Today we are sharing some tips on how you can give your clients a place to store their thoughts, notes and learning all in one place. This will allow your clients to ditch the notepad and post-it notes and type in their responses on a secure site, where they can find their notes quickly and easily.
A learning log, journal, or notes – whatever you you would like to call it can all be done in your JigsawBox. Here’s how:
1.) Create one module called Journal or Learning Log – or whatever you would like
2.) In the content box, explain how your clients should us the module, try something like:
“Welcome to the Journal. This module is all about YOU! Come back here (you list how often you want people to return) and answer the question(s) below. Each time you come back you will see your previous responses and a new box to enter new responses. This module is designed to be a running list of all of your insights and notes so you can see how well you are progressing through this coaching process.”
3.) In the Questions Area of your module, type in one or two questions. It can be as simple as:
“Type in your insights or aha moments after reviewing the content this week.” Or…
“Share you thoughts and feelings today about (topic).”
When your clients log in they will see your explanation and be able to type in new responses as often as they want.
As the Coach you will be able to see their responses in two ways:
1.) My Clients: go to the My Clients page, click the arrow to the left of the package name you wish to review client data for. This drops down a list of all of your clients in that package. Once you find the client, click the arrow to the left of their name and this will drop down a list of all the modules this client is in. On the right you can click the green arrow next to Learning Log/Journal module and you will be able to see all of their responses.
2.) Run a Report: go to My Reports, click the check-box next to the Package you want to run a report for, then check the client(s) you want to include in the report, click to run your report and you will have all the responses in one document for you to review
Creating a Journal/Learning Log is just one way you can use your JigsawBox you can view other ideas by reviewing our previous blog posts, or visiting our Support Area. Do you have some creative ideas for using your JigsawBox? Or…do you have a question on new ways to use your JigsawBox? Share your ideas and questions below and we may just use your ideas or questions for a future blog post!