Navigate to <https://coaching.soundingboardinc.com> and log in as a Coach.

As a coach, you have access to review surveys you have access to which have been completed by your coachees or their managers throughout their engagement. These surveys serve several important purposes:

- Provide valuable insights into your coachees' progress and development.
- Highlight areas where your coaching has been most impactful.
- Identify potential challenges or areas requiring additional focus.
- Offer a platform for coachees to share feedback and observations about the coaching process.

The frequency of these surveys may vary depending on the specific program and engagement. You will be notified when new survey responses are available for your review. This information is crucial for:

- Tailoring your coaching approach to meet individual coachee needs.
- Tracking the overall effectiveness of your coaching strategies.
- Facilitating meaningful discussions with your coachees about their progress.
- Demonstrating the value of your coaching to relevant stakeholders.

Regularly reviewing these surveys will enable you to continuously refine your coaching methods and maximize the impact of your engagements.

Navigate to "**My Coachees**" on the navigation pane.

**My Coachees**

On this page, you will see all of your coachees; by default, it displays active engagements. Find the coachee whose surveys you would like to review, and under the **Coachee Surveys** tab -

- Click "**Show Surveys**"

For more information about the My Coachees page, including filtering, see [My Coachees](https://soundingboardinc.zendesk.com/hc/en-us/articles/24231743568411-My-Coachees).

**Coachee Surveys**

In the modal, you will see all the surveys sent to the coachee thus far, showing the below details -

- Survey Name
- Reminders: If applicable, will note when the coachee has been reminded to complete the survey
- Status

Looking at the **Status** column, you can easily see completed surveys. Find the survey you would like to review -

- Click the **action menu** (**⋮** icon)
- Click "**View Survey**"

**Coachee Surveys**

In the modal, you will see all the surveys sent to the coachee thus far. Looking at the **Status** column, you can easily see completed surveys. Find the survey you would like to review -

- Click the **action menu** (**⋮** icon)

**Review Survey**

The survey with its responses will pop up for your review; take time reviewing the survey, which may have multiple pages depending on the set-up. When you are complete -

- Click "**CLOSE**"

**Coachee Surveys**

When you are done reviewing the surveys for the specific coachee -

- Click "**Done**"

**Coachee Profile**

You can also access coachee surveys via their profile; this can be done wherever there is a hyperlink on the coachee's name, which includes from the My Coachee page, Sessions, My Contacts, etc.

- Click **The Coachee's Name**

**Coachee Surveys Tab**

Navigate to the coachee's survey tab on their profile -

- Click "**Surveys**"

**Coachee Surveys Tab**

You will see all the surveys sent to the coachee thus far, showing the below details -

- Survey Name
- Subject: name of user who the survey is asking about
- Recipient: name of user who completed the survey
- Program/Engagement
- Survey Creation Date
- Date Submitted

Locate the survey you would like to review -

- Click "**View**"

*Note: If you see N/A in the **Date Submitted** column, the user has not yet completed the survey. While you can still view the survey, it will be incomplete until the user submits it.*

Soundingboardinc

This guide explains how coaches can access coachee surveys on the Sounding Board platform. Reviewing these surveys provides valuable insights into coachees' progress, helps identify areas for improvement, and facilitates meaningful discussions. It also allows coaches to tailor their coaching approach, track effectiveness, and demonstrate value to stakeholders. The guide provides step-by-step instructions on accessing coachee surveys through the My Coachees page and coachee profiles.