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How to Use CoachLine A simple, easy-to-use tool to help you... Apply key performance ideas Get coaching help Track your personal ROI

Using CoachLine for Goal Setting Action Planning - Online Coaching

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Page 1: Using CoachLine for Goal Setting   Action Planning - Online Coaching

How to Use CoachLine

A simple, easy-to-use tool to help you...

• Apply key performance ideas

• Get coaching help

• Track your personal ROI

Page 2: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Create Goal

Create Goal

Create Action Plan

Create Action Plan

Get a Coach

Get a Coach Track ResultsTrack Results

How to Use CoachLine

Page 3: Using CoachLine for Goal Setting   Action Planning - Online Coaching

CoachLine is a simple, easy-to-use tool to help you

isolate the key “performance ideas” (the ideas that will

get you results) from training and apply them.

Create Goal

Create Goal

Create Action Plan

Create Action Plan

Get a Coach

Get a Coach Track ResultsTrack Results

There are just four simple one-at-a-time steps to using

CoachLine.

Page 4: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Step 1 – Create a Goal

Create Goal

Create Goal

Page 5: Using CoachLine for Goal Setting   Action Planning - Online Coaching

To achieve a goal, you have to know what your goal is.

CoachLine will help you isolate a key idea that will help

you achieve your goal.

Create Goal

Create Goal

Writing it down will help you identify....

• what you’re going to do

• how you’re going to do it

• when you’re going to do it

Page 6: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Mouse-over the More tab

Click CoachLine

Let’s get started.

After you’ve logged in....

Page 7: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Click Create

Create Goal

Create Goal

Create Action Plan

Create Action Plan

Get a Coach

Get a Coach

Track ResultsTrack

Results

Page 8: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Complete the form

Create Goal

Create Goal

Create Action Plan

Create Action Plan

Get a Coach

Get a Coach

Track ResultsTrack

Results

Page 9: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Create Goal

Create Goal

Create Action Plan

Create Action Plan

Get a Coach

Get a Coach

Track ResultsTrack

Results

Next - Click

TrainingPayback

Tracking

Page 10: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Fill out the form,

then Save.

Is your own investment in training paying off? Your time,

your transportation and other expenses?

Specifically, what measurable results do you want to achieve

by applying these ideas? Click for Quick Demo

Page 11: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Congratulations! You’ve taking the most important step

toward accomplishing your goal: identifying it clearly

Create Goal

Create Goal

What other ideas do you want to apply?

If you have more key ideas, click Create again. You

can create more goals now and suspend some that you

want to work on later. Or you can come back.

Page 12: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Step 2 – Create an Action Plan

Create Goal

Create Goal

Create Action Plan

Create Action Plan

Page 13: Using CoachLine for Goal Setting   Action Planning - Online Coaching

What’s next?

Depending on your goal, you may need to create an

action plan.

Create Goal

Create Goal

Create Goal

Create Goal

Create Action Plan

Create Action Plan

CoachLine is very flexible.

If you don’t need an action plan, you can go straight to

getting a coach. Or you can add action items later if

you prefer to.

Page 14: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Click

Add Action Item

Adding action items to your goal is easy.

Page 15: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Fill out the form

and Save

You can add as few or as many action items as you need.

Page 16: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Your action items for each goal will be combined into a

trackable action plan you can add to or edit at any time.Click for Quick Demo

Page 17: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Step 3 – Get a Coach

Create Goal

Create Goal

Create Action Plan

Create Action Plan Get a CoachGet a Coach

Page 18: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Get a Coach

Create Goal

Create Goal

Create Action Plan

Create Action Plan

You’ll be able to:

• search for a coach in the Coach Directory

• send an invitation to be your coach

• have online interactions with your coach

Get a Coach

Get a Coach

When you’re working toward goals, you’ll want to have the

help of a coach. CoachLine enables you to invite one or

more coaches to help you achieve your goals.

Page 19: Using CoachLine for Goal Setting   Action Planning - Online Coaching

On the CoachLine navigation bar, click Directory

Forgot how to get there?• Mouse-over More• Click CoachLine

Page 20: Using CoachLine for Goal Setting   Action Planning - Online Coaching

You can Search for a coach or browse through.

(Coaches shown here are example only. You’ll see the coaches available in your

own company.)

When you find the coach you want, click Invite

Click

Invite

Page 21: Using CoachLine for Goal Setting   Action Planning - Online Coaching

A default message will appear.

You can edit the message or send it as is.

Click Invite

Click for Quick Demo

Page 22: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Inviting the Coach

Create Goal

Create Goal

Create Action Plan

Create Action Plan

You’ll get a notification instantly in e-mail when a coach

enters a comment.

All the action happens in real-time.

Get a Coach

Get a Coach

Your coach will receive the invitation instantly in their e-mail.

Once they accept your invitation , they’ll be able to see your

goals and provide coaching online.

Page 23: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Your conversations will be linked to the goals they apply to

and automatically retained for you to refer to any time.

And all your coaches can see each others’ advice. No more

conflicting directions!

Page 24: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Step 4 – Track Results

Create Goal

Create Goal

Create Action Plan

Create Action Plan Get a CoachGet a Coach Track ResultsTrack Results

Page 25: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Track & Report Results

Create Goal

Create Goal

Create Action Plan

Create Action Plan

CoachLine helps you measure your personal ROI from

applying performance ideas.

Is this idea paying off for me?

Get a Coach

Get a Coach

After you’ve put your performance idea into action, CoachLine

helps you track your results & let coaches know how you’re

doing.

Track ResultsTrack Results

Page 26: Using CoachLine for Goal Setting   Action Planning - Online Coaching

You can update your progress any time from any internet

connection.

Click Update on the CoachLine navigation bar.

Click Update

Then click the goal

Page 27: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Enter notes on your progress including your comments,

requests for help and, of course, your successes.

Your coaches will receive instant notifications.

Enter comments here

Click to Save

Page 28: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Update your tracking to keep a running total of your

measurable results.

Click TrainingPayback Tracking

Page 29: Using CoachLine for Goal Setting   Action Planning - Online Coaching

In just moments, you can update 3 fields:

• Actual Results

• % to Goal

• Learning Contribution

Page 30: Using CoachLine for Goal Setting   Action Planning - Online Coaching

The dashboard is instantly updated to reflect your progress.

Click for Quick Demo

Page 31: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Ready to get started?

Mouse-over the More tab

Click CoachLine

Then click Create

Page 32: Using CoachLine for Goal Setting   Action Planning - Online Coaching

Questions? Click here to ask

CoachLine: Another innovative learning tool designed & powered by VFTNetworks.com