Setting up Coaching and surveys

To take full advantage of Coaching, configure the Coaching application and set up surveys.

Setting up Coaching

Configure Coaching to start assessing and coaching trainees.

1. Set up Coaching roles and groups to identify Coaching users, coaches, and admins.
2. Define an assessment trigger on the Coaching Opportunity form.
3. Identify training content that is provided as part of a training or virtual coaching.
4. Configure virtual coaches to add to a coaching opportunity.
5. Set up surveys to provide feedback on the coaching experience so you can make improvements.

Setting up surveys

You can obtain feedback for both the coach and the trainee by creating surveys that are accessed from a Coaching Assessment form that has been resolved or closed.

• Survey taken by trainee to provide feedback on the coach
• Survey taken by coach to provide feedback on the trainee

Access the Survey designer for Coaching by navigating to Survey > Survey Designer.

Access the Coaching Survey definitions by navigating to Coaching > Coaching Surveys.

• Create a survey and associate with a Coaching opportunity
  Create a survey for coaches or trainees to assess the training quality. Add a question bank to the survey. Associate the survey with a coaching opportunity to provide feedback when the coach completes the coaching assessment.