Pilot runbook
Operator-ready checklists, scripts, and intervention playbooks.
This is the concrete implementation layer for partner teams: week-by-week tasks, red-flag logic, and downloadable artifacts.
Week-by-week launch checklist
Week 0
+ Confirm cohort list and owner responsibilities
+ Approve scorecard baseline and intervention thresholds
+ Run counselor briefing using first-session script pack
Week 1
+ Launch participant kickoff communications
+ Complete setup and target-list baseline for each participant
+ Run first operating review and assign any adoption interventions
Week 2
+ Enforce one signal-driven action per active participant
+ Review stalled participant queue against trigger thresholds
+ Coach counselor teams on prep-brief integration before meetings
Week 3
+ Validate prep quality on high-stakes conversations
+ Measure session-yield ratio and context rebuild reduction
+ Prepare day-30 decision packet with evidence and recommendations
Red flags and intervention triggers
+ No meaningful participant action for 7 days
+ Two or more overdue follow-ups without counselor intervention
+ Prep-brief adoption below 60% for interview-active participants
+ Session-yield ratio below target for two consecutive weeks
Intervention sequence:
+ Trigger 1: counselor 1:1 reset within 48 hours
+ Trigger 2: program-lead escalation and revised action plan
+ Trigger 3: sponsor visibility if no movement after one intervention cycle
Before/after session prep walkthrough
Before: counselor spends 20-30 minutes reconstructing what happened since last call.
After: counselor checks what-changed summary, trigger flags, and next high-stakes conversation prep in under 10 minutes.
Target result: more session time on strategic decisions, less on status reconstruction.
Downloadable artifacts
Next step
Use the runbook as your operating source of truth for one cohort pilot and carry the outputs into the day-30 decision review.