Staff can then easily move participants between cohorts using the cohort assignment wizard before confirming the cohorts and sending intro emails.
EA VP is kicking off virtual programs with 200 - 300 participants monthly and ambitions to scale up. T
We worked with the EA VP staff to understand the qualities they were using to group participants together. We reviewed their existing process and application forms.
EA VP Cohort Assignment tool: The FormAssembly application form collects participant availabilities. The cohort assignment tool, built in Salesforce as an LWC, will automatically generate cohorts based on availability and prioritize matching the most promising participants with the highest ranked facilitators. Staff can then easily move participants between cohorts using the cohort assignment wizard before confirming the cohorts and sending intro emails.
They're grouping participants into small cohorts of 4-5 people and a facilitator. They were doing this entirely manually in their old system -- matching people by availability, location, interest, etc. The process took multiple days for each round.
