{"id":21071,"date":"2026-07-06T14:31:24","date_gmt":"2026-07-06T19:31:24","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=21071"},"modified":"2026-07-06T14:31:25","modified_gmt":"2026-07-06T19:31:25","slug":"understanding-leadership-compass-cohorts","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=21071","title":{"rendered":"Understanding Leadership Compass Cohorts"},"content":{"rendered":"\n<p>A cohort is the group of people completing Leadership Compass together.<\/p>\n\n\n\n<p>Cohorts help organize participants, leaders, facilitators, enabled pillars, progress tracking, and final guide completion. Most Leadership Compass work happens inside a cohort.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is a cohort?<\/h2>\n\n\n\n<p>A cohort is a specific Leadership Compass program group.<\/p>\n\n\n\n<p>For example, your organization might create cohorts such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Spring Leadership Cohort<\/li>\n\n\n\n<li>Executive Team Compass<\/li>\n\n\n\n<li>New Manager Cohort<\/li>\n\n\n\n<li>Operations Leadership Group<\/li>\n\n\n\n<li>Department Head Compass<\/li>\n\n\n\n<li>Emerging Leaders Program<\/li>\n<\/ul>\n\n\n\n<p>Each cohort can have its own participants, leaders, facilitators, enabled pillars, and progress status.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why cohorts matter<\/h2>\n\n\n\n<p>Cohorts make Leadership Compass easier to manage.<\/p>\n\n\n\n<p>They help answer questions like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Who is participating?<\/li>\n\n\n\n<li>Which pillars are included?<\/li>\n\n\n\n<li>Who is the Champion?<\/li>\n\n\n\n<li>Which leaders are responsible for which participants?<\/li>\n\n\n\n<li>Which facilitator is supporting the group?<\/li>\n\n\n\n<li>Who has started?<\/li>\n\n\n\n<li>Who is stuck?<\/li>\n\n\n\n<li>Who has completed the program?<\/li>\n\n\n\n<li>Who is ready to generate a guide?<\/li>\n<\/ul>\n\n\n\n<p>Without cohorts, it would be difficult to separate one leadership development group from another.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What belongs to a cohort?<\/h2>\n\n\n\n<p>A cohort may include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>a cohort name<\/li>\n\n\n\n<li>one or more Champions<\/li>\n\n\n\n<li>Participants<\/li>\n\n\n\n<li>Leaders<\/li>\n\n\n\n<li>Facilitators<\/li>\n\n\n\n<li>enabled pillars<\/li>\n\n\n\n<li>participant progress<\/li>\n\n\n\n<li>reflection cards<\/li>\n\n\n\n<li>facilitator feedback<\/li>\n\n\n\n<li>final Leadership Compass Guides<\/li>\n\n\n\n<li>post-program activity<\/li>\n<\/ul>\n\n\n\n<p>Each person\u2019s Leadership Compass work is tied to the cohort where they completed it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Who creates a cohort?<\/h2>\n\n\n\n<p>A cohort is usually created by a Champion or Admin.<\/p>\n\n\n\n<p>The Champion is responsible for setting up the program group, assigning people, and helping the cohort move through the Leadership Compass process.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">When should I create a new cohort?<\/h2>\n\n\n\n<p>Create a new cohort when you want to run Leadership Compass for a distinct group of people.<\/p>\n\n\n\n<p>Common reasons to create a new cohort include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>a new leadership development program is starting<\/li>\n\n\n\n<li>a new team is going through the process<\/li>\n\n\n\n<li>a department wants its own group<\/li>\n\n\n\n<li>a new calendar cycle begins<\/li>\n\n\n\n<li>a different facilitator is supporting a different group<\/li>\n\n\n\n<li>a group needs different enabled pillars<\/li>\n\n\n\n<li>you want separate progress tracking<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Can one organization have multiple cohorts?<\/h2>\n\n\n\n<p>Yes.<\/p>\n\n\n\n<p>An organization can run multiple Leadership Compass cohorts over time. This is useful for organizations that run Leadership Compass by department, team, leadership level, location, or program cycle.<\/p>\n\n\n\n<p>For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Cohort 1: Executive Team<\/li>\n\n\n\n<li>Cohort 2: Senior Managers<\/li>\n\n\n\n<li>Cohort 3: Emerging Leaders<\/li>\n\n\n\n<li>Cohort 4: Operations Supervisors<\/li>\n<\/ul>\n\n\n\n<p>Each cohort can be tracked separately.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Can a person belong to more than one cohort?<\/h2>\n\n\n\n<p>Yes, if the organization\u2019s setup allows it.<\/p>\n\n\n\n<p>A person might complete Leadership Compass as a participant in one cohort and support another cohort as a leader or facilitator.<\/p>\n\n\n\n<p>For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Jordan is a Participant in the Executive Team cohort.<\/li>\n\n\n\n<li>Jordan is also a Leader for the Emerging Leaders cohort.<\/li>\n\n\n\n<li>Morgan facilitates two different cohorts.<\/li>\n\n\n\n<li>Casey is a Champion for the whole program.<\/li>\n<\/ul>\n\n\n\n<p>Access is based on the role assigned within each cohort.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Cohort roles<\/h2>\n\n\n\n<p>A cohort may include several role types.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Champion<\/h3>\n\n\n\n<p>The Champion manages the cohort setup and progress.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Participant<\/h3>\n\n\n\n<p>The Participant completes the Leadership Compass pillars and builds a personal Leadership Compass Guide.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Leader<\/h3>\n\n\n\n<p>The Leader supports assigned participants and may monitor progress.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Facilitator<\/h3>\n\n\n\n<p>The Facilitator guides participants through reflection, feedback, and check-ins.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Admin<\/h3>\n\n\n\n<p>The Admin may support setup, troubleshooting, or organization-level configuration.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Enabled pillars<\/h2>\n\n\n\n<p>A cohort does not always have to use all five pillars.<\/p>\n\n\n\n<p>The Champion may enable all five pillars or select only certain pillars based on the program design.<\/p>\n\n\n\n<p>The five pillars are:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Know Your Core<\/li>\n\n\n\n<li>Set Your Standard<\/li>\n\n\n\n<li>Live Your Promise<\/li>\n\n\n\n<li>Lead Your Team<\/li>\n\n\n\n<li>Refine Your Compass<\/li>\n<\/ol>\n\n\n\n<p>Participants only complete the pillars enabled for their cohort.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Cohort lifecycle<\/h2>\n\n\n\n<p>A cohort may move through several states.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Draft<\/h3>\n\n\n\n<p>The cohort is being configured. Participants may not have access yet.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Active<\/h3>\n\n\n\n<p>The cohort is live. Participants can begin or continue the Leadership Compass process.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Completed<\/h3>\n\n\n\n<p>The active program phase is complete. Participants may move into guide generation and post-program reflection.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Archived<\/h3>\n\n\n\n<p>The cohort is no longer active, but may remain available for historical reference or reporting.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What happens when a cohort is active?<\/h2>\n\n\n\n<p>When a cohort is active, participants can begin working through the enabled Leadership Compass steps.<\/p>\n\n\n\n<p>Depending on the setup, participants may:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>enter CliftonStrengths<\/li>\n\n\n\n<li>complete enabled pillars<\/li>\n\n\n\n<li>review reflection cards<\/li>\n\n\n\n<li>accept reflections<\/li>\n\n\n\n<li>generate a Leadership Compass Guide<\/li>\n\n\n\n<li>message a facilitator<\/li>\n\n\n\n<li>request a check-in<\/li>\n\n\n\n<li>continue into the post-program dashboard<\/li>\n<\/ul>\n\n\n\n<p>Leaders and facilitators may also gain access to their role-specific dashboards.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What should a Champion check before launching a cohort?<\/h2>\n\n\n\n<p>Before launching, confirm:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the cohort name is clear<\/li>\n\n\n\n<li>all intended participants are included<\/li>\n\n\n\n<li>participants are assigned to the correct leaders<\/li>\n\n\n\n<li>facilitators are assigned correctly<\/li>\n\n\n\n<li>enabled pillars are correct<\/li>\n\n\n\n<li>pricing\/unlocks are understood<\/li>\n\n\n\n<li>participant notifications are ready<\/li>\n\n\n\n<li>the cohort status is ready to move from draft to active<\/li>\n<\/ul>\n\n\n\n<p>A clean cohort setup prevents confusion later.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What can participants see?<\/h2>\n\n\n\n<p>Participants usually see their own Leadership Compass workflow inside the cohort.<\/p>\n\n\n\n<p>They may see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the cohort name<\/li>\n\n\n\n<li>their own progress<\/li>\n\n\n\n<li>available pillars<\/li>\n\n\n\n<li>their reflection cards<\/li>\n\n\n\n<li>their Leadership Compass Guide<\/li>\n\n\n\n<li>post-program reflection tools<\/li>\n<\/ul>\n\n\n\n<p>Participants do not manage the cohort unless they also have a Champion or Admin role.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What can leaders see?<\/h2>\n\n\n\n<p>Leaders usually see progress for participants assigned to them.<\/p>\n\n\n\n<p>They may see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>who has started<\/li>\n\n\n\n<li>who is in progress<\/li>\n\n\n\n<li>who is stalled<\/li>\n\n\n\n<li>who completed the selected pillars<\/li>\n\n\n\n<li>high-level progress signals<\/li>\n<\/ul>\n\n\n\n<p>Leaders should not automatically see private participant reflection content unless the program specifically allows it or the participant shares it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What can facilitators see?<\/h2>\n\n\n\n<p>Facilitators usually see participants or cohorts they are assigned to support.<\/p>\n\n\n\n<p>They may see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>participant progress<\/li>\n\n\n\n<li>reflection cards<\/li>\n\n\n\n<li>facilitator feedback tools<\/li>\n\n\n\n<li>check-in requests<\/li>\n\n\n\n<li>messages from participants<\/li>\n<\/ul>\n\n\n\n<p>Facilitator access should be scoped to the people or cohorts they support.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What happens after a cohort finishes?<\/h2>\n\n\n\n<p>When participants complete all selected pillars, they move toward the completion experience.<\/p>\n\n\n\n<p>From there, participants can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>generate their Leadership Compass Guide<\/li>\n\n\n\n<li>edit and sign the guide<\/li>\n\n\n\n<li>share the guide by invitation<\/li>\n\n\n\n<li>use the post-program dashboard<\/li>\n\n\n\n<li>log alignment moments<\/li>\n\n\n\n<li>track commitments over time<\/li>\n<\/ul>\n\n\n\n<p>A cohort may remain visible to Champions, Leaders, and Facilitators for progress review or historical reporting, depending on permissions.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Common questions<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">I do not see my cohort.<\/h3>\n\n\n\n<p>You may not have been added to the cohort, or your role may not have access. Contact your Champion or Admin.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">I see the cohort, but I cannot start.<\/h3>\n\n\n\n<p>The cohort may still be in draft status, or you may not be assigned as a Participant.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">I am a leader but do not see my team.<\/h3>\n\n\n\n<p>Participants may not be assigned to you yet. Ask the Champion to review participant-to-leader assignments.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">I am a facilitator but do not see participants.<\/h3>\n\n\n\n<p>You may not be assigned to the cohort or participants yet. Ask the Champion or Admin to review facilitator assignments.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can we change the enabled pillars later?<\/h3>\n\n\n\n<p>This depends on your organization\u2019s setup and whether participants have already started. Changing enabled pillars after launch may affect progress, pricing, and guide generation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can a completed cohort be reused?<\/h3>\n\n\n\n<p>Usually, it is better to create a new cohort for a new group or new program cycle. This keeps progress and reporting clean.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Best practices<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use clear cohort names.<\/li>\n\n\n\n<li>Keep cohorts focused around a real group or program cycle.<\/li>\n\n\n\n<li>Assign leaders and facilitators before launch.<\/li>\n\n\n\n<li>Avoid giving broad access when scoped access is enough.<\/li>\n\n\n\n<li>Confirm enabled pillars before participants begin.<\/li>\n\n\n\n<li>Create a new cohort for each major program cycle.<\/li>\n\n\n\n<li>Review cohort progress regularly during the active phase.<\/li>\n<\/ul>\n\n\n\n<p>A well-structured cohort makes Leadership Compass easier to complete, easier to support, and easier to report on.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A cohort is the group of people completing Leadership Compass together. Cohorts help organize participants, leaders, facilitators, enabled pillars, progress tracking, and final guide completion. Most Leadership Compass work happens [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":21072,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[202],"tags":[27,203,8],"class_list":["post-21071","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-leadership-compass","tag-implementation","tag-leadership-compass","tag-users"],"wps_subtitle":"Cohorts help organize participants, leaders, facilitators, enabled pillars, progress tracking, and final guide completion.","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21071","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=21071"}],"version-history":[{"count":2,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21071\/revisions"}],"predecessor-version":[{"id":21074,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21071\/revisions\/21074"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/media\/21072"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21071"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21071"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21071"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}