Training and Coaching

iCompass offers several different training options, including self-serve training materials and 1-on-1 coaching. Our training options include:

1. “Recorded Easy as That!” Training
2. Additional Training Videos
3. Key Topic Q&A Sessions
4. Coaching
5. Help Guide

 

Recorded “Easy as That!” Training

“Easy as That!” training was recorded to create videos that can be watched at your convenience. Click the links below to review the following training sessions:

• Agenda Reports and Agenda/Packet Creation
• Agenda and Basic Meeting Administration
• Minutes
• Follow-Up and Action Tracking
• Administration

 

Additional Training Videos

• Meeting Follow-Ups
• Staff Training for Report Creation (Action Tracking)
• Council Training

 

Key Topic Q&A Sessions

Online group coaching sessions offer customers the opportunity to ask topic specific questions after watching recorded “Easy as That” training. You can choose which days to attend based on your learning needs and which areas of the system you utilize.

1. Agenda Group Coaching
2. Minutes Group Coaching
3. Action Tracking Group Coaching
4. Administration Group Coaching

BOOK COACHING

 

Coaching

1-on-1 meeting, for 60 minutes with an iCompass coach

• Coaching is tailored for your specific organization
• For specific set up questions, or user admin not covered in training

BOOK COACHING

 

Help Guide

There is also the built in Help Guide which has detailed instructions and screenshots for completing most the functions within your iCompass site.

To access the Help Guide:

1. Click Help.
2. Click Help Guide.
   *The Help Guide that is applicable to the current page you are on will open.