Concept — The Context Layer (LA Profile → IS Brief)

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The single biggest role expansion in v3. It turns generic prep into responsive prep by giving the Instructional Strategist structured, reusable context about the school and cohort before the engagement. It is a chain of three artifacts with one handoff.

  Learning Admin                         Instructional Strategist
  ──────────────                         ────────────────────────
  School Context Profile  ──┐
  (reusable, per school)    ├──handoff──► IS Context Brief  (visible ≥3 days before)
  Cohort Snapshot         ──┘            + Strategist Insights (live engagement data)
  (per engagement)

Artifact 1 — School Context Profile (LA, [A1–A5])

One profile per school, reusable across engagements, completed in under 5 minutes.

Field	Detail
Readiness rating	1–5 (Resistant/fatigued → Highly engaged)
Change-pressure tags	new curriculum · leadership transition · staffing shortages · accountability pressure · new instructional initiative · other
Top-3 priority focus areas	from fixed list: literacy · math · discourse · differentiation · behavior · MTSS · teacher clarity · other
Narrative note	optional, ≤500 chars

Last-updated timestamp shown.
Updates apply to future engagements unless overridden at the workshop level.
Guardrails: <5 min to complete; note warns against names/confidential personnel details; UI states “This helps tailor the experience. This is not evaluative.” [D1/D2]

Artifact 2 — Cohort Snapshot (LA, [B1–B2])

Per-engagement, gives the IS day-of logistical confidence.

Field	Detail
Attendee group	dropdown: grade-level · department · leadership team · whole staff
Cohort note	≤300 chars
Expected participant count	number

Artifact 3 — IS Context Brief (IS, [C1])

The IS opens one brief, visible ≥3 days before the engagement, that composes:

The LA School Context Profile (readiness, tags, priorities, note)
The Cohort Snapshot (group, count)
Strategist Insights [E2–E4] — % logged in, % watched intro video, pulse aggregates, notable outliers
Cohort profile summary [F2] — built from participant Learner Profiles [F1]

The handoff is the point

The LA completing the School Context Profile in Prepare is what unlocks the IS Context Brief. Without it, IS prep falls back to generic. This is the dependency arrow in Figure 1, and it’s why the context layer is sequenced as roadmap Phase 2 (the data from Phase 1 becomes valuable once framed by context).

Why it’s also an analytics asset

Per [C2], context fields are stored as structured analytics signals, not free text. That makes cohort outcomes filterable by readiness / change load / priority — enabling the PM to answer “do schools with high accountability pressure apply faster?” See time-to-apply metrics and business loop.