Workflows & examples

Launching a coaching program

1. Build a Program Template with goals, cadence, and target competencies.
2. Create a Program from the template for a specific cohort and assign coaches.
3. Create Engagements pairing coaches with coachees, then schedule the first sessions.

Running a coaching engagement

1. Coach and coachee meet in scheduled Sessions; the coach records notes, action items, and competency ratings.
2. The coachee follows progress and action items in the Coachee Portal.
3. Analytics tracks cadence and competency growth; the Learning Coordinator nudges if sessions stall.

Onboarding a coachee to the portal

1. From the engagement, generate a portal link or PIN.
2. Share it with the coachee, who opens My Journey to see goals and My Sessions to prepare.
3. The coachee reviews competencies and any certificates as the engagement progresses.