This guide is essential for admins and coaches looking to effectively manage and collaborate on coaching programs. It outlines how to navigate the platform, update program details, and communicate changes to coaches, ensuring everyone stays informed. By following these steps, users can enhance the coaching experience and streamline program management, ultimately leading to improved outcomes for coachees.
Interactive Walkthrough
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Written Walkthrough
1. Navigate to https://coaching.soundingboardinc.com and log in.
Program Profiles and Group Coaching Engagement Profiles enable collaboration between administrators and coaches on program-specific details. Company administrators can create and edit these profiles, while coaches can view but not modify them. These profiles remain invisible to coachees.
2. Navigate to the “Programs” section on the left-hand navigation panel.
Note: For group coaching Engagement Profiles, you can view the engagements through the Engagements Table.
3. View Program
To view the program -
- Click Program Name OR
- Click the action menu (⋮ icon)
- Click "View Program"
Note: For group coaching Engagement Profiles, you can view the engagements through the Engagements Table.
4. Program Profile
Navigate to the program profile to review or update -
- Click "Program Profile"
5. Program Profile
The Program Profile consists of text fields to be managed by program admins. They consist of -
- Stakeholder Information
- Program Objectives
- Program Outcomes
- Program Content
- Manager Participation Expectations
- Extension Request Process
- Engagement Add-Ons
- Other Important Information
- Recent News or Updates
- Leadership Capabilities
6. Program Profile Updates
To ensure notifications are sent to coaches when updates are made, prior to making any changes -
- Click the Notify Coach checkbox
7. Program Profile Updates
You can easily update any of the text fields directly. To add a news update for the coaches -
- Click "Add Update"
- Enter the update
- Click "Add"
8. Save Program Profile
Once you have completed, you will need to save the changes, which will trigger notifications to the coaches.
- Click "SAVE CHANGES"
Note: The Recent News or Updates section is auto-saved, while the other sections require pressing the "Save" button. Notification about changes to the Recent News or Updates section will be sent in a separate email if and when other page changes are also saved.