Resources are a great way to add value to a program! Optify has 200 existing resources for you to use that can be searched for. Solo users or Resource Library Managers for Teams also have the ability to create your own resources in [Your Company’s] Library to use for programs. This article outlines the three types of resources for programs, how and when clients will receive them, and how to add them to programs.

There are three types of resources within a program: Initial Assignments, Required Resources, and Reference Resources.

Initial assignments will automatically be assigned to clients when they are added to the program as “Getting Started” activities. This section is a great place to include resources on agreements, what to expect from coaching, setting goals, etc. Anything that may set the stage for a successful engagement!

Required resources will be assigned throughout the engagement. Program managers are responsible for selecting the required resources. However, these resources are not automatically sent to clients. Coaches will assign the required resources throughout the coaching engagement. It is up to the coach to determine the appropriate time within the engagement to assign a required resource to a client. Coaches are required to assign all required resources for a program.

These resources are meant to be a resource for coaches in the program. They will not be automatically assigned to clients.

Once you have created a program you are able to add resources. The program must already be created in order to add resources. Select Programs (1) on the left-hand side of the page and choose the program you want to assign resources to (2).

Then, click on Resources(1) and select Manage Resources (2).

The page below will appear. You can type the name of the resource in the bar or select the drop-down arrow to see a list of resources. You may add multiple resources at once. Additionally, you will see a list of clients with an email icon next to their names. These are the clients that will receive an email notifying them of the assignments. When you are done, select Save at the bottom of the page.

Congratulations! You have successfully added resources to your program! You will see the confirmation message in the pictures below.