Managing my Companies
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      2. Setting up a Coach Account
      3. Managing my Companies

      Coach Plan

       

      Coach Plan: Empowering Coaches and Companies

      The Coach Plan supports coaches and the companies they work with by offering:

      1. Seamless Tool Integration Coaches can create a toolkit within their coaching company to add directly to client meetings using the agenda item "Coach Plan Tools."

      2. "Parking Lot" Functionality The Coach Plan serves as a log to track tools used, their context, and timing. This feature enables coaches to review past actions, evaluate their impact, and plan future activities effectively.


      How to Create a Coach Plan Tool Kit to Share Across the Companies You Coach

      1. Access Your Coaching Company Log in to Metronome software and select Coach Plan from the left-side panel. (image: red box)
        CP 1
      2.  Open the Drop-Down Menu Use the drop-down menu to: 
        a. View all tools, including global pre-loaded tools and coach-created tools. 
        b. Add a Company Tool List. 
        c. Add a Template Tool List (a customizable toolkit template).
        CP 2

      3. Create a Template Tool List 
        a. From the drop-down menu, select + Add Template Tool List. 
        b. In the pop-up window, name your template and save it. 
        CP4

      4. Edit the Tool List 
        a. Click the three dots next to your newly created template and select Edit Tool List. 
        CP5

        b. From the list of tools, drag and drop the ones you want into your selected template. CP7

        c. Use the four-point icon to drag tools.

      CP9

       

      Parking Lot Feature to Log what was Worked On in the Meetings for the Companies You Coach

      Once you've created your Template Tool Lists in your coaching company:

      1. Set Up Meetings 
        a. Navigate to the company you are coaching. 
        b. Select Coach Plan from the left-side panel. 
        c. Click + Add Meeting in the top-right corner and complete the meeting setup. 
        d. Select Show on Coach Plan to document the meeting's agenda and tools.
        CP15
      2. Review Meetings 
        a. The meeting will appear on the Coach Plan page. Navigate to the date of the meeting using the top-right arrow. 
        b. Select the Template Tool List drop-down menu to choose tools for the meeting.
        CP14
             
                                                                                                                                                     
      3. Drag and Drop Tools 
        a. Drag tools from your template into the meeting agenda. 
        b. If templates are not set up in advance, you can drag tools directly from the complete tool list.
        CP 16

      Integrating Coach Plan Tools into Meeting Agendas

      1. Add Coach Plan Tools to the Agenda 
        a. From the company's Meeting page, select the meeting drop-down menu. 
        b. Navigate to Add Agenda Items and choose Coach Plan Tools.
        CP20

      2. Engage During the Meeting 
        a. Tools added to the agenda can be discussed, and notes can be taken during or after the meeting. 
        b. Tools and notes are shared with attendees.
        CP20-1

      3. Log Private Coach Notes 
        a. Use the Coach Notes section in the left-side panel to document private reflections and plan future actions. 
        b. For additional guidance, refer to the video tutorial linked in the Coach Notes section.
        For more information on Coach Notes, please see video tutorial here.