Session templates and resources

The reusable library behind programs: session templates, documents and external programs.

When to use

Use this to build the library once: reusable session agendas, shared documents and external programs, so coaches do not start from a blank page and programs stay consistent.

Before you start

• Permissions: coaching_programs:manage for session templates; coaching:read for the Resource Library and Market Coaching; coaching:write to add market programs.
• Toggle people.coaching_document_attachments (default on) lets you attach documents to an engagement; people.coaching_kb_resources (default off, on for new companies) lets you attach Knowledge Base articles.
• Market programs can be imported and exported as CSV.

Library pages

Tips & common mistakes

• Put default action items in the session template so every coach assigns the same follow-ups.
• Use Market Coaching to record outside programs you recommend.
• Attach documents to the engagement, not by email, so the coachee finds them in one place.
• Edit templates carefully; running engagements keep their own copy of the plan.

Related

• Programs and program templates
• Engagements and sessions
• Settings and integrations