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How to Read These Reports — National Coaching Alliance · Complete Member Intelligence Journey

The Data Dictionary from Step 2 is now the law. Every metric in this report is scored against the exact definitions agreed in April — not analyst interpretation, not last year's spreadsheet. One commitment breach was auto-detected and escalated before anyone checked manually. This is the differentiator: dictionary-locked reporting, not episodic survey snapshots.

✓Chapter Intake › ✓Data Agreement › 3Annual Cycle Report › 4Network Intelligence

National Coaching Alliance — Member Intelligence Platform Q3 Mid-Cycle Review · September 2025 · Scored Against April 2025 Data Dictionary

Step 1

Chapter Data Intake Intelligence

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Step 2

Shared Data Agreement

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Step 3

Annual Cycle Report

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Network Intelligence

Sopact Sense · Annual Cycle Report · Q3 2025 · National Coaching Alliance

Q3 2025: Retention Strong. One Commitment Breach Auto-Detected.

NCA's Q3 mid-cycle review scored against the locked April 2025 Data Dictionary. Member retention ahead of target. One commitment breach — equity collection non-compliance in 12 chapters — surfaced automatically. No analyst discovered it. The system flagged it.

4 of 5 KPIs On Track 1 Auto-Alert Triggered 5 Commitments Tracked 91% Longitudinal Match

Network Health Score

+5 from Jan 2025
74 → 79
Locked Definition Applied

Why This Report Is Different

This report was not produced by an analyst reading 140 chapter updates. Sopact scored every chapter against the locked Data Dictionary automatically — the same definitions agreed in April, applied uniformly in September. The equity collection breach wasn't discovered because someone checked — it was auto-detected because 12 chapters submitted data without the required demographic fields, and the system flagged it immediately. Your team sees the alert before the board does.

Other platforms instead: Analyst re-reads 140 updates
Definitions drift between cycles
Breaches discovered at
board meeting, not before
No longitudinal member match
"Who came back" unanswerable

Q3 2025 KPI SCORECARDScored Against Locked April 2025 Data Dictionary · Not Analyst Interpretation

Member Retention Rate

71%

Target: 75% · Prior cycle: 68%

Improving trajectory. Below target; 2025 re-engagement campaign contributing to recovery.

📌 Scored on locked definition: dues paid + 1 touchpoint / 12 months

Chapter Engagement Rate

84%

Target: 80% · Prior: 72%

Above target. 118 of 140 chapters at active engagement threshold.

📌 Scored on locked definition: event + survey + Engage login

Credential Pipeline Growth

+12%

Target: +10% · Year over year

ACC applications up 18%. MCC pipeline still thin at 2.6% of PCC base.

📌 Includes Credential Pending segment — consistent with locked protocol

Equity Data Compliance

79%

Target: 100% by Nov 2025

⚑ 12 chapters non-compliant. Auto-alert triggered. See below.

📌 Required fields: gender × 5, region, specialty. 12 chapters submitted without required fields.

⚑ AUTO-ALERT: EQUITY COLLECTION NON-COMPLIANCETriggered September 8, 2025 · No Analyst Required

12 chapters submitted Q3 data without the required demographic fields locked in the April 2025 Data Dictionary. Equity compliance rate: 79% vs. 100% target. This was not discovered by a staff review — Sopact detected it automatically when chapter submissions were ingested and cross-checked against the locked field specification.

The 12 non-compliant chapters are concentrated in: Latin America (5 chapters), West Africa (4 chapters), and Southeast Asia (3 chapters). Three of these chapters were previously flagged in Step 1 as "PDF-only" submitters who historically lack standardized collection.

Auto-action triggered: Chapter leads for all 12 chapters received a system notification within 24 hours of submission. Sopact generated a targeted re-submission guide in each chapter's primary language. November 1 compliance deadline remains in force. If not resolved, these chapters will appear as Watch status in Step 4 Network Intelligence.

PROGRESS VS. COMMITMENTAll 5 April 2025 Commitments Tracked · Automatically

Commitment	Status	Evidence (Auto-Scored)	Next Action
Active Member Definition Applied Globally All 140 chapters on dual-criterion definition	✓ Complete	All 140 chapters re-scored under locked definition by May 1. Variance from prior cycle documented: +3 percentage points NCA-wide due to touchpoint requirement. Auto-verified May 2	None — sustained
Lapsed Re-Engagement Campaign 6,800 lapsed (engagement) outreach initiated	✓ On Track	6,800 records segmented by June 15. First touchpoint sent June 18. Re-engagement rate to date: 14% (952 members returned to active status). 5,848 still in outreach pipeline. Auto-tracked	Q4 second-touch scheduled Oct 15
Credential Pending Reconciliation 8,154 unmatched records resolved	✓ Complete	Fuzzy match resolved 7,692 of 8,154 records (94.3%). 462 residual records reviewed by chapter leads and classified: 389 confirmed Credential Pending, 73 removed as duplicate/inactive entries. Auto-verified May 31	None — sustained
Equity Collection Standard for 2026 All 140 chapters adopt required demographic fields	⚑ At Risk	12 chapters non-compliant as of Q3 submission. Nov 1 deadline at risk if non-compliant chapters do not re-submit. Auto-notification sent to all 12 chapter leads Sep 8. Auto-alert Sep 8	Re-submission deadline: Oct 15
Persistent Member UUID Activated UUID assigned to all 58,240 member records	✓ Complete	UUID assignment confirmed across all 58,240 records by April 30. New enrollments since April: 1,847 — all received UUID at point of entry. Longitudinal match rate: 91% of Q1 cohort re-appears in Q3 check-in. Auto-verified April 30	None — longitudinal match active

PERSISTENT MEMBER UUID MATCHFirst Longitudinal Continuity Measurement — "Who Came Back" Answered Without Matching Exercise

Sopact ran the first full longitudinal UUID match across the 2025 cycle. For the first time, NCA can answer "which members from our January intake are still active in September" — without a matching exercise, without a spreadsheet reconciliation, without a data analyst spending a week on it.

58,240

Active UUID Records

91%

Q1 Cohort Returned in Q3

1,847

New Members with UUID at Entry

Why 91% matters: Of the 52,800 members active in January, 48,050 are confirmed active in September — tracked by UUID, not by name/email matching. The 9% gap (4,750 members) is a precisely identified population: 952 recovered via re-engagement campaign, 3,798 still in outreach pipeline. This is the first time NCA has known the exact size and composition of its at-risk population mid-cycle rather than at year-end.

AUTO-GENERATED FOLLOW-UP ACTIONS3 Actions · No Analyst Synthesis Required

Equity Non-Compliance Re-Submission — 12 Chapters

12 non-compliant chapters must re-submit Q3 data with required demographic fields by October 15 to meet the November 1 standard lock deadline. Sopact generated chapter-specific re-submission guides in 6 languages. Chapter leads notified automatically September 8.

Auto-triggered Sep 8

Q4 Lapsed Re-Engagement Second Touch

5,848 members remain in the lapsed outreach pipeline with no re-engagement response to date. Sopact segmented this group by chapter region and last-known specialty category. Personalized second-touch outreach scheduled to auto-send October 15 via chapter leads — no manual list preparation required.

Scheduled Oct 15

MCC Pipeline Intervention — 5 High-Potential Chapters

MCC pipeline remains thin at 2.6% of PCC base. Sopact identified 5 chapters with the highest concentration of PCC holders with 3+ years tenure who have not initiated MCC applications. Chapter leads for these 5 chapters flagged for targeted MCC encouragement outreach. Pattern: chapters with active MCC mentorship programs show 3.8× the MCC conversion rate of those without.

Auto-identified