Project Compass
Compass training nominations and feedback
Draft v0.2 | 29 January 2027 | Change lead, Change Made Simple
Managers nominate people for training one at a time, and learners give feedback after each session. Both forms run on this page only and finish with a CSV download.
- Session choices on the feedback form now include the Docklands early and late blocks, the branch first block in the week of 12 April and the make-up sessions on Wed 14 and Thu 15 April (change C-4). Updated v0.2 from T5
- Business banker sessions are 90 minutes from 7:30am, and Compass Assist for bankers is a separate session in week 3 after go-live (change C-4). Updated v0.2 from T4
- The location list shows the wave for each site, so nominations can be sorted into Wave 1 (808 people) and Wave 2 (445 people).
Compass training nomination form
Built as a test first For managers
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How the questions connect
- Q1 identifies the sender. If Q9 is ticked, the form goes straight to the end.
- Q2 chooses the areas. Q3 to Q7 collect one nominee. Q8 asks whether to add another.
- Q8 Yes goes back to Q3 for another nominee, up to five times. Q8 No goes to Q10 and the end.
| Question | Type | Required |
|---|---|---|
| Q1 Your name | Dropdown of recipients | Required |
| Q2 Business units or functions | Tick boxes | Required unless Q9 is ticked |
| Q3 Name of the nominee | Text | Required |
| Q4 Email address for the nominee | Text, checked for an @ and a dot | Required |
| Q5 Unit or function of the nominee | Dropdown, same list as Q2 | Required |
| Q6 Salesforce role | Dropdown from the role list, including a role not assigned yet | Required |
| Q7 Location | Choice | Required |
| Q8 Nominate another person | Yes goes back to Q3, No goes to Q10 | Required |
| Q9 Nobody from my area needs training | Tick box, branches straight to the end | Optional |
| Q10 Anything else | Text | Optional |
Roles in Q6 follow the permission sets that Salesforce will use. For how licences, profiles and permission sets fit together, see Trailhead: understand how licences work.
Post-session feedback form
Variant added in v0.2 of the method
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Dummy leaders are the fictional stakeholders in this demo. Use dummy names and addresses ending in example.invalid if you try the form. Related: Training schedule, Process and learning plan.
Sources: Salesforce documentation summaries (licences and permission sets), T5 steering catch-up (session options), T4 (banker sessions).