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Review progress and assign practice

Use Overview metrics, download a CSV, open member summaries, and assign skill packs.

Updated View as Markdown

Admins review team progress on Overview and Members, and assign skill packs from a person’s detail view.

Overview

Open Overview for team-level metrics such as:

  • Members
  • Avg derived PSI
  • Average delta
  • Profile depth
  • Trend breakdown

Choose Download report (CSV) for a spreadsheet of member progress (PSI baseline and current values, delta, trend, pack counts, and related fields).

Open members jumps to the roster. A short roster preview can appear on Overview as well.

Members and person detail

Open Members for the roster (Member, Profile, Depth, Last Roleplay, and related columns).

Select a person to open Member summary. Depending on available data you may see People Skills Index values, change over time, profile depth, direction, active goals, people-skill scores, focus areas, and recent history.

Organization admins see this progress summary from the team workspace. Deep shared artifacts through Share with coach are for Certified People Coach relationships.

Assign practice

On a member’s detail view, open Assign practice under skill packs:

  1. Choose a skill pack.
  2. Choose Assign.

Assigned packs show up in that person’s Library. If they already have the pack, ProSocial says so.

Organization workspaces assign skill packs. Training exercises and the People Skills Index are assigned from a Certified People Coach relationship thread when that relationship exists.

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