Create assessment templates

The Create Assessments feature enables coaches to design fully customized assessments to support structured feedback, performance evaluation, and coachee growth. Assessments can be tailored to track progress, measure competencies, or gather valuable reflections based on your coaching goals or organizational framework.

Coaches can design and save their own assessment templates for use with individual coachees or groups.
Once created, templates can be reused and adapted for future coaching engagements, ensuring consistency and efficiency in evaluation.

 Create a New Assessment

1. Go to the Assessments tab from the left-hand menu of your coach portal.
2. Click + New.
3. Enter a Title and an optional Description for your assessment.
4. Add Traits
   • You are not required to add traits, but if you do, you must include at least 4 traits.
   • Minimum: 4 traits
   • Maximum: 8 traits
   • Click Add Another Field to include more traits as needed.
5. Add Questions – Choose from different formats such as open-ended, multiple choice, or rating scales.
6. Once complete, click Save. Your new assessment will appear under Templates.

 Edit an Assessment Template

1. Click Options next to the template you want to update.
2. Select Edit.
3. Make the necessary adjustments and click Save to confirm changes.

 Duplicate an Assessment Template

1. Click Options > Duplicate.

   • A copy will appear in your assessment list labeled with “(Copy)” next to the original name.
   • To modify the copy, click Options > Edit and make your updates.

 Delete an Assessment Template

1. Click Options > Delete next to the template you wish to remove.
2. Confirm to permanently delete the assessment from your list.