Managing Alumni (individuals you coach)

Guidance Pipeline

You will be guiding individuals through a Pipeline that looks much like a Trello environment (assuming you’ve seen that).  The vertical rows are called stages and each have a title.  Each individual has a card.  These cards can be moved from stage to stage. Each stage can have a series of tasks to complete.  These tasks are all managed in a Track.

Learn more about Pipelines

Learn more about Tracks

Image Above: Sample Pipeline

Matching Reports (for people seeking coaching)

The automated Matching Report is generated on a number of factors including the individual’s assessment and numerous profile selections.  These reports display three major pieces of data:

• Coach Matching - various recommended coaches (typically 4 suggestions).  Individuals can view coach profiles and select the option to connect with one of those coaches.  This matching is largely generated from the assessment.

• Organization Matching - the technology will also recommend various organizations with a high number of commonalities.  This matching is largely generated from the assessment.  

• NOTE: the coach and organization recommended matches may not be the same.  For example, the individual may be recommended a coach from organization ABC because they have a lot in common, while they are matched to organization XYZ because the individual has a lot in common with that organization.  

• Opportunity Matching - the system will also recommend various opportunities for the individual.  This is largely generated on data from the individual’s profile.  Opportunities include short-term trips, internships, long term positions, etc.

Above Image: Matching Report sample (what an individual will see following the creation of an account AND completion of the assessment).

Referring Alumni to Another Coach

This process would best be done by the alumni.  Each individual (alumni) can “end” their relationship with a current coach and request to be coached by someone else.  The current coach can recommend another coach to the individual for them to engage.  

Referring Alumni to Another Partner Organization

A coach cannot refer an alumni to another partner organization.  ServiceReef will automatically make these recommendations based on profile criteria matches.

Manually Assign Individuals (alumni) to a Specific Coach

PNSN admins can manually assign/connect a specific individual and a specific coach.  This can be done in Mission Control > Members > View Details.  

NOTE: Partner organizations in the PNSN cannot manually assign individuals to a coach - only the “parent organization” or the PNSN (admins) can do this.

If this is needed, contact a PNSN administrator for assistance.

Non-Responsive Alumni

Sometimes an individual/alumni may become inactive or non-responsive. The PNSN may have a specific protocol for this occurring.  If the individual is not responding to system generated communications then contacting individual with other means would be necessary (ex: email, phone call, etc.).  

Reassign an Alumni (to another Coach)

An alumni can choose another coach for him/herself OR an organization admin can re-assign alumni to another coach within their organization.  

NOTE: Only PNSN administrators can move an alumni from a coach in one organization to a coach in another organization.

Connecting Individual to an Organization

ServiceReef automatically connects a user to the organization the coach belongs to. Alumni are not “assigned” to an organization, this is only done when the alumni is assigned to a coach (through the matching report)

ServiceReef automatically adds that alumni to the organization's list of members. The alumni could also sign in to the organization’s white label (ex: OrganizationXYZ.servicereef.com) and it would add the alumni to that organization.