Understanding Teams

As you start working with Goalify Professional or when reading through our documentation, you are going to see a lot of references to the term team. This article goes over what the term means within Goalify Professional and how you can use teams to structure your coaching environment.

What is a Team?

In short, a team is the fundamental organizational structure used in Goalify Professional. Everything within Goalify Professional needs to belong to a team.

Each team has its own independent set of the following:

• Coaches
• Clients
• Assets
• Campaigns
• Communication channels

Think of teams as a department, branch or corporate mandate. Create a new team whenever you want to create an independent list of coaches and clients. While coaches or even clients can be part of more than one team, a team's content cannot be shared among different teams. However, coaches can copy goal templates and workflows between teams.

When to Use Multiple Teams

Let's look at a few practical illustrations of when it is best to leverage multiple teams.

Individual Corporate Mandates

As a consultancy firm, you might have many different independent corporate mandates. Each mandate might even involve different consultants working with different clients.

In such a case, it is best to create a team for each mandate. Here's why:

• Only consultants assigned need to be able to access the clients and their progress
• Clients from different mandates must be kept separate from each other
• Differing or incongruous objectives can complicate or hinder top-level analysis
• Additional license can easily be managed on demand – no long-term commitments
• A single monthly invoice to provide clear insight into the total cost of investment

Corporate Structure

A company can create and administer one central Goalify Professional account. Each department will become a team with the department leader assigned as a coach. Employing this setup has many advantages:

• Each department has a manageable list of clients (i.e. employees of the department)
• Each department has its own communication channel
• Department heads can only look at their own department
• Upper management or HR can be assigned to each team
• Easy administration of additional licenses as needed
• Just one monthly invoice gives a clear overview of the total cost of investment

Coaching Collaboration

As an independent coaching professional, you might nonetheless be part of a team or fixed network. You might share the same office space, appear as one brand or regularly share the same resources. Using a central account with additional teams can be an easy to use and cost-effective solution compared to individual subscriptions:

• Each coach has a separate team with his or her own clients
• It's easy to invite colleagues to a team for collaboration
• You avoid duplicate licenses
• There's only one monthly invoice