Health Evolution
HEALTH EVOLUTION · PHASE 1 ENGAGEMENT PLAN

Engagement Plan & Timeline

A 10-week Phase 1 roadmap covering the Member "Preview" Product Launch strategy and positioning, and Member Preview rollout with Connect planning and readiness — culminating in Health Evolution Connect on September 27–29.

Phase 1 Timeline

July – September 2026 · 10 Weeks

Strategy & PositioningMember Preview RolloutConnect Planning & Execution
July
August
September
Workstream / Phase
Week of 7/20
Week of 7/27
Week of 8/3
Week of 8/10
Week of 8/17
Week of 8/24
Week of 8/31
Week of 9/7
Week of 9/14
Week of 9/21
Discovery & Research
Week of 7/20 – 7/27
V1 Brand Strategy & Messaging Framework
Week of 8/10
V2 Framework — ELT Feedback & Revisions
Week of 8/17
Final Framework Approval & Delivery
Week of 8/24
Develop Member-Facing Rollout Plan
Week of 8/3 – 8/10
Rollout Materials Execution
Week of 8/17 – 8/31
Member-Facing Rollout Launch
Week of 8/24 – 9/21
Connect On-Site Planning
Week of 8/10 – 8/24
Connect Execution
Week of 8/31 – 9/21

* Actual timing is contingent on timely client feedback and approvals. Delays in feedback may shift downstream milestones, including Health Evolution Connect readiness (Sept 27–29).

Key Dates & Milestones

Key outcomes, touchpoints, and deliverables by milestone — from kickoff through Health Evolution Connect.

Strategy · Weeks 1–2 · Jul 20 – Aug 2

Discovery & Stakeholder Interviews

  • Discovery Session — Thur 7/23
  • Post-Discovery: schedule & conduct stakeholder interviews
  • Research: existing materials, member insights & competitive landscape
  • Start developing Brand Strategy & Messaging (positioning, brand perception audit; pulling from Charter, Member Promise & Product Suite)
Discovery Session · 7/23
Strategy · Weeks 4–5 · Aug 10–17

V1 & V2 Messaging Framework

  • Develop V1 Brand Strategy & Messaging Framework
  • Gather ELT feedback & revise into V2
  • Member-facing rollout plan begins
  • Connect on-site plan begins
V1 Framework Review
Strategy · Week 6 · Aug 24

Framework Approval & Rollout Materials

  • Product pages copy for portal
  • Product suite one-pagers (print, screens & web)
  • HE team talking points
Final Framework Approval with ELT
SEPT 27-29
Brand Strategy & Messaging Framework
Rollout · Week 6 · Aug 24

Member Rollout Launch & Connect Finalization

  • Member-facing communication plan begins rollout
  • Connect ideas revised & finalized
  • Rollout materials in execution
Rollout · Weeks 7–9 · September

Rollout & Connect Execution

  • Continued rollout of member-facing communication plan
  • Execution of Connect ideas in lead-up to the event
  • Ongoing coordination with HE team
Connect · Week 10 · Sept 27–29

Health Evolution Connect

  • Phase 1 deadline
  • Health Evolution Connect on-site execution
SEPT 27-29
Health Evolution Connect

Meetings & Communication

A predictable cadence for updates and coordination — designed to keep momentum without adding meeting overhead.

30 min

Client Weekly Syncs

Goal: Review progress, align on priorities, and address any client questions or needs.

via Microsoft Teams / email

Friday Check-Ins

Goal: Provide a status update on what's in progress, completed, and needs attention.

ongoing

Microsoft Teams

Goal: Used for weekly updates, coordinating scheduling for calls/meetings, and answering specific questions we all have, etc.