How to create a coaching process in Cognito Coach?

The creation of a coaching approach can be done from several places in the platform.

The approach is created in:

1. * the “Approach” tab

2. * During the first individual or group support activity.

3. * It may also have been created automatically by a “Program”.

1- From the “Approach” tab in the module menu.

A- By clicking on the Create" button.

B-By following the creation steps.

2. During the first individual or group support activity.

By ticking "Linked to an approach (individual or group)

3. * It may also have been created automatically by a . * “Program”

Click on the process to edit it .

You can also

• Associate this client with another approach.

• View the progress report.

• Open the encounter coaching panel.

In summary:

1. We create and feed a coaching process .

2. In which we create a coaching plan .