Coaching Plan

A client's coaching plan is a collection of their short and long-term goals that they aim to make progress on through their coaching experience.

To access a client's coaching plan:

1. From the left navigation bar, select Clients.
2. Locate the client who's coaching plan you wish to view and select their Name from the table.
3. A new set of pages for that client now displays in the left navigation. Select Coaching plan.

On the Coaching plan page, you see:

• The client's professional vision which is the long-term goal they hope to achieve beyond the extent of their coaching experience.
• Each of the client's actionable goals including:
  • The skills they need to accomplish that goal.
  • What will change once they accomplish that goal.
  • What leadership skill that goal relates to.
• The status of whether the client has shared their coaching plan with a manager.
• Any comments left by the client's manager.

Please note, you cannot change any information on the Coaching plan page, however, you can discuss your client's coaching plan with them during a session and they may decide to make edits. You should use a client's goals when deciding what to focus on during coaching sessions. Be sure to tailor their learning to what they hope to achieve in order to help them advance their careers.