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Sprint 7 · Module 02 of 10

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02 · Recruitment Funnel

Owner: People Lead · Cadence: Continuous, with two cohort intakes per year (Feb, Sep).

Funnel stages and conversion targets

StageActivityConversion targetOwner
1. SourceInbound (web form), referral, partner orgs, LinkedIn outreachPeople Lead
2. Screen20-min call: scope fit, motivation, hard disqualifiers60% → assessmentPeople Lead
3. Assessment dayHalf-day (file 04): case clinic, ethics gate, peer triad50% → offerHead of Coaching
4. VettingDBS, RTW, references, insurance, ICO (file 05)95% → onboardingCompliance
5. OnboardingHandbook + first observed session (file 10)100% → AssociateHead of Coaching
6. Active benchFirst paid cohort within 90 days80%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)

  1. Referral from existing MEM coach (highest quality, 35%+ assessment-to-offer). Pay £250 referral bonus on completion of first paid cohort.
  2. Partner orgs with aligned values (e.g. menopause networks, financial inclusion charities, peer-support orgs).
  3. Inbound via /coach/apply form (file 03).
  4. 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

IntakeApplications openAssessment dayVetting deadlineFirst paid cohort eligible
Spring15 Jan1st Sat of Feb28 Febfrom 15 Mar
Autumn15 Jul1st Sat of Sep30 Sepfrom 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.

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