<aside> 💡 Purpose This page is to provide an overview of general timeline and milestones of our programs. It also covers responsibilities of the Delivery Team, and participant experience.

</aside>

Content

Setup Phase

Program Setup Steps

After sign-off

• Scoping meeting
• Invoicing agreement (can also be before sign-off)
  • Over 10k = 50% upfront, 50% 1/3 through program
  • Under 10k = 100% upfront
• Agree to Overall Timeline
  • Program period
  • Survey period
  • Coaching period
  • Workshop period
• Invite Client to Portal
• Collect participant details (client adds via portal)
• Workshop setup
  • Confirm facilitators
  • Confirm dates
• Participant setup
  • Subscription type
  • Coaching sessions
  • Should pax receive workshop invites from us?
• Email customisation; the following can be customised
  • Any logo - Client or program logo can be added to header of all emails
  • Welcome Email
  • Meet Coach Email
  • Booking Reminder Email

Storing/Sharing Materials

• All program materials should be uploaded via Microlearning, on the program level
• If less than 2 workshops, no binders will be used
• More than 2 workshops are set up with binders including dividers
• Name tents are available for all
• The Project Lead and facilitator can send materials (pre and post work and workbooks) to participants from Able - using the Microlearning feature.
• Refer to Material: Templates, Creating & Formatting

<aside> ✅

Scoping Meeting Checklist

• Go through proposal
• Covers needs/wants and intent of program
• Subscription level
  • introduction
  • data
• Agree on invoicing schedule
  • Under 10k = 100% upfront
  • Over 10k = 50% upfront, 50% 1/3 through program
  • Or other above 100k - always before delivery
• Agree to general timeline, and expectations on
  • Survey period (discuss pre and post 360, dev plan)
  • Coaching period
  • Time between sessions
  • Anything specific that needs to be met
• Expectations on participants
• Discuss dates </aside>

Responsibilities: Project Lead, Facilitator and Coordinator

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Participant Experience

What emails can be expected:

1. Welcome Email
2. Survey Email
3. Meet Coach Email
4. Nudges (if on subscription)
   1. AI Coach nudges
   2. Pulses
5. Booking Reminders
6. Evaluation emails
   1. After each workshop (day of)
   2. After first and final coaching session (day after sessions)
   3. After program completion (whatever comes last)

Delivery Phase

Program Delivery

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