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  • No more than 8 people to a cohort (not including spouses).
  • Should be scheduled & kept routinely each week (ex. Tuesdays at 2 pm).
  • Call should be an hour-long via an online video platform or phone call, whichever works best for people. 
  • Must be able to commit to at least 6 weeks in the cohort. Much of what we do relies on momentum. Missing weeks hurts momentum. 

Facilitate discussion

  • Come with some basic questions to engage people
  • # of Financial Asks this week
  • Something you are thankful for in MTD this week.
  • What’s in the way? What’s been some obstacles for you in MTD this week?
  • What’s working for you?
  • What questions came up this week as you engaged people? What discussion items do you have for your cohort today? 
  • Action item update. Look at the action items they wrote for last week. Ask what they accomplished. Dig in, if needed. Encourage them to write new action items for this week. 
  • Help people move quickly through their reports. This is not the time for long stories. Record questions or discussion points that come up. Address these later in the Q&A time. The reporting time should be completed before the 30-minute mark.   Be sure to allow/help everyone to speak up during this first part. 
  • Be sure to allow people to ask specific questions
  • Participants can submit questions before the call on column B of the Action Items spreadsheet. 

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