Milestones & Progress
Tracking mentorship or coaching progress
The Manage My Progress page gives you an overview of where each mentoring or coaching engagement stands. Here's how to review milestone completion and close out a programme when the engagement has concluded. Reviewing Milestone Completion From the ...
Creating and managing case notes
Case notes allow you to document what was discussed in each session with your learner. They are tracked per session and are only visible to you and the programme administrator — learners cannot view them. Adding a Case Note to an Existing Booking ...
Setting up, viewing and approving milestones
Milestones are goals you and your learner set together to guide progress throughout the programme. They are managed per connection, and each connection is programme-specific. Viewing Milestones From the navigation bar, click Journey > Manage My ...