Skip to main content

How to create a Program

Learn how to create, manage, and optimize Yoodli Programs to deliver structured, trackable training for your organization.

Christian Bedoya avatar
Written by Christian Bedoya
Updated this week

Programs are only available for organizations

What are Programs?

Programs in Yoodli are structured learning paths that let you organize training for individuals or groups across your organization. Whether you're launching a new onboarding curriculum, developing team-specific coaching plans, or integrating with your LMS, Programs give you the tools to manage and track learning at scale.

Each Program consists of three key components:

  • Status – A Program can be a draft, published (active), or archived. The status determines who can see and interact with the Program.

  • Groups – Groups define who is enrolled. You assign members to Programs through groups associated with your organization.

  • Scenarios – Scenarios form the steps of the learning path. Members move through them to complete the Program.

How Program status works:

  • Draft: All Programs begin as drafts. Only visible to admins, and fully editable—Scenarios can be added, removed, or re-ordered.

  • Published: Once published, the Program is visible to members in the assigned groups. Members receive reminders and prompts as they move through each scenario. The learning path can no longer be edited, but groups can still be added or removed.

  • Archived: Archived Programs are hidden from members but retained for analytics and reporting. You can archive a Program when it's complete and re-publish it later if needed. Members will resume where they left off.


Why create Programs?

Programs help you scale and standardize communication training within your organization. They allow you to:

  • Build and deploy custom training tracks for groups

  • Deliver consistent feedback via AI or human graders

  • Track progress, completion rates, and analytics

  • Collect real-time feedback with Program Surveys

  • Seamlessly align Yoodli content with your existing LMS

They’re ideal for structured rollouts, like new manager training, team-specific coaching, or company-wide training initiatives.


What can you use Programs for?

Programs are highly flexible and can support a range of use cases:

  • Team or role-based training: Tailor Programs to job functions, levels, or departments.

  • Performance tracking and benchmarking: Measure how participants improve over time by including the same Scenario multiple times within a Program.

  • Evaluator-led feedback: Assign graders to review and validate member attempts.

  • LMS integration: Embed Yoodli practice links into your LMS so members can stay within a single flow.

  • Collecting feedback: Use Program Surveys to gather responses at the end of a Program.

  • Automated nudges: Send reminders to help members stay on track.

You can also use features like Roleplay Memory, which retains a member’s best passing attempt for each scenario (up to 10), helping reinforce long-term learning without restarting each roleplay from scratch.


How to create a Program

1. Build your Scenarios

Before creating a Program, make sure your Scenarios are ready. Assign goals, configure rubrics, and customize AI feedback to match your learning objectives.

2. Create a Program

Go to the Programs tab in Yoodli and create a new draft. Name your Program and write a short description to help others understand its purpose.

3. Add Scenarios to your learning path

Arrange Scenarios in the order you want members to complete them. Each step can have one or more of the following completion requirements:

  • Attempts – Members must complete a specific number of attempts.

  • Score – Members must achieve a minimum score based on the goals and rubric you've assigned.

  • Sharing – Members must share their completed attempt.

  • Grader Approval – A designated evaluator must approve the attempt.

Note: If Grader Approval is required, Sharing must also be enabled.

A step is marked as complete when:

  • The Attempts or Score requirement is met,

  • The attempt is shared (if required),

  • A grader approves the attempt and the final score meets or exceeds the target (if grading is required).

4. Assign Groups

Add the relevant groups to your Program. These define which members are enrolled. You can continue to add or remove groups after publishing, though changes may take a few minutes to process.

5. Publish the Program

Once your learning path and groups are ready, publish the Program. This will make it visible to members and start tracking their progress.

6. Track member progress

In the Program view, you can search for individual members, see completion status, and access analytics. You’ll also be able to see shared attempts and grader feedback where applicable.

7. Archive when complete

Archive Programs when they’re finished to retain analytics without cluttering the active view. Archived Programs can still be re-published at any time.


Best practices

Start simple

If you're building a Program for the first time, we recommend starting with completion criteria based on number of attempts rather than scores. This gives you a feel for how Yoodli’s AI grading works without blocking members from progressing too early.

Set yourself as the evaluator

Assign yourself as the grader during setup. This allows you to see when members complete and share their attempts.

*Reminder: Roleplay attempts won’t automatically appear in your dashboard unless users choose to share them.

Use Program Surveys for feedback

Rather than sending separate follow-up emails, enable a Program Survey and customize the questions. You’ll get immediate, in-platform feedback with higher response rates.

Repeat Scenarios to measure growth

You can use the same Scenario at multiple points in a Program. For example: run a baseline early on, introduce some skill-building Scenarios, then bring back the same Scenario later to track improvement.

Enable Roleplay Memory

When Roleplay Memory is enabled, Yoodli will remember each member’s best passing attempt (up to 10) per scenario. This helps them reflect on their strongest performances and maintain continuity across sessions.

Using programs with your LMS

Programs are meant to work well with your LMS is you're using one. We recommend thinking about programs as a parallel to your LMS learning path in Yoodli, allowing you to more easily manage permissions and scenarios, track completion stats and learners progress, and run a successful training.

Here are the recommended steps to get started:

  • Build your learning plan in your LMS and choose where you'll want to insert Yoodli scenarios

  • Build your scenarios in Yoodli. Make sure to assign the right rubric and Coach Bot to give the best possible feedback

  • Create a program in Yoodli. Add the scenarios you built in order, and assign members to the program via groups

  • Use the "..." on each scenario to copy a practice link, and insert those links into your LMS

  • Start your program and watch as your members work their way through their learning plan

Send custom reminders

Admins can send tailored reminder messages to groups within the Program based on progress (e.g., Not Started or In Progress). These messages are saved and reusable for future nudges.

Archive, don’t delete

If a Program is complete, use the archive option. This keeps all progress and analytics intact. Deleted Programs cannot be recovered.


Sending Reminders

Admins can send reminders directly from within a Program to prompt users to complete their training. Here’s how:

  1. Go to the Program and navigate to the “Groups” section.

  2. Select “Send a Reminder.”

  3. Customize your message.

  4. Choose a delivery group: Not Started, In Progress, Not Started & In Progress, or Completed.

  5. (Optional) Send a test email to yourself before sending to others.


Collecting Feedback with Program Surveys

At the end of a Program, you can automatically prompt members to complete a quick survey. This replaces traditional email surveys and results in much higher response rates.

Surveys appear in-platform and give you immediate insight into the impact of your training. You can customize questions based on the Program content and goals.

Learn more about Program Surveys here.


Summary and next steps

Programs help you build and manage structured learning experiences directly within Yoodli. They’re flexible enough to support simple practice-based training, LMS-integrated tracks, evaluator-led assessments, and everything in between.

To get started:

  • Build your Scenarios and assign goals

  • Create a Program and structure your learning path

  • Set up your groups, evaluators, and reminders

  • Publish when ready and monitor member progress

  • Use surveys and archives to capture results and improve over time


Still need help?

Contact [email protected] or click the messenger at the bottom right to chat

Did this answer your question?