Discover what coaching topics are and how to use them.
Coaching Topics, found in Admin Panel > General Settings are functional labels, similar to Programs and Tags, which allow you to categorize Opportunities and create topic-specific Scorecards for Coaching/Mentoring sessions.
The First step is to set up all the #Topics you'll want to use. These can include any subject you'll want your startups to learn about or be evaluated on.
When creating an Opportunity, you can select from the
Event Topic dropdown any topic(s) you want to be applied to the Opportunity. These topics are searchable from the Opportunities Calendar page, where it says
Search Events, allowing users to find Opportunities on topics of interest.
The first step in creating scorecards is to create an
Evaluation Form in Forms Settings that you'll want to associate with a topic. Then, navigate through Admin Panel > Programs/Coaching Settings and select the EVALUATION ASSIGNATIONS tab. You can decide to
Create New Evaluation Form from here, or click the blue
New Evaluation Assignation to use an existing form.
Select who you want this form to be used to evaluate, then decide on the settings for the form. To assicate, a form with a
# Topic, select
Yes under Is this form specific to a subject. A dropdown menu will appear where you will choose the subject of the
# Topics you created in your General Settings.
When in a Coaching or Mentoring session, above the notes is a section that says Select the topics covered in the meeting. Here, each
# Topic is listed. Users can select the topics covered, and any topics that have forms associated with them will attach the corresponding form to the session. This form is then used to evaluate the Startups or Community Member on that topic by using the evaluation form created for that purpose.