This guide provides an overview of the My Coachees page on the Sounding Board platform. It explains how coaches can use this page to efficiently manage and support their coachees' journey, including accessing vital information, filtering options, coachee profiles, engagement data, surveys, sessions, notes, program details, and more. By following this guide, coaches can enhance their productivity and effectiveness in the coaching process.
Interactive Walkthrough
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Written Walkthrough
1. Navigate to https://coaching.soundingboardinc.com and log in as a coach.
The My Coachees page offers a comprehensive place for coaches to effortlessly manage and support their coachees' journey. From streamlined access to vital information like sessions, surveys, notes, and program details to robust filtering options and detailed coachee profiles, it is a central hub for efficient coaching management, enhancing productivity and effectiveness in the coaching process.
2. Navigate to “My Coachees” on the left-hand navigation panel.
3. My Coachees
When accessing the My Coachees page, you'll find an array of filtering options, allowing you to sift through coachees based on criteria such as name, status, levels, programs, and specific date ranges.
- Coachee Name
- Status (Active is the default filter setting)
- Coachee levels
- Programs
- Start Date From/To
- End Date From/To
You can effortlessly explore all columns by scrolling as necessary, while also having the ability to conveniently sort any column using the arrow option located beside the column header.
Note: If you coach across multiple modules (1:1, group, on-demand coaching), your engagements will show under the appropriate tab in the My Coachees view.
💡 Tip: Informational Data
Some of the engagement data isn't clickable, but it's worth reviewing and understanding. Below are some of those details.
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Status
- Active - The engagement is currently in progress.
- Pending - The engagement is not active yet.
- Completed - The engagement has ended, based on the end date.
- Paused - The engagement is on hold, as actioned by your Admin, which means that you are not currently actively engaged with the coachee.
- Coachee Level - These are customizable by your Admin.
- Start Date
- End Date
4. Coachee
You can easily access the coachee's profile, which will give you access to their General information, Surveys, Leadership Roadmap, Coaching Sessions, Availability, and Notes.
- Click the hyperlink of their name
- Review tabs as desired
- Once you are complete, click "My Coachees" to return
5. Program
Access comprehensive program details for each coachee, empowering you with the necessary insights to support your coachees effectively.
- Click the hyperlink under the Program column
- Review, as needed and if desired, click "Program Profile"
- Once you are complete, click "My Coachees" to return
For more information, see Program and Engagement Profiles.
6. Sessions
Dive into the sessions section effortlessly, providing a seamless overview of past, scheduled, and canceled sessions all in one place.
- Click the hyperlink in the Sessions column
- Click "Close" when you are done reviewing
7. Coachee Surveys
Effortlessly review coachee surveys, which you can view and analyze to aid your coaching engagement.
- Click "Show Surveys" under the Coachee Surveys column
- Click the Actions option
- Click "View Survey"
- After reviewing the survey, click "CLOSE"
- Click "Done"
8. Notes
Seamlessly access and review shared or private notes associated with coachees, streamlining the process of staying informed and organized.
- Click "View" under the Notes column
- After reviewing, click "Close"
For more information, see Notes.
9. Files
Conveniently view and manage files linked to coachees, allowing for easy access to important documents with the click of a button.
- Click "View" under the Files column
- After reviewing, click "Close"
10. View Engagement
Gain deeper insights into coachee engagement, offering a comprehensive overview.
- Click the Actions option
- Click "View Engagement"
- Once you are complete, click "My Coachees" to return