This guide is essential for anyone involved in coaching programs, as it offers a comprehensive overview of how to assess and enhance coaching effectiveness through data-driven insights. By utilizing the Impact Insights and Coaching Insights dashboards, users can evaluate leadership development, track engagement metrics, and measure participant satisfaction. The curated information empowers stakeholders to make informed decisions and maximize the benefits of their coaching initiatives. Accessing this guide will help streamline program administration and improve overall coaching outcomes.
Interactive Walkthrough
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Written Walkthrough
1. Navigate to https://coaching.soundingboardinc.com and log in as an Admin, Sponsor, or Stakeholder.
The Impact Insights tab provides an overview of coaching program effectiveness through coachee survey responses, analyzing feedback from both active and completed engagements to measure leadership development impact.
For further details on coaching insights in general, see Coaching Insights Overview.
2. Navigate to Onboarding Insights -
- Click "Impact"
3. Coaching Insights Dashboard Filtering
The coaching insights dashboard can be filtered by Module and Program
- Click "Filters"
- Select the Modules(s) and/or Program(s)
- Close the side-panel
4. Coaching Insights Dashboard Filtering
Filter selections appear as chips above the dashboard for easy reference. To remove any filters -
- Click the ✖️ (remove x) button on the chip OR
- Click "Filters" and "Reset Filters"
- Close the side-panel
Coachee Investment
5. Coachee Impact
Percentage of Users who Completed All Sessions
This card shows the percentage of coachees who have completed their full allotment of coaching sessions. The calculation compares total logged sessions against maximum allotted sessions across both active and completed engagements.
Average Percentage of Sessions Completed
This card shows the average percentage of allocated sessions completed across all engagements. The calculation averages individual completion percentages from both active and completed engagements, providing an overall view of session utilization. Each engagement's completion percentage is weighted equally in the average, regardless of total session count.
Note: These percentages include all active engagements, including recently launched programs. During periods of new enrollments, these metrics may temporarily decrease as new coachees begin their coaching journey.
Survey Completion Overview
6. Survey Completion Overview
These cards track the average survey completion rates for each participant role. These cards track how consistently each group completes their assigned surveys. As new surveys are sent and completed, these rates will update accordingly.
- Average Survey Completion Rate by Coaches
- Average Survey Completion Rate by Coachees
- Average Survey Completion Rate by Managers
7. Survey Completion Overview, cont.
These cards track completion rates for individual surveys by role. Each survey's completion rate is calculated independently based on surveys sent to users. As new surveys are sent and completed, these rates will update accordingly.
- Survey Completion: Coaches
- Survey Completion: Coachees
- Survey Completion: Managers
Program Impact
🚨 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, core 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 core 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.
For more information, see Sounding Board's Core Surveys.
Moving forward, any card data pulled directly from core surveys will be marked with ⚠️.
8. Coaching Experience ⚠️
This card shows how coachees evaluate their coaching engagement quality, based on periodic surveys conducted every four sessions (approximately every two months).
⚠️ Core Survey Information
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Survey: Coachee Checkpoint A (1:1 Coaching)
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Questions:
- I am taking personal responsibility to show up and fully engage in my coaching sessions.
- I am thinking about my leadership development in between my coaching sessions.
- I believe the concepts and skills I am learning through coaching are beneficial to me being an effective leader.
- I can immediately apply my learning from coaching in my daily work.
- I am prioritizing my leadership development along with my other leadership responsibilities.
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Questions:
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Survey: Group Coachee Checkpoint A, Group Coachee Checkpoint A/B (Group Coaching)
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Questions:
- I am taking personal responsibility to show up and fully engage in my group coaching sessions.
- I am thinking about my leadership development in between my group coaching sessions.
- I am prioritizing my leadership development along with my other leadership responsibilities.
- I believe the concepts and skills I am learning through group coaching are beneficial to me being an effective leader.
- I can immediately apply my learning from group coaching in my daily work.
-
Questions:
For the above surveys, the coachee is asked to indicate the extent to which they agree with the statements using the scale -
- Disagree, Slightly Disagree, Neutral, Slightly Agree, Agree
Note: All satisfaction metrics are calculated using only completed survey responses.
9. Coaching Impact ⚠️
This card shows how coachees evaluate the impact of their coaching experience through periodic feedback surveys, administered at three-month intervals or approximately every six sessions.
⚠️ Core Survey Information
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Survey: Coachee Checkpoint A/B, Coachee Checkpoint B (1:1 Coaching)
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Questions:
- My coach is helping me achieve growth that I wouldn’t have achieved alone.
- The resources shared by my coach in between sessions are helping me gain new insights or strategies.
- Through coaching, I better understand how I impact others.
- The investment I am making in the coaching process is worth it.
- Coaching is making a significant impact on my growth and development.
- Coaching is a valuable experience for me.
- I am confident I will be able to sustain the gains I have made from coaching.
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Questions:
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Survey: Group Coache Journey Checkpoint (Group Coaching)
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Questions:
- My participation in group coaching made an impact on my growth and development.
- My group coach helped me achieve growth that I wouldn’t have achieved alone.
- Through the group coaching experience, I better understand how I impact others as a leader.
- The investment I made in the group coaching experience was worth it.
- Group coaching was a valuable experience for me.
- I am confident I will be able to sustain the gains I have made from the group coaching experience.
-
Questions:
For the above surveys, the coachee is asked to indicate the extent to which they agree with the statements below using the scale provided.
- Scale: Disagree, Slightly Disagree, Neutral, Slightly Agree, Agree
Note: All satisfaction metrics are calculated using only completed survey responses.
10. Leadership Capability Growth ⚠️
This card displays average ratings across all leadership capabilities, combining feedback from both coachees and their managers. The ratings reflect overall confidence levels in demonstrating these leadership capabilities, averaged across all program participants. Data is collected at up to three key points during each engagement when using core surveys. For more information, see Company Leadership Capabilities or Program Leadership Capabilities.
To see all Leadership Capabilities -
- Click “View All”
⚠️ Core Survey Information
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Surveys
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Coachee
- Leadership Profile (initial)
- Coachee Checkpoint B
- Coachee Checkpoint A/B
-
Manager
- Manager Perspective (initial)
- Manager Midpoint Checkpoint
- Manager Journey Checkpoint
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Coachee
-
Questions
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Coachee
- Please rate your ability to demonstrate the leadership capabilities below on a daily basis. (Note: specific text may vary)
-
Manager
- Please rate your employee’s ability to demonstrate the leadership capabilities below on a daily basis. (Note: specific text may vary)
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Coachee
For the above surveys, the coachee/manager is asked to indicate their confidence in the coachee’s leadership capabilities using the scale provided.
- Scale: 0=Not confident in their ability; 50=Moderately confident in their ability; 100=Highly confident in their ability
Note: Averages include all survey responses from active and completed engagements.
11. Program Satisfaction ⚠️
This visual representation allows for rapid assessment of overall participant satisfaction and program recommendation levels. The survey data encompasses active and complete engagements.
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Coaching Net Promoter Score (NPS) ⚠️
- This card measures coachees' likelihood of recommending coaching to others, collected near or at the end of their 1:1 coaching experience.
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Coach Net Promoter Score (NPS) ⚠️
- This card measures coachees' likelihood of recommending their specific coach to others, collected near or at the end of their 1:1 coaching experience.
⚠️ Core Survey Information
-
Surveys
- Coachee Checkpoint A/B
-
Questions
-
Coaching
- How likely are you to recommend coaching to others?
-
Coach
- How likely are you to recommend your coach to others?
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Coaching
For the above survey, the coachee is asked to indicate their likelihood of recommending using the scale provided.
- Scale: 1-10, 0=Not at all likely and 10=Extremely likely
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)
💡 Tip: Further NPS Information
If you are interested in understanding NPS more deeply, we recommend starting with Measuring Your Net Promoter Score.