You are a manager and you want to do a coaching session with one of your coachees? You are in the right place, this article will show you how it works.
If you want to know how to create a coaching session, check this article : How to create and plan a coaching session?
1. Go to the Coaching section, through the menu on the left of your screen.
2. Select the name of your coachee in the provided list ("My coachees").
3. Select the coaching session you want to complete among those listed on the right of your screen ("Coaching sessions").
4. On the page that appears, you can see:
the agenda of the meeting;
the missions that were created in the last coaching session and their progress;
the private notes that you may have taken.
5. On your side, you can also prepare the session by clicking the button on the top right. That way, you can add notes at each step and complete the agenda. Leave the preparation by clicking the button on the lower right.
6. When you are ready to begin the session with your coachee, click on "Start" on the top right.
7. At the beginning of the session, the agenda is displayed on the right part. Click on each step to complete them.
Take notes in the fields provided below each agenda item.
You can visualize notes taken during previous sessions by clicking on the small "clock" button under each field (you can also consult the "Session history" by clicking the button on the top right).
8. You have set goals to achieve for next session with your coachee? Great!
All along the session, you can click on the "Add mission" button below each field.
9. Once you have completed all items on the agenda, you can either:
Click on "Close" if you need to come back later to edit your notes. The session will be saved as a draft. You can return on it by clicking on "Continue" on the top right.
Click on "Validate the session" to close it. Please have in mind that once the session is validated, you can no longer edit its content. Of course, you will be able to return on it to check it.
10. When you validate the session, your coachee will receive a notification letting him/her know you did.
Ready? Set, COACH!
See you soon on Incenteev 😀