01Map the Programme and Its BoundariesDocument your enquiry, contracting, delivery and follow-up process. Identify record owners, participant consent requirements, confidential information and decisions that must remain with a trainer, coach or programme lead.
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02Define Records, Rules and Approval PointsAgree the required fields for clients, cohorts, sessions and participants. Set reminder timing, exception rules and approval gates, then confirm which existing systems can exchange the necessary information before implementation.
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03Pilot With a Controlled CohortTest workflows using sample records or an authorised pilot group. Check duplicate handling, recipient selection, cancellations, restricted notes and failed actions before enabling routine processing.
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04Monitor Exceptions and Improve DeliveryAssign an owner to review failed tasks, overdue approvals and participant queries. Track operational measures such as preparation completion, follow-up turnaround and reporting rework without treating them as proof of learning or coaching effectiveness.