Add session details to a 1:1 coaching session before your meeting so your coach can tailor the session to your goals. When complete, your session details page shows your focus area, team impact goal, and talking points.
Before You Begin
- You must have a scheduled 1:1 coaching session. See Reschedule a 1:1 coaching session for scheduling instructions.
- This feature requires the Transform add-on.
Steps
- Click Coaching in the left-hand navigation.
- Click the My sessions tab.
- Click the upcoming session to open the session details page.
- Click the pencil icon in the Focus area section to change your selected focus area.
- The focus area is the management competency you aim to develop during the session. See for the full list.
- Click the pencil icon in the Team impact goal section to change your selected goal.
- The team impact goal is the outcome you want your new skills to produce within your team. See for the full list.
- In the Talking points section, enter recent wins, current challenges, or topics related to your long-term goals.
- Leave Action items and My notes blank — these sections are completed during the session.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Pencil icon does not appear in Focus area or Team impact goal | Confirm a session is scheduled and in upcoming status | Open the session from My sessions — the edit icon appears only on upcoming sessions |
| Talking points field does not save | Check your internet connection | Reload the page and re-enter your talking points before navigating away |
| Coaching tab is not visible in navigation | Confirm your account has the Transform add-on enabled | Contact your admin to verify Transform add-on access |
Not Covered Here
This article does not cover scheduling or rescheduling a coaching session. See Reschedule a 1:1 coaching session.
Related Articles
- Reschedule a 1:1 coaching session
- Complete your coaching profile
- Assign a Group Coaching Session to Managers
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