Coaching Plans in Membrain Elevate offer a structured and comprehensive way to manage coaching activities within the platform. This feature enhances the ability to create, edit, and track detailed coaching strategies, ensuring a streamlined approach to developing and supporting team members.
Coaching Plan Templates allow you to create pre-made content for coaching plans, streamlining the process and ensuring consistency across your coaching strategies.
To create a Coaching Plan, navigate to the User page and select the Overview tab or click the "New" button. If you have permission to create a Coaching Activity for a user, you can also create a Coaching Plan. Only one coaching plan is allowed at a time.
Choose if you're creating a new plan or an existing coaching plan template. If you’re using a Coaching Plan Template, you go to the coachee’s page, press New, select Coaching Plan, and choose the desired template from the list.
If you're creating a coaching plan from scratch, you select a skill, set the start and end dates for the plan, and input your content.
After creating a plan, you are taken to the Coaching Plan editor. You can also access this editor from the Overview tab or through the Performance Over Time Graph.
In the editor, you can:
Coaching Plans can include tasks, which are always assigned to the coachee by default. You can also add "Content Tasks," which link to items in the Content Hub. Unlike normal tasks, clicking on a Content Task will open or download the associated Content Hub item.
Tasks associated with a Coaching Plan are identified by a Coaching Plan icon in the normal tasks list and task dialog. They also appear under Pending Tasks in the Coaching Insights tab if they are incomplete. Coaching Plans streamline the coaching process in Membrain Elevate, making it easier to manage and track coaching activities and their outcomes.
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