Weekly process for collecting topics, updating session descriptions, and managing paid-member access to coaching.
Quick Summary
- Kate handles execution, Dave reviews and approves
- Submissions close Tuesday 4:00 PM, no late additions
- Coaching sessions locked to paid members only
- Approved access: EO Vietnam, Perth, Docks List Members
Overview, Two People, Two Jobs
Kate handles execution. Dave reviews and approves. The workflow has two parts: updating the coaching session each week, and locking access to paid members only.
- Pull topics after deadline
- Share with Dave
- Update session description
- Update leadership chat
- Lock down access
- Review submitted topics
- Confirm what goes into the session description
- Approve updates before they go live
Part 1, Weekly Topic Collection and Updates
Every week, members submit coaching topics. After the deadline closes, Kate collects them and works with Dave to update the session.
Submission Deadline: Tuesday 4:00 PM. Topic submissions close every week. No late additions.
Pull Submitted Topics
Owner: Kate. Once the submission window closes at 4:00 PM Tuesday, collect all topics that were submitted by members.
Share Topics with Dave
Owner: Kate. Send the compiled topic list to Dave for review. No filtering needed at this stage. Just pass along everything that came in.
Review and Confirm Core Topics
Owner: Dave. Dave reviews the submitted topics and identifies the core themes for the session. He confirms what goes into the description and flags anything that needs a pre-conversation.
Update Coaching Session Description
Owner: Kate + Dave. Update the coaching session description with two things:
Update the Leadership Chat
Owner: Kate. Post the same topic summary and session info into the leadership chat. For now, only focus on this group. Do not worry about other announcements or channels.
For now, only update the leadership chat group. No other announcements or channels needed.
Part 2, Lock Down Coaching Access
Coaching stays in the community but is restricted to paid members only. Kate handles the access settings.
Restrict to Paid Members
Owner: Kate. Lock the coaching session so only subscribed, paid members can access it. It remains visible in the community, but participation is gated.
Only the groups below should have access. No exceptions without Dave's approval.
Approved Access List
Coaching Session Workflow
Internal SOP. Kate and Dave. One rhythm, every week.