When an admin assigns a facilitated course to a team of learners, the Impact Platform ensures that all materials, session invitations, and reinforcement resources are readily accessible from the learners' home page, and that facilitators have access to monitor their sessions, access materials, and track learner attendance and progress. Note: the actual facilitation happens outside of the Impact Platform, either live in person or live online.
Follow the below steps to launch a facilitated course facilitated by one of your in-house facilitators. If you'd like a FranklinCovey Delivery Consultant, please reach out to your client account team.
Step 1: Select the course you want to facilitate
- Log in to your Admin Platform and navigate to the Library tab.
- Click the Platform Facilitated Course filter to ensure the course has platform facilitation available.
- From the now-filtered list, click the tile for the course you want to facilitate.
Step 2: Select Live Facilitated Modality
- On the Course overview page, click Assign on the Live Facilitated modality card.
- Note: If you'd like to see an overview of the facilitated course schedule before assigning, scroll below the modality options to the Course Schedule section and use the Live Facilitated tab(s) to view the schedule.
- Note: If you'd like to see an overview of the facilitated course schedule before assigning, scroll below the modality options to the Course Schedule section and use the Live Facilitated tab(s) to view the schedule.
Step 3: Schedule Your Facilitated Course
- The facilitated course launcher will walk you through 4 steps of creating a facilitated course:
- Course Information: Give your facilitated course a name and select its cadence.
- Tip: Including the content and date in your course name (e.g., 7 Habits February 2025) is usually a good template, but it's up to you!
- People: Select your facilitator (and an optional secondary) as well as your participants. The Facilitator list will include all users with either a Facilitator or Client Admin role, the Participant list will include all of your teams.
- Session Information: Select the date for your first session, the time zone, and the default start time and location (these will auto-fill for all sessions).
- After you input the default information, you'll see the Session List where you can make changes to this information session-by-session if needed. Click the pencil icon in the upper right of a session to edit its details.
- After you input the default information, you'll see the Session List where you can make changes to this information session-by-session if needed. Click the pencil icon in the upper right of a session to edit its details.
- Review Notifications: Select send dates for the course onboarding email and the session calendar invites. If you'd like to send your own invites, check the box to Turn off calendar invites.
- Below the date selection, you'll see lists of the invites and emails learners will receive with the dates they'll receive them. At this time, the dates cannot be adjusted.
- Below the date selection, you'll see lists of the invites and emails learners will receive with the dates they'll receive them. At this time, the dates cannot be adjusted.
- Course Information: Give your facilitated course a name and select its cadence.
- At the bottom of the page, click Save & Continue to Review.
- Review the information for your facilitated course. If anything is incorrect, click Back to Edit. If everything is correct, click Launch Facilitated Course.
