The Action Plan defines the strategy for the coaching engagement.

It consists of:

(1) one or more goals

(2) behaviors that will be measured through pulse feedback

(3) additional details.

Either the Coach or the Participant can create the Action Plan.

Action Plans are located on each Participant's page. 


Creating An Action Plan

For detailed guidance on Creating an Action Plan, see article Create an Action Plan.


Sharing An Action Plan

The Action Plan can be exported and shared with additional parties (e.g., the Participant’s Manager, Supporters, any other person, etc.). 

For more information about Sharing an Action Plan, see article Sharing an Action Plan.

The Action Plan will likely be revised and refined multiple times. Once the action plan has been finalized, the Pulse Feedback process can begin.