A group program is only as strong as the attention you give each person in it.

Cohort Management gives you a clear view of where every member is in the journey — and the tools to keep the group moving without losing anyone along the way.
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Running a cohort shouldn't turn you into a project manager.

Group programs are powerful — shared momentum, peer learning, the energy of people moving through something together. But the moment you start running one, you inherit a coordination problem. Who's keeping up? Who's fallen behind? When should you advance the group? When should you hold? Coaches end up tracking progress in spreadsheets, sending individual chase-up emails, and trying to remember who needs what.

Cohort Management is designed around the way coaches actually run group programs. You see the whole cohort at a glance — colour-coded stage indicators tell you who's engaged, who's stalled, and who needs a conversation. You advance members when they're ready, not when the calendar says so. And when someone falls behind, you have simple tools to nudge them forward or clear what's no longer relevant — without losing your coaching posture.

The dashboard tells you where to look. The journal tells you what's actually happening.

See where the whole group stands — and where to focus your attention.

Running a cohort well starts with knowing what's happening. Not just overall progress — but the specific signals that tell you who needs your time this week.

Spot who needs you without opening every profile

Every member in the cohort has a colour-coded stage indicator showing exactly where they are in the program. Green means they're up to date. Blue means they're actively working. Orange means content is sitting untouched. You can scan the whole group in seconds and know immediately who to focus on — without clicking into individual profiles one by one.

Track the journey, not just the numbers

The Program Flow tab shows every stage and step in your program with aggregate progress across the cohort. But progress percentages only tell part of the story. A step stuck on "In Progress" means some members have engaged and others haven't — that's your cue to investigate. The real insight comes when you open a member's journal and see what they're writing, not just whether they've completed something.

Read the room before each session

When you queue a reflection or a set of questions for the entire cohort, everyone's responses are collated into a single view. You can see themes across the group, spot who hasn't responded yet, and export the answers as PDF or CSV. Before a group session, open the collated view and you arrive prepared with the patterns already in mind.

Advance members when they're ready — not when the calendar says so.

In a cohort, the group is supposed to move together. But "together" doesn't mean "identically." The tools here give you control over pacing without making it a full-time job.

You decide when the next step arrives

Content delivery in a cohort isn't automatic — you control when members receive the next stage of the program. Click Advance and the attached resources are queued into their journals, ready to be worked through. This means you can move faster with members who are progressing quickly, hold back for those who need more time, and respond to what's happening in coaching conversations rather than following a rigid schedule.

Nudge the ones who've gone quiet

When a member has content sitting untouched in their journal, a nudge sends them a simple email linking them back. You can nudge one member individually or hit nudge at the cohort level — it only reaches people who have items waiting, so everyone who's up to date is unaffected. It's safe to use weekly as part of your routine, and it keeps the group aware of the program without being heavy-handed.

Clear what's no longer relevant

Sometimes a member falls far enough behind that certain items in their journal have gone stale — a pre-session reflection for a session that already happened, a monthly check-in from two months ago. Skipping removes those items from the queue so the member sees only what's current and meaningful. Two relevant prompts are always better than twelve stale ones. Skipped items are recorded on the member's program flow so you have a clear history of what was bypassed and why.

Design the program once. Run it as many times as you need.

A cohort is a running instance of a program. The blueprint stays consistent — stages, content, coaching methodology — while each cohort adapts to its group.

Same program, different groups

Your program is the blueprint — the structure, collections, smart folders, and coaching approach. Each time you run it, you create a new cohort. The program's content is shared across all cohorts, so updates cascade automatically. But each cohort can layer in its own resources, documents, and context without altering the underlying design. You build the program once. You run it as many times as you need.

Bring your coaching team together

Assign coaches to each cohort so they can access members, track progress, and record sessions. In multi-coach programs, the program structure stays consistent across the team — shared templates, shared collections, shared methodology — while each coach maintains individual relationships with their assigned members. Coaches see the members they're working with. Program administrators see the full picture.

A clear path in for every member

Invite members to a cohort and they're taken through the program's invitation flow — any onboarding steps, welcome content, or setup you've configured. For existing workspace members joining a new cohort, you can add them directly or send them through the full onboarding if the program requires it. Either way, they arrive in the cohort ready to begin.

See how cohort management fits your coaching practice.

We'll walk you through how programs and cohorts work together — from designing your program structure to tracking progress across a live group. See the stage indicators, the nudge and skip tools, and how collated answers prepare you for group sessions.