8 Tips to Leverage Coachmetrix in a Virtual Environment

As the world suddenly finds itself using more virtual methods to Coachmetrix VIrtualcommunicate and organize, I wanted to remind you that the Coachmetrix platform enables you to operate quite seamlessly in a virtual world.

Even before this current crisis, we were providing virtual training, coaching, and resources online via Coachmetrix. You may have been doing this as well.

So, I thought I would pass along a few tips on how to leverage Coachmetrix in a virtual coaching and leadership development environment.

Tip#1: Create eLearning courses using the Resources feature

In many cases, creating eLearning courses through Coachmetrix is extremely simple. Here are some ideas:

  • Copy and paste existing content and create a Resource.
  • Combine multiple Resources into a Collection.
  • Add video to your Resources by linking to an existing video on YouTube or Vimeo.
  • Record a video in Zoom, upload it to YouTube and link it inside of a Resource.
  • Conduct and record a Webinar, upload it to YouTube or Vimeo and link it inside of a Resource. Better yet, have a video editor split it into bite-sized pieces of content and create a mini-learning course.
  • Take a screenshot of images you already have in existing paper workbooks and drag and drop those images into a Resource or Discussion.

Tip #2: Schedule a nurture sequence using the Discussions feature

  • Create a set of templates so that you can reuse them across projects.
  • With those templates, create a Discussion with a participant, schedule it for a future date and build a sequence that can be dripped over time.
  • Do the same thing for your other coaching clients.

Tip #3: Leverage the online action plan feature

The beauty of online action plans is that it creates full transparency and accountability between the coach, coachee, and manager. Even better – you can coach online virtually.

  • Help your coachees create the right outcome by getting their action plans online and use great coaching questions in the comments to coach them toward an outcome. For example, you can ask:
    • What outcomes do you want?
    • What would the impact be if you achieved that outcome?
    • How will you know when you’ve achieved it?
    • What is currently stopping you or slowing you down from achieving the goal or pursuing it wholeheartedly?
    • What resources do you need to break through those obstacles?
    • What will be the impact if you breakthrough?
    • What actions can you take right now to move forward?
  • Send the action plan, using the Share Action Plan button, to the coachee’s manager to ensure the coachee, manager, and coach are all calibrated. 
  • Comment on the action plan online and between coaching sessions.

Tip #4: Start a discussion online

The discussion feature allows you to confidentially interact online with your coachee.

  • Check-in with your coachee between in-person or virtual coaching sessions.
  • Send your coachee a pre-coaching session message with questions to answer prior to an online or virtual coaching session.
  • Send post-coaching session notes – including any images, document attachments or text. You can even link to a video.
  • Link to an interesting article, blog post, podcast or anything that could provide real-time support for your coachee.
  • Check-in on the progress the coachee is making on their action plan. Respond by asking great questions or providing insight.

Tip #5: Offer different virtual and online coaching packages with different levels of support

The nice thing about Coachmetrix is that you can offer a variety of coaching packages using features differently across the packages. Here are some ideas:

  • Bronze Package: Online coaching only, where you include the action plan feature, discussion feature and resources and only interact with the client via Coachmetrix.
  • Silver Package: Online plus coach where you coach virtually over Zoom and include the action plan feature, discussion feature, and resources.
  • Gold Package: Online plus coach with all of the Coachmetrix features including behavioral measurement (pulse feedback feature).

The sky’s the limit here. The bottom line is that you can get super creative in how you package your virtual coaching and training offers.

Tip #6: Create a welcome coaching kit using the Resources feature

In many cases, most coaching engagements start the same way. So, why not create a welcome kit using the Collections feature. Here are some ideas:

  • Include a welcome letter with your coaching agreements.
  • Add a video welcoming the coachee to coaching and share tips on how they can get the most out of the engagement.
  • Include templates to kickstart a 360 process: a rater collection spreadsheet and a sample heads up email for raters.
  • Provide other pre-reading, reflection questions or resources to get the coachee going.

Tip #7: Measure results – barely anyone else does that in coaching today

Set yourself apart by being able to prove to your executive sponsors that your coachees have changed as a result of the coaching. After all, executives buy results, not coaching. With the pulse feedback feature you can:

  • Track whether the coachee is changing from both a self-perspective and perspective of their stakeholders (we call them supporters in Coachmetrix).
  • Automate the pulse feedback rounds so that you can “set it and forget it”.
  • Review the pulse feedback results with your coachee in a virtual coaching session and conduct an after-action assessment. 
    • What did you intend to do?
    • What actually happened?
    • What did you learn?
    • What’s next?
  • Share results with the coachee and/or your executive sponsor by using the Pulse Feedback Report feature.

Tip #8: Engage Supporters

There’s a little-known feature that is available once Supporters (stakeholders) are added to Coachmetrix that enables either the coachee or coach to message Supporters. Above your Supporter tiles, you’ll see a button that says, “Send Supporter Email”. You can use this to engage your supporters by:

  • Sending Supporters a custom message
  • Sending Supporters a follow-up message
  • Sending Supporters a custom message

These are just a few ideas to help you leverage Coachmetrix in a virtual environment. Best of all, these tips are easy to implement, and you can quickly be fully prepared to operate successfully in a virtual coaching environment.

How are you leveraging Coachmetrix? Let us know.

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