This guide explains how to leverage the Leadership Roadmap as a coach or mentor in the Sounding Board app. It provides steps on how to collaborate with leaders, create goals, navigate to a coachee's or mentee's Leadership Roadmap, view and comment on goals, and suggest goals for engagement leaders. It also defines insights, actions, and results and explains how to add them to a leader's roadmap. This guide is useful for coaches and mentors who want to effectively use the Leadership Roadmap to guide and track their coachee's or mentee's leadership development.
Interactive Walkthrough
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Written Walkthrough
1. Navigate to https://coaching.soundingboardinc.com and log in.
The Leadership Roadmap, a feature in the Sounding Board app, allows users to chart their leadership development objectives and track their advancement. It serves as a guiding framework for developmental journeys.
As you engage with your leader, you can use the Leadership Roadmap to collaborate on their goals. Because we want the leaders to have an onus over their development and roadmap, they are responsible for finalizing the creation of a goal and mapping out the goal details.
As a coach or mentor, you will only be able to “suggest a goal” for your coachee or mentee. This goal will be shared with them, and they can choose to accept it and turn it into a goal for themselves. Once the leader has finalized the goal creation, you’ll be able to collaborate and record insights, actions, and view results.
💡 Tip: Leveraging the Leadership Roadmap with your Leader
As a coach or mentor, you can use the Leadership Roadmap to help create a focus for the engagement. When working with your leader, guide them in envisioning the type of leader they want to be and create goals within the Leadership Roadmap that will help bring this vision to life.
At the start of the engagement, consider co-creating and prioritizing 2-3 goals with the leader that will be the focus of the engagement. Identify which 2-3 goals to start with that might lead to early "wins" or have the most impact for them.
It can also be helpful to design how you will use the Leadership Roadmap early on with your leader during and between your sessions. Consider where prompts from you might also be valuable to training them on how to engage with the roadmap. For example:
- You might prompt them to add insights, actions, or results to the roadmap when they message you about some wins they experienced.
- Or, it might be valuable to ask them to review their goals and add insights, actions, or results to the roadmap a day or two before your sessions.
- Finally, if you send them an article or resource and they write back about what they learned from it, encourage them to capture those insights under a related goal within the roadmap.
Just as your leader may need to find their way into how they will use the Leadership Roadmap, you will, too. Think about how you can best manage tracking and facilitating the conversations by leveraging the technology and note-taking capabilities that the Leadership Roadmap offers.
2. Navigate to your Coachee's Leadership Roadmap
You can easily navigate to your coachees' Leadership Roadmaps as follows -
- Click "My Coachees"
- Click the Coachee's Name to navigate to their profile.
Note: If you are a Mentor, skip to the next step to navigate to your leader's Leadership Roadmap.
3. Navigate to your Mentee's Leadership Roadmap
You can easily navigate to your mentee's Leadership Roadmaps via My Mentees on your home page,
- Click "Read more" to view their specific Mentee Profile
- Click "View Full Profile"
- Click "Roadmap"
4. View and Comment on Goals
At any time, you can view your leader's Leadership Roadmap and review their goals. To view their Insights, Actions, and Results
- Click the specific goal
After reviewing, if you would like to add a comment for your leader,
- Click in the Comments section and write out the details you wish to share
- Click "COMMENT"
💡 Tip: A Note about Insights, Actions, and Results
Insights are the new areas of awareness that surface for an individual through their development process. In an engagement, insights may be thought of as the "a-ha’s" and the realizations that emerge for an individual as a result of the work they are doing during or in between sessions. Insights contribute to the mindset shifts that are necessary to lead to sustainable behavior change.
Actions are specific leadership behaviors (or ways of being) that an individual commits to enacting as a result of the insights that have emerged.
Results are the actual or perceived impact an individual had or made by taking the documented actions; most likely, there will be time between adding insights and actions and then results. Where the action asks, "Did you take the action?"
You will be able to add Insights and Actions, and you'll be able to view Results for your Leader if desired and agreed upon. For more information, see Adding Insights, Actions, and Results to a Leadership Roadmap Goal.
5. Suggest a Goal
If you have a goal you believe will serve your engagement leader well, you can suggest a goal for them.
- Click "SUGGEST GOAL"
- Enter "What is the name of this goal?"
- Enter "What do you suggest to accomplish?"
- Click "SUBMIT"
Note: Once you suggest the goal, if they decide to pursue it, they will finish setting up the goal as outlined in Creating a Goal in the Leadership Roadmap.