A project is an engagement between a Coach and Participant(s). It could be coaching with one person, team coaching, or a leadership development program. In Coachmetrix, each Project is represented by a tile.

Account Owner

The Account Owner is the person that created the account and has general oversight. This person can add/remove Coaches from Projects as needed.


The Coach is the person coaching a Participant or leading a project. This could be an executive coach, trainer or facilitator. It might also be a Manager in the workplace coaching a team member. 


The Participant is the “coachee” or person in a leadership program. It might also be a team member being coached by their manager.


Supporters provide ongoing feedback and feedforward to the Participant via the Pulse Feedback process. This would be a similar role as a Rater or Stakeholder in a 360 process. Supporters tend to be the manager, peers, and direct reports or anyone that is impacted by the Participant’s behavior and is willing to provide feedback.


Events help Coaches and their clients to stay on track. A Program Template outlines the Events scheduled throughout the engagement. The Coach can share the Template with a Participant and customize the Events specific to the Project. The Event may include a description of activities as well as status (visible only to Coaches on the account.)

Action Plan

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 and (3) additional details. Either the Coach or the Participant can create the action plan. 

Pulse Feedback 

Pulse Feedback is the mechanism through which Coachmetrix measures both a Participant's “self” perspective and a “Supporter’s” perspective of the Participant’s behavior change. The Pulse Feedback request process can be automated or sent on-demand. These metrics can be used to quantify coaching ROI.


Discussions are online conversations between the Coach and Participant. They may be used to capture notes from a coaching session, reminders, fieldwork assignments, follow-up after a workshop, or to share assessment reports. Discussions can be initiated by either the Coach or Participant.


Assignments enable Coaches to create and assign tactical lists (To Do’s) with due dates to an individual Participant or an entire Project. Assignments can be individual tasks or multiple steps within a milestone.


Resources enable Coaches to upload and store their library of content and easily share the content with Coachees when needed. Resources may be articles, leadership tools, content from a participant workbook, fieldwork assignments or any combination of text, images, video, and document uploads. Resources can be shared with an individual Participant or across all projects.


Collections are a combination of Resources that are logically grouped to create mini-courses, a set of related tools or even a participant welcome kit. Similar to Resources, Collections can be shared with an individual Participant or across all projects.

Private Notes

Private notes may be used to describe how a workshop or coaching session went. It is confidential space available to the Coach at both the Project level and Participant level.

Participant Journal

The Participant Journal is confidential space available to each participant to journal, reflect on a coaching session, capture relevant files or images. A Participant has the option to share an entry with the coach or keep entries private.