What you will learn
This guide will walk you through the process of setting up a simple 1-on-1 coaching program using the Able platform. You'll learn how to configure program settings, add participants, launch and manage your program. Many of the pages, summary sections and information fields are auto calculated by Able - we will skip those so you can focus on completing the few fields required to get your project launched and running.
Navigate to your Program
Summary Information
Configure Program Settings
Configure Project Settings
Add Participants to the Program
Set Event Dates
Customize Program Emails - optional
Customize Survey Settings - optional
Step 1: Navigate to your Program
Programs are a subset of Projects. A Project is a container for a leadership or learning & development initiative. A Program is a specific, cohort-based learning journey that sits within a Project. Projects may contain one or multiple Programs.
Learn more about Able's data model →
To begin, navigate to the 'Projects' section on the Able dashboard.
A list of all your Program will appear.
Select the Program you are going to set up.
Step 2: Summary Information
Many of the pages, summary sections and information are auto calculated by Able
Step 3: Configure Program Settings
When you select the project you will go to the Overview section. This section shows you a summary of the Participants, any program components and the cost items.
Go to 'Program Settings' section in the left hand side navigation.
Complete the fields as follows:
Program/job Number: this is an auto created program identification number, unique to the program. You can not edit it.
Company: this is a reference to the Company the program is for. This can only be edited on the Project Settings page.
Program Name: this is the name of the individual program-cohort. It defaults to “Program 1” when first created. auto filled from quote, program 1, update
Dates: set the Program Start and Program End dates,
Roles: assign the Project Coordinator, Lead Consultant and Sales Partner. configure other essential settings. Learn more about Project Roles →
Payouts: if you are using the Costing features of Able you can set the percentage payouts for these specific project roles.
Program Status: Set the program status to 'Active' once all settings are configured.
Learn more about Program Settings →
Step 3: Configure Project Settings
To be completed.
Step 4: Add Participants to the Program
Navigate to the 'Participants' tab within your program.
Click 'Add Participant' and choose the method for adding participants. You can add a single participant, upload from a file, or invite clients to add participants themselves.
Select the individual Participant you would like to set up
Step 5: Set Launch Dates
To be completed.
Customise
Step 6: Customize Program Emails
Under 'Project Customisation', you can personalize various aspects of your program, such as welcome emails, session booking emails, and survey timings. Make sure to save changes after customization.
Step 7: Customise Survey Settings
