How to Create a Pitch Module

In this article, we will walk through the functionality for the unpublished page of the pitch module in a huddle. We will cover how to create , edit, and manage a pitch module.

Create a Pitch Module

To create a pitch module, go into the “Edit” mode of the huddle to make it unpublished then select “Add Module” then “Pitch”. You can create/add a pitch module to any huddle.

Edit/Manage a Pitch Module

The pitch module has 4 fields that you can edit: Name, Module Type, Reviewer Settings, Scorecard.

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Name

The name of the pitch module is defaulted to “Pitch” and it is the only required field within the edit page. You can update the name anytime even after publishing the huddle and editing again.

Module Options

  1. Optional Module – A pitch module will be made optional for the participant to complete. If it is set to optional, the participant is not required to complete it and any action in the pitch module will not affect completion of the huddle.
  2. Allow Participants to Keep Their Pitch Private – Turning this option on will allow participants to make their pitch visible only to the Huddle Host, their Primary and Secondary Managers, Coaches and Publishers to view their pitch. Click here to learn more.

Reviewer Settings

This part allows you to set specific settings for reviewers in the pitch module. A reviewer is someone who is scoring and/or commenting on a pitch within the module.

The setting for “Must submit pitch before viewing others” prevents participants from reviewing pitches until they submit their own. When this is turned on, the leaderboard of the pitch will display blank until they submit. (Note: this is not part of the January 2019 Release, coming soon.)

Scorecard

This part is where you can manage the Scorecard for participants of the pitch module. The Scorecard is default off, however, by clicking on the switch it can be turned on.

If you publish a huddle with the Scorecard off, it cannot be turned on. The pitch module will need to be cloned to create a new Scorecard that can be turned on.

When the Scorecard is on, you can add up to 4 criterion’s to the pitch. These are what the reviewers will base the reviews on. To edit the criterion, click on the defaulted text like “Clear” and add a name.

To remove a criterion, simply click on the “X” for that criterion. To add back a criterion click on the “Add Scorecard” button, the name is not defaulted for this one so it is required to add a name or the criterion will not appear.

Supporting documents

Containing additional information to access.

Slides

Displaying info about the Pitch to record through slides.

Modern UI

Create a Pitch Module

To create a Pitch Module in the Modern UI, while in edit mode, under the Overview tab, drag and drop the Pitch module from the Module Types list into the Modules window.

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Edit/Manage a Pitch Module

Within the Modern UI, the Pitch Module set up has 2 tabs to view the configuration details.

Content

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Name

The name of the pitch module is defaulted to “Pitch” and it is the only required field within the edit page. You can update the name anytime even after publishing the huddle and editing again.

Resources

Add supporting documents for your users to access

Scorecard

To add a scorecard grading criteria to a Pitch Module, drag and drop the Scorecard from the Element Library into the Optional Module Elements. Once one Scorecard criteria is added, you can select +Add Criteria to add another.

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To remove a criteria, click on the trash icon on the right side of the criteria name.

If you publish a huddle with the Scorecard off, it cannot be turned on. The pitch module will need to be cloned to create a new Scorecard that can be turned on.

Settings

Module Options
  1. Optional Module – A pitch module will be made optional for the participant to complete. If it is set to optional, the participant is not required to complete it and any action in the pitch module will not affect completion of the huddle.
  2. Allow Private Pitches – Turning this option on will allow participants to make their pitch visible only to the Huddle Host, their Primary and Secondary Managers, Coaches and Publishers to view their pitch. Click here to learn more.
  3. Designate Pitch Submission Graders – This option is only selectable when a Scorecard criteria is added to the Pitch Module. Graders of the pitch are sent a Coaching Notification to review and leave feedback on a user’s submission. There are currently 3 options for graders:
    1. Primary Manager
    2. Secondary Manager
    3. Subject Matter Experts (or assign a specific individual to be the grader)

Learn more about Pitch Graders here.

If you have any questions, please email support@saleshood.com

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