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