Coaching Overview

Our commitment to the success of our customers extends far beyond the initial implementation. One of our core focuses is on fully equipping our customers to manage their solutions and grow their data accessibility programs. In addition to your Program Roadmap and Education Plan, your Support Program helps ensure continuous support and consultative advice as your open data program matures. 

What is Coaching?

Technical Coaching is designed to help increase the value of your existing Socrata services, included as part of your Silver, Gold, or Platinum Support ProgramYour Socrata Coach is your technical partner. As you get started working with a Coach, we will first review and understand your current and future focus areas. You and your Coach can partner on a particular set of questions, issues, or technical roadblocks in each Coaching Session – this could range from creating effective visualizations, setting up metadata, to configuring DataSync to automate a data workflow.

If your organization is working with a Coach for the first time, we may create a Domain Overview and work with you to design a customized Coaching Plan. 


How Does a Coaching Session Work?

Our Coaching Sessions are usually self-contained one-hour engagements, conducted remotely, with up to three attendees. Our goal is to help develop and advance technical understanding as your open data program grows. To accomplish this, we'll partner with you to dive into your questions, a goal you have, or roadblock you're facing to help you strategize the most suitable option(s) based on your unique situation. Your Coach may demonstrate applicable techniques, tools, or procedures with to help you achieve success. 


Coaching Topic Examples

  • Data publishing (UI)
  • Data automation (DataSync)
  • Metadata setup and configuration
  • Roles and Permissions
  • Leveraging Site Analytics to inform focus areas
  • Open Finance dashboard configuration
  • Header and Footer Management
  • Administering Perspectives
  • Configuring a performance goal
  • Public Finance configuration
  • Setting up your Esri Connector
  • Federating content
  • Visualization building


Scheduling a Session

Customers with a Support Package of Silver, Gold or Platinum have access to a Socrata Consulting Coaches. To schedule a session either reach out to your Socrata Customer Success Manager (CSM) or send an email to Sessions are typically scheduled one week in advance.

To help maximize your time, please include the following information:

  1. The topic of the engagement
  2. Specific goals or desired session outcomes
  3. The Socrata site(s) to be used during the session along with a link to any specific datasets, if applicable
  4. Relevant data files (csv)
  5. Your preferred days or times


Session Cancellation Policy

We work hard to ensure that our team is well-prepared and focused on each engagement. If you need to reschedule your Coaching Session, please provide 48hrs notice by emailing If we don’t receive adequate notice, we may deduct from your Coaching Hours half of the scheduled time.


More About Coaching

Learn more about our Support Programs and Policies at the following link: Support Policy

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request



Please sign in to leave a comment.