Programme Setup
Create programmes, import beneficiaries, manage team access
Programmes
Import Beneficiaries
Sessions Import
Team & Access
Email Templates
Business List
Link Sessions
Export Tools
Download a pre-formatted template with all required column headers, or export current business data for mass update.
Mass Update — Upload Edited Export
Export businesses above, fill/edit the data, then re-upload here. Rows matched by Business Name will be updated. New rows will be added.
Choose updated .xlsx export file
Import New Beneficiaries
Add a Programme column to route each row to its own programme in one import — a row's Programme cell must match an existing programme name exactly. Leave a row's Programme cell blank to use the Target Programme below for it instead. Any row whose Programme cell doesn't match a real programme is skipped and listed after import, never guessed.
Paste CSV
Upload File
Click to choose file (CSV or .xlsx)
Link Imported Sessions to Businesses
Sessions imported via the AI parser or a file upload sometimes carry a business name that doesn't exactly match a hub business, so they stay unattached and are missed by per-business filters and reporting. Pick the correct business for each name and click Link. Nothing is changed until you click.
| Name | Role | Account Status | Actions |
|---|
Upload File
AI PDF Parser
Sessions Mass Update — Import / Guidance
How it works: Download the guidance template below to see all accepted columns and example data. Fill in coaching session rows, then upload to import them in bulk. Sessions are matched by Business Name + Date — existing matches will be updated, new rows will be added.
Upload Sessions File
Choose .xlsx sessions file
1
Upload PDF
2
Review & Edit
3
Export
Upload Coaching Session PDF
AI extracts session data — you review and edit before exporting to the sessions import template.
How it works: Upload one or more PDFs — it's read entirely in your browser, nothing is sent to any server. Fields are extracted automatically from the first document's structure; every file you select is attached to the session email. Review, correct if needed, then export a ready-to-import .xlsx row.
Drop your coaching session PDF(s) here
or click to browse — PDF files only, multiple allowed
Extracting fields from PDF…
Review & Edit Parsed Session
Fields marked AI were extracted automatically. Edited fields have been changed.
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Session Information
HIGH CONFIDENCE
Programme & Team
HIGH CONFIDENCE
Session Details
MEDIUM CONFIDENCE
Summary & Notes
HIGH CONFIDENCE
AI Extracted Coaching Notes
Raw content — for reference only
Full notes extracted by AI. Not exported to the template — use as reference to verify fields above.
—
—
Next Sessions Identified
Exported as additional rows in the .xlsx
Upcoming sessions found in the notes. These export as separate rows with the same business and team details.
| Date | Time | Topic / Notes |
|---|
Session exported successfully
Your .xlsx file is ready. Use the Upload File tab above to import it into the hub.
These templates are sent automatically when a user flags, comments, or asks a question on the platform. Edit the body text as needed —
{name}, {business}, {programme}, {comment}, {date} are available placeholders.| Business | Programme | Owner | BA | Progress | Status | Flag | Cohort | Actions |
|---|
Beneficiaries
Certification pipeline across all enrolled businesses
| Business | Programme | Owner | BA | Progress | Status | Flag | Cohort | Actions |
|---|
Programme Manager View
Review BA updates and corroborate business pipeline progress
| Business | Owner | BA | Pipeline | Progress | Flag | PM |
|---|
Update Business Pipeline
Select a business and update its certification milestones
Audit Trail
Complete history — nothing is ever deleted, only archived and retrievable by authorised roles
| Timestamp | User | Action | Detail |
|---|
Staffing
Org-wide, calculated from real programme and business data.
Who's Over or Under Capacity (live, org-wide)
BA Portfolio Cap (org-wide, 15–18 businesses per BA)
| BA | Assigned Businesses | Cap | Status |
|---|
Required vs Current Headcount (org-wide)
| Role | Required Hrs/mo | Required Headcount | Current Headcount | Status | Recommendation |
|---|
Per Programme (hours required + SLA reporting)
| Programme | Active Beneficiaries | Direct Hrs Req. | Structured Hrs Req. | Req. BA Headcount | Req. PM Headcount | Status | SLA Reporting |
|---|
Per Business Analyst
| BA | Caseload | Direct Hrs Req. | Structured Hrs Req. | Total Hrs/mo | Capacity Hrs/mo | Status |
|---|
Per Programme Manager
| PM | Caseload (Businesses) | Direct Hrs Req. | Structured Hrs Req. | Total Hrs/mo | Capacity Hrs/mo | Status |
|---|
SLA Tracker
Report due dates per programme, tracked from Programme Setup's SLA Reporting field.
Per Programme Manager
| PM | Programmes | Overdue | Due Soon | Next Due Date |
|---|
Per Programme
| Programme | PM | Frequency | Next Due Date | Status |
|---|
Reporting Dashboard
Consolidated programme timeline, SLA reporting schedule and PM workload — pulled live from Programme Gantt, SLA Tracker and Staffing.
Programme Timeline
Reporting & SLA Schedule
Programme Manager Workload
| Programme Manager | Programmes | Overdue | Due Soon | Next Due Date |
|---|
Session Log
Overview of all coaching sessions across the programme
Hours Logged vs Required (actual hours from submitted, held sessions — each cell shows Actual / Required)
| Programme | Today | This Week | This Month | This Year | All-Time Actual |
|---|
| BA | Today | This Week | This Month | This Year | All-Time Actual |
|---|
| PM | Today | This Week | This Month | This Year | All-Time Actual |
|---|
Masterclass Register
Mark attendance for each masterclass across all businesses in a programme
PI Daily Coaching Reporting Tool
Log coaching sessions and track business performance data
New Session
Session Log
Sessions Not Held
Session Information
Programme & Team
Session Details
Revenue Stats
Employee Stats
Clients
Session Review & Rating
Session Detail
Client Sign-Off & Coaching Notes
Digital signature below serves as the client's confirmation of the session.
Click to sign / confirm session
Choose File(s) — PDF only
1
Upload PDF
2
Review & Edit
3
Export
Upload Coaching Session PDF
AI extracts session data — you review and edit before exporting to the sessions import template.
How it works: Upload a coaching session PDF — fields are extracted automatically. Review, correct if needed, then export a ready-to-import .xlsx row.
Drop your coaching session PDF here
or click to browse — PDF files only
Extracting fields from PDF…
Review & Edit Parsed Session
Fields marked AI were extracted automatically. Edited fields have been changed.
—
Session Information
HIGH CONFIDENCE
Programme & Team
HIGH CONFIDENCE
Session Details
MEDIUM CONFIDENCE
Summary & Notes
HIGH CONFIDENCE
AI Extracted Coaching Notes
Raw content — for reference only
Full notes extracted by AI. Not exported to the template — use as reference to verify fields above.
—
—
Next Sessions Identified
Exported as additional rows in the .xlsx
Upcoming sessions found in the notes. These export as separate rows with the same business and team details.
| Date | Time | Topic / Notes |
|---|
Session exported successfully
Your .xlsx file is ready. Use the Upload File tab above to import it into the hub.
Advanced Reporting & Data Visualisation
Filter and compare data across businesses, BAs, PMs, programmes, and date ranges. The preview updates live as you change filters.
Multi-Programme Gantt
Horizontal calendar view — all programme timelines, masterclasses & pipeline deadlines
Programme Timeline
Masterclass
First Level Req
Custom Req
Pipeline Step
Overdue
Today
Compliance Documentation
Track required compliance documents for each business across all programmes
Supplier Database
Manage suppliers, past quotes, invoices and ratings
🚩 Notes & Flags
Messages, questions and flags shared between team members
Received
Sent by Me
Report Uploads
Typed inbox for reports received from BAs, SBA, PMs and external stakeholders. Files are stored privately; only Admin, PMs and the Senior BA can upload or download.
All
Weekly
Monthly
Programme
BA Review
Sponsor
Add a report
Events & Projects
Plan any event or project, in a programme or not: checklist, timeline, budget, success measures, comments and review. Changes save as you go. Admin and the Programmes Coordinator edit; everyone else can view and comment.
Planner
Portfolio & capability
Library
Hub vs Reports
Compare what the hub holds for a programme's week to what the uploaded weekly report says, and log the gaps. Hub column is live; Reports column is what you enter from the received document. Rows highlight red when they diverge.
BA Brief
Per-BA portfolio review across a chosen date range. Sessions, hours, businesses assigned, RAG mix, escalations. Narrative persists per BA.
Monthly Brief
Portfolio roll-up for a calendar month. Switch view between portfolio-wide, per-programme, or per-cohort. Narrative persists per month.
Weekly Organisational Brief
Portfolio snapshot for the week ending on the selected Sunday. Sessions, hours, RAG, escalations and reports received, drawn live from hub data. Narrative persists per week.
Programme Brief
Per-programme snapshot: cohort, sessions, RAG, compliance, ESG and escalations, drawn live from hub data. Add narrative and download as PDF.
Event Brief
Per-event snapshot: tasks, budget, targets, review and timeline, drawn live from hub data. Download as PDF or XLSX.
Scheduling
Diagnostic Sessions, Baseline Assessments, and Site Visits — masterclasses keep their own register.
Calendar
Desk View
Data Collection
Log revenue and employee stats outside of a coaching session — a second, independent entry point into the same kind of data.
Select a business above to view and log its monthly revenue and employee stats.
Success Stories
Real outcomes from real businesses — for reporting and marketing collateral.