You are a manager and you want to complete a coaching session with one of your coachees? You are in the right place, this article will show you how it works.
1. Go to the Coaching section, through the navigation bar at the bottom of your screen.
2. Select the name of your coachee in the provided list.
3. Select the coaching session you want to complete among those listed.
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. That way, you can add notes at each step and complete the agenda. Leave the preparation by clicking the button down below.
6. When you are ready to begin the session with your coachee, click on "Start" on top of your screen.
7. You can start to complete the agenda by clicking on "Next point".
You can also consult it by clicking on "Show the agenda". Then click on the point you are interested in to complete it.
You can visualize notes taken during previous sessions by clicking on the small "clock" button under each field.
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. Give a title, a description and define to whom is assigned the mission. you can also add a due date and an indicator.
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".
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!