The 90-Day Founding Pilot
Test caregiver stability infrastructure before you scale it.
$5,000A defined 90-day implementation helps an organization evaluate caregiver engagement, stability, confidence, resource use, and workforce-continuity indicators before considering an annual license.
One population. Ninety days. A documented decision.
The decision this pilot supports
Is PHE understandable, usable, relevant, and measurable for your caregivers?
Organizations often feel caregiver strain through absence, distraction, reduced availability, benefits confusion, workforce exit, and unresolved post-discharge needs. The pilot tests a defined PHE pathway without requiring an organization to build caregiver-specific infrastructure from the ground up.
Clarify the population
Select one employee, member, patient-family, caregiver, or community population with an identifiable need.
Implement the pathway
Provide structured PLAN, HEAL, and EARN resources through the agreed access and communication channels.
Inform the next decision
Use aggregate findings and implementation lessons to conclude, refine, extend, or move into licensing.
What participants receive
A connected stability pathway—not another resource list.
The pilot gives participants access to the selected PHE pathway while maintaining clear professional and organizational boundaries.
Plan
Organization and decision support
- Organization tools and care-information structure
- Priority, role, and next-step planning
- Documentation and question preparation
- Transition and emergency backup planning
Boundary: No diagnosis, prescribing, clinical training, legal conclusions, or emergency direction.
Heal
Emotional capacity and support access
- Burnout and overwhelm education
- Guilt, grief, identity, and boundary resources
- Support-seeking preparation
- Access pathways to independent professionals
Boundary: PHE does not provide psychotherapy, diagnosis, crisis intervention, or clinical supervision.
Earn
Economic and workforce continuity
- Financial-strain awareness education
- Benefits and resource navigation
- Caregiver-skill recognition
- Flexible-work and continuity exploration
Boundary: PHE is not a job board and does not promise placement, wages, tax advice, or income.
Implementation timeline
A structured 90-day process.
The exact dates, delivery method, communication plan, and approved measures are confirmed in the written pilot scope.
Scope and prepare
Confirm the population, cohort cap, sponsor, privacy language, delivery method, measures, and launch plan.
Launch and baseline
Open the participant pathway, begin enrollment, and establish the permitted aggregate baseline.
Use the pathway
Participants access the selected PHE education, tools, and support-navigation resources.
Review the midpoint
Assess engagement, collect midpoint responses, review sponsor feedback, and make permitted adjustments.
Continue and reinforce
Support ongoing participation and reinforce resources that were underused or difficult to access.
Complete the endline
Collect final participant feedback and approved educational-program indicators.
Deliver the report
Analyze aggregate results and deliver the Executive Pilot Outcomes Report with recommendations.
What gets measured
Indicators selected to support an organizational decision.
The pilot measures aggregate educational-program and implementation indicators. It does not diagnose burnout or a mental-health condition.
Caregiver stability
Overwhelm, stress and burnout level, confidence, and ability to organize care.
Economic continuity
Financial-strain awareness and perceived ability to continue working.
Implementation
Enrollment, engagement, completion, resource use, and pathway participation.
Participant experience
Usefulness, gaps, barriers, feedback, and remaining support needs.
Validated instruments, clinical interpretation, employer workforce data, HR data linkage, or research publication require separate qualified review and written requirements.
Primary deliverable
Executive Pilot Outcomes Report
- Population, invitation, enrollment, and participation summary
- Baseline, midpoint, and endline findings in aggregate
- Change by selected measure where response volume supports interpretation
- Most-used and least-used resources
- Anonymized participant feedback and implementation barriers
- What the pilot can and cannot establish
- Recommendations to conclude, refine, extend, or license
Built to produce clarity—not a predetermined success story.
The report is designed to document positive, negative, and inconclusive findings honestly. The purpose of the pilot is to help the organization make a better decision, not to manufacture a claim.
The evidence that informed PHE includes 25+ years of direct experience and nine months of naturally occurring conversations within a private community of 6,273 family caregivers. Those findings establish evidence of need; the pilot supplies the implementation layer.
Roles and responsibilities
A clear division of ownership.
PHE responsibilities
- Provide the agreed participant pathway and resources
- Maintain stated educational and referral boundaries
- Deliver assessments and aggregate reporting
- Review engagement at midpoint
- Recommend limited approved adjustments
- Deliver the Executive Pilot Outcomes Report
Partner responsibilities
- Define the eligible population and internal sponsor
- Approve participant communications and access channels
- Respond to implementation decisions
- Avoid coercive participation
- Complete required privacy, security, accessibility, legal, and HR review
- Provide only organizational metrics included in the agreement
Privacy and reporting boundaries
Participant trust is part of the implementation.
Voluntary participation
Participation should be voluntary unless the partner establishes another lawful basis through its own qualified review.
Aggregate reporting
Routine reporting is aggregate and de-identified to the extent defined in the pilot agreement.
Limited data collection
PHE does not request detailed clinical histories, Social Security numbers, payment credentials, or emergency information unless separately approved secure workflow exists.
Crisis, abuse, neglect, medical emergencies, and legal matters are directed to appropriate qualified or emergency resources. PHE is not the responding service.
Fit criteria
Is your organization ready for a founding pilot?
A strong fit
- A clearly identifiable caregiver population
- One accountable internal sponsor
- A workable participant communication channel
- Willingness to support measurement and privacy review
- Interest in acting on the findings
- Readiness to evaluate an annual license if the pilot supports it
Not the right fit
- A need for emergency response or direct clinical treatment
- A demand for guaranteed cost savings or outcomes
- Immediate technical integration before scoping
- Individual employee surveillance
- A request for PHE to provide legal, clinical, or employment decisions
- No internal owner for implementation
Founding pilot investment
$5,000One defined implementation for 90 days.
The fee covers agreed implementation, participant access, three measurement points, midpoint review, aggregate analysis, and one Executive Pilot Outcomes Report.
Final population, cohort cap, access method, communications, approved measures, reporting requirements, and any partner-specific review are confirmed in the written scope.
Custom integrations, white labeling, extensive content development, live training, travel, validated clinical instruments, research publication, data-system integration, or a cohort beyond the agreed cap require a separate scope.
Frequently asked questions
Before you begin.
Does the pilot guarantee a specific result?
No. The pilot evaluates a defined implementation. It does not guarantee retention, cost savings, participation volume, income, clinical improvement, or another predetermined outcome.
Is PHE therapy, medical care, or clinical training?
No. PHE is educational and organizational infrastructure. Licensed professionals and partner organizations retain their independent clinical and legal responsibilities.
Can the pilot include more than 50 caregivers?
Yes, when the population, access, support, measurement, and reporting requirements are reviewed and reflected in a revised written scope.
Will an employer receive individual participant responses?
Not as routine reporting. Reporting is aggregate and de-identified to the extent defined in the agreement unless a participant clearly consents and the agreement expressly permits another use.
What happens after Day 90?
The Executive Pilot Outcomes Report supports one of four decisions: conclude the engagement, refine the model, extend the pilot, or move into an annual organizational or enterprise license.
Begin in writing
Bring the founding pilot to one caregiver population.
Tell us who you serve, your approximate population size, the problem you want to address, and the organizational outcomes you need to evaluate.