Privacy first
Start with participant-approved summaries rather than assuming every facilitator needs full financial detail.
Purpose
Coaching Operations in plain language
Turn real Launch learning into focused facilitator tools that support follow-up, milestones, and participant encouragement.
Candidate scope
What this phase could include
- Participant-to-facilitator assignment, if the Foundation chooses that model
- Participant-approved progress summaries
- Coaching milestones and follow-up status
- Facilitator notes with clear access rules
- Improved exports designed around real coaching needs
- Targeted operational views rather than a broad enterprise dashboard
Working detail
What we would define together.
Meaningful follow-up
Clarify who owns follow-up, which milestones matter, and what staff need to know to offer help.
Focused workflow
Design a light coaching workspace around the Foundation’s practice—not a generic customer relationship system.
Evidence before expansion
Use participant and facilitator feedback from Launch to decide what is worth building.