{"id":21089,"date":"2026-07-06T15:09:45","date_gmt":"2026-07-06T20:09:45","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=21089"},"modified":"2026-07-06T15:09:46","modified_gmt":"2026-07-06T20:09:46","slug":"assigning-facilitators-in-leadership-compass","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=21089","title":{"rendered":"Assigning Facilitators in Leadership Compass"},"content":{"rendered":"\n<p>Facilitators help guide participants through the Leadership Compass process.<\/p>\n\n\n\n<p>They may support reflection, review progress, provide feedback, respond to check-in requests, and help participants turn their answers into a meaningful Leadership Compass Guide.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What is a facilitator?<\/h2>\n\n\n\n<p>A Facilitator is a support role inside Leadership Compass.<\/p>\n\n\n\n<p>Facilitators may be:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>internal coaches<\/li>\n\n\n\n<li>HR partners<\/li>\n\n\n\n<li>learning and development staff<\/li>\n\n\n\n<li>consultants<\/li>\n\n\n\n<li>certified facilitators<\/li>\n\n\n\n<li>executive coaches<\/li>\n\n\n\n<li>trusted leadership guides<\/li>\n<\/ul>\n\n\n\n<p>The facilitator\u2019s role is to support the participant\u2019s growth without taking over the participant\u2019s voice.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why facilitator assignments matter<\/h2>\n\n\n\n<p>Leadership Compass includes personal leadership reflection. Participants may write about values, standards, challenges, team dynamics, conflict, commitments, and growth areas.<\/p>\n\n\n\n<p>Facilitator assignments help make sure the right person can support the right participant or cohort.<\/p>\n\n\n\n<p>Good facilitator assignments help answer:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Who is supporting this participant?<\/li>\n\n\n\n<li>Who should review reflection progress?<\/li>\n\n\n\n<li>Who should receive check-in requests?<\/li>\n\n\n\n<li>Who can provide feedback?<\/li>\n\n\n\n<li>Who can message the participant?<\/li>\n\n\n\n<li>Who should not have access?<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Who can assign facilitators?<\/h2>\n\n\n\n<p>Facilitators are usually assigned by a Champion or Admin.<\/p>\n\n\n\n<p>A Champion may assign facilitators during cohort setup or update facilitator assignments later if program support changes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">When should facilitators be assigned?<\/h2>\n\n\n\n<p>Ideally, facilitators should be assigned before the cohort launches.<\/p>\n\n\n\n<p>This helps participants know who is supporting them and ensures facilitators can see the right people when the cohort begins.<\/p>\n\n\n\n<p>Facilitators can sometimes be assigned later, but it is better to set them up before participants begin reflection work.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What facilitators may be able to do<\/h2>\n\n\n\n<p>Depending on your organization\u2019s setup, facilitators may be able to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>view assigned participants<\/li>\n\n\n\n<li>review participant progress<\/li>\n\n\n\n<li>review reflection cards<\/li>\n\n\n\n<li>provide feedback on reflection cards<\/li>\n\n\n\n<li>add feedback visible to the participant<\/li>\n\n\n\n<li>add private facilitator notes<\/li>\n\n\n\n<li>respond to participant messages<\/li>\n\n\n\n<li>receive check-in requests<\/li>\n\n\n\n<li>help participants prepare their final guide<\/li>\n<\/ul>\n\n\n\n<p>Facilitator access should be scoped to the cohorts or participants they are assigned to support.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What facilitators should not automatically see<\/h2>\n\n\n\n<p>Facilitators should not automatically see everything in the organization.<\/p>\n\n\n\n<p>They should not automatically see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>every cohort<\/li>\n\n\n\n<li>every participant<\/li>\n\n\n\n<li>participants outside their assignment<\/li>\n\n\n\n<li>leader-only views<\/li>\n\n\n\n<li>admin configuration areas<\/li>\n\n\n\n<li>content that has not been made available to their role<\/li>\n<\/ul>\n\n\n\n<p>Facilitator access should match the support relationship.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Facilitator feedback<\/h2>\n\n\n\n<p>Facilitators may review reflection cards and leave feedback.<\/p>\n\n\n\n<p>Feedback may include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>encouragement<\/li>\n\n\n\n<li>clarifying questions<\/li>\n\n\n\n<li>coaching prompts<\/li>\n\n\n\n<li>suggested areas to revisit<\/li>\n\n\n\n<li>notes about patterns or themes<\/li>\n\n\n\n<li>labels such as \u201cStrong,\u201d \u201cDiscuss,\u201d or \u201cNeeds Review\u201d<\/li>\n<\/ul>\n\n\n\n<p>The goal is to help the participant refine their own thinking.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Visible feedback vs private notes<\/h2>\n\n\n\n<p>Some facilitator notes may be visible to the participant. Other notes may be private to the facilitator.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Visible feedback<\/h3>\n\n\n\n<p>Visible feedback is meant for the participant to read.<\/p>\n\n\n\n<p>Use visible feedback for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>encouragement<\/li>\n\n\n\n<li>coaching prompts<\/li>\n\n\n\n<li>questions to consider<\/li>\n\n\n\n<li>suggestions for strengthening a reflection<\/li>\n\n\n\n<li>comments that help the participant move forward<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Private notes<\/h3>\n\n\n\n<p>Private notes are not meant for the participant to see.<\/p>\n\n\n\n<p>Use private notes carefully for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>preparation before a coaching conversation<\/li>\n\n\n\n<li>internal reminders<\/li>\n\n\n\n<li>observations that require more context<\/li>\n\n\n\n<li>follow-up planning<\/li>\n<\/ul>\n\n\n\n<p>Private notes should still be professional and appropriate.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Messaging a facilitator<\/h2>\n\n\n\n<p>Participants may be able to message their assigned facilitator.<\/p>\n\n\n\n<p>This can be useful when a participant:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>is stuck on a pillar<\/li>\n\n\n\n<li>wants help interpreting reflection cards<\/li>\n\n\n\n<li>needs guidance before accepting cards<\/li>\n\n\n\n<li>has a question about the guide<\/li>\n\n\n\n<li>wants to request a check-in<\/li>\n<\/ul>\n\n\n\n<p>Messages should go to the facilitator assigned to that participant or cohort.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Requesting a check-in<\/h2>\n\n\n\n<p>Participants may be able to request a check-in with their facilitator.<\/p>\n\n\n\n<p>A check-in request may include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>preferred timing<\/li>\n\n\n\n<li>a question<\/li>\n\n\n\n<li>a note about where they are stuck<\/li>\n\n\n\n<li>context about what they want to discuss<\/li>\n<\/ul>\n\n\n\n<p>The facilitator can then follow up to schedule time or provide guidance.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Internal vs external facilitators<\/h2>\n\n\n\n<p>Facilitators may be internal or external.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Internal facilitators<\/h3>\n\n\n\n<p>Internal facilitators are usually employees or organization members, such as HR partners, coaches, or leadership development staff.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">External facilitators<\/h3>\n\n\n\n<p>External facilitators may be consultants, certified facilitators, coaches, or partners outside the organization.<\/p>\n\n\n\n<p>External facilitators should be assigned carefully and should only see the cohorts or participants they support.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Virtual facilitator users<\/h2>\n\n\n\n<p>Some organizations may use virtual users for external facilitators or support roles.<\/p>\n\n\n\n<p>A virtual user can allow a facilitator to access the right parts of Leadership Compass without being counted as a standard participant.<\/p>\n\n\n\n<p>Virtual users should still have clear role assignments and access boundaries.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Can a facilitator support multiple cohorts?<\/h2>\n\n\n\n<p>Yes.<\/p>\n\n\n\n<p>A facilitator can support multiple cohorts if they are assigned to each one.<\/p>\n\n\n\n<p>For example, one facilitator might support:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>an executive cohort<\/li>\n\n\n\n<li>a new manager cohort<\/li>\n\n\n\n<li>a department cohort<\/li>\n\n\n\n<li>a follow-up cohort<\/li>\n<\/ul>\n\n\n\n<p>Each assignment should be intentional.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Can a facilitator also be a participant?<\/h2>\n\n\n\n<p>Yes.<\/p>\n\n\n\n<p>A facilitator may support one cohort while completing Leadership Compass as a participant in another cohort.<\/p>\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\">What should Champions check before launch?<\/h2>\n\n\n\n<p>Before launching a cohort, Champions should confirm:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>facilitators are assigned correctly<\/li>\n\n\n\n<li>external facilitators have the right user setup<\/li>\n\n\n\n<li>facilitator access is scoped correctly<\/li>\n\n\n\n<li>participants know who their facilitator is<\/li>\n\n\n\n<li>facilitators understand what they can and cannot see<\/li>\n\n\n\n<li>check-in and messaging workflows are ready<\/li>\n\n\n\n<li>facilitator expectations are clear<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Changing facilitator assignments<\/h2>\n\n\n\n<p>Facilitator assignments may change if:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the wrong facilitator was assigned<\/li>\n\n\n\n<li>a new facilitator takes over<\/li>\n\n\n\n<li>the cohort structure changes<\/li>\n\n\n\n<li>an external consultant is added or removed<\/li>\n\n\n\n<li>a participant needs a different support person<\/li>\n<\/ul>\n\n\n\n<p>When changing facilitator assignments, confirm whether the previous facilitator should retain any access.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Best practices for facilitators<\/h2>\n\n\n\n<p>If you are a facilitator:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>support the participant\u2019s own voice<\/li>\n\n\n\n<li>ask clarifying questions<\/li>\n\n\n\n<li>use feedback to strengthen reflection, not replace it<\/li>\n\n\n\n<li>respect participant privacy<\/li>\n\n\n\n<li>keep private notes professional<\/li>\n\n\n\n<li>respond to check-in requests in a timely way<\/li>\n\n\n\n<li>help participants connect the Compass to real leadership behavior<\/li>\n\n\n\n<li>encourage completion without rushing the work<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Best practices for Champions<\/h2>\n\n\n\n<p>If you are assigning facilitators:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>assign facilitators before launch<\/li>\n\n\n\n<li>avoid giving broad access when scoped access is enough<\/li>\n\n\n\n<li>make sure external facilitators have the correct user setup<\/li>\n\n\n\n<li>confirm who receives participant messages<\/li>\n\n\n\n<li>confirm who receives check-in requests<\/li>\n\n\n\n<li>review facilitator access when cohort structure changes<\/li>\n\n\n\n<li>communicate expectations clearly to both facilitators and participants<\/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 a facilitator see a cohort?<\/h3>\n\n\n\n<p>The facilitator may not be assigned to that cohort, or the cohort may not be active.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Why can\u2019t a facilitator see a participant?<\/h3>\n\n\n\n<p>The participant may not be assigned to that facilitator, or the facilitator\u2019s access may be scoped differently.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can facilitators see private reflections?<\/h3>\n\n\n\n<p>Facilitators may be able to review reflection cards if assigned, depending on the program setup. They should only see content needed to support the participant.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can facilitators see leader dashboards?<\/h3>\n\n\n\n<p>Not usually. Facilitator and leader dashboards serve different purposes.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can facilitators message participants?<\/h3>\n\n\n\n<p>This depends on the organization\u2019s setup. If messaging is enabled, messages should stay scoped to assigned participants or cohorts.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Are facilitators counted as paid participants?<\/h3>\n\n\n\n<p>Not usually. Facilitators are support roles unless they are also completing Leadership Compass as Participants.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">A facilitator cannot access facilitator tools.<\/h3>\n\n\n\n<p>Confirm that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the user has the Facilitator 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 user is in the correct organization<\/li>\n\n\n\n<li>the facilitator has assigned participants, if participant-level assignment is required<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">A participant cannot message a facilitator.<\/h3>\n\n\n\n<p>Confirm that a facilitator is assigned and that messaging is enabled for the cohort.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">A check-in request is not reaching the facilitator.<\/h3>\n\n\n\n<p>Confirm the participant has an assigned facilitator and that notifications are configured correctly.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">A facilitator sees too many participants.<\/h3>\n\n\n\n<p>Review facilitator assignments and access scope. The facilitator may have broad cohort access or may be assigned to more participants than intended.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Summary<\/h2>\n\n\n\n<p>Facilitator assignments help participants get the right support at the right time.<\/p>\n\n\n\n<p>A clear facilitator setup improves reflection quality, protects participant privacy, and helps Leadership Compass feel guided rather than isolated.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Facilitators help guide participants through the Leadership Compass process. They may support reflection, review progress, provide feedback, respond to check-in requests, and help participants turn their answers into a meaningful [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":21090,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[202],"tags":[206,203],"class_list":["post-21089","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-leadership-compass","tag-facilitators","tag-leadership-compass"],"wps_subtitle":"Facilitators help guide participants through the Leadership Compass process.","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21089","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=21089"}],"version-history":[{"count":2,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21089\/revisions"}],"predecessor-version":[{"id":21092,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21089\/revisions\/21092"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/media\/21090"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21089"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21089"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21089"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}