This phase bridges planning and execution by articulating the "why" behind your BetterUp program and enabling coaches to tailor their support accordingly. It ensures your organization's priorities are clearly defined and shared — with both the BetterUp team and any coaches that match with your members.
There are two critical steps during this phase:
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Create a Value Delivery Plan
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Complete a Coach Brief
These two steps work together to turn strategy into action — ensuring your internal vision translates into a coaching experience that aligns with your culture, intent, and goals.
What is a Value Delivery Plan?
The Value Delivery Plan is a living document that captures your program's strategic intent, priorities, and the outcomes you want to achieve. It serves as a planning tool on how to best support your goals, measure impact, and guide program success over time.
Key components include:
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Your organization’s vision for the program
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Strategic priorities the program supports
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Success metrics and desired outcomes
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Key milestones or transformation goals
See our Value Delivery Plan Guide
What is a Coach Brief?
The Coach Brief helps coaches understand the unique context of your organization and deliver a coaching experience aligned with your goals and culture.
Key inputs may include:
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Your organization's mission, values, or leadership principles
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The "why" behind your program and what you hope employees gain
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Cultural insights, communication norms, or internal terminology
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Specific themes you want to highlight or avoid in coaching
- Optional: Additional resources that could provide deeper organization insight.
This brief helps ensure that coaching sessions reflect the unique context of your organization and support your goals from day one.
Next Steps: Member Readiness