Manager Behavior-Change Follow-Up Survey

The problem this kills

You ran the training. People showed up, passed the quiz, and clicked "complete." On paper it's a win. But six weeks later, did anything actually change on the job? You usually have no idea - and when leadership asks whether the training was worth it, "98% passed the assessment" is not an answer they trust.

That gap is the difference between Level 1 (did they like it?) and Level 3 (did their behavior change at work?). Measuring Level 3 is where most L&D teams stall, because doing it by hand means tracking completion dates, remembering to follow up weeks later, chasing busy managers for feedback, and stitching scattered replies into something you can report. It never happens consistently, so the proof never exists.

This tool closes that gap automatically. It watches your completion list, waits the right number of days, asks each learner's manager whether the behavior showed up on the job, collects concrete examples and the blockers getting in the way, and rolls it all up per program - so you finally have evidence that training transferred.

What you'll build

A small, secure web app - built with AI, no coding background required - that:

• Tracks training completions and their completion dates.
• Auto-schedules a follow-up survey for a configurable number of days after each completion (a "wave"), so behavior has had time to actually show up.
• Emails the learner's manager (and optionally the learner) a short survey via Resend.
• Captures behavior ratings, specific real-world examples, and blockers - separating "the training was fine but the system/process blocks it" from "the training didn't stick."
• Rolls every response up per program into a clean transfer summary.
• Routes "no change" cases to a remediation conversation queue.
• Holds the summary behind your approval before it's reported - you review, you approve, then it's final.
• Exports everything to CSV in the exact columns your LMS or reporting deck expects.

What's inside the Implementation Plan

The plan is a complete, paste-and-go runbook for an AI coding agent (Claude Code). You paste the whole thing in as your first message and it builds the tool with you, step by step.

It opens by interviewing you about your business - your programs, your completion data, your follow-up timing rule, your behavior questions, and your messy edge cases - so the tool is tailored to how your L&D function actually works, not a generic survey template. The agent reflects a short spec back to you, you give a thumbs-up, and only then does it build.

Inside you'll find:

• A tailored discovery interview that shapes the data model around your real programs and fields.
• Step-by-step build instructions, each ending in a ready-to-copy prompt.
• A scheduling engine that fires follow-up waves at the right number of days.
• Manager-facing survey screens that ask for examples, not just star ratings.
• A per-program roll-up with a human approval gate before anything is reported.
• The CSV import/export fallback so you can build and use it today with zero integrations.

The governance it includes (this is the point)

This isn't a throwaway form. The plan builds in the controls that make a tool trustworthy enough to report from:

• Login so only your team can use the tool.
• Row-level security so people only ever see their own organization's data.
• A complete audit trail - who recorded, surveyed, and approved what, and when.
• A human-in-the-loop approval gate - the tool drafts the program-transfer summary, you review it, and only then is it committed and reportable.
• Duplicate guards - the same learner + program + follow-up wave can never be surveyed or counted twice.

Who it's for

L&D managers and training coordinators who need proof that training changed behavior - not just that people passed a quiz. If you've ever been asked "did the training actually work?" and wished you had real evidence instead of completion stats, this is for you. No developer required.

You've got this - paste the first prompt and let the agent interview you.