Feature Guide: Outplacement Firms

**What Starting Monday gives outplacement and transition firms - one page**

Core features

Cohort Operating Dashboard

Program-level visibility across all active cohorts: activation rate, signal-response rate, prep quality, confidence trend, and milestone completion. Identifies which cohorts are on track and which need intervention before weekly governance reviews. Available to practice leaders and program operations directors.

Participant Operating Layer

Each participant in your program gets a private, structured daily cadence:

• Morning briefing with new signals and pending actions
• Company intelligence scanner monitoring their target list every 48 hours
• Pipeline command center for tracking conversations and follow-through
• Prep brief generator for interview and networking preparation

This runs between counselor sessions, not instead of them.

Counselor Pre-Session Snapshot

Before each counseling session, the counselor views a one-screen summary: what changed since last session, current pipeline status, confidence score trend, recent signal activity, and one recommended coaching focus. Reduces context-rebuild time from 20-30 minutes to 5-12 minutes. Counselors spend 65-80% of session time on strategy vs. the current 45-55%.

Milestone Tracking and Cohort Milestones

Track each participant through the program milestones:

1. Intake complete (account set up, target list baseline established)
2. Prep ready (first prep brief generated and reviewed)
3. First outreach sent (first signal-driven outreach logged)
4. Follow-up closure (first follow-up conversation completed)

Real-time milestone completion rates visible at the cohort and participant level.

Sponsor Export and Reporting

Generate sponsor-ready reports on demand:

• Cohort activation and utilization rate
• Milestone completion rate with methodology notes
• Cadence adherence rate (how consistently participants are taking daily actions)
• Confidence trend and placement outcome summary
• KPI definitions and measurement methodology for procurement reviewers

Formatted for delivery to HR buyers, CFOs, and program sponsors.

Weekly Governance Pack

A structured weekly review artifact for program leads: cohort pipeline review, stalled participant triage, intervention assignment list, and next-week plan. Ready to use in Monday operating meetings without additional preparation.

Counselor Intervention Queue

A prioritized list of participants most at risk of going off-track: drifting pipeline, declining confidence, missed milestones, low signal-response rate. Surfaced automatically so counselors do not have to manually audit their client list to find who needs help.

Operating Cadence Runbook

A step-by-step guide for counselors covering the recommended daily, pre-session, and post-session workflow. Includes: how to read the session snapshot, how to log commitments, how to use the weekly activity digest, and how to escalate a participant to the program lead. At startingmonday.app/for-outplacement/runbook.

Cohort Variance and Benchmark Metrics

Compare cohorts against each other and against your own program baseline. Identify which cohort configurations (track, counselor ratio, session cadence) produce the best outcomes.

30-Day Pilot Scorecard

Structured pilot framework with four weekly milestones and clear success thresholds. At week 4, the scorecard outputs a pass/fail result tied to: week-1 activation rate, week-2 signal-response rate, week-3 prep quality, and overall placement velocity vs. baseline. Designed to make the rollout decision straightforward, not negotiable.

Role-Based Access Controls

Assign the right access level to each team member:

• **Practice leader:** All cohorts, all reports, billing, firm-level benchmarks
• **Program operations director:** Cohort management, reporting, counselor oversight, no billing
• **Counselor lead:** Assigned cohorts, participant-level access, session snapshots
• **Procurement / legal reviewer:** Trust pack access, claims policy, methodology notes, security posture

Trust Pack

Board-safe claims documentation for procurement and legal review: KPI definitions, measurement methodology, pilot evidence with denominator disclosures, data residency, security posture, and legal review path. Designed to satisfy enterprise procurement requirements. At startingmonday.app/for-outplacement/trust-pack.

Pilot evidence (early 2026 observations, qualitative and directional)

Full methodology available in the trust pack.

Program tiers

Custom pricing available for programs above 300 participants. Contact your account lead.