{"id":21152,"date":"2026-07-07T10:57:19","date_gmt":"2026-07-07T15:57:19","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=21152"},"modified":"2026-07-07T10:57:19","modified_gmt":"2026-07-07T15:57:19","slug":"leader-dashboard-and-participant-progress-in-leadership-compass","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=21152","title":{"rendered":"Leader Dashboard and Participant Progress in Leadership Compass"},"content":{"rendered":"\n<p>The Leader Dashboard helps Leaders support assigned participants as they move through Leadership Compass.<\/p>\n\n\n\n<p>It gives Leaders visibility into progress, next steps, and completion status without requiring them to manage the participant\u2019s private reflection work.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What the Leader Dashboard is for<\/h2>\n\n\n\n<p>The Leader Dashboard helps Leaders answer:<\/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 may be stuck?<\/li>\n\n\n\n<li>Who has completed the selected pillars?<\/li>\n\n\n\n<li>Who may need encouragement?<\/li>\n\n\n\n<li>Where should I follow up?<\/li>\n\n\n\n<li>How is my assigned group moving through the cohort?<\/li>\n<\/ul>\n\n\n\n<p>The dashboard is designed for support and accountability, not surveillance.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Who can use the Leader Dashboard?<\/h2>\n\n\n\n<p>The Leader Dashboard is usually available to users assigned as Leaders inside a Leadership Compass cohort.<\/p>\n\n\n\n<p>A Leader may be:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>a manager<\/li>\n\n\n\n<li>a department head<\/li>\n\n\n\n<li>an executive<\/li>\n\n\n\n<li>a team lead<\/li>\n\n\n\n<li>a program sponsor<\/li>\n\n\n\n<li>another person responsible for supporting participant progress<\/li>\n<\/ul>\n\n\n\n<p>A user may also be both a Leader and a Participant, depending on the cohort setup.<\/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 setup, 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>pillar progress<\/li>\n\n\n\n<li>overall completion percentage<\/li>\n\n\n\n<li>whether a participant is in progress<\/li>\n\n\n\n<li>whether a participant has completed enabled pillars<\/li>\n\n\n\n<li>whether a participant may need follow-up<\/li>\n<\/ul>\n\n\n\n<p>The exact information may vary by configuration.<\/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.<\/p>\n\n\n\n<p>Leaders should not automatically see:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>private participant answers<\/li>\n\n\n\n<li>unshared reflection cards<\/li>\n\n\n\n<li>facilitator-only notes<\/li>\n\n\n\n<li>private facilitator messages<\/li>\n\n\n\n<li>check-in details intended for a Facilitator<\/li>\n\n\n\n<li>full guide content unless the participant shares it<\/li>\n\n\n\n<li>participants outside the Leader\u2019s assignment<\/li>\n<\/ul>\n\n\n\n<p>Leader visibility should focus on progress and support.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why access is scoped<\/h2>\n\n\n\n<p>Leader access is usually scoped to assigned participants.<\/p>\n\n\n\n<p>This protects participant privacy and keeps the dashboard focused.<\/p>\n\n\n\n<p>For example, a Leader may see progress for their own team members, but not for every participant in the organization.<\/p>\n\n\n\n<p>If the dashboard looks empty, the Leader may not have assigned participants yet.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Understanding participant progress<\/h2>\n\n\n\n<p>Participant progress is usually based on the pillars enabled for the cohort.<\/p>\n\n\n\n<p>For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>if a cohort uses only Pillar 1, completion is based on Pillar 1<\/li>\n\n\n\n<li>if a cohort uses Pillars 1\u20133, completion is based on those three pillars<\/li>\n\n\n\n<li>if a cohort uses all five pillars, completion is based on all five<\/li>\n<\/ul>\n\n\n\n<p>Disabled pillars should not count against participant completion.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Common progress statuses<\/h2>\n\n\n\n<p>Participants may appear with statuses such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>not started<\/li>\n\n\n\n<li>in progress<\/li>\n\n\n\n<li>ready for reflection card review<\/li>\n\n\n\n<li>completed pillar<\/li>\n\n\n\n<li>completed all enabled pillars<\/li>\n\n\n\n<li>guide ready<\/li>\n\n\n\n<li>guide completed<\/li>\n\n\n\n<li>post-program active<\/li>\n<\/ul>\n\n\n\n<p>The exact status labels may vary, but the purpose is to help Leaders understand where encouragement or follow-up may be needed.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What \u201cnot started\u201d means<\/h2>\n\n\n\n<p>A participant may appear as not started when they have been added to the cohort but have not begun the Leadership Compass workflow.<\/p>\n\n\n\n<p>A Leader may want to follow up if:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>the cohort has already launched<\/li>\n\n\n\n<li>the participant missed the launch communication<\/li>\n\n\n\n<li>the participant is unsure where to begin<\/li>\n\n\n\n<li>the participant does not understand the purpose of Leadership Compass<\/li>\n<\/ul>\n\n\n\n<p>A simple encouragement message may be enough to help them start.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What \u201cin progress\u201d means<\/h2>\n\n\n\n<p>A participant may appear as in progress when they have started one or more enabled pillars but have not completed all required work.<\/p>\n\n\n\n<p>A Leader may want to follow up if the participant has been in progress for a long time without movement.<\/p>\n\n\n\n<p>Use care when following up. The goal is to encourage, not pressure.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What \u201ccompleted\u201d means<\/h2>\n\n\n\n<p>A participant may be complete when they have finished all enabled pillars and accepted required reflection cards.<\/p>\n\n\n\n<p>After completion, they may be ready to generate, edit, sign, or share their Leadership Compass Guide.<\/p>\n\n\n\n<p>Completion does not mean the participant\u2019s leadership development is finished. It means the active cohort workflow is complete.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How Leaders should follow up<\/h2>\n\n\n\n<p>When following up with participants, keep the message supportive and simple.<\/p>\n\n\n\n<p>For example:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>I saw you are still working through Leadership Compass. Let me know if there is anything blocking your progress or if you need time protected to finish it.<\/p>\n<\/blockquote>\n\n\n\n<p>Or:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Great job completing the active part of Leadership Compass. When you are ready, I would be glad to hear what commitments you want support around.<\/p>\n<\/blockquote>\n\n\n\n<p>Avoid asking participants to share private reflections unless they choose to do so.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Leaders should not do<\/h2>\n\n\n\n<p>Leaders should avoid:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>pressuring participants to share private answers<\/li>\n\n\n\n<li>rewriting someone\u2019s Compass<\/li>\n\n\n\n<li>treating completion as a compliance task only<\/li>\n\n\n\n<li>using progress visibility to shame participants<\/li>\n\n\n\n<li>assuming lack of progress means lack of interest<\/li>\n\n\n\n<li>asking Facilitators for private notes<\/li>\n\n\n\n<li>sharing participant progress broadly<\/li>\n<\/ul>\n\n\n\n<p>The Leader role should build trust and accountability.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Supporting participants without overstepping<\/h2>\n\n\n\n<p>A Leader can support participants by asking:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Do you understand your next step?<\/li>\n\n\n\n<li>Do you need time blocked to finish?<\/li>\n\n\n\n<li>Is anything getting in the way?<\/li>\n\n\n\n<li>Would it help to talk through how you want to use your guide?<\/li>\n\n\n\n<li>Is there a commitment you want me to support?<\/li>\n\n\n\n<li>What kind of feedback would be useful to you?<\/li>\n<\/ul>\n\n\n\n<p>These questions respect the participant\u2019s ownership of the work.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">When to involve a Facilitator<\/h2>\n\n\n\n<p>A Leader may encourage a participant to connect with a Facilitator if the participant is:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>stuck on reflection cards<\/li>\n\n\n\n<li>unsure how to answer pillar questions<\/li>\n\n\n\n<li>wrestling with feedback<\/li>\n\n\n\n<li>preparing to share guide content<\/li>\n\n\n\n<li>asking for coaching beyond the Leader\u2019s role<\/li>\n\n\n\n<li>needing help turning reflections into commitments<\/li>\n<\/ul>\n\n\n\n<p>Facilitators are usually better suited for deeper reflection support.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Using progress data well<\/h2>\n\n\n\n<p>Progress data should help Leaders support people, not control them.<\/p>\n\n\n\n<p>Use progress data to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>identify who needs encouragement<\/li>\n\n\n\n<li>remove obstacles<\/li>\n\n\n\n<li>protect time for completion<\/li>\n\n\n\n<li>notice cohort-wide trends<\/li>\n\n\n\n<li>celebrate milestones<\/li>\n\n\n\n<li>encourage post-program follow-through<\/li>\n<\/ul>\n\n\n\n<p>Progress data is most useful when paired with trust.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Leader conversations after guide completion<\/h2>\n\n\n\n<p>After a participant completes their guide, a Leader may ask whether they want to discuss selected parts of it.<\/p>\n\n\n\n<p>Helpful questions include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What part of your Compass feels most useful right now?<\/li>\n\n\n\n<li>What commitment do you want support around?<\/li>\n\n\n\n<li>What kind of feedback would help you?<\/li>\n\n\n\n<li>What should I know about how you want to lead?<\/li>\n\n\n\n<li>Is there anything from your guide you want to share with the team?<\/li>\n<\/ul>\n\n\n\n<p>The participant should decide what to share.<\/p>\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>Leader access is usually scoped to assigned participants. You may only see the people you are responsible for supporting.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Why is my dashboard empty?<\/h3>\n\n\n\n<p>You may not have assigned participants, or the cohort may not be active yet.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can I see participant reflection cards?<\/h3>\n\n\n\n<p>Leader visibility should usually focus on progress, not private reflection cards, unless your organization has configured access differently or the participant shares content.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can I see a participant\u2019s guide?<\/h3>\n\n\n\n<p>Usually not automatically. A participant may choose to share their guide or selected sections with you.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can I message participants?<\/h3>\n\n\n\n<p>This depends on your setup. Some cohorts may use facilitator-led messaging instead.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can I also complete Leadership Compass as a Participant?<\/h3>\n\n\n\n<p>Yes. A Leader can also be assigned as a Participant in the same or another cohort.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">I 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>you have the Leader role<\/li>\n\n\n\n<li>the cohort is active<\/li>\n\n\n\n<li>you are assigned to participants<\/li>\n\n\n\n<li>you are in the correct organization<\/li>\n\n\n\n<li>Leadership Compass is enabled<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">I cannot see a participant I manage.<\/h3>\n\n\n\n<p>The participant may not be assigned to you inside the cohort. Ask the Champion or Admin to review assignments.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">A participant\u2019s progress looks wrong.<\/h3>\n\n\n\n<p>Ask the participant to refresh their dashboard and confirm whether required reflection cards have been accepted. If the issue continues, contact the Champion or support contact.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">I can see too many participants.<\/h3>\n\n\n\n<p>Your assignment may be too broad. Ask the Champion or Admin to review Leader access.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">A participant says they completed work but I do not see progress.<\/h3>\n\n\n\n<p>Progress may not update until required steps are saved, reflection cards are accepted, or the dashboard refreshes.<\/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 the dashboard to encourage, not pressure.<\/li>\n\n\n\n<li>Focus on assigned participants.<\/li>\n\n\n\n<li>Respect private reflection content.<\/li>\n\n\n\n<li>Celebrate progress.<\/li>\n\n\n\n<li>Follow up when someone appears stuck.<\/li>\n\n\n\n<li>Ask what support the participant wants.<\/li>\n\n\n\n<li>Involve Facilitators for deeper reflection help.<\/li>\n\n\n\n<li>Use guide conversations only when the participant chooses to share.<\/li>\n<\/ul>\n\n\n\n<p>The Leader Dashboard helps Leaders support progress while preserving participant ownership of the Leadership Compass experience.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Leader Dashboard helps Leaders support assigned participants as they move through Leadership Compass. It gives Leaders visibility into progress, next steps, and completion status without requiring them to manage [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":21153,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[202],"tags":[154,203],"class_list":["post-21152","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-leadership-compass","tag-leaders","tag-leadership-compass"],"wps_subtitle":"The Leader Dashboard helps Leaders support assigned participants as they move through Leadership Compass.","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21152","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=21152"}],"version-history":[{"count":2,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21152\/revisions"}],"predecessor-version":[{"id":21155,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21152\/revisions\/21155"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/media\/21153"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21152"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21152"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21152"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}