The Coach Plan supports coaches and the companies they coach by providing a:
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set of tools that can seamlessly integrate into company meetings. Once the tool kit is created in the Coach's company, the coach can add the tools to the company meeting using the agenda item Coach Plan Tools.
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"parking lot" functionality. The Coach Plan acts as a log where coaches can keep track of the tools that have been used, including the context and timing of their application. This allows the coach to review, and assess their impact, and plan future actions accordingly in the company they are coaching.
How to Create a Coach Plan Tool Kit to Share Across the Companies You Coach
- Go to your coaching company in Metronome software and select Coach Plan on left side panel.
- From the Coach Plan, select drop-down menu (image: red arrow 2).
3. From the drop-down menu you can view:
- Show All Tools - these include global pre-loaded tools and the coach added tools
- + Add Company Tool List -
- + Add Template Tool List - this is a Coach Tool List Template that you load with tools
4. To create a Coach Plan Tool Kit to share across all the companies you coach, you will select from the drop-down menu +Add Template Tool List. From the pop-up window, you will name it.
5.. Once you've Saved - you will want to select the 3 dots to the right of the Template Tool List that you just created and select from the drop-down menu Edit Tool List.
6. The Edit Tool List feature will to open a list of all tools. It includes tools created by the coach and all the global pre-loaded tools. 
7. Before you start dragging tools across, make sure you have selected the correct Template Tool List to drag them too (image: red box 1). Next, from the list of tools, drag and drop using the four points for the tool and drop into your Template that you just created.
Parking Lot Feature to Log what was Worked On in the Meetings for the Companies You Coach
8. Once you've created your Template Tool Lists in your coaching company:
- Next go to the company you are coaching
- Select Coaching Plan on the left side panel
- Inside the Coach Plan, you can add the meeting by selecting +Add Meeting in top right
- Complete the meeting set-up and select Show on Coach Plan.
- The Show on Coach Plan functionality includes logging the Meeting's Agenda and the Coach Plan Tool List on the dedicated company Coach Plan page. This feature ensures that all past meetings and the tools used are well-documented and can be reviewed for future planning.
10. Next, choose the Template Tool List from the drop-down menu. From the templates list of tools, grab the 4 points and drag and drop the tools that you would like to use in the meeting.
Please Note: If you haven’t set up templates in advance, you can simply choose from the complete list of tools and drag and drop to the Meeting the same way.
Lastly, to Ensure that Coach Plan Tools are Seamlessly Integrated into Meetings, the specific agenda item Coach Plan Tools needs to be added.
11. From the company's Meeting page on the left side panel, select the meeting drop-down and navigate to Add Agenda Items. From the Add Agenda Item drop-down menu, select Coach Plan Tools.
12. The tools will list in the agenda and allows the coach to discuss, and add notes during or after the meeting with what was discussed. Please note: the Tools and Notes in the meeting are shared with meeting attendees.
13. To log private Coach Notes from the meeting and plan actions for future meeting, please use the Coach Notes section on the left side panel, For more information on Coach Notes, please see video tutorial here.