This guide offers essential insights for Admins to effectively monitor and evaluate coaching programs within their organizations. By utilizing the Coaching Insights Dashboards, users can access comprehensive data on engagement, development, and program impact, enabling informed decision-making and enhancing the overall effectiveness of coaching initiatives. The dashboard's detailed visualizations and metrics provide valuable information to track development, user engagement, and satisfaction, making it a crucial tool for maximizing coaching outcomes.
Interactive Walkthrough
For full access to this article's content, open it in a new tab.
Written Walkthrough
1. Navigate to https://coaching.soundingboardinc.com and log in as an Admin.
Admins have a dashboard that shows essential information about the status of coaching at their organization, helping them understand the progress and impact of programs.
If you expect to see this dashboard but cannot, you likely need additional user permissions. Please contact your Admin for the necessary permissions.
2. Navigate to your Admin Dashboard.
For more details, see Toggling Multi-Role Dashboards: Sounding Board Access.
🚨 Alert: Insights Dashboards Availability
We are currently upgrading our Insights Dashboards, which means not all users will have access to the new visualizations yet, as detailed in this article.
If you would like to know when you’ll have access to the upgrade, please contact your Program Admin or the Sounding Board Customer Team.
3. Engagement and Program Overview
At the top, you will see a summary of all the engagements and programs you manage, showing
- Active Engagements percentage and count
- Active Programs percentage and count
-
All Programs highlighting -
- Program Title
- Program Type
- Start Date
- Status
- Active Engagement Count
🚨 Alert: Tracking Status
If your company utilizes coaching status tracking (additional add-on/configuration), you will see Status information on the Engagement and Program Overview.
Statuses are defined as -
- Onboarding: During the first month, a coachee is onboarding into coaching. To stay on track, the coachee should schedule the initial session during this time.
- On Track: A coaching session has occurred within the past 17 days and upcoming sessions are scheduled.
- At Risk: A coaching session has occurred within the past 17 days, but there are no upcoming sessions scheduled in the next 17 days.
- Off Track: No coaching sessions have occurred in the past 18 days and there are no sessions scheduled in the future.
4. Coaching Insights Dashboard Overview
The coaching insights dashboard is organized into three distinct tabs, each focusing on different aspects of the coaching:
-
Engagement Tab
-
Provides insights on user engagement in coaching, including:
- User Roles
- Platform usage
-
Provides insights on user engagement in coaching, including:
-
Development Tab
- Focuses on Leadership Roadmap goals
- Offers insights into coachees' progress and development
-
Impact Tab
- Presents insights based on coaching users' survey responses
- Demonstrates the overall impact of the coaching
5. Coaching Modules
When viewing their insights dashboards, users can filter results by specific program types. The default view displays data from all coaching programs and modules.
- Click "All Modules"
- Click the desired module
Engagement Tab
6. Engagement - User Breakdown
This section shows the overall user information on the Sounding Board platform.
- Active Users By Role - Presents a breakdown of active engagement participation by user role. It displays the count of users associated with active engagements, categorized by their respective roles. Users who are not part of an active engagement, as well as direct reports of users who are not currently engaged, are excluded from this count. This visualization provides a quick overview of role distribution within active engagements, helping to assess team composition and involvement across different organizational levels.
Note: You can hover to see further details on visuals.
7. Engagement - Session Utilization
This section shows details regarding active and completed engagement coaching sessions and their utilization.
- Total users who completed all sessions
- Percentage of users who completed all sessions
- Average percentage of sessions completed - The average percentage of completed sessions calculated against the total maximum number of sessions allotted per engagement.
- Average sessions completed per month - The average number of completed sessions per 1:1 engagement per month, based on the past 12 months' data.
- Completed sessions (past 12 months) - The cumulative count of all completed (logged) 1:1 coaching sessions over the past 12 months, including both active and completed engagements, from the current date.
- Average Completed Sessions - Provides insight into the average number of completed sessions per month for all active engagements during that month. It offers a comprehensive view of session completion rates, helping to assess whether users are meeting their target number of sessions each month.
Note: You can hover to see further details on visuals.
8. Engagement - Session Utilization (cont.)
- Session Status - Provides a comprehensive view of session activity over time, covering a 12-month period: the 5 previous months, the current month, and 6 upcoming months. It offers insights into session scheduling patterns and completion rates.
Note: You can hover to see further details on visuals.
🚨 Alert: Insights from Surveys
Sounding Board empowers customers with a science-backed evaluation methodology to monitor program health, track leader development, and demonstrate the impact of these initiatives on your organization. Our pre-designed, out-of-the-box survey experiences support the 5 levels of measurement evaluation, offering a comprehensive 180-degree view of your leader development experiences.
Our insights dashboards leverage this pre-configured survey data, presenting it on easy-to-read cards for quick visualization. It's important to note that custom surveys or individual questions created don't automatically populate these dashboards; we've carefully mapped specific questions from the out-of-the-box surveys and their answers to display the most relevant information.
This curation process ensures you receive pertinent, actionable data tailored to enhance the effectiveness of your coaching programs. By streamlining administration and reporting through in-app insights aligned with our evaluation methodology, we provide you with valuable, easily accessible information to maximize the benefits of your coaching initiatives.
Moving forward, any card data pulled directly from out-of-the-box surveys will be marked with ⚠️.
9. Engagement - Initial Impressions
This section provide valuable baseline data for measuring the coaching program's effectiveness. These initial assessments capture coachees' perceptions and expectations before they've experienced the full impact of the coaching process, offering a crucial starting point for tracking progress and improvement over time. The survey data encompasses active and complete engagements.
- Coach Match Satisfaction ⚠️ - Coachees are asked in the compass check, “My coach is a good match for me,” and this is the average rating.
- Initial Engagement Satisfaction ⚠️ - Coachees are asked in the compass check, “My coaching is off to a good start,” and this is the average rating.
10. Engagement - Platform Usage
This section shows details about the overall usage of the coaching platform.
- Monthly Active Users - Visualizes monthly active engagement users of the plaform over the past year, showing the count of unique logins per month. It provides users with valuable insights into user engagement trends, helping to gauge the adoption and consistent usage of the Sounding Board platform at their organization.
Note: You can hover to see further details on visuals.
11. Engagement - Platform Usage (cont.)
-
Calendar Status - This card provides a comprehensive overview of engagement users' calendar sync status within the platform, whether they are in an active engagement or not. It categorizes users into three groups:
- Calendar synced and active connection: Users who have successfully synced their calendars and maintain an active connection.
- Calendar synced and disconnected: Users whose calendars were previously synced but are now disconnected, potentially requiring re-synchronization.
- Calendar not synced: Users who chose to skip the calendar sync option.
This information helps users quickly assess the overall adoption of the calendar sync feature and identify users who may need assistance in re-establishing their calendar connections, ensuring optimal scheduling functionality across the platform.
Note: You can hover to see further details on visuals.
12. Engagement - Platform Usage (cont.)
- Chat Usage - This card visualizes the monthly chat engagement trends over the past year, displaying the total number of messages sent by users each month. It provides users with valuable insights into how frequently their team members utilize the chat feature to communicate with their coaches.
Note: You can hover to see further details on visuals.
Development Tab
13. Development - Leadership Roadmap Goals
This section provides key insights into goal-setting behaviors and trends within the organization. These metrics offer a comprehensive view of user engagement with the Leadership Roadmap. This survey data encompasses active engagements and engagements that were completed within the last three months.
- Average Goals per User - Displays the average number of goals (active, on hold, and accomplished) created per active user in an engagement.
- Managers Who Have Suggested Goals - Shows the percentage of managers who have suggested at least one goal to a direct report who is in an active engagement.
-
Goals Shared with Manager - Presents the average percentage of goals across all users that are shared with managers.
- Note: Users without an assigned manager are excluded from the calculation.
- Business Outcomes Associated With Goals - This card illustrates the percentage of users who have associated business outcomes with at least one of their goals in the Leadership Roadmap. It focuses on displaying only the top 10 business outcomes. The calculation takes into account active, on hold, and completed goals for users in active engagements or engagements that were completed within the last 3 months.
Note: You can hover to see further details on visuals.
14. Development - Leadership Roadmap Goals (cont.)
- Leadership Capabilities Associated With Goals - This indicator shows the percentage of users who have associated Leadership Capabilities with at least one of their goals in the Leadership Roadmap. It presents only the top 10 Leadership Capabilities. The metric considers active, on hold, and completed goals for users in active engagements or engagements that were completed within the last 3 months.
Note: You can hover to see further details on visuals.
Impact Tab
15. Impact - Program Impact
This section provides crucial insights into the effectiveness and value of the coaching program. These cards offer quantitative data on leaders' experiences, perceived impact, and leadership growth, enabling stakeholders to assess the program's success and make data-driven decisions. The survey data encompasses active and complete engagements.
- Coaching Experience ⚠️ - This card captures coachees' perceptions of their coaching experience, displayed as percentages based on respondent feedback throughout the coaching engagement. Administered approximately every four sessions or every two months, it provides regular insights into the effectiveness and value of the coaching engagement from the coachee's perspective.
Note: You can hover to see further details on visuals.
16. Impact - Program Impact (cont.)
- Coaching Impact ⚠️ - This card showcases the perceived impact of coaching, displayed as percentages based on respondent feedback throughout the coaching engagement.
Note: You can hover to see further details on visuals.
17. Impact - Program Impact (cont.)
- Leadership Capability Growth ⚠️ - This card provides aggregate data visualizing coachees' leadership capability development throughout their engagement. It offers an intuitive representation of progress, allowing stakeholders to track and analyze the evolution of leadership capabilities over time. The survey data encompasses active engagements.
Note: You can hover to see further details on visuals.
18. Impact - Program Satisfaction
- Coaching NPS ⚠️ - This metric is derived from the Checkpoint (6 Months) survey question: "How likely are you to recommend coaching to others?"
- Coach NPS ⚠️ - This metric is derived from the Checkpoint (6 Months) survey question: "How likely are you to recommend your Sounding Board coach to others?"
The NPS is calculated by subtracting the percentage of detractors (scores 0-6) from the percentage of promoters (scores 9-10). The results are color-coded for quick interpretation:
- Red: Scores from -100 to 0 (Needs significant improvement)
- Yellow: Scores from 1 to 30 (Room for enhancement)
- Light Green: Scores from 31 to 70 (Good performance)
- Dark Green: Scores from 71 to 100 (Excellent performance)
This visual representation allows for rapid assessment of overall participant satisfaction and program recommendation levels. The survey data encompasses active and complete engagements.
💡 Tip: Further NPS Information
If you are interested in understanding NPS more deeply, we recommend starting with Measuring Your Net Promoter Score.