Consultant and project lead
Find Codex content and read an example programme.
Public, fictional demo and workflow in preparationChoose the guidance that fits your work. Your selection helps you navigate; access to protected content still depends on your assigned permissions.
User guides and presentations
- Consultant / project lead user guide
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- Workplace Codex for consultant / project lead
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Relevant pages
Frequently asked questions
What can I try in Deploy today?Fictional demo
In Deploy, you can view My workplace, Programme and Portfolio with fictional projects. Explore project context and phases, and view example news, documents, pulse, worksheets, actions and events. Nothing is actually saved or approved. One login through /login with email and password or Google works for the Codex and Deploy, but does not turn the examples into real client workflows. Use fictional information when trying the demo.
Where should a consultant or project lead start?Partly demo or in preparation
Start on the consultant role page in Support. The English PDF manual and Dutch and English PowerPoint presentations are available without login; the Dutch PDF manual is not yet available. The material is dated 4 October 2026. Then view the Programme demo to explore project context, phase and next decision. Projects are fictional and nothing is actually saved or approved. Find substantive session material through Methods and Workshops, and use the agreed record for real project decisions.
How do I select the right material for a project session?
First identify the decision or outcome your session must support. On the method or workshop page, check purpose, participants, preparation, duration, exercises and follow-up. Then check the file’s ID, language, version and page references. Strategy activity materials are approved and belong on method pages. W01 to W16 require login and download permission, granted by an administrator at /manage/users. Presentations in Support explain how to use the Codex and do not replace substantive session material.
Can the example worksheet serve as a shared project record?Fictional demo
No. The example worksheet in Deploy is not a shared project record: nothing is actually saved or approved. Use fictional information to explore the format. Completing a field does not share a decision with colleagues or send a message to a consultant. Keep real decisions, owners and follow-up dates in the agreed project record. Operational storage, sharing and approval are not yet available in this demo.
How should questions, decisions and actions connect?Workflow in preparation
The complete project workflow is not yet available. The intended sequence is Question → Decision → Update → Action → Evaluation. A question receives an owner, an authorised person makes the required decision, and current guidance reaches the right audience before people act. Evaluation determines whether follow-up is needed. Publishing already has draft, review, approval and publication stages, but Deploy only shows fictional examples without real storage or approval. For actual project work, agree who handles questions, who decides and where follow-up is recorded.
Can I use the demo pulse to judge project readiness?Fictional demo
No, the demo pulse is an illustration, not a readiness score or evidence of project results. The example described provides no response counts, coverage or scale definition. A meaningful report needs a clear question, period, population, response count, scale and relevant comparison before you interpret change. Sponsors should receive appropriate project results and protected aggregates, not unrestricted personal responses. Reporting in Deploy is fictional. Ask the measurement owner to explain the actual data and its limits before using it for a decision.
Where should I look for workshop and strategy activity files?Partly demo or in preparation
Look for workshop files with the relevant workshop or through Resources. W01 through W16 require sign-in and download permission, which an administrator grants at /manage/users. Strategy activity materials are approved and belong with method pages, not in Support. This does not confirm that every strategy file is already online. For a missing file, ask your Workplaced contact about availability and include the method or workshop and preferred language.
How do I check that I have the correct file or page range?
Check format, language and file size on the download button, then compare the title, role, version and date in the file. Public role materials are dated 4 October 2026; the Dutch consultant manual is not yet available. A bundle can contain several activities. A page reference then points to part of the same file. Pages 31 through 33 include three pages. If a file differs from an agreed project version, ask your Workplaced contact which version applies.