02 · Recruitment Funnel
Owner: People Lead · Cadence: Continuous, with two cohort intakes per year (Feb, Sep).
Funnel stages and conversion targets
| Stage | Activity | Conversion target | Owner |
|---|---|---|---|
| 1. Source | Inbound (web form), referral, partner orgs, LinkedIn outreach | — | People Lead |
| 2. Screen | 20-min call: scope fit, motivation, hard disqualifiers | 60% → assessment | People Lead |
| 3. Assessment day | Half-day (file 04): case clinic, ethics gate, peer triad | 50% → offer | Head of Coaching |
| 4. Vetting | DBS, RTW, references, insurance, ICO (file 05) | 95% → onboarding | Compliance |
| 5. Onboarding | Handbook + first observed session (file 10) | 100% → Associate | Head of Coaching |
| 6. Active bench | First paid cohort within 90 days | 80% | Account Manager |
End-to-end target: 12% of inbound applicants reach the active bench. Higher = bar is too low; lower = funnel is leaking.
Sourcing channels (ranked by yield)
- Referral from existing MEM coach (highest quality, 35%+ assessment-to-offer). Pay £250 referral bonus on completion of first paid cohort.
- Partner orgs with aligned values (e.g. menopause networks, financial inclusion charities, peer-support orgs).
- Inbound via
/coach/applyform (file 03). - LinkedIn outreach for niche gaps (e.g. Welsh-speaking coach, South Asian menopause specialist).
Hard disqualifiers (screen out at stage 2)
- Active clinical practice they want to bring under the MEM brand (scope conflict).
- Active regulated financial advice business (FCA boundary risk).
- Cannot evidence right to work in the UK.
- Refuses enhanced DBS.
- Cannot give 2 professional references covering the last 5 years.
- Within 12 months of a substantiated safeguarding finding or professional body sanction.
Diversity targets (not quotas)
We track these annually and publish them in the Sprint 8 impact report.
- ≥50% of active bench from groups under-represented in workplace coaching (global majority, disabled, LGBTQ+, working-class background).
- ≥30% with lived experience of at least one of: menopause, neurodivergence, financial exclusion, caring responsibilities.
- ≥1 coach available per UK nation (Eng/Scot/Wales/NI) and per major welsh/regional language need on the active bench.
If a target slips for >2 quarters, the Head of Coaching opens a sourcing sprint with a named gap (e.g. "we need 3 Welsh-speaking menopause-experienced coaches by Q3").
Cohort intake calendar
| Intake | Applications open | Assessment day | Vetting deadline | First paid cohort eligible |
|---|---|---|---|---|
| Spring | 15 Jan | 1st Sat of Feb | 28 Feb | from 15 Mar |
| Autumn | 15 Jul | 1st Sat of Sep | 30 Sep | from 15 Oct |
Out-of-cycle exceptions: only for named client gaps the existing bench can't fill (e.g. a specific language need). Approved by Head of Coaching in writing.
