In this article we will cover the engagement overview tab, to provide you with a bird's eye view of how it works and what you can do!
Inside of an Engagement: Viewing the Engagement Overview Tab
Ready to dive into the Engagement Overview? đ This first tab is your go-to spot for all the crucial items that need your attention or action. In group or team coaching engagements, where you might have multiple coaches and coachees, this many-to-many relationship is beautifully reflected through various cards or panels on the Engagement Overview page. Each personâbe it a coach, admin, or coacheeâwill see a personalized snapshot highlighting the info and actions that matter most to them.
Admin View of the Engagement Overview Tab
For admins, the Engagement Overview tab is divided into three key sections:
Upcoming Sessions: This section showcases all scheduled sessions in a neat table format. The table view has been designed to handle engagements with multiple coachees and coaches, giving you a clear and organized look at every session.
Assignments: Here, youâll find assignments for coachees (and sometimes coaches). This pane makes it easy to track whoâs been assigned what and how tasks are progressing, so you can keep everything on track.
Goals: The goals section lists all the goals for the engagement and has been updated to include both individual goals and 'Shared Goals' for the whole group or team. Youâll get more details on shared goals later in this guide, but for now, this section helps you keep an eye on all the targets everyone is working towards.
Coach View of the Engagement Overview Tab
As a coach, you will have a birds-eye view of your group coaching engagement inside your Engagement Overview Tab.
You can view your upcoming sessions, assignments, and shared goals. Furthermore, as the coach, you can reschedule and cancel sessions, mark assignments complete, and view goals, all from the overview tab.
Coachee's View of the Engagement Overview Tab
For a Coachee, the Engagement Overview Tab is your personal coaching dashboard! đ Youâll get a snapshot of everything happening within your engagement. This includes coaching sessions, assignments you need to tackle, and personal and shared goals. Everything is designed to keep you updated and on track with your unique coaching journey!
What You Can Do from the Overviewâs Tab within the Engagement as a Coachee
View Session Details for Upcoming Sessions: Inside the Overview Tab, you can easily see your sessions at a glance. Just click on âview session detailsâ to jump straight into the session you need, skipping the hassle of digging through engagement details. Itâs a quick and seamless way to get to where you want to be in no time!
Assignments: As a coachee, you can easily check out any assignments that are still on your to-do list. And when you finish them, just mark them as âcompleteâ right from the Overview Tab. Simple and seamless!
Collective Goals: Coachees can see these shared goals only if the coach or admin has turned on this feature for their group coaching engagement.
âšď¸ Important Note: Coachees will not see individual goals on the engagement overview page for group coaching engagements and will not be able to view other cohort members' individual goals within group coaching engagements.
Thatâs a Wrap! â¨
Group Coaching - Getting Started
Group Coaching - Getting Started
Group Coaching - Engagements
Group Coaching - Engagements
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