This guide provides step-by-step instructions on how to navigate and view different types of coaching and mentoring programs in the Sounding Board Platform. It includes information on how to edit programs, view program profiles, and access resources. Whether you are an admin or another user with access, this guide will help you effectively manage and utilize the programs in the platform.
Interactive Walkthrough
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Written Walkthrough
1. Navigate to https://coaching.soundingboardinc.com and log in.
A program is a collection of engagements; it could be a collection of individual, group, or on-demand coaching engagements or mentoring engagements focusing on a single group of people or theme(s).
Programs are part of the administration of the Sounding Board Platform. They are used to identify the various use cases of how leadership development is offered or utilized throughout an organization and define the parameters of the engagements as part of the program.
You will find all of your programs in one table to easily view and edit.
2. Navigate to the “Programs” on the left-hand navigation panel.
3. Programs Table
On the Programs table, note the following -
-
Program Type Tabs
Note: You will only see what is available to you; if you only have one program type, you will not see the tabs and will always see the lone type of program you have access to.- 1:1 Coaching
- Group Coaching
- On-Demand Coaching
- Mentoring
-
Filters
- Search programs (text)
- Program Statuses Note: The default is set to "All Statuses"
-
Columns/Fields
Note: Not all program type tabs show all the same options here, as they are not globally applicable.- Program Name
- Program Description
- Status
- Start Date
- End Date
- Program Length
- Engagements
- Coachees
- Resources
- Actions
To ensure you see all the columns/fields, be sure to scroll.
🚨 Alert: Programs Table Access
It is important to note that depending on your roles, you may not have access to all of the information or actions outlined in this article.
Edit Program
4. Edit Program
Your programs can be edited at any time, regardless of their status. Any changes made will apply to new Engagements or survey triggers for future sessions. Locate the program you would like to edit, and scroll to the right until you get to the Actions column.
- Click the action menu (⋮ icon)
- Click "Edit Program"
For the next steps on editing your programs, see -
- Creating a 1:1 Coaching Program
- Creating a Group Coaching Program
- Creating an On-Demand Coaching Program
- Creating a Mentoring Program
To return to the program table -
- Click "Programs"
View Program
5. View Programs
Your programs can be viewed at any time, regardless of their status. Locate the program you would like to view, and scroll to the right until you get to the Actions column.
- Click the action menu (⋮ icon)
- Click "View Program"
1:1 Coaching
6. View 1:1 Coaching Program
When viewing a 1:1 coaching program, you will be presented with an overview of the program.
You will be immediately presented with the Coachee Engagements tab, which shows the active coaching engagements. You have the ability to filter engagements, as well as drill into details like the coachee's or coach's profile and coachee surveys.
7. View 1:1 Coaching Program
To view Resources that have been added to this program -
- Navigate to the "Resources" tab
For more information, see Add Resources to Coaching or Mentoring Programs.
8. View 1:1 Coaching Program
To view and update the Program Profile -
- Navigate to the "Program Profile" tab
For more information, see Program Profiles.
9. View 1:1 Coaching Program
If you wish to edit the program that you are viewing -
- Click "Edit Program"
For the next steps in editing your program, see Creating a 1:1 Coaching Program.
10. View 1:1 Coaching Program
Once you have completed viewing the program -
- Click "Program Table"
Group Coaching
11. View Group Coaching Program
When viewing a group coaching program, you will be presented with an overview of the program.
You will be immediately presented with the Overview tab, which shows active group coaching engagements. You have the ability to filter engagements as well as drill into specific group coaching engagements.
12. View Group Coaching Program
To view individual coachee engagements associated with this program -
- Navigate to the "Coachee Engagements" tab
You will be presented with the Coachee Engagements, which show the active coaching engagements. You have the ability to filter engagements and drill into details like the coachee's or coach's profile and coachee surveys.
To ensure you see all the columns/fields, be sure to scroll.
13. View Group Coaching Program
To view and update the Program Profile -
- Navigate to the "Program Profile" tab
For more information, see Program Profiles.
14. View Group Coaching Program
If you wish to edit the program that you are viewing -
- Click "Edit Program"
For the next steps in editing your program, see Creating a Group Coaching Program.
15. View Group Coaching Program
Once you have completed viewing the program -
- Click "Program Table"
On-Demand Coaching
16. View On-Demand Coaching Program
When viewing an on-demand coaching program, you will be presented with an overview of the program.
You will be immediately presented with the Coachee Engagements tab, which shows the active coaching engagements. You have the ability to filter engagements, as well as drill into details like the coachee's or coach's profile and coachee surveys.
Note: Remember that on-demand coaching engagements are only one session in length each, so you might find more under the completed status.
17. View On-Demand Coaching Program
To view Resources that have been added to this program -
- Navigate to the "Resources" tab
For more information, see Add Resources to Coaching or Mentoring Programs.
18. View On-Demand Coaching Program
To view and update the Program Profile -
- Navigate to the "Program Profile" tab
For more information, see Program Profiles.
19. View On-Demand Coaching Program
If you wish to edit the program that you are viewing -
- Click "Edit Program"
For the next steps in editing your program, see Creating an On-Demand Coaching Program.
20. View On-Demand Coaching Program
Once you have completed viewing the program -
- Click "Program Table"
Mentoring
21. View Mentoring Program
When viewing a mentoring program, you will be presented with an overview of the program.
You will be immediately presented with the Engagements tab, which shows the active mentoring engagements. You have the ability to filter engagements, as well as drill into details like the mentee's or mentor's profile.
22. View Mentoring Program
To view Resources that have been added to this program -
- Navigate to the "Resources" tab
For more information, see Add Resources to Coaching or Mentoring Programs.
23. View Mentoring Program
If you wish to edit the program that you are viewing -
- Click "Edit Program"
For the next steps in editing your program, see Creating a Mentoring Program.
24. View Mentoring Program
Once you have completed viewing the program -
Click "Program Table"