⚠️ Universal four-criterion rubric. Action / Responsible role / Cited basis / Communication. Reasonable but untested. Resolver: Will Frank + Tony Cuomo — pilot test against one of the existing module application demonstrations.

From Continuing-Training-Framework.md

• ⚠️ Annual recertification window of 60 calendar days. Industry norms vary 30–90 days. 60 is a middle-of-the-road default. Resolver: Jim Frank.
• ⚠️ Major Manual version recertification window of 90 days. Anchored to nothing specific. Resolver: Joe Lewis.
• ⚠️ Annual convention assumption. Manual §8.4 contemplates “any annual or convention-style meeting we require.” I treated convention as a probable future delivery vehicle. If HiON has no plans to convene one, tighten the framework. Resolver: Jim Frank.
• ⚠️ Approximately 6–8 hours of annual recertification content. Unanchored estimate. Resolver: Joe Lewis — sizes to actual Manual / FDD / industry update volume.

From Pre-Work-Platform-Recommendation.md

• ⚠️ Option A (Partner Portal as integrated platform) for v1. Recommended over LMS options. Trigger to revisit defined: 25 active franchises, 4+ concurrent cohorts, etc. Resolver: Jim Frank — confirms; Will Frank owns the build.
• ⚠️ Specific trigger thresholds. 25 active franchises, 4 concurrent cohorts, 30 CT modules. Reasonable but unanchored. Resolver: Jim Frank.

From Training-Staff-Disclosure-Template.md

• ⚠️ External SME engagement (rows 6–8 of the disclosure table). I pre-positioned three rows (Site Acquisition, Construction / Commissioning, Compliance / Insurance) on the Voice Playbook positioning logic. Resolver: Jim Frank — path (a) HiON-only or path (b) engage 1–3 external SMEs.

From OJT-Supervisor-Framework.md

• ⚠️ Joe Frank as v1 OJT supervisor. Derived from his SME assignment in module Section 9. Resolver: Joe Frank — confirm availability for cohort schedule.
• ⚠️ Tony Cuomo as backup OJT supervisor. Better-fit candidates may exist if external SMEs are engaged. Resolver: Tony Cuomo, Jim Frank.
• ⚠️ $500 OJT Hosting Fee per cohort visit. Unanchored to HiON cost data. Resolver: Jim Frank + counsel — needs FA / FDD Item 6 treatment.
• ⚠️ Host facility selection criteria (2-hour drive radius from Kansas City, no active SEV 1/2, etc.). Operationally reasonable but unverified against actual HiON footprint. Resolver: Joe Frank.
• ⚠️ Trigger to move to Model (b) DBM-as-supervisor: 5+ operating facilities + 2+ cohorts completed. Arbitrary thresholds. Resolver: Jim Frank + Joe Frank.

From reference/Source-Gaps-Log.md §“Resolution clusters”

• ⚠️ Cluster resolver assignments. Tony Cuomo for brand/site Portal assets, Joe Frank for ops Portal assets, Joe Lewis for Manual appendices + finance/reporting + lifecycle templates. Resolver: Will Frank — confirm with each named person that the assignment matches actual ownership at HiON.
• ⚠️ Cluster time estimates (5–6 hours total across 8 sessions). Optimistic for first-pass resolution. Resolver: whoever runs the first cluster session — recalibrate based on actual session length.

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Factual gaps requiring human data 🔵

Training Staff disclosure (Training-Staff-Disclosure-Template.md)

• 🔵 Time in Position and Years of Relevant Experience for:
  • Jim Frank (CEO)
  • Joe Lewis (COO)
  • Joe Frank (Operations)
  • Tony Cuomo (Customer Experience)
  • Will Frank (Development)
• 🔵 External SME identities if path (b) is chosen — names, positions, time in position, relevant experience.

FDD / FA / MSA primary documents (reference/Source-Gaps-Log.md Clusters A, B, C)

• 🔵 ~30 specific fee amounts, cure periods, attachment letters, MSA mechanics, FDD disclosure values across modules. Cannot be inferred — must come from the actual documents. Eight cluster sessions resolve.

Partner Portal current assets (Clusters D, E, F, G, H)

• 🔵 Site Design Manual specifications (illuminance, pavement/striping, ice-melt, utility upgrade threshold)
• 🔵 Brand Asset Library current files
• 🔵 Launch toolkit, Social Media Playbook, Site Host briefing template
• 🔵 Preferred-vendor lists, disqualified-vendor list, vendor agreement templates
• 🔵 Customer-interaction log template, Site Host Enforcement Briefing, sponsorship mechanism
• 🔵 Incident Report form, Partner Portal security protocols
• 🔵 Operations Manual Appendices A–F current contents
• 🔵 Chart of accounts, monthly financial summary template
• 🔵 Expansion Feasibility / Closure Plan / Relocation Submittal templates

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Content production work outstanding (not gaps — work)

• Job aid files: 60–90 files. Each module’s Section 8 describes its job aids; the files do not exist. Estimated ~30–60 min each. Not blocking cohort 1 (descriptions are usable in-room); ship within 30 days of cohort 1 to deliver as committed Partner Portal artifacts.
• Module rubric reconciliation. Each module’s Section 7 has a 3–5 criterion application demonstration rubric drafted module-by-module. The universal four-criterion rubric (Assessment-Format.md §3) is the higher-level scoring frame. ~10 min per module to map them; ~2 hours total. Recommend doing before cohort 1 to prevent inter-facilitator scoring drift.
• Continuing Training curriculum. Framework drafted; specific modules not. Begin after Franchisee Training v1.0 is locked.
• Sandbox Partner Portal environment for M10 OJT. Build requirement so trainee ticket entries during OJT don’t pollute the host facility’s live record.
• Train-the-Trainer cascade for DBM OJT supervision (Model b transition). Out of scope for v1; design when Model (c) hits cohort-scheduling constraints.

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When to revisit this list

This document is the master checklist for “before declaring the Franchisee Training Program v1.0 final.” Suggested sequence:

1. Schedule the 8 Source-Gaps-Log cluster sessions. Resolves ~70 CONFIRM tags.
2. Circulate the Training Staff disclosure form to the 5 named HiON staff. 1-week ask.
3. Jim signs off on Assessment-Format.md, Continuing-Training-Framework.md, Pre-Work-Platform-Recommendation.md — convert ⚠️ items in those documents to ✅ or note the changes.
4. Joe Frank confirms OJT-Supervisor-Framework.md.
5. Will + Tony pilot-test the universal four-criterion rubric against M02’s existing application demonstration; confirm or revise.
6. Build the web app (Partner Portal v1 training surface) per Pre-Work-Platform-Recommendation.md §3.
7. Production of job aid files in parallel with web app build.
8. After cohort 1 runs, retrospective updates this followups doc with what was learned in practice.

Each ⚠️ resolved → strike-through here with the resolution and date. Each 🔵 resolved → strike-through with the data source. This doc becomes a closed-out audit trail of every “I made an educated guess; here is what it actually turned out to be.”