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      How Do I View the Status of Hosts Scheduling their Conversations?

      Once you've launched a Leader-Led Conversations Program or Module, you can get insights on which Hosts are making progress with running their Conversations, and which Hosts might need more support.


      Article Quick Links: 


      Confirming Which Hosts have Scheduled their Conversation 

      Monitoring and supporting Hosts with Conversation scheduling is important to ensure your program stays on track! You'll find a few ways to get insights on Conversations scheduling below.

      Module Logistics Tab

      From the Module Logistics tab you will be able to quickly confirm if your Hosts have scheduled their Conversations.

      To view:

      1. Navigate to your Program and Leader-led Conversations Module

      2. Select the "Logistics" tab.

      3. Review the "Status" column and the "Session Date" column to confirm which Hosts have completed scheduling. From here, you can also nudge Hosts who haven't scheduled.

      Other ways to confirm Host scheduling:

      • Select the Module "Participants" Tab: In the Group Summary section, each session will have a status in the "Session Date" column. If there's a date, the session has been scheduled. You can also nudge Hosts that haven't scheduled from this screen.


      • View directly from the Program Overview Screen: Each Session tile includes the status of the session. You can also nudge individual Hosts that haven't scheduled from this screen. 



      Session Status Definitions - Leader-led Conversation Modules:

       

      Status Description

      Unscheduled

      There is no date or Expected Participants added to the Session. If the Prompt date has passed, you can nudge Hosts to schedule their Conversation (details here). 

      Scheduled

      The Host has scheduled their Conversation for the date listed. 

       In Progress

      The Session is active and Participants have either accessed Prep Materials or have active Commitments.

      Complete

      The Conversation has run and all Commitments are completed.

      Draft 

      The Module has not been Activated.  Here's how to Activate your Module. 

      Late

      (Module Participants Tab only).

      The Session Date has passed and there are no active Commitments. (Here's how to nudge Participants without Commitments).

      Nudging Hosts who Haven't Scheduled their Conversation

      Sometimes Hosts will miss their prompt, or forget to schedule their Conversation. You can send a quick nudge right from the platform, to multiple or individual Hosts. 

      Nudge from the Module Logistics Tab:

      1. Navigate to your active Conversations Module.
      2. Select the "Logistics" tab.
      3. Review the "Status" column in the Session list.
      4. Using the check-box column, select the Group Host(s) you'd like to nudge.
      5. Click "Bulk Actions" button (this will only activate after you've selected a Group/Host)
      6. Select "Nudge Hosts" (You'll be asked to confirm before sending. You'll also find example notifications here).

       

      Nudge from the Module Participants Tab:

      1. Navigate to your active Conversations Module.
      2. Select the "Participants" Tab.
      3. Review the Group Summary table to identify the status of each Conversations Session in the "Session Date" column.
      4. Using the "Nudge Host" column, use the check-boxes to select Conversation Hosts you'd like to nudge.
      5. Click the "Nudge Hosts" button above the table to send a reminder notification each Host. (You'll be asked to confirm before sending. You'll also find example notifications here).

      Nudge Directly from the Program Overview Screen:

      1. Navigate to your Program Overview Screen.
      2. Identify a Session and Host you'd like to nudge.
      3. Click the options icon (three dots) at the top of the Session tile.
      4. Select "Nudge Host to Schedule."

      Note: You can only nudge one Host at a time from this screen.

       



      Supporting Hosts

      You may want to provide additional guidance for your Hosts, or resources to support them along the way. You can access our collection of tools in the Accelerator and we've included some quick links below to help you support your Conversation Hosts:

      Tip: Once Hosts have scheduled and run their Conversations, you'll want to visit: How Do I View the Progress of a Leader-led Conversations Module? to see how your Groups are doing with their Conversations and Commitments.