Create a Hone Program

  • Updated

As a Learning Leader, you can manage and monitor your organization’s membership and private programs and can conveniently access comprehensive insights into your learners' progress.


Before Creating a New Program

To help get things started, here's a list of information you'll want to have ready before creating a new program:

  • Choose a name for your program.
  • Decide which program you want to build. We recommend starting with one of our Hone programs.  


Video Walkthrough to Create a Program


Steps to Create a Program

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  1. Log in to the Hone portal.
  2. Click the 'Create New Program' button
  3. Click ‘Add class’ to start adding classes to the program. 
  4. Using the list of available classes, select the class that will be a part of the program.
  5. Click ‘Add Class’
    • To select a curated pre-built program from our Class Catalog, select 'Add recommended program' and choose your program.
  6. You can drag the class to change their order and click 'Next'.
  7. Add Program Details and click ‘Next’.
  8. Review your program to ensure the classes and information are correct and select ‘Create program’.


Create a Learner Profile

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Let's add information for individuals you plan to invite to your program. 

  1. Set up HRIS integration
  2. Upload learner information via CSV file
    1. Log in to the Hone portal and click on ‘Learners’ on the top page.

    2. Click on 'Upload Learners'. 

    3. For the csv template, click 'Download and fill in our template'. When your template is completed, click 'Next'.

      • Ensure the required field of first_name, last_name, and employee_email is filled out.
    4. Click 'Find File', select the .csv file to upload, and click 'Next' to proceed with uploading.
    5. If the .csv has no errors, click 'Next' to continue. 
    6. Preview Upload screen will appear when all data in the .csv file meets the criteria, identifying how many learners will be uploaded with details for new learners or existing learners. Click 'Upload Learners' to complete the csv upload. 


Add Groups & Invite Learners to Private Program

For Membership programs, skip to 'Invite Learners to Membership Program'

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Add Groups

  1. Go to the Hone portal
  2. Select the desired Program.
  3. On the top right, click 'Add group.'
  4. Enter the group name.
    noun-info-1587161-EF4A81.png Best Practice Tip: Year Group Number (e.g. 2023: Group 1)
  5. Select the desired cadence (Weekly, Bi-Weekly, or Custom).
    noun-info-1587161-EF4A81.png Recommend weekly cadence for higher engagement and attendance. 
  6. Schedule: Select the time zone, date, and time, for the first class.
    noun-info-1587161-EF4A81.png Tip: Select the time zone first.
    • The launch date of the group is a minimum of 3 weeks in the future.
      • If weekly or bi-weekly cadence, all other dates will automatically be populated based on the cadence selected.
      • If custom cadence, you will be required to select the date and time of each class.
  7. Bulk creation mode: Toggle this switch to create multiple groups simultaneously.
  8. When ready, select 'Create Group':
    • Create a group as a draft and confirm there are no internal scheduling conflicts or holidays.
      • When the schedule is finalized, click 'Find Coach'.

Invite learners to enroll

  1. Log in to the Hone portal and click on the Program you want to invite learners to enroll in. 
  2. Click on ‘Add Learners’. 
  3. Click on 'Invite' and click 'Next'.
  4. Select the group(s) you would like the learners to choose during 'Enrollment'. Toggle 'Enable learners to enroll in any group, including those that open in the future' to enable the waitlist. 
    • Learners invited to 'any group' will be notified when new groups become available.
  5. Click ‘Next’.
  6. Paste the learner emails that you want to invite. 
  7. Click 'Next'.
  8. The learners on the ‘Ready’ page will receive an email to enroll. Click ‘Send invites’. 


Invite Learners to Membership Program

Membership_add learners.png

Invite learners to enroll

  1. Log in to the admin dashboard.
  2. Click on the program you want to invite learners to.
  3. Click ‘Add learners’ at the top right corner.
  4. Paste the learners' emails that you want to invite and click ‘Next’.
  5. Select a program due date. 
  6. The learners under the ‘Ready’ tab will be invited to sign up for classes that best suit their schedule. Click ‘Send Invites’.


Hone Program Overview

Here’s a summary of the suggested employee groups that best suit the Hone programs. 

Hone Programs Employee Groups Name of Classes in the Program
Fundamental  Workplace Skills Early career professionals, New hires, or All-employee training

1. Build High-Trust Relationships (All Audience)

2. Manage Bias in the Workplace

3. Own Your Day

4. Utilize Your Strengths

Individual Performance Accelerator Individual Contributor

1. Set Powerful Goals

2. Prioritize the Right Work

3. Get Feedback That Improves Your Performance

4. Hone Your Skills

Personal Influence Mastery Any employee who frequently collaborates

1. Influence Without Authority

2. Give Feedback that Lands

3. Ask Powerful Questions

4. Transform Conflict Into Collaboration

Aspiring Manager Essentials Future people managers

1. Influence Without Authority

2. Set Powerful Goals

3. Get Feedback That Improves Your

4. Collaborate in a Dynamic Workplace

Manager Core Managers managing themselves to manage others

1. Build High-Trust Relationships (for

2. The Coach Approach

3. Give Feedback That Lands

4. Lead Highly-Effective 1:1s

Managers Advanced Managers who have mastered the basics

1. Coach Towards a Goal

2. Manage to Your Team’s Strengths

3. Navigate Different Intercultural Conflict Styles

4. Behaviors Of An Inclusive Leader

Manager Mastery Managers of teams, functions, and/or departments

1. Measure Individual Performance

2. Evaluate Performance Fairly & Accurately

3. Run Effective Performance Reviews

4. Follow Up On Performance Conversations

DEIB Fundamental All Employees

1. Manage Bias in the Workplace

2. Address Microaggressions on Your Team

3. Bridge Cultural Differences Across Your Organization

4. Embrace Ally ship in Your Organization

Become an Inclusive Leader Managers who have foundational DEIB skills

1. Explore Power, Privilege & Inequity at Work 

2. Create a Culture of Belonging

3. Behaviors Of An Inclusive Leader


  • Click on this link for a guide on how to pick the right classes for your training program. 
  • Click on this link for instructions on sending reminders to learners who have not signed up for classes.
  • Learners have the flexibility to sign up for classes that best suit their schedules.
  • Click on this link to reschedule a class for a learner who has reached out to you.
  • Please complete the Admin Support form to remove learners who can no longer participate in the Membership program.
  • You can gain insights into the learners’ experience under ‘Feedback’ and ‘Commitments’.
  • We recommend starting with one of our recommended standard programs. See the Hone Program Overview section.
    • These programs contain classes that fit well together and are pre-vetted for each audience/capability.
  • Learners cannot receive credit for both private and membership programs by attending one membership session.
  • Masterclasses are not eligible as part of the Membership Program.
  • Learners must sign up for Membership classes from their Learner portal.
    • Membership Program credit will not be given if learners sign up from the Hone catalog.
  • Click on this link to activate membership without inviting learners to a program.
  • Please email if you do not see your program classes available. 

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