Coaching.com has partnered with Hogan Assessments to deliver a seamless Assessment + Coaching workflow within engagements and coaching programs. Hogan Assessments is a global leader in personality assessments that support talent management, leadership development, and organizational effectiveness. By integrating Hogan’s scientifically validated tools directly into Coaching.com, you can elevate your coaching engagements with deeper insights, structured processes, and research-backed development resources — helping your clients grow with intention.

The power of integrating Hogan Assessments directly into coaching workflows on Coaching.com is now available. Assessments can be added as program items in templates and seamlessly incorporated into the flow of a program. Coachees complete the assessment without needing a separate login, while coaches can access and share results at the right time. Results remain available within the engagement for ongoing reference and reflection. Coaches are billed for assessments through their Hogan portal.

The following guide outlines how to add Hogan Assessments to templates and engagements, and describes the experience and flow from both the coach and client perspectives.

Coaches can add Hogan Assessments to any engagement template used for 1:1 coaching. A new program item type is available that can be inserted directly into the template (see below).

New Program Item for Hogan Assessments

Three New Program Items for Hogan Assessments

Upon adding the assessment, three new program items are automatically inserted at the top of the engagement template list.

Program Item #1 - "Take a Hogan Assessment"

The first program item is assigned to the coachee. For the coach, this item provides configuration options for the Hogan Billing Account and Hogan Product. If the coach has multiple accounts or products available, these will appear in a dropdown for selection. In the live engagement, the coachee will not see this configuration information.

Program Item #2 - "View Your Client's Results"

The second program item is assigned to the coach and provides access to the coachee’s results. Once the coachee completes the assessment, the first program item is automatically marked as complete, and the coach receives a notification linking directly to this step. From here, the coach can follow a secure link to review the assessment results.

Program Item #3 - "View Assessment Results"

The final program item is assigned to the coachee. Once the coach has reviewed the results and is ready for the coachee to access them, the coach can send this assignment. The coachee will then be able to view and reflect on their assessment results within the engagement.

Once an engagement has been created using the template with the Hogan assessment, Coaches will see all of the engagement program items in the Engagement Details Tab.

"Take a Hogan Assessment"

Similar to other form-type assignments, coaches must send this assignment to their coachee. Once sent, the coachee is notified and can access the assessment via a button or link. The assessment is automatically marked as complete once the coachee finishes it, so the coach does not need to manually complete the assignment.

"View Your Client's Results" (Coach Assignment)

Once the assessment is complete, a follow-up task is automatically sent to the coach to review the coachee’s results. A link within the task allows the coach to securely access the assessment results on the Hogan site.

Like other links, tasks, and files, the coach will have the ability to mark this assignment as completed.

"View Assessment Results"

Once the coach has reviewed the results, they can send the next assignment to the coachee, allowing them to view and reflect on their assessment results. As with other links, tasks, and files, both the coach and coachee can mark this assignment as completed.

Coachees see only the program items assigned to them and do not have access to the second program item, which is specific to the coach (“View Your Client's Results”)

When the assignment is sent to the coachee through automation, or manually, the coachees receive the Hogan Assessment as their assignment. They complete the assessment through a secure Hogan link. After accepting the terms and providing consent, the coachee progresses through the assessment questions until completion.

Once the coach has reviewed the results and sent the assignment, the coachee is notified that it is time to "View Assessment Results." The timing of this notification is at the coach’s discretion. A button then appears, allowing the coachee to access the results. The coachee can mark the assignment as completed once finished.

Hogan assessments elevate your coaching engagements with deeper insight, structure, and scientifically backed development tools — helping your clients grow with intention. By bringing deep, research-backed insights into personality, values, and potential derailers, coaches and coachees uncover critical factors that influence performance, relationships, and leadership style. Integrating assessments into your templates allows for:

Founded in 1987 by Drs. Robert and Joyce Hogan, the company pioneered the use of personality science in the workplace. Today, Hogan Assessments is widely used across industries and around the world to enhance hiring decisions, strengthen leadership pipelines, and build more effective teams.

If you are not certified by Hogan Assessments, or would like to find out more about using these assessments in your practice, please follow this link for more details: https://stories.hoganassessments.com/landing/cdc-hogan-account-landing/