In This Article
Why Create a Coaching Plan?
The purpose in mind behind coaching plans is to help with improving a certain skillset. To help provoke a change in the performance of a specific skill, an organization may provide time dedicated to learning and practicing a skill through a coaching plan to continue improvement.
Note: Before creating a coaching plan, learn how to map recommended content in this article.
How to Create a Coaching Plan
On the Team page, select Assess & Coach, and then select Create Coaching Plan.
The admin or manager needs to select the group and user the coaching plan is for, and then select Create Plan.
On the coaching plan editing page, the user needs to identify:
The skill the coaching plan is focused on
Comments about why the skill is important
Action items for the user to complete. Action items include Seismic Learning content, external content, or a custom task.
Team Member Tasks in Coaching Plans
Tasks help team members level-up their skill performance. Each task type is described below.
Lesson Content
Lesson content provides the user the option to include lessons, paths, or certifications
Only mapped content for the chosen skill is available to select from the drop-down.
Managers only see content made available to them through shared ownership.
When choosing the content, the user can include a due date (if applicable). When a due date is applied the normal cadence of reminder notifications is followed: seven days before the due date, one day before, one day after the due date, and seven days after. Any additional reminders need to be manually sent.
External Content
Assign learners relevant content from outside your Seismic Learning ecosystem. External links are grayed out if an external link has not been mapped to the chosen skill.
A due date can be included for the external link, but notifications are not sent to users when an external link is included.
Custom Task
A new task provides prompts the user to insert the title of the task, a description of the task, and optionally a due date for the task. Notifications are not sent to users when a task is included.
After filling out the fields, select Submit Coaching Plan.
How to Complete Tasks for a Coaching Plan
Once assigned, the coaching plan displays on the My Skills page under My Tasks.
To complete the coaching plan, depending on what is being requested, the learner has two options:
If the coaching plan includes content to complete the user will select the link of the content navigating them into the lesson, path, or certification.
If the coaching plan includes completing an external link or a custom task, the user will check the box in the My Tasks module noting that they have completed the request.
In both scenarios, once the user has been marked as complete, the task is removed from the My Tasks section, and shown on the My Skills page under the Overview tab.
How to Locate Completed Coaching Plans
An admin or manager can locate completed coaching plans by navigating to the
Team page, and scroll down to Recent Activity on the Overview tab.
The admin or manager can then select the user's name to view a more detailed report of the items the user completed when taking the coaching plan.
Questions? Contact the Support team at support@lessonly.com