The Action Plan defines the strategy for the coaching engagement.

It consists of:

(1) one or more goals

(2) behaviors that will be measured through pulse feedback

(3) additional details

Either the Coach or the Participant can create the action plan, however to ensure the Participants assumes ownership of their progress, it's a good practice to have the Participant create the Action Plan and the Coach advises.

The Goal Statement should be created to be SMART:

  • Specific
  • Measurable
  • Actionable
  • Realistic
  • Time-oriented
The Behavior Statement
The text populated in the behavior statement will display on the Pulse Feedback survey. It should be written in third person. It should be a behavior that is:
  • Observable by others. 
  • Important enough to make a critical difference in your success. 
  • Action oriented. 


Using the Details Text Box

The Details text box should be used as working space to go into depth on each goal. It could capture specific Action Items or Support that is Needed. It can support files, image, or screenshots.

This information can be updated throughout the engagement to ensure there is clarity and accountability.


Ensure the Appropriate Supporters are Assigned to Each Goal

Ideally the Participant meets with the Supporters to review the Action Plan, and request they contribute throughout the coaching experience. It's also helpful to let the Supporters know the process and set expectations. 

Our guidance is to have 5-7 Supporters per Goal, so the Participant might have a group of 10 Supporter to choose from.

Once the Supporters have been added to the platform, they are assigned to goals.

By default, all of the Supporters are assigned to each of the goals. To customize which Supporter is assigned to each goal, 

Return to each goal to edit. Check the box next to the names of the Supporters that are directly impacted by the behavior.

The Process typically requires Multiple Iterations

The Action Plan will likely be revised and refined multiple times. Once it is finalized, the Pulse Feedback process can begin.

Other tips for building a strong support structure: 

Guide your Participant to review the action plan twice per week. Get into a routine to review the goals at the beginning and end of each week will help measure the progress and adjust the plan as needed.  
Encourage your Participants to share the goals with someone they know. Once they verbalize the goals to someone else, they are effectively making a commitment to achieving them. 
Have your Participant get an accountability partner. This could be a friend, co-worker, or family member with the same or similar goal. Having an accountability partner will help provide your Participant with the motivation needed to stay on track.