02 — Week-by-Week Calendar (Client-Facing)
Audience: Client HR sponsor, exec sponsor, participating managers Use: Shared at kickoff (Week 0). Becomes the engagement's source of truth.
Your 12-week MEM engagement
| Week | What happens | Your team's role | MEM's role | Time commitment |
|---|---|---|---|---|
| W0 | Kickoff call. Confirm cohort list, scheduling, exec sponsor email date. | HR sponsor attends (60 min). | Account Mgr leads. | 60 min (sponsor) |
| W1 | Exec sponsor email lands. Workshop invites sent. | Exec sponsor sends email (template in onboarding pack). | We provide copy, scheduling, room/Zoom setup. | 15 min (exec) |
| W2 | Live workshop (2-3 hours). | Participants attend; HR sponsor opens (5 min). | Facilitator + 1 lived-experience speaker deliver. | 3 hrs (ppts), 5 min (sponsor) |
| W3 | First 1:1 coaching sessions begin. Participants self-book via portal. | Participants book within 7 days of workshop. | Coach delivers; Account Mgr monitors booking rate. | 45 min per ppt |
| W4 | Dashboard walkthrough #1 with HR sponsor. Nudge sequence begins. | HR sponsor reviews dashboard (30 min). | Account Mgr walks through utilisation, sentiment tiles. | 30 min (sponsor) |
| W5 | Coaching session 2 (fortnightly cadence established). | Participants attend booked sessions. | Coach delivers. | 45 min per ppt |
| W6 | Mid-point quality gate. Account Mgr flags any participant with 0 sessions. | HR sponsor confirms re-engagement approach for no-shows. | Account Mgr produces "amber list" — anonymised. | 15 min (sponsor) |
| W7 | Coaching session 3. Nudges continue. | — | Coach + automated. | 45 min per ppt |
| W8 | Dashboard walkthrough #2 with HR sponsor. Day-30 pulse begins rolling out per participant. | HR sponsor reviews dashboard (30 min). | Account Mgr walks through behavioural deltas tile. | 30 min (sponsor) |
| W9 | Coaching session 4. | — | Coach. | 45 min per ppt |
| W10 | Final coaching sessions. Pulse responses closing. | HR sponsor nudges any non-responders via existing comms. | Account Mgr supplies nudge copy. | 10 min (sponsor) |
| W11 | Manager debrief sessions (group, 60 min). Cohort retro prep. | Line managers of participants attend debrief. | Account Mgr facilitates; surfaces themes (no individuals). | 60 min (managers) |
| W12 | Cohort retro (60 min) + Board report delivered. | Cohort attends retro; HR sponsor receives report. | Facilitator runs retro; Impact Lead delivers report. | 60 min (cohort), 30 min (sponsor) |
What you'll see on the dashboard (and when)
- From Week 2: attendance, coach-matching status.
- From Week 4: session utilisation, nudge engagement rates.
- From Week 6: anonymised confidence-pulse early signals (cohorts of 5+ only).
- From Week 10: behavioural delta tiles (e.g. "% managers who opened a wellbeing conversation").
- From Week 12: SROI Row 1 — the headline impact figure for your board report.
What we need from you (the short list)
- Cohort list by W0 — name, email, line manager, location.
- Exec sponsor email sent by end of W1 (we draft, exec sends).
- Two 30-minute slots in W4 and W8 for dashboard walkthroughs.
- One internal comms channel for nudges (Slack, MS Teams, SMS, or email — your call).
- Line managers freed for the W11 debrief (60 min).
Everything else is on us.
What we will never ask for
- Individual participant attendance reports to managers.
- Clinical or medical information about any participant.
- Salary, performance ratings, or HR case data.
- Names attached to pulse responses.
Questions: your Account Manager is the single point of contact throughout.