We developed this Project Checklist as a guide to help coaches in:
- Creating a Project
- Managing Ongoing Activities
Creating A Project
Project Title
Add Coach(es) (If applicable)
Add Participant(s)
- Include Welcome Message (sent immediately or later)
- Important! This is the mechanism for Participants to activate their accounts
Collaborate on Action Plan (created by Coach or Participant)
- Goal(s)
- Behavior(s)
- Supporting Detail (ex: Action Items or Support Needed)
Add Supporters
- Welcome Message (Immediately or Later)
- Edit Goal to Assign/Unassign Supporters
Establish Pulse Feedback Project Settings (applicable to all Participants in the project)
- Number of Pulse Feedback Rounds
- Display Format (Traditional vs Progress)
- Rating Scale
- Privacy Setting (Open vs. Partially Anonymous)
- Enable Reminder emails to Supporters
Automate Pulse Feedback - Ongoing, Automatic Process (settings specific to each participant)
- Define Frequency and Start Date
Immediate Pulse Feedback - One Time Request (settings specific to each participant)
- Select Round and Specific Supporters
Develop Resources / Collections
- Coach’s Library of Material - Combination of Text, Images and/or Video
- Only visible to Participant(s) after Coach has shared with them
- Examples: Participant Welcome, SWOT Analysis, Video Check-In
Create Discussion Templates
- Messages that are Utilized Repeatedly Across Projects
- Examples: Participant Welcome, Pre and Post Session Messages
Create Assignment Templates
- Define Milestones - Group Tasks Associated
Ongoing Project Activities
Pulse Feedback
- Use Matrix to Track Progress Toward Goals
- Incorporate Pulse Feedback into Sessions
Discussions
- Pre Message before Session
- Post Message after Session
- Upload Electronic Version of Assessments
- Schedule Delivery of Messaging
Assignments
- Assign Tasks to Participant(s)
- Establish Due Dates
Resources/Collections
- Share with Participant(s)
Private Notes (Participant & Project level)
- Store Contracts
- Capture Reflections after Sessions
Participant Journal
- Review entries the Participant has shared with the Coach