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How to create and plan a coaching session?
How to create and plan a coaching session?

Schedule and launch a coaching session.

Updated over a week ago

When you click on the "Coaching" function in the left-hand menu, you first come to a list of your coachees.

As a reminder, your list of coachees is made up of the people who are directly linked to you hierarchically. This list is based on the organization chart of your organization already set up in Incenteev and is generated automatically.

As a reminder, only the coach can schedule a coaching session.

For more details, go to this article: All about the coaching feature

To create and schedule a coaching session

  • Choose the collaborator with whom you wish to create a session by clicking on his/her name.

  • Click on "+ coaching session".

  • A new window will open, asking you to choose the session model you want. (How do I create a coaching session template?)

  • Clicking on the appropriate session template will open a new window in which you can plan the date and time of your next session, as well as customize your session by hiding some preset questions or adding new ones to the structure.

  • Once you have clicked on the "create" button, your coachee will receive a notification the next time he or she logs on that a coaching session has been scheduled.

Have a good coaching session!

😀 See you soon on Incenteev 😀

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