Watch the Program Manager Training
Begin by watching the complete walkthrough below:
Accessing Optify
Log in to your organization’s Optify platform using the email address associated with your account. You can always login by clicking on www.optiy.io
After signing in, you will arrive at the Program Manager dashboard. The options available to you may vary depending on your organization’s platform configuration and the permissions assigned to your account.
The dashboard gives you an overview of your organization’s coaching activity.
Use it to quickly review information such as:
Active coaching engagements
Coach and participant activity
Scheduling progress
Program status
Surveys, assessments, and assigned resources
Items that may require follow-up
Manage Programs
Programs allow you to organize coaching engagements around a shared structure, process, or offering.
From the Programs area, you may be able to:
Establish program dates
Manage Participants (Clients)
Participants (Clients) are the individuals receiving coaching through the platform.
Program Managers may be able to:
Review participant information
Monitor onboarding and engagement progress
Resend invitations when necessary
Confirm each participant’s email address before sending an invitation, as this address will be used to access the platform and receive program communications.
Use the available dashboards and program views to track each engagement throughout the coaching journey.
Program Managers can monitor items such as:
Whether participants have been welcomed
Coach assignments
Coaching-session scheduling
Engagement start and target end dates
Survey completion
Resource completion
Overall engagement status
Dashboard information may refresh on a schedule, so a recently completed action might not appear immediately in every report.
Program Managers can use Optify’s communication tools to send relevant information and reminders.
Depending on your organization’s setup, you may be able to communicate with:
All members of a program
Participants
Coaches
Sponsors or other stakeholders
Use program communications for reminders, announcements, next steps, and other information connected to the coaching experience.
When a coaching engagement has ended:
Confirm that all required sessions and activities are complete.
Review outstanding surveys or resources.
Verify the engagement’s completion information.
Close or complete the engagement according to your organization’s process.
Keeping engagement statuses current helps ensure that dashboards, reports, and platform-usage information remain accurate.
Recommended First Steps
When beginning as a Program Manager:
Review your Program Manager dashboard.
Become familiar with your organization’s existing programs.
Review the coach and participant lists.
Confirm how participants are added and welcomed.
Learn your organization’s coach-assignment process.
Review the available dashboards and reports.
Confirm your organization’s process for completing engagements.
Use the Knowledge Base search whenever you need instructions for a specific feature.
Need Further Assistance?
If you need any further assistance, please feel free to reach out using the chat feature of the Optify Platform!