How to Create Group Coaching Engagements | Coaching.Com Help Center

Ready to dive into the world of group coaching? 🎉 In this article, we’ll walk you through the exciting process of setting up a group coaching engagement in your Coaching.com account. But first, let’s break it down a bit!

What’s a Group Coaching Engagement?

Imagine bringing together a group of motivated individuals, all ready to learn, grow, and achieve their goals together. That’s exactly what a group coaching engagement is! It’s like a dynamic mastermind session where everyone benefits from shared experiences, collective wisdom, and collaborative support.

Group Coaching Engagement Creation Video Walkthrough

Creating a Group Coaching Engagement

Ready to set up your awesome group coaching engagement? Let’s get this party started! 🎉 Here’s a step-by-step guide to help you create a fantastic group experience:

Step 1: Let’s Dive In! 🌟

Head over to your Engagements Tab look for the ‘Select Action’ button and click on it, then choose ‘Create New’. Voilà! You’ll see four exciting options for different types of engagements:

1:1 Assigned Coaching – Perfect for personalized, one-on-one sessions.
1:1 Coach-Matching – Great if you want to match clients with coaches.
1:1 On-Demand Coaching – Ideal for flexible, on-the-fly coaching.
Group Coaching – The star of the show for today’s adventure!

Click on ‘Group Coaching’ and then hit ‘Next’ to proceed to the next step.

Step 2: The ‘Select Your Cohort’ step is designed with a handy two-column layout. Here’s how it works:

Two Columns, Two Steps: On the left side, you’ll find a list of all available coachees. Simply select the ones you want to include in your group coaching. As you select them, they’ll appear in the right column—this is where you’ll see who’s in your group and keep everything organized.
Search and Find: Need to find a specific coachee quickly? No problem! There’s a search bar right above the left column. Just type in their name, and they’ll pop right up, making it super easy to find and select them.

With this setup, you can effortlessly manage and organize your coachees, ensuring everyone’s in the right place for a fantastic group coaching experience

Step 3: Coach Selection - In the next step you will need to select the coach or coaches who will be part of this group coaching engagement.

Choose Your Coach(es): If your group coaching engagement involves multiple coaches, you can choose more than one. How cool is that?
Two-Column Layout: Just like with the coachees, the coach selection step features a neat two-column layout. On the left, you’ll see a list of all available coaches. Simply click on the ones you want to include. As you select them, they’ll appear in the right column. This right column helps you keep track of which coaches are part of your group and keeps everything organized.

ℹ️ Important Note: If you are the admin and are selecting multiple coaches for the engagement, you’ll be taking the reins on scheduling sessions. Here’s why:

Scheduling Power: As admin, you’ll handle all the session scheduling. This is crucial because each coach has their own individual calendar. To avoid chaos and ensure no coach accidentally overrides another’s schedule, you’ll be the one managing all session scheduling.

Step 4: Selecting a template - In this step, you’ll choose a template for your group coaching engagement. All the available group coaching templates will be displayed for you to browse and select. Each template is designed to help you structure your sessions effectively, so pick the one that best fits your coaching style and the needs of your group.

Step 5: Select your theme library - In this step, you need to select the theme library you’ll use for this engagement. Your theme library best suits the objectives (themes/topics) of your group coaching engagement.

Step 6: Click ‘Complete’ and ta-da—you’ve just created your Group Coaching Engagement! To get things rolling, hit the ‘Activate’ button when you’re ready to launch your engagement and kick off the coaching adventure. Ready, set, go! 🚀

For any questions or further assistance, please contact our amazing support team at [email protected]

Group Coaching - Getting Started

Group Coaching - Engagements

Group Coaching Engagements Overview Tab

How to Create a Group Coaching Engagement Template

Participants Tab and Management Within a Group Coaching Engagement

Engagement Details Tab in a Group Coaching Engagement

Group Coaching Engagement Sessions