These definitions are written for participants, Leaders, Facilitators, Champions, and Admins who need a quick explanation of what each term means.
Leadership Compass
Leadership Compass is a guided leadership development experience.
It helps participants reflect on who they are as leaders, define standards and commitments, complete selected pillars, build a Leadership Compass Guide, and continue applying that guide after the program.
Organization
The organization is the company, client, or workspace where Leadership Compass is enabled.
Users, cohorts, roles, and settings usually belong to a specific organization.
If someone cannot see Leadership Compass or a cohort, confirm they are in the correct organization.
Cohort
A cohort is a group of participants moving through Leadership Compass together.
A cohort may be created for:
- a leadership team
- new managers
- executives
- department leaders
- a pilot group
- a client program
- a specific development initiative
Cohorts can have their own participants, enabled pillars, Leaders, Facilitators, and launch status.
Participant
A Participant is a user completing Leadership Compass.
Participants answer pillar prompts, review reflection cards, build their guide, and decide what guide content to share.
Participants own their reflection work.
Leader
A Leader is a user assigned to support one or more participants.
Leaders may be able to view progress for assigned participants, follow up with encouragement, and support post-program accountability.
Leaders should usually see progress, not private reflection content, unless content is intentionally shared.
Facilitator
A Facilitator is a user assigned to support participant reflection and development.
Facilitators may review reflection cards, provide feedback, respond to messages, support check-ins, and help participants refine guide content.
Facilitators may be internal or external, depending on the program.
Champion
A Champion is a program-level owner or administrator for Leadership Compass.
Champions may help create cohorts, manage participants, assign Leaders and Facilitators, review cohort progress, monitor launch readiness, and resolve access issues.
Champions usually manage the cohort experience rather than completing participant work.
Admin
An Admin is a user with setup or support access.
Admins may help enable Leadership Compass, manage organization settings, troubleshoot access, configure roles, and support cohort setup.
Admin access should be used carefully and only for legitimate setup or support needs.
Pillar
A pillar is a major section of the Leadership Compass experience.
Each pillar focuses on a different part of leadership reflection and development.
A cohort may include one pillar, several pillars, or all available pillars depending on configuration.
Enabled pillar
An enabled pillar is a pillar that is active for a cohort.
Participants are expected to complete enabled pillars.
Disabled pillars should not count against participant progress.
Disabled pillar
A disabled pillar is not part of the cohort’s current Leadership Compass experience.
If a participant does not see a pillar, it may be disabled for that cohort.
Pillar 1: Know Your Core
Pillar 1 helps participants reflect on their identity, values, strengths, motivations, and leadership foundation.
It is usually the starting point for the Leadership Compass experience.
Pillar 2: Set Your Standard
Pillar 2 helps participants define the standards they want to model as leaders.
This may include expectations, non-negotiables, behavior commitments, and what others can count on from them.
Pillar 3: Live Your Promise
Pillar 3 helps participants clarify their leadership promise.
This is the practical expression of how they want to lead, serve, communicate, and show up consistently.
Pillar 4: Lead Your Team
Pillar 4 helps participants connect their leadership commitments to the people they lead.
It may focus on team expectations, trust, communication, feedback, accountability, and how others experience their leadership.
Pillar 5: Refine Your Compass
Pillar 5 helps participants revisit, refine, and strengthen their Leadership Compass before completing the guide.
It often focuses on alignment, recommitment, growth, and next steps.
Prompt
A prompt is a question or instruction inside a pillar.
Prompts help participants reflect and write responses that can later become reflection cards or guide content.
Response
A response is the participant’s answer to a prompt.
Responses should be honest, specific, and written in the participant’s own voice.
Reflection card
A reflection card is a summarized or refined piece of content created from participant responses.
Reflection cards help participants review, clarify, and select the ideas that should move forward into the guide.
Accepted card
An accepted card is a reflection card the participant has approved.
Accepted cards may be used to build the Leadership Compass Guide.
Participants should review cards carefully before accepting them.
Pending card
A pending card is a reflection card that still needs review, editing, or acceptance.
A pillar may not count as fully complete until required cards are accepted.
Card feedback
Card feedback is feedback added to a reflection card.
A Facilitator may use feedback to ask questions, suggest edits, highlight themes, or help the participant refine their thinking.
Visible feedback
Visible feedback is feedback the participant can see.
It is used to support review, editing, and reflection.
Private facilitator note
A private facilitator note is a note intended for the Facilitator’s own support process.
It may be used for check-in preparation, coaching context, or follow-up reminders.
Private notes should be professional, respectful, and relevant.
Leadership Compass Guide
The Leadership Compass Guide is the participant’s final working document.
It is built from accepted reflections and may include leadership identity, values, standards, promises, commitments, roadmap content, and recommitment language.
The guide is meant to be reviewed, edited, signed, shared intentionally, and used after the program.
Guide generation
Guide generation is the process of creating the Leadership Compass Guide from accepted reflection content.
Guide generation may become available only after required pillars and cards are complete.
Guide editing
Guide editing is the process of reviewing and revising the generated guide.
Editing helps make the guide clearer, more personal, more practical, and more accurate.
Guide signing
Guide signing is the process of marking the guide as reviewed, owned, or complete.
Signing does not mean the participant is perfect. It means the participant is ready to use the guide as a leadership reference.
Guide sharing
Guide sharing allows a participant to intentionally share guide content with another person.
Depending on the setup, a participant may share with a Leader, Facilitator, coach, mentor, teammate, or accountability partner.
Sharing should be purposeful.
Shared guide
A shared guide is a guide or selected guide content that has been made available to someone else.
Participants should confirm who they are sharing with and what that person will be able to see.
Alignment moment
An alignment moment is a real situation where a participant notices whether their behavior matched their Leadership Compass.
Alignment moments may involve progress, drift, repair, feedback, or recommitment.
Drift
Drift is when a participant’s behavior moves away from their stated Compass, values, standards, or commitments.
Drift is normal. Leadership growth includes noticing drift and returning to alignment.
Repair
Repair is the action a leader takes after falling short.
Repair may include apologizing, clarifying expectations, reopening a conversation, correcting a decision, or recommitting to a standard.
Recommitment
Recommitment is the act of returning to a leadership standard or promise after progress, drift, or reflection.
It helps participants keep using their Compass over time.
Development roadmap
A development roadmap is a practical plan for continued growth.
It may include focus areas, habits, commitments, next steps, feedback needs, or check-in rhythms.
Post-program experience
The post-program experience is what happens after the active cohort work is complete.
It may include guide review, alignment moments, check-ins, momentum tracking, and continued leadership practice.
Momentum
Momentum describes continued engagement after the main program work is complete.
It may reflect guide review, alignment moments, check-ins, feedback, or other post-program activity depending on the setup.
Check-in
A check-in is a support conversation or request related to Leadership Compass.
A participant may request a check-in with a Facilitator to discuss reflection cards, guide content, alignment moments, feedback, or next steps.
Message
A message is communication between users inside the Leadership Compass workflow, if messaging is enabled.
Messages may be used for support, feedback, check-in planning, or clarification.
Launch
Launch is the point when a cohort becomes available to participants.
Launching may also trigger notifications or invitations, depending on the setup.
Cohort status
Cohort status describes where a cohort is in the process.
Examples may include draft, active, in progress, completed, post-program, or archived.
The exact status labels may vary.
Launch readiness
Launch readiness means the cohort has been reviewed and is ready for participants.
Before launch, confirm participants, enabled pillars, Leaders, Facilitators, notifications, privacy expectations, and support contacts.
Notification
A notification is an email or in-app message that helps users know what to do next.
Notifications may relate to launch, reminders, messages, feedback, check-ins, guide sharing, or progress.
Reminder
A reminder is a notification intended to encourage progress.
Reminders may be sent when a participant has not started, has unfinished pillars, needs to accept reflection cards, or has another incomplete step.
Invitation
An invitation is a message that gives someone access or directs them to take action.
Invitations may be used for cohort launch, participant access, or guide sharing.
Virtual user
A virtual user is a user record created for a person who may not follow the standard internal user flow.
Virtual users may be used for external Facilitators, special assignments, or support situations depending on the setup.
External Facilitator
An External Facilitator is a Facilitator from outside the organization.
External Facilitators should have access only to the cohorts, participants, or support tools they need.
Package
A package is the selected Leadership Compass offering or access level.
Packages may affect which pillars, tools, or features are available.
Unlock
An unlock allows a pillar or feature to become available.
If a user cannot see a pillar or feature, package or unlock settings may need to be checked.
Progress
Progress shows how far a participant or cohort has moved through the Leadership Compass workflow.
Progress may include pillar completion, reflection card acceptance, guide readiness, guide completion, or post-program activity.
Completion
Completion means the required work for the participant or cohort has been finished.
Completion depends on the enabled pillars and required steps.
A participant may not be complete until required reflection cards, guide steps, or signing steps are finished.
Dashboard
A dashboard is a role-specific view of Leadership Compass.
Participants, Leaders, Facilitators, and Champions may see different dashboards because they have different responsibilities.
Participant Dashboard
The Participant Dashboard helps participants complete pillars, review cards, build a guide, and continue using Leadership Compass.
Leader Dashboard
The Leader Dashboard helps Leaders view progress for assigned participants and provide support.
Facilitator Dashboard
The Facilitator Dashboard helps Facilitators review participant progress, feedback, messages, check-ins, and reflection work.
Champion Dashboard
The Champion Dashboard helps Champions manage cohort setup, participant progress, assignments, launch readiness, and program health.
Role assignment
Role assignment determines what a user can see and do.
Examples include Participant, Leader, Facilitator, Champion, and Admin.
If someone cannot see what they expect, role assignment is one of the first things to check.
Scope
Scope describes the boundary of a user’s access.
For example, a Leader may be scoped to assigned participants, while a Champion may be scoped to a whole cohort.
Duplicate account
A duplicate account occurs when the same person has more than one user account.
This can happen when someone uses different email addresses or is invited more than once.
Duplicate accounts can cause missing cohort access or incorrect progress.
Support contact
A support contact is the person or team users should contact when they need help.
This may be a Champion, Admin, Facilitator, internal program owner, or technical support contact.
Summary
Leadership Compass uses roles, cohorts, pillars, reflection cards, guides, sharing, and dashboards to support leadership development.
When something is unclear, start by checking the user’s role, cohort assignment, enabled pillars, and current workflow step.
