CoachPro ToolsUser manual

User manual / Assessments

Strengths Map

Assessments → Strengths Map

Send an assessment of energy and behaviour use, review the client’s map and add other people’s views with optional 360° feedback.

Send · Complete · Invite · Review and manage

View this page’s sections01Send the assessment02Complete the assessment03Add other views04Review and manage
01

Send the assessment

Choose who to invite and share their link.

01

Open Strengths Map

In the dashboard sidebar, open Assessments and select Strengths Map. The group is after Tools and before Live.

Open Strengths Map
If your AppSumo plan has no White Label

The module is blocked on AppSumo without White Label. The screen offers White Label activation; you need it enabled to use assessments.

If your AppSumo plan has no White Label
02

Choose the client, language and options

Under Send to a client, use Find client by name or email and select Client. Choose Language and decide whether to enable Include feedback from others (360°). Select Create link.

Choose the client, language and options
03

Share the link

Under Link for your client, select Copy link or share through WhatsApp or Email. The client opens their link and answers without creating an account. You can also retrieve the link with Copy link under Sent assessments.

Share the link
If the link expired or the assessment was cancelled

If This link is no longer available. Contact your coach. appears, the client should contact you to check the assessment. A cancelled or expired link cannot be used to continue answering.

If the link expired or the assessment was cancelled
02

Complete the assessment

Explore the journey the client will see.

04

Open the assessment and start

The client opens their link without an account, reads the introduction and selects Start. The map is a reflection tool for sessions, not a validated psychometric test.

Open the assessment and start
05

Place behaviours by energy and use

Work through the 64 behaviours. Tap or drag the dot, or adjust How much energy does it give you? and How much do you do it today?. Select Continue to move on; use Skip to omit a behaviour. Skipped behaviours do not count towards the result.

Place behaviours by energy and use
If you need to continue later

Progress saves automatically. Wait for Progress saved and reopen the same link to resume. If a save error appears, select Try again before closing.

If you need to continue later
06

Review and complete your answers

Under Review before submitting, check how many behaviours you placed. Select Back to review them. You must place at least one to select Complete and view result.

Review and complete your answers
03

Add other views

Invite other people and compare the result.

07

Create and share 360° invitations

If you enabled Include feedback from others (360°), after completing the map the client finds Ask others for their view. They can enter Name (optional) and Relationship (optional), then select Create invitation to create up to 12 invitations. Share each link with one person through Copy link, WhatsApp or Email. Save each link when created: Links created in this browser keeps links only in that browser.

Create and share 360° invitations
08

Answer an invitation without an account

Each invited person opens their own link without an account and selects Start. They place behaviours according to how they see the client and can choose I don't know if unable to comment. Progress is saved in that browser to resume using the same link.

Answer an invitation without an account
09

Add your view and send it

Under Review before submitting, the invited person can answer When have you seen them at their best? and Which of their strengths do you think they're not using yet?. Select Submit my feedback to send; Thank you for sharing your view appears. Only the coach sees these open answers.

Add your view and send it
10

Compare your own and others’ views

The client selects Refresh result and feedback to check new responses. How others see me appears for the client once at least 3 people have answered. As coach, open View result: you can consult available feedback even before three responses, plus Open answers · coach only. With no responses there is no data from others yet.

Compare your own and others’ views
If fewer than three people have answered

The client sees the pending response count and their own map; How others see me is not shown yet, including in their PDF. Share pending invitations and select Refresh result and feedback again after people respond. Individual responses are not shown to the client.

If fewer than three people have answered
If you view the report as coach

Under View result, you can consult How others see me with the available responses, even if there are fewer than three. Open answers · coach only shows what each person who completed their invitation wrote. The client receives the combined view once the minimum is reached.

If you view the report as coach
04

Review and manage

Read the report, download the PDF and manage assessments.

11

Read your five roles and radar

In Your Strengths Map, review Your 5 most energising roles and the The 16 roles radar. How I see myself reflects your answers. The report also includes a table of role scores.

Read your five roles and radar
12

Explore your focus, pace and next steps

Review Your focus and pace: Focus positions Tasks and People; Pace positions Action and Reflection. The four quadrants include behaviours and next steps: Your engines to protect them, Hidden gems to find a chance to use them, They cost you to reduce, share or change how you do them, and To hand over to hand them to someone who enjoys them.

Explore your focus, pace and next steps
13

Download the PDF report

Select Download PDF from the client report or from View result in the dashboard. Wait for the document to finish preparing.

Download the PDF report
14

Check the client file

Open the client file and select the Assessments tab. Their assessments appear there; open completed ones with View result.

Check the client file
15

Cancel or delete an assessment

Under Sent assessments, select Cancel assessment to disable the link or Delete to remove the assessment and its results. Read the confirmation and select Confirm only if you want to apply the action; Delete cannot be undone. Use Go back to leave without changes.

Cancel or delete an assessment

Prepare the next session

Review the report with the client and agree on what to explore. You can reopen it from their file and download the PDF.