At the core of Membrain Elevate are the coaching activities, designed to enhance team performance and personal development through effective coaching. This vital component allows leaders, mentors, and coaches to engage deeply with their teams, fostering growth and excellence.
Coaching Activities
- Coaching Sessions: These are traditional one-on-one sessions where a coach and a Coachee focus on specific improvement areas. For instance, a coach might work with a Coachee on enhancing their stakeholder mobilization skills. Coaching sessions can also be arranged team-wise, as group sessions. These sessions can incorporate materials from the Content Hub and can be held via platforms like Slack or Zoom, or even in person at locations like an office or coffee shop.
- Coaching Note: Coaches and Coachees have the capability to add notes to record reflections and preparations ahead of or after a coaching session. These notes are viewable only by the Coachee and their Coach.
- Journal Entry: Coachees can utilize journal entries to document personal insights and progress, further enriching the coaching experience. Journal entries are viewable only by the Coachee and their Coach. Learn more here.
- Coaching Plan: Coaches and Coachees can create Coaching Plans, that will be viewable only by them. Learn more here.
Contents of a Coaching Session
- Coaching Skill: A coaching session is related to a specific area of focus relevant to the participant(s)' growth and objectives.
- Notes: Within each coaching session, notes can be taken to record agreements, insights, and learning points. This documentation is crucial for tracking progress and ensuring that both the coach and the coachee have a clear understanding of discussed topics.
- Related: Coaching sessions can be linked to various elements within the Membrain ecosystem. For instance, specific deals or opportunities in the pipeline can be discussed and connected to the coaching activity, providing a practical context to the coaching discussion using the add related button.
- Tasks: To foster accountability, tasks can be created and assigned during or after coaching sessions. These tasks are associated with specific deadlines and objectives, helping the Coachee stay on track with their development goals.
Note: In more complex coaching setups—where multiple coaches or external resources may be involved— coachees can select or change the coach during or after a session’s creation, offering flexibility for larger organizations with multi-tier leadership by clicking on the coaches profile picture.
Creating a Coaching Session
As a Coach you are able to create coaching sessions for the coachees you're responsible for.
First, navigate to your Elevate view, and select from the top-left which user(s) you'd like to show.
Click on the +New button to the top-right and select one of these options:
- One-on-one Session - Book a Coaching Session with your Coachee.
- Group Session - Invite several of your Coachees or your whole team to participate in a Group Coaching Session.
Note: When adding a team only the people you are allowed to coach from that team will be added to the group session.
- Decide if the coaching session should be a one-off or a recurring one.
- If the coaching session is held digitally, create a Zoom or Teams meeting link directly inside the activity. Read here how to set up the Zoom respectively the Teams integration.
.
You may also create the one-on-one or group session directly from your calendar, by selecting yourself and the user(s) you're coaching, dragging the time slot and pressing on the
yellow "
New One-on-one Session With..." or "
New Group Session With..." button.
As a Coachee on the other hand, you are only able to create one-on-one sessions with your Coach, by clicking on the +New button to the top-right of your Elevate view and selecting the "One-on-one Session" option.
You may also create the one-on-one session directly from your calendar, by selecting yourself and your coach, dragging the time slot and pressing on the yellow "New One-on-One Session With..." button.
Converting an Appointment to a Coaching Session
Alternatively, if you've already created the session as a normal appointment, you can easily convert it to a One-on-one or Group Session, by right-clicking on it and selecting "Convert to One-on-one Session" or "Convert to Group Session".
Overview & Insights
On the individual coach's and Coachee's Overview tab within Membrain Elevate, a brief list of the most recent and relevant coaching activities as well as current and planned ones is displayed. For a more detailed exploration, users can access the Coaching Insights tab. This page provides a chronological overview of all coaching activities and tasks, with filters for tasks due today, future tasks, and tasks without a deadline, enabling effective planning and scheduling of coaching activities.
To provide greater clarity and structure, coaching activities within the Overview and Coaching Insights tabs are grouped into three sections: Planned, Today, and Recent.
- Planned - This section includes all coaching sessions scheduled for upcoming dates, allowing coaches and coachees to prepare ahead.
- Today - This section lists activities scheduled for the current day, making it easy to focus on what needs attention now.
- Recent - This section displays sessions completed within the past weeks, helping users reflect on recent coaching interactions.
Conclusion
Membrain Elevate's coaching activities are designed to maximize the value of each interaction between coach and coachee. With comprehensive tools for scheduling, note-taking, task assignment, and personal journaling, Membrain Elevate facilitates a structured and impactful coaching environment. We invite your feedback and are eager to see the positive outcomes from this well-organized approach to coaching.
