Public body baseline
CompleteSeven public Circle app-body routes are merged and ready for dashboard treatment.
Circle dashboard for leadership IP proof.
This dashboard turns Circle into an app-like operating body: pathways, cohorts, curriculum usage, certification, licensing, Genesis AI support, and receipts.
WordPress posture
Front doorHome, trust, SEO, and discovery entry remain on WordPress until approved cutover.
Genesis connection
PlannedThis shell prepares the condensed Genesis App experience for learners, clients, facilitators, and operators.
Proof posture
NextCohort receipts, curriculum usage, certification state, and licensing panels are the next scoped lane.
Genesis learning bridge
Genesis surfaces the signal. Circle carries the protected depth.
Genesis App orchestrates learner signal, missions, receipts, and visible dashboard experience. Circle of Growth owns protected curriculum, cohorts, certification, licensing, and doctrine depth.
Assessment
Assessment
Proof target: assessment receipt and pathway recommendation
Open pathway →LMS / CurriculumLMS / Curriculum
Proof target: curriculum usage and learning outcome receipt
Open pathway →Deeper DiveDeeper Dive
Proof target: reflection, application, and next adjustment
Open pathway →Learning GameLearning Game
Proof target: challenge, action, proof, and level movement
Open pathway →CohortsCohorts
Proof target: cohort progress and completion receipt
Open pathway →CertificationCertification
Proof target: certification posture and renewal receipt
Open pathway →Client journey
Assessment to referral, prepared for learner and IP proof
The Daily Strategy Planner defines the client process as Assessment, Discovery Call, Proposal, Contract Agreement, Closeout or Termination, and Referral Program. This shell turns that into a Circle portal experience before schema or auth is introduced.
01
Assessment
Evaluate leadership need, learning pathway fit, readiness, and whether the inquiry belongs in cohort, certification, licensing, or curriculum lanes.
Proof target: Assessment receipt, pathway recommendation, and owner assignment.
02
Discovery Call
Confirm goals, audience, learning needs, facilitator posture, organization context, and next path.
Proof target: Discovery receipt, pathway notes, and next-action assignment.
03
Proposal
Translate the Circle opportunity into scope, cohort or licensing path, materials, timeline, investment, and success measures.
Proof target: Proposal record, pathway lane, and decision deadline.
04
Contract Agreement
Formalize terms, cohort start, curriculum access, certification scope, licensing boundaries, and proof expectations.
Proof target: Agreement status, kickoff checklist, and learner or license lane creation.
05
Closeout or Termination
Close the path with final progress notes, curriculum status, certification posture, offboarding, and next recommendation.
Proof target: Closeout receipt, progress summary, and follow-up recommendations.
06
Referral Program
Track qualified introductions, source context, conversion path, and referral credit posture.
Proof target: Referral receipt, source attribution, conversion status, and credit note.
Condensed Genesis App modules
Portal modules to build next
Learner Command Summary
Condensed Genesis App-style view of learner or client status, current path, progress, next action, and proof.
Cohort Journey
Tracks enrollment, sessions, assignments, facilitator notes, completion posture, and outcome evidence.
Certification Pathway
Organizes readiness, training progress, assessment, approval, renewal posture, and allowed use.
Licensing Status
Tracks license inquiry, scope, term, permitted materials, renewal, and usage boundaries.
Curriculum Usage Proof
Prepares module version, participant use, delivery context, and learning outcome receipts.
Genesis AI Support
Prepare for readiness summaries, learning path recommendations, cohort status summaries, and proof synthesis.