Two kinds of measurement
WG distinguishes practical assessment, which every engagement includes and which uses evidence that exists anyway, from research measurement, which uses validated psychological instruments, requires informed consent and is conducted by the Magellan Technology Research Institute, not by WG. Clients see the first; the second is reported only in aggregate and never used to market to anyone.
The WG mobility capital assessment
| Component | Indicator | Evidence | When |
|---|---|---|---|
| Knowledge | Role substance | Duties, reporting line, decision authority as documented and as observed | Entry, each review |
| Deliverables accepted | Statements of work, acceptance notes, deployed systems, adopted reports | Quarterly | |
| Progression | Promotion reviews; scope of responsibility; credentials earned | 12 and 24 months | |
| Cognition | Judgement under ambiguity | Supervisor's structured account of a situation without a clear rule and what the person did | Each review |
| Cross-frame working | Work delivered across languages, regulatory regimes or organisational cultures; stakeholder feedback | Quarterly | |
| Opportunity | Statuses and conditions | Statuses held by the person and each family member; employer-bound or person-bound; expiry and renewal conditions | Continuous |
| Routes opened and closed | Routes the person now qualifies for; absence limits, intent and residence obligations that constrain the next move | Each review | |
| Structures | Affiliates, entities and family vehicles that make routes available | Entry, annually |
Research instruments
The research programme uses instruments with published validation: a cultural intelligence scale administered at entry and at twelve-month intervals; integrative-complexity coding of interview transcripts and written reflections by trained coders blind to condition; a cognitive-flexibility inventory; and, for the opportunity component, an index of jurisdictions in which the person and family hold lawful rights to work, invest and reside, weighted by the quality of each right. A matched comparison group of non-participating successors allows change to be attributed to the programme rather than to time. Hypotheses are pre-registered before the first follow-up measurement. See the research programme.
What a family or a board should track
- Has the person been promoted on the record, and does the new role carry responsibility for people or a function?
- Has the family's enterprise adopted something the person built?
- Which statuses does each family member hold, and when do they expire?
- Which second-station routes is the person now eligible for that they were not a year ago?
- What would it cost, in time and in rights forgone, to change plan?
Five questions, asked twice a year, are enough to see whether capital is accumulating.
General information, not an individual eligibility decision or legal, tax or investment advice. The competent authority determines the outcome. WG’s engagement and any regulated professional work are scoped separately.