<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.

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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

• Your coordinator will setup a Sharepoint folder where materials for the program can be saved
• 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
• Refer to Material: Templates, Creating & Formatting

<aside> ✅

Scoping Meeting Checklist

• Go through proposal
• Covers needs/wants and intent of program
• 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

Untitled

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)

<aside> 📧

Where do the emails come from?

• [email protected]
  • Welcome Email
  • Meet Your Coach email
  • Evaluations
• [coach name]@ integral.global
  • Booking Reminders
  • Program emails
• [email protected]
  • AI Nudges </aside>

<aside> 🔢

How many reminders?

Reminders are sent:

• Every second day
• Collated in one email, displaying all actions the participants have to take </aside>

Delivery Phase

Program Delivery

<aside> <img src="/icons/arrow-right-basic_blue.svg" alt="/icons/arrow-right-basic_blue.svg" width="40px" /> Program Launch:

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Covers:

• Program Intent
• What to expect
• Introduction to Able

<aside> <img src="/icons/arrow-right-basic_blue.svg" alt="/icons/arrow-right-basic_blue.svg" width="40px" /> Workshop 1

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Covers

• Group Debrief of Leadership Profile
• Module X

<aside> <img src="/icons/arrow-right-basic_blue.svg" alt="/icons/arrow-right-basic_blue.svg" width="40px" /> Optional: Coaching Session 1

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