How do I use homework and action items with my course members?


It's easy to get your course members to follow through on their action steps. All you need to do is create a homework assignment and assign it to your course. Your course members will be able to post reports about their homework progress (either private or shared). You will be able to comment on any entries. Your course can have as many homework assignments going at one time as you like.


Creating Homework assignments

  1. You can create homework assignments in one of two ways.
    • If you have already created a course, you can go directly to Course Management (under Coaching and Courses). Here you will see a list of your courses. Clicking on any name will drop down a range of tools, including Homework.
      Click on Homework and action items. From this window, you can create and assign homework.
    • Or you can create homework assignments from Coaching and Course Tools (under Coaching and Courses). Just click on Homework and tasks in the left hand panel.
  2. No matter which page you choose, there will be a button in the main box saying "Create homework." Click this button and an area will drop down where you can create your homework assignment.
    Choose a title and write a description. This is what your course members will see when responding to the assignment, so explain clearly what you would like them to get from completing the homework. You can also choose to group your homework into categories for your own private use. You can create additional categories at any time by typing into the field marked Category.
  3. All your homework assignments created for either coaching or courses will be listed in the table so that you can easily assign them to multiple clients and courses. You can sort these to display in any way you like.

Editing Homework assignments

You can edit your homework assignments by clicking the link View/edit homework then selecting Edit. After making your changes, if you select Edit all instances of assignment, then everywhere you have already assigned the topic, the changes will show up, so use this with caution (as it may be confusing if the changes are not minor). If you choose Save a new version of the assignment, your edits will create a new version of the topic.


Assigning Homework assignments

  1. You can assign homework from the Coaching Management page. Just click on the client's name you want to assign the homework to from the list of your clients on the left-hand side of the page, and then select Homework and Action items from the drop-down menu.
  2. In the column marked Assign Date, click the link Assign or the calendar icon and select a date. This is the date your client will be able to see your assignment.

What does my client see from their dashboard?

Your client will be able to read your homework assignment and create entries from the Coaching Pad in their dashboard. They can choose which privacy setting and whether to alllow comments. If they choose "Only me" as the privacy setting, you will be able to see they wrote and entry but not read it.


How do I read and respond to homework progress reports?

  1. You can read your client's progress toward their homework from the same page where you created the homework (the Homework and Action items page in Coaching management). OR from your super-convenient Progress Stream that lets you plan coaching sessions, send coaching notes, assign coaching tools, and read and comment on client progress, all from one page!
  2. Your client will update the status and add details of their progress toward their homework from their dashboard. Click "View progress" to review the details your client has provided about their progress, any setbacks they have encountered, and so on. When they have completed their homework, they can mark it as Achieved, which will be noted in their progress report, and change the status of the homework.
  3. To comment, just click the Comment link. Clients can comment back, and this way you can have a productive exchange regarding your client's action plans, keeping them motivated and on track.


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