The Coaching.com platform provides many tools and features for group team coaching that are designed to enhance the overall experience for all participants, including coachees, coaches, and administrators. These features offer visibility and transparency, streamlined management, automation & communication workflows, rich reporting and analytics all under a customizable and secure platform.

The guide below details the building blocks of the experience for administrators, coachees, and coaches as it relates to group and team coaching engagements.

In This Guide:

Once engagements are launched, the Engagements Page becomes an active hub for coaches and administrators. This page displays a comprehensive list of all ongoing engagements, including details such as the names of the coach(es) and coachee(s), the engagement name, start date, progress, and various other customizable attributes.

With the recent upgrade, the Engagements Page now also supports group and team coaching engagements. While the core features remain familiar, there are some new enhancements and nuances tailored specifically to group coaching, as outlined below.

The Engagements Page

In group or team coaching engagements, the 'Coach(es)' and 'Coachee(s)' columns can now reflect multiple participants rather than just a single individual. For coachees, the total number is aggregated and displayed, such as '18 coachees.' Other coachee-related columns, like 'Coachee Company' and 'Leader Level,' may also be aggregated to provide a clear overview.

Coaches may also be aggregated in the display, with potentially multiple coach avatars shown to represent the group. If a coach is viewing this page to see their engagements, their own avatar will always be prominently displayed.

Progress tracking for group and team coaching matches that of a 1:1 engagement and it tracks the completion of the program items. Later in this guide is a description of the mechanics between program items and assignments to coachees or coaches. What is important to note here is that the progress will be tracked based on the completion of the overall program items, and not of individual assignments within those program items.

The Engagement Overview is the first tab in an engagement, designed to highlight important items that require attention or action. In group or team coaching engagements, where there may be multiple coaches and coachees, this many-to-many relationship is reflected in the various cards or panels displayed on the Engagement Overview page. Each individual—whether a coach, admin, or a coachee—will see a personalized overview that specifically highlights the information and actions relevant to them.

The Admin View of the Engagement Overview tab is divided into three key sections:

Coachees will access the Engagement Overview Tab, where the content is tailored specifically to them. This page will display relevant sessions they are involved in, any assignments assigned to them, and both shared and individual goals. Each coachee’s view will be personalized to highlight the information and tasks pertinent to their view of the engagement.

The Participants Tab is a valuable addition that offers details about the coachees and coaches involved in a group or team engagement. During the setup of an engagement through the Engagement Wizard, participants are selected as part of the workflow. After the engagement is launched, the Participants Tab displays a complete list of all participants and provides additional controls for managing the group. This includes options to add or remove participants, to make adjustments to participant details, or to facilitate communication with individuals via chat.

Participants Tab

The top pane of the Participants Tab features the 'Coaches' section, which lists all coaches assigned to the engagement. This section provides options to add or remove coaches throughout the lifecycle of the engagement.

To add coaches, use the "+ Add Coach" button located above the list. Clicking this button opens a coach selection dialog, allowing you to add up to 5 coaches to a group or team engagement. The selection dialog displays two columns: the left column lists existing coaches, and the right column shows coaches who have been selected. You can add a new coach by checking the box next to their name, and they will then appear in the right-hand column as selected.

Coach Selection Dialog

Additional options are available through the 3-Dot Menu on each row of the coach list in the Participants Tab. The 3-Dot Menu, as illustrated in the image of the Participants Tab, includes the following features:

When a coach is added or removed from the engagement, there are certain scheduling, and information access changes that will occur. The table below lists the details of these changes.

Adding a Coach to an Engagement

Removing a Coach from an Engagement

Managing coachees from the Participants Tab is similar to managing coaches. Coachees can be added or removed throughout the engagement, with business rules largely mirroring those for coaches. However, there are a few key differences:

The Engagement Details Tab is where you see the full view of the engagement program items, including the session, assignments, and tasks for the coachees & coaches.

Group sessions provide an incredible amount of connectivity to the participants and a great degree of control & visibility to the coach (or administrator). Group sessions on the platform can have up to 50 coachees, however in practice this is commonly much lower. Also up to 5 coaches are supported. Group sessions look very similar to 1:1 session in the platform, as seen below. .

Group Session - Coach View

Attendees Dialog

The Attendees Dialog allows for the easy addition or removal of attendees for the group session.

Analytics Pane

Group Sessions, 1:1 Sessions, and other program items such as Files, Forms, Links, and Tasks now feature an Analytics Pane. The content displayed in the pane varies based on the type of program item:

Attendees, including both coaches and coachees, can be marked as either attended or absent using the 3-Dot menu. Beyond coaches and coachees, the system will also allow for tracking the attendance of any additional participants.

1:1 sessions within the context of a group or team coaching engagement offer an incredible amount of power in scheduling efficiency and organization, and it comes with a great deal of flexibility. 1:1 sessions can be used at intervals throughout the program, or as breakouts for the coachees, allowing for the potential of 1:1 coaching to take flight.
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A group or team coaching engagement may involve one or more coaches. 1:1 sessions can be designed to take advantage of having multiple coaches within the program. For example a cohort could be divided to work with individual coaches for the 1:1 session throughout the program. In contrast the group sessions can involve more than one coach within the session.

For coachees, a 1:1 session within a group engagement will look identical to a session within a 1:1 engagement (as seen below). The coachee will only have visibility of their individual session with the coach. All of the functionality will be available including scheduling, session topics, topic details, comments, and notes.

The image below shows the coach view of a 1:1 session. You may notice that in the Status pane there is a single coach, with many coachees. A 1:1 session can only have a single coach. The Analytics tab then shows each of the individual 1:1 sessions for the coach/coachee pairs. This means that the coach has a single place to manage potentially many 1:1 sessions within a single program item.

Within a group or team coaching engagement, the 1:1 session has some new features described below:

Within the Analytics dropdown is where all of the details live for the individual 1:1 sessions between the coach and each coachee, and will appear as a list. The list of sessions shows the session status, and provides a 3-Dot menu for some quick actions. The actions vary depending on the session status, but generally be able to schedule the session, send a message to the coachee, change the status, or add a note (See below).

Each row is also interactive. The coach can click on any row to open up the Session Details view.

From the Analytics dropdown the coach can click on any row to open the Session Details view. The Session Details view provides all of the controls for the coach to manage the individual session.

From here, the coach can schedule, update the status, include additional attendees for the 1:1 session, edit session topics, or take session notes.

Links, Files, Forms, and Tasks each provide a different type of program item within the engagement. Links and Files can pull from resources and provide the coachee with information to external sites, or contain pdf's or Word docs. Forms pull from resources as well, and incorporate survey functionality. Tasks are different program item types that can be used provide directives throughout the engagement. In all cases, these program item types represent assignments to the coachee (or coach).

Links, Files, Forms, and Tasks can be used as program items fluently throughout a group or team coaching engagement. The platform keeps all of the assignments organized for the coachee, the coach, and for administrators. You can read more about setting up Links, Tasks, Forms, and Files in the guide about group and team engagement templates.

The following image shows the coach view of a Link program item.

You may notice a 3Dot menu in the upper right. This menu has options, just like in a 1:1 engagement that includes options for setting up Automation as well as Resending the assignment to the coachees.

The Status pane is expanded for group and team coaching engagements to include potentially many assignees. The coach is able to add or remove assignees using the 'Update Assignees' button. This will open the Assignees Dialog and allow for the coach (or admin) to make changes. The overall program can be marked as completed when the coach is ready, and this will update the Progress column on the engagements page. The details of the assignments can be found by clicking on the 'Status Details' button.

Status Details

The Status Details (Shown below) shows all of the details of the individual assignments. Here the coach can see who has completed the assignment, resent the assignment, or message the coachee via messaging.

The Status Details pane can be opened and closed as needed, and is also available to administrators.

The coachee view of a Link, File, or Task program item is simplified. The view only consists of information that is specific to their experience, without information about the greater cohort assignments.

Within a group or team coaching engagements, there are new options for creating and trackings goals that are very exciting and open up new coaching opportunities. Individual goals have always existed in the platform, and they are fully supported in group and team coaching engagements. And now, there are also shared goals, which are visible to all coachees and coaches in the engagement.

There are many documented benefits to having shared or collective goals. These goals can promote alignment, help with clarity, build collaboration, and more. Shared goals are available within a group or team coaching engagement and provide all of the rich functionality of individual goals, however provide visibility and transparency to all coachees and coaches in the engagement.

Only coaches or administrators have the ability to create shared goals. And similarly, only the themes and milestones can be edited by someone with these permissions. Shared goals are enabled to collect feedback from external stakeholders as well.

Individuals goals are specific to a coachee within the engagement. The individual goal can be shared with the coaches of the engagement, or to everyone in the engagement including coachees. The combination of shared and individual goals can create for both personal and collaborative experience for the coachees within the engagement.

A coach will be able to see all of the goals within the engagement including shared goals and individual goals.

The goals can include due dates, as well as individual milestones with their respective due dates. A progress tracker will track the milestones so that the completion status can be seen easily from the Goals page. Themes can be applied so that the information is bubbled up into the Themes report. Lastly stakeholders can be asked to provide feedback so that the information can be used in the coaching sessions, or so that it can be tracked over time.

Coachees will have a very similar view as coaches, however they will only see shared goals as well as their own individual goals. Coachees do not see other coachee's individual goals.

The Analytics tab is new for engagements and provides a very robust and consolidated place to track data for the engagement. This new tab is available for 1:1 engagements, on-demand engagements, and group or team coaching engagements. Visualizations as well as ratings information that were previously in Engagement Settings are now available with Analytics. Also, these visualizations have been expanded to showcase both group sessions and 1:1 sessions within the engagement.

The Analytics Tab has a rich set of visualizations and table data that can be used to track the progress of an engagements. The components of the Analytics tab include: