{"id":21097,"date":"2026-07-06T15:21:20","date_gmt":"2026-07-06T20:21:20","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=21097"},"modified":"2026-07-06T15:21:21","modified_gmt":"2026-07-06T20:21:21","slug":"cohort-status-launch-and-notifications-in-leadership-compass","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=21097","title":{"rendered":"Cohort Status, Launch, and Notifications in Leadership Compass"},"content":{"rendered":"\n<p>Leadership Compass cohorts move through different status stages as they are created, launched, completed, and eventually archived.<\/p>\n\n\n\n<p>Understanding cohort status helps Champions and Admins know when participants can begin, when notifications should be sent, and what happens after the active program phase is complete.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why cohort status matters<\/h2>\n\n\n\n<p>Cohort status controls where the cohort is in the Leadership Compass process.<\/p>\n\n\n\n<p>It may affect:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>whether participants can start<\/li>\n\n\n\n<li>whether leaders and facilitators can access dashboards<\/li>\n\n\n\n<li>whether notifications are sent<\/li>\n\n\n\n<li>whether the cohort is still being configured<\/li>\n\n\n\n<li>whether participants are completing pillars or moving into guide generation<\/li>\n\n\n\n<li>whether the cohort is available for historical reference only<\/li>\n<\/ul>\n\n\n\n<p>Using status correctly keeps the program organized and prevents participants from starting before setup is ready.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Common cohort statuses<\/h2>\n\n\n\n<p>A Leadership Compass cohort may use statuses such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Draft<\/li>\n\n\n\n<li>Active<\/li>\n\n\n\n<li>Completed<\/li>\n\n\n\n<li>Archived<\/li>\n<\/ul>\n\n\n\n<p>Your organization\u2019s exact labels may vary, but the lifecycle usually follows this pattern.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Draft status<\/h2>\n\n\n\n<p>A draft cohort is still being configured.<\/p>\n\n\n\n<p>Use draft status while you are still:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>naming the cohort<\/li>\n\n\n\n<li>adding participants<\/li>\n\n\n\n<li>assigning leaders<\/li>\n\n\n\n<li>assigning facilitators<\/li>\n\n\n\n<li>selecting enabled pillars<\/li>\n\n\n\n<li>reviewing pricing or unlocks<\/li>\n\n\n\n<li>preparing launch communication<\/li>\n\n\n\n<li>confirming access<\/li>\n<\/ul>\n\n\n\n<p>Participants may not be able to begin while a cohort is still in draft.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">When to keep a cohort in draft<\/h2>\n\n\n\n<p>Keep the cohort in draft until you are confident that setup is correct.<\/p>\n\n\n\n<p>Before launching, confirm:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the participant list is complete<\/li>\n\n\n\n<li>leaders are assigned correctly<\/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 or unlocks have been reviewed<\/li>\n\n\n\n<li>communication is ready<\/li>\n\n\n\n<li>the Champion understands the support plan<\/li>\n<\/ul>\n\n\n\n<p>Draft status gives you time to prepare without accidentally starting the participant workflow too early.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Active status<\/h2>\n\n\n\n<p>An active cohort is live.<\/p>\n\n\n\n<p>When a cohort is active, participants can usually begin or continue the Leadership Compass process.<\/p>\n\n\n\n<p>Depending on the setup, participants may be able to:<\/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 their Leadership Compass Guide after completion<\/li>\n\n\n\n<li>message a facilitator<\/li>\n\n\n\n<li>request a check-in<\/li>\n<\/ul>\n\n\n\n<p>Leaders and facilitators may also be able to access their role-specific dashboards once the cohort is active.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What happens when a cohort is launched?<\/h2>\n\n\n\n<p>Launching or activating a cohort usually means the setup phase is complete and the cohort is ready for participants.<\/p>\n\n\n\n<p>This may trigger or prepare:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>participant access<\/li>\n\n\n\n<li>launch notifications<\/li>\n\n\n\n<li>leader visibility<\/li>\n\n\n\n<li>facilitator visibility<\/li>\n\n\n\n<li>dashboard access<\/li>\n\n\n\n<li>next-step guidance<\/li>\n<\/ul>\n\n\n\n<p>Before launch, make sure participants know what Leadership Compass is and what they are expected to do.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Participant notifications<\/h2>\n\n\n\n<p>Notifications help participants know when they have been added to a cohort and what to do next.<\/p>\n\n\n\n<p>A participant notification should usually explain:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>that they have been added to a Leadership Compass cohort<\/li>\n\n\n\n<li>what the cohort is called<\/li>\n\n\n\n<li>what Leadership Compass is<\/li>\n\n\n\n<li>what their next step is<\/li>\n\n\n\n<li>whether they should enter CliftonStrengths<\/li>\n\n\n\n<li>when they are expected to begin<\/li>\n\n\n\n<li>who to contact with questions<\/li>\n<\/ul>\n\n\n\n<p>Notifications should be clear, short, and action-oriented.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Leader notifications<\/h2>\n\n\n\n<p>Leaders may need to know when they have been assigned to support participants.<\/p>\n\n\n\n<p>A leader notification should usually explain:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>which cohort they are supporting<\/li>\n\n\n\n<li>what their Leader role means<\/li>\n\n\n\n<li>which participants or group they are responsible for<\/li>\n\n\n\n<li>what they can see<\/li>\n\n\n\n<li>what they should not expect to see<\/li>\n\n\n\n<li>how they can encourage participants<\/li>\n\n\n\n<li>where to access the leader dashboard<\/li>\n<\/ul>\n\n\n\n<p>Leaders should understand that their role is progress support and encouragement, not ownership of a participant\u2019s private reflections.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Facilitator notifications<\/h2>\n\n\n\n<p>Facilitators may need to know when they have been assigned to a cohort or participant group.<\/p>\n\n\n\n<p>A facilitator notification should usually explain:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>which cohort they are supporting<\/li>\n\n\n\n<li>what participants or groups are assigned to them<\/li>\n\n\n\n<li>how to access facilitator tools<\/li>\n\n\n\n<li>how reflection card feedback works<\/li>\n\n\n\n<li>how participant messages or check-in requests will be handled<\/li>\n\n\n\n<li>what content is visible to participants<\/li>\n\n\n\n<li>what content is private to facilitators<\/li>\n<\/ul>\n\n\n\n<p>Facilitators should understand the privacy expectations for participant reflection content.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Champion notifications<\/h2>\n\n\n\n<p>Champions may receive or review notifications related to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>cohort creation<\/li>\n\n\n\n<li>launch readiness<\/li>\n\n\n\n<li>participant progress<\/li>\n\n\n\n<li>participant completion<\/li>\n\n\n\n<li>check-in requests<\/li>\n\n\n\n<li>facilitator activity<\/li>\n\n\n\n<li>guide completion<\/li>\n<\/ul>\n\n\n\n<p>The Champion\u2019s job is to keep the program moving and make sure roles and access remain accurate.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Completed status<\/h2>\n\n\n\n<p>A cohort or participant may be considered complete when the required active program work is finished.<\/p>\n\n\n\n<p>For participants, completion usually means:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>all enabled pillars are complete<\/li>\n\n\n\n<li>reflection cards have been reviewed and accepted<\/li>\n\n\n\n<li>the participant is ready to generate or review the Leadership Compass Guide<\/li>\n<\/ul>\n\n\n\n<p>A completed participant may move into the post-program experience, where they can use their guide, log alignment moments, and track commitments.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Does a cohort complete when one participant finishes?<\/h2>\n\n\n\n<p>Not necessarily.<\/p>\n\n\n\n<p>A participant may complete their own Leadership Compass before the whole cohort is complete.<\/p>\n\n\n\n<p>A cohort may remain active while other participants continue working.<\/p>\n\n\n\n<p>The Champion should monitor participant progress and decide when the overall cohort is complete.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Archived status<\/h2>\n\n\n\n<p>An archived cohort is no longer active.<\/p>\n\n\n\n<p>Archiving may be useful when:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the program cycle is finished<\/li>\n\n\n\n<li>the cohort should no longer appear in active views<\/li>\n\n\n\n<li>reporting needs to remain available<\/li>\n\n\n\n<li>the cohort should be preserved for history<\/li>\n\n\n\n<li>a new cohort will be created for the next cycle<\/li>\n<\/ul>\n\n\n\n<p>Archived cohorts should generally not be used for new participant work.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">When should a cohort be archived?<\/h2>\n\n\n\n<p>Consider archiving a cohort when:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the active program phase is over<\/li>\n\n\n\n<li>participants have completed their guides<\/li>\n\n\n\n<li>leaders and facilitators no longer need active dashboards<\/li>\n\n\n\n<li>a new cohort is being created for the next group<\/li>\n\n\n\n<li>the cohort should remain available only for reference<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Launch checklist for Champions<\/h2>\n\n\n\n<p>Before changing a cohort from draft to active, confirm:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the cohort name is correct<\/li>\n\n\n\n<li>the correct participants are included<\/li>\n\n\n\n<li>participants are assigned to the right 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>launch communication is ready<\/li>\n\n\n\n<li>participants know what to expect<\/li>\n\n\n\n<li>leaders know their support role<\/li>\n\n\n\n<li>facilitators know their review role<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Notification best practices<\/h2>\n\n\n\n<p>Good notifications should be:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>clear<\/li>\n\n\n\n<li>brief<\/li>\n\n\n\n<li>specific<\/li>\n\n\n\n<li>role-aware<\/li>\n\n\n\n<li>linked to the correct next action<\/li>\n<\/ul>\n\n\n\n<p>Avoid sending generic messages that do not explain what the user should do next.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What should a participant notification say?<\/h2>\n\n\n\n<p>A participant notification should answer:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Why am I receiving this?<\/li>\n\n\n\n<li>What is Leadership Compass?<\/li>\n\n\n\n<li>What cohort am I in?<\/li>\n\n\n\n<li>What should I do first?<\/li>\n\n\n\n<li>Who can I contact if I need help?<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">What should a leader notification say?<\/h2>\n\n\n\n<p>A leader notification should answer:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Which cohort am I supporting?<\/li>\n\n\n\n<li>Which participants am I responsible for?<\/li>\n\n\n\n<li>What can I see?<\/li>\n\n\n\n<li>What should I do if someone is stuck?<\/li>\n\n\n\n<li>Where do I go to review progress?<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">What should a facilitator notification say?<\/h2>\n\n\n\n<p>A facilitator notification should answer:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Which cohort am I supporting?<\/li>\n\n\n\n<li>Which participants am I assigned to?<\/li>\n\n\n\n<li>What feedback tools are available?<\/li>\n\n\n\n<li>What should remain private?<\/li>\n\n\n\n<li>How do I respond to check-in requests?<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Changing status after launch<\/h2>\n\n\n\n<p>Be careful when changing a cohort\u2019s status after launch.<\/p>\n\n\n\n<p>Changing status may affect:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>participant access<\/li>\n\n\n\n<li>dashboard visibility<\/li>\n\n\n\n<li>notification behavior<\/li>\n\n\n\n<li>guide generation<\/li>\n\n\n\n<li>progress tracking<\/li>\n\n\n\n<li>facilitator access<\/li>\n\n\n\n<li>leader access<\/li>\n<\/ul>\n\n\n\n<p>If a cohort has already started, review the impact before changing status.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Common questions<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Can I create a cohort without launching it?<\/h3>\n\n\n\n<p>Yes. Create the cohort in draft status and launch it when setup is ready.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Do participants receive notifications automatically?<\/h3>\n\n\n\n<p>This depends on your organization\u2019s setup and notification workflow. Confirm notification behavior before launch.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can participants start while a cohort is in draft?<\/h3>\n\n\n\n<p>Usually no. Draft status is intended for setup.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can a cohort stay active after some participants finish?<\/h3>\n\n\n\n<p>Yes. Participants may complete at different times.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Does completing all enabled pillars complete the participant?<\/h3>\n\n\n\n<p>Usually yes, as long as reflection cards have been reviewed and accepted.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can I reactivate an archived cohort?<\/h3>\n\n\n\n<p>This depends on your organization\u2019s setup. In many cases, it is better to create a new cohort for a new program cycle.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Participants cannot access the cohort.<\/h3>\n\n\n\n<p>Confirm that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the cohort is active<\/li>\n\n\n\n<li>participants are assigned correctly<\/li>\n\n\n\n<li>participants have the Participant role<\/li>\n\n\n\n<li>the module is enabled<\/li>\n\n\n\n<li>access notifications or links are correct<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Leaders cannot see their dashboard.<\/h3>\n\n\n\n<p>Confirm that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the cohort is active<\/li>\n\n\n\n<li>the user has the Leader role<\/li>\n\n\n\n<li>participants are assigned to that leader<\/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\">Facilitators cannot see their dashboard.<\/h3>\n\n\n\n<p>Confirm that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the cohort is active<\/li>\n\n\n\n<li>the user has the Facilitator role<\/li>\n\n\n\n<li>the facilitator is assigned to the cohort or 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\">Notifications did not send.<\/h3>\n\n\n\n<p>Check whether notifications are enabled for that action, whether the cohort was launched correctly, and whether users have valid email addresses or accounts.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Participants are receiving notifications too early.<\/h3>\n\n\n\n<p>The cohort may have been activated before setup was complete. Review the cohort status and launch workflow.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Best practices<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Keep cohorts in draft until setup is complete.<\/li>\n\n\n\n<li>Use active status only when participants are ready to begin.<\/li>\n\n\n\n<li>Send role-specific notifications.<\/li>\n\n\n\n<li>Avoid launching before leaders and facilitators are assigned.<\/li>\n\n\n\n<li>Monitor progress while the cohort is active.<\/li>\n\n\n\n<li>Move participants into guide\/post-program work after completion.<\/li>\n\n\n\n<li>Archive old cohorts instead of reusing them for new groups.<\/li>\n<\/ul>\n\n\n\n<p>Cohort status and notifications help keep Leadership Compass organized, timely, and clear for every role involved.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Leadership Compass cohorts move through different status stages as they are created, launched, completed, and eventually archived. Understanding cohort status helps Champions and Admins know when participants can begin, when [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":21098,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[202],"tags":[208,207,27,203],"class_list":["post-21097","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-leadership-compass","tag-champions","tag-cohorts","tag-implementation","tag-leadership-compass"],"wps_subtitle":"Understanding cohort status helps Champions and Admins know when participants can begin, when notifications should be sent, and what happens after the active program phase is complete.","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21097","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=21097"}],"version-history":[{"count":2,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21097\/revisions"}],"predecessor-version":[{"id":21100,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21097\/revisions\/21100"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/media\/21098"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21097"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21097"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21097"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}