Sprint 3 · 5 modules
Sprint 3 — Client Onboarding + Q1 Board Report (Source Pack)
onboarding playbook sets the standard; the Q1 report is the first formal output the client receives and it must be predictable, board-grade, SROI-anchored.
Modules in this sprint
- 01
4-Week Client Onboarding Playbook
R = Responsible · A = Accountable · C = Consulted · I = Informed
Template6 min read - 02
Coach-Matching Rubric
Each candidate coach is scored 1–10 on three dimensions. A 7 on at least two of the three is the minimum to advance to delivery. Otherwise: re-match.
Module4 min read - 03
Q1 Board Report Template
(For programmes without manager training: this table is replaced with the four cohort-specific indicators agreed in the W2 design doc.)
Template5 min read - 04
Launch Comms Pack — Week 3
1. Exec voice goes out first. If HR sends the launch email under HR's name, the programme reads as a perk. If the exec sponsor sends it under their name, it reads as strategy. 2. Managers are briefed BEFORE staff opt-in opens. Managers must
Module6 min read - 05
Day-30 Pulse — Instrument Spec
If everyone in the cohort gets surveyed on the same calendar day, half are 10 days post-first-session and half are 40 days post. The signal blurs. Per-participant timing keeps every response at the same dose.
Module5 min read
Why this matters
The cost of doing nothing.
17.1m
UK working days lost to mental ill-health in 2022/23
HSE, 2023
£51bn
Annual cost of poor mental health to UK employers
Deloitte, 2024
5×
ROI on every £1 invested in workplace mental health programmes
Deloitte, 2024
Sector-level evidence, not MEM outcomes. For MEM's own delivery data and SROI methodology, see our evidence room.
Sprint overview
Sprint 3 — Client Onboarding + Q1 Board Report (Source Pack)
Public-page promise: /corporate/programme (the umbrella SKU).
Why third: unblocks every paying client's first 90 days. The
onboarding playbook sets the standard; the Q1 report is the first formal
output the client receives and it must be predictable, board-grade,
SROI-anchored.
Differentiated IP (must appear in every asset)
- The 4-Week Onboarding Playbook (W1 diagnostic · W2 design + coach match · W3 launch comms · W4 first sessions) with named owners, deliverables, and RACI
- The Coach-Matching Rubric (sector · demographic fit · lived-experience match) — most incumbents allocate by availability; we allocate by fit
- The Q1 Board Report Template (one page front, evidence appendix back) — SROI 1-for-1 line is row 1, not a footnote
- The three cross-cutting lines on every cover page (SROI 1-for-1 · lived experience · board-grade reporting)
Files in this pack
| File | Purpose | Owner output |
|---|---|---|
01-onboarding-playbook.md | 4-week W1→W4 playbook with templates, owners, RACI | DOCX + Notion template |
02-coach-matching-rubric.md | The fit-not-availability scoring rubric | DOCX template + scoring sheet |
03-q1-board-report-template.md | First formal client output at day 90 | DOCX one-pager + DOCX appendix |
04-launch-comms-pack.md | W3 staff-facing comms (email, Slack, posters, FAQ) | Editable copy bank |
05-day-30-pulse.md | The instrument that feeds the Q1 report | Survey spec + analysis rubric |
Authoring rules (apply to every file)
- No clinical claims. Educational + signposting only. Re-read
mem://constraints/no-clinical-services. - UK reg framing only.
- One lived-experience case study per asset.
- CTA on every closing page: "Want this adapted for your sector? Book a 20-min discovery call."
- SROI 1-for-1 hook embedded in every board-facing template — the line is row 1 of the Q1 report, not a footnote.
What "done" looks like
Production team converts:
01→ DOCX + Notion template clients can copy02→ DOCX scoring sheet + internal Airtable / Linear template03→ DOCX one-pager + DOCX evidence appendix04→ editable copy bank in the platform (Slack / Teams / email / poster)05→ scheduled survey instrument in the platform
Certificate of Completion
Finish the course to unlock
Complete all 5 modules in this sprint to issue your certificate. 0/5 done.
Want to roll this out to your team?
Bring Client Onboarding into your organisation.
MEM is a self-serve resource library — your managers and staff work through the modules at their own pace, with the workbooks, runsheets and pocket cards provided. Coach-led delivery is available only for our corporate fitness sessions, not the educational modules. Every funded seat also opens a mirrored free seat for someone leaving prison, with SROI your board can sign off.