Your role: self-assessment and coaching canvas

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You will be able to

• Find the self-assessment for your role
• Score yourself honestly, with evidence
• Plan your coaching on your own coaching canvas

Step by step

1. Find your role’s self-assessment Work › Resource library › Self-assessments
   Every role has one, built from what the role does: its accountabilities, the standards it keeps, the events it leads, the artifacts it owns and the people it works with.
2. Score each statement Self-assessment › 1 to 5
   Rate what happens today, not what you intend: 1 is not yet, 5 is consistently. Your two lowest sections are the place to start.
3. Open your coaching canvas Self-assessment › Open my coaching canvas
   A whiteboard made for you and your role, in four parts: before you start, the self-assessment, key accountabilities, and your coaching plan.
4. Colour each statement by your score Coaching canvas › 2. Self-assessment
   Pink: not doing it, or not confident. Orange: doing it, but it needs improvement. Blue: doing it, and could get better. Green: doing it, and confident. The colours show at a glance where to focus.
5. Add the evidence Coaching canvas › 3. Key accountabilities
   Beside each accountability, add notes that show what you actually do. Evidence makes the conversation with your coach real.
6. Plan your coaching Coaching canvas › 4. Individual coaching plan
   Move topics from the backlog into the next coaching session, then through In progress to Done. Repeat the assessment every Pulse Cycle to see the trend.

Try it yourself

Practise as Chloe Wood in the demo.
View as Chloe Wood. Open her coaching canvas. Which statements did she colour pink, and what two topics has she picked for her next coaching session?

Open the demo as Chloe Wood Password pulse-demo-2026. The demo resets every night.

The examples use a made-up healthcare organisation. DelPulse is not only for healthcare: it can be set up for any industry, with your own names for every portfolio, programme, product and team.

Part of

Approvers and board members · Delivery team members · Product Managers and Product Owners · Project and Programme Managers · SROs and Executive Sponsors · Service management · PMO and assurance · Benefits Owners · Network leads · National and regional oversight