Learner Experience

After the cohort kick-off, learner will receive a welcome email inviting them to begin onboarding. We've mapped out key milestones so you know what's next, making it easy to support them every step of the way.

Learner Journey

The graphic below outlines the steps that your learners go through on their coaching journey.

Engagement Communications

The coaching platform nudges learners with friendly reminders to schedule sessions, but keeping engagement high is a team effort. Use the map of the key touchpoints where the platform connects with learners to communicate strategically and keep the momentum strong.

Use the provided communication templates to easily structure you messages, ensuring alignment, engagement, and program success. Below is an example communication plan to help you get started.

Before Launch

Timing Communication Type Audience Channel Owner Key Message & Goals
2-3 weeks before launch Welcome Email Learners Email Client Admin Introduce coaching program, outline expectations, highlight benefits, and share cohort kickoff logistics.
2-3 weeks before launch Manager Overview Managers Email Client Admin Explain coaching goals, manager involvement, and how to support learners.

 

Launch Week

Timing Communication Type Audience Channel Owner Key Message & Goals
Day of launch Cohort Kickoff Session Learners Live Session (Zoom/Teams) Client Admin Set expectations, introduce coaches, and align on development goals.
Day of launch Onboarding Email Learners Email Coaching Platform Provide login information. 
3 days post launch Tips for Learners  Learners Email or Chat Client Admin Share tips for making the most of coaching, such as setting goals and staying engaged. Include reminders to schedule their first session.
5 days post launch Check in Managers Email Client Admin Provide managers with a checklist for checking in with their team members. Include suggested questions like "What are you hoping to achieve?" or "How can I support your progress?"
Post launch  Email Learners Email Coaching Platform Up to four nudges will be sent to learners who have not logged in and set up their provide, starting three days after the initial “Onboarding Email”.

 

Post Launch

yTiming Communication Type Audience Channel Owner Key Message & Goals
Post launch (timing is based on activity) Reminders Learners Email Coaching Platform Learners will be nudged to complete various activities such as: Complete their pending onboarding steps Pair with a coach Schedule their next session Upcoming session reminders Reminders to complete their remeasurement
One month post launch Manager Touchpoint Managers Email Client Admin Guide managers on checking in with learners.
Once a month throughout engagement Peer Learning Prompt Learners Email + Community Forum Client Admin Encourage reflection and discussion within the cohort.
Mid-point in engagement Mid-Point Progress Check-In Learners Email + Survey Client Admin Gather feedback on coaching experience and address roadblocks.
End of engagement  Final Check-in & Next Steps Learners Email + Survey Client Admin Gather final feedback and share recommendations for continued growth.
End of engagement Manager Wrap-Up Managers Email Client Admin Provide key takeaway questions for managers to review coaching impact with learners.
End of engagement Impact Report Internal Stakeholders Email Client Admin Summarize coaching outcomes and learner progress.

 

Communication Tips:

  • Personalization: Tailor messages based on learner engagement levels.
  • Multi-Channel Approach: Use a mix of email, SMS, platform notifications, and live sessions.
  • Manager Involvement: Provide structured guidance to managers for learner support.
  • Feedback Mechanism: Include surveys at key touchpoints to measure impact and improve future cohorts.

Address Lagging Learners

Learners who have not been scheduling follow-up sessions or have not been making progress may feel overwhelmed, unsure, or disconnected from the coaching experience. To help these learners:

  1. Send Personalized Reminders: Reach out with friendly, tailored reminders that encourage them to schedule their next session.
  2. Offer Extra Support: For learners who are struggling, offer additional resources or check-ins to help them re-engage.
  3. Revisit Their Goals: Check in on their initial goals—sometimes revisiting them can reignite interest and motivation.