{"id":21085,"date":"2026-07-06T14:57:33","date_gmt":"2026-07-06T19:57:33","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=21085"},"modified":"2026-07-06T14:57:34","modified_gmt":"2026-07-06T19:57:34","slug":"assigning-participants-to-leaders-in-leadership-compass","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=21085","title":{"rendered":"Assigning Participants to Leaders in Leadership Compass"},"content":{"rendered":"\n<p>Leaders help support participants as they move through Leadership Compass.<\/p>\n\n\n\n<p>Assigning participants to leaders makes progress tracking clearer, keeps support focused, and helps protect participant privacy by making sure leaders only see the people they are responsible for.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What does it mean to assign a participant to a leader?<\/h2>\n\n\n\n<p>A participant-to-leader assignment connects one participant with the leader responsible for supporting them during the Leadership Compass process.<\/p>\n\n\n\n<p>This assignment may determine what the leader can see on their dashboard.<\/p>\n\n\n\n<p>For example, a leader may be able to see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>which assigned participants have started<\/li>\n\n\n\n<li>which assigned participants are in progress<\/li>\n\n\n\n<li>which assigned participants are stalled<\/li>\n\n\n\n<li>which assigned participants completed the selected pillars<\/li>\n\n\n\n<li>high-level progress across their assigned group<\/li>\n<\/ul>\n\n\n\n<p>The leader should not automatically see every participant in the organization.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why participant assignments matter<\/h2>\n\n\n\n<p>Assignments help answer practical questions:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Who is responsible for encouraging this participant?<\/li>\n\n\n\n<li>Which leader should follow up if someone is stuck?<\/li>\n\n\n\n<li>Which participants should appear on a leader dashboard?<\/li>\n\n\n\n<li>Which progress data should a leader see?<\/li>\n\n\n\n<li>Which participants should remain outside a leader\u2019s view?<\/li>\n<\/ul>\n\n\n\n<p>Clear assignments make the Leadership Compass experience easier to manage and safer from an access-control perspective.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Who can assign participants to leaders?<\/h2>\n\n\n\n<p>Participant-to-leader assignments are usually managed by a Champion or Admin.<\/p>\n\n\n\n<p>A Champion may assign participants during cohort setup or update assignments later if roles change.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">When should participants be assigned?<\/h2>\n\n\n\n<p>Ideally, participants should be assigned to leaders before the cohort launches.<\/p>\n\n\n\n<p>This helps leaders understand who they are supporting from the beginning and gives the Champion a clearer view of the cohort structure.<\/p>\n\n\n\n<p>Assignments can sometimes be updated later, but it is best to set them correctly before participants begin.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What leaders are responsible for<\/h2>\n\n\n\n<p>Leaders are not responsible for completing the participant\u2019s reflection work.<\/p>\n\n\n\n<p>Instead, leaders help create accountability and encouragement.<\/p>\n\n\n\n<p>A leader may:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>encourage participants to start<\/li>\n\n\n\n<li>notice when someone is stuck<\/li>\n\n\n\n<li>remind participants about deadlines<\/li>\n\n\n\n<li>help remove obstacles<\/li>\n\n\n\n<li>reinforce the importance of the program<\/li>\n\n\n\n<li>support follow-through after the guide is complete<\/li>\n<\/ul>\n\n\n\n<p>Leaders should not rewrite a participant\u2019s Compass or pressure participants to share private reflections.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What leaders may be able to see<\/h2>\n\n\n\n<p>Depending on your organization\u2019s configuration, leaders may be able to see progress information for assigned participants.<\/p>\n\n\n\n<p>This may include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>participant name<\/li>\n\n\n\n<li>cohort membership<\/li>\n\n\n\n<li>start status<\/li>\n\n\n\n<li>completion status<\/li>\n\n\n\n<li>pillar progress<\/li>\n\n\n\n<li>overall progress<\/li>\n\n\n\n<li>last activity or last saved date<\/li>\n<\/ul>\n\n\n\n<p>Leader dashboards are intended to support follow-up and accountability.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What leaders should not automatically see<\/h2>\n\n\n\n<p>Leadership Compass includes personal reflection content. That content should be handled carefully.<\/p>\n\n\n\n<p>Leaders should not automatically see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>private reflection answers<\/li>\n\n\n\n<li>facilitator-only notes<\/li>\n\n\n\n<li>unshared guide content<\/li>\n\n\n\n<li>participants outside their assignment group<\/li>\n\n\n\n<li>private check-in messages intended for facilitators<\/li>\n<\/ul>\n\n\n\n<p>If a participant chooses to share their final guide, that is a separate action.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Can one leader support multiple participants?<\/h2>\n\n\n\n<p>Yes.<\/p>\n\n\n\n<p>One leader may be assigned to several participants.<\/p>\n\n\n\n<p>For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>a manager may support all direct reports in a cohort<\/li>\n\n\n\n<li>a department head may support several team leads<\/li>\n\n\n\n<li>an executive may sponsor a small group of emerging leaders<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Can one participant have more than one leader?<\/h2>\n\n\n\n<p>This depends on your organization\u2019s setup.<\/p>\n\n\n\n<p>Some organizations may use one primary leader per participant. Others may allow multiple leaders or support contacts.<\/p>\n\n\n\n<p>If more than one leader is involved, make sure responsibilities are clear so participants do not receive conflicting guidance.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Can a leader also be a participant?<\/h2>\n\n\n\n<p>Yes.<\/p>\n\n\n\n<p>A leader can support assigned participants and also complete their own Leadership Compass work.<\/p>\n\n\n\n<p>For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>a department head supports team leads as a Leader<\/li>\n\n\n\n<li>the same department head also completes Leadership Compass as a Participant in an executive cohort<\/li>\n<\/ul>\n\n\n\n<p>When someone has more than one role, access should be based on the specific cohort and role assignment.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How assignments affect the leader dashboard<\/h2>\n\n\n\n<p>The leader dashboard should show the participants assigned to that leader.<\/p>\n\n\n\n<p>This makes the dashboard useful without overwhelming the leader with unrelated information.<\/p>\n\n\n\n<p>A good leader dashboard helps the leader see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>who has not started<\/li>\n\n\n\n<li>who is currently active<\/li>\n\n\n\n<li>who may need encouragement<\/li>\n\n\n\n<li>who has completed all selected pillars<\/li>\n\n\n\n<li>where follow-up may be needed<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How assignments affect participant privacy<\/h2>\n\n\n\n<p>Assignments are part of the privacy model.<\/p>\n\n\n\n<p>A leader should not gain broad visibility into everyone\u2019s Leadership Compass work just because they have a Leader role somewhere in the organization.<\/p>\n\n\n\n<p>Leader access should be scoped to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the cohort<\/li>\n\n\n\n<li>the assigned participants<\/li>\n\n\n\n<li>the appropriate level of progress visibility<\/li>\n<\/ul>\n\n\n\n<p>This keeps support targeted and protects participant trust.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What should Champions check before launch?<\/h2>\n\n\n\n<p>Before launching the cohort, Champions should confirm:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>every participant who needs a leader has one assigned<\/li>\n\n\n\n<li>each leader has the correct participants<\/li>\n\n\n\n<li>leaders are not assigned to unrelated participants<\/li>\n\n\n\n<li>leaders understand their role<\/li>\n\n\n\n<li>participants know who is supporting them<\/li>\n\n\n\n<li>facilitator assignments are also correct, if facilitators are being used<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Changing leader assignments<\/h2>\n\n\n\n<p>Leader assignments may need to change over time.<\/p>\n\n\n\n<p>Common reasons include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>reporting structure changes<\/li>\n\n\n\n<li>someone was assigned to the wrong leader<\/li>\n\n\n\n<li>a leader leaves the organization<\/li>\n\n\n\n<li>a participant moves teams<\/li>\n\n\n\n<li>a new leader takes over a cohort<\/li>\n\n\n\n<li>the cohort structure changes before launch<\/li>\n<\/ul>\n\n\n\n<p>When changing assignments, confirm whether the previous leader should still have access to that participant\u2019s progress.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Best practices for Champions<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Assign leaders before launching the cohort.<\/li>\n\n\n\n<li>Keep assignments aligned with real support relationships.<\/li>\n\n\n\n<li>Avoid assigning leaders broadly unless they truly support all participants.<\/li>\n\n\n\n<li>Review assignments when reporting structure changes.<\/li>\n\n\n\n<li>Explain to leaders what they can and cannot see.<\/li>\n\n\n\n<li>Protect participant reflection privacy.<\/li>\n\n\n\n<li>Use facilitator roles for deeper reflection support.<\/li>\n\n\n\n<li>Use leader roles for progress support and encouragement.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Best practices for Leaders<\/h2>\n\n\n\n<p>If you are assigned as a Leader:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>encourage participants without taking over their work<\/li>\n\n\n\n<li>focus on progress and accountability<\/li>\n\n\n\n<li>respect participant privacy<\/li>\n\n\n\n<li>do not pressure participants to share personal reflections<\/li>\n\n\n\n<li>ask the Champion or Facilitator when you are unsure what to do<\/li>\n\n\n\n<li>celebrate completion and follow-through<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Common questions<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Why can\u2019t I see all participants?<\/h3>\n\n\n\n<p>You may only be assigned to specific participants. Leader access is usually scoped to the people you support.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">I am a leader but my dashboard is empty.<\/h3>\n\n\n\n<p>You may not have any participants assigned yet. Ask the Champion to review your assignment.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">I see the wrong participants.<\/h3>\n\n\n\n<p>Ask the Champion or Admin to review participant-to-leader assignments.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can leaders see reflection cards?<\/h3>\n\n\n\n<p>This depends on the organization\u2019s configuration. In general, leader visibility should focus on progress, not private reflection content.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can leaders message participants?<\/h3>\n\n\n\n<p>This depends on the program setup. Some cohorts may use facilitator-led messaging instead.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can a participant change their leader?<\/h3>\n\n\n\n<p>Usually, the Champion or Admin manages assignments. If the wrong leader is assigned, contact the Champion.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">A leader cannot access the leader dashboard.<\/h3>\n\n\n\n<p>Confirm that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the user has the Leader role<\/li>\n\n\n\n<li>the user is assigned to the cohort<\/li>\n\n\n\n<li>the cohort is active<\/li>\n\n\n\n<li>the leader has assigned participants<\/li>\n\n\n\n<li>the user is in the correct organization<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">A participant is missing from the leader dashboard.<\/h3>\n\n\n\n<p>Confirm that the participant is assigned to that leader in the cohort.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">A leader sees too many participants.<\/h3>\n\n\n\n<p>Review whether the leader has broad cohort access or whether assignments are too broad.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">A participant changed teams.<\/h3>\n\n\n\n<p>Update the leader assignment if the participant should now be supported by a different leader.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Summary<\/h2>\n\n\n\n<p>Participant-to-leader assignments help make Leadership Compass easier to support.<\/p>\n\n\n\n<p>They give leaders a clear group to encourage, give Champions better structure, and help protect participant privacy by keeping access scoped to the right people.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Leaders help support participants as they move through Leadership Compass. Assigning participants to leaders makes progress tracking clearer, keeps support focused, and helps protect participant privacy by making sure leaders [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":21086,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[202],"tags":[154,203,205],"class_list":["post-21085","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-leadership-compass","tag-leaders","tag-leadership-compass","tag-participants"],"wps_subtitle":"Leaders help support participants as they move through Leadership Compass.","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21085","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=21085"}],"version-history":[{"count":2,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21085\/revisions"}],"predecessor-version":[{"id":21088,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21085\/revisions\/21088"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/media\/21086"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21085"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21085"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21085"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}