At a glance
Who this playbook covers
This applies to every participant whose completion type is self-paced, no matter how they entered the programme. There is no separate dropout list — a participant either finishes or is still being followed up.
| Dimension | Value for this mode | Set when |
|---|---|---|
| Entry — how they do Part 1 | Recorded orientation video, or live for those who left after Part 1 | At registration — immutable |
| Completion — how they do Part 2 | Self-paced | From the event type, or the moment they leave at a Part 1 exit point |
Day 0
What starts the clock
- Day 0 is the Part 1 date — the day they completed the orientation, live or recorded
- Every participant is assigned to exactly one Champion at registration, so no participant can exist without an owner
- That Champion stays accountable until the participant is verified or dropped
- Day 5 is the ideal completion time; Day 10 is the last day of dedicated, individual follow-up. For the participant it's a support window, not a deadline—the course stays open to them until the programme ends.
- The window sets incentive eligibility: only completions by Day 10 count toward partner and champion financial support.
Follow-up sequence
Day 0 to Day 10, message by message
Log every send against the participant on your sheet.
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Day 0 — Welcome
Course link, the three requirements, Day 5 target. Ask for their ADA email if you don't have it yet.
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Day 3 — First nudge + requirements reminder
One question: "How's Module 2 going?" Replies tell you who is reachable. Congratulate the movers, re-link the stalled to where they stopped, and name the two things people forget: the discussion post and the post-course evaluation.
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Day 5 — Ideal completion
Completers: congratulations. Everyone else: dedicated support continues to Day 10, and "what's blocking you?"
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Day 7 — Blocker follow-up
Solve the one blocker they named. Offer the next webinar's Part 2 as a guided finish.
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Day 10 — Support window closes
Completers: congratulations. Everyone else: last structured follow-up. Individual chasing stops after this, and completions after Day 10 no longer count toward host or champion financial support. Make clear the course itself stays open—they can still finish and earn their certificate until the programme ends.
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After Day 10 — Light touch
Monthly "still open" note. No individual follow-up unless they reply.
Triage
Three lanes — protect your time
From Day 5, every self-paced participant sits in one of three lanes. You don't assign the lane by hand — it follows from the facts you record: last reply date, and module progress from the sanitized completion tracker.
Replying or progressing
Run the full sequence. These are your best returns on time — keep the momentum going.
Replies, but no progress
Diagnose the one specific blocker — login, device, time, or content — and solve that. Offer the webinar guided finish.
No reply, no progress
No reply to two or more consecutive touches. Batch messages only. Spend no individual time here. Eligible to be marked dropped after Day 10.
What counts
The Day 10 line — completions, support, and closing the loop
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Completions by Day 10 count
Only completions inside the Day 0 to Day 10 window count toward host and champion financial support. For participants Day 10 is not a deadline: the course stays open until the programme ends, and late finishers still earn their certificate—they just don't count toward the support total, and they can't be re-registered into a later cohort for a fresh window: one participant, one Day 0.
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Flag two things for the Program Lead
Completers: answered post-course assessment and ready for verifications.
Systemic issues: for example, a whole student org (30 participants) stuck on the same blocker is one problem not 30 individual ones. -
Close the loop
Mark dropped only where the criteria are met: in progress, past Day 10, and unresponsive. Log any new questions for the FAQ.
Other modes
Where this fits
Live entry, facilitated finish
The two-part live block: preparation rhythm, staffing, the Part 1 exit point, and same-day close-out.
Read the synchronous playbook → ReferenceThe standard agenda
Segment-by-segment tables for Part 1 and Part 2, the facilitator checklist, and the participant-list required fields.
Back to the Champions guide →



