> ## Documentation Index
> Fetch the complete documentation index at: https://docs.exec.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Program Components

> Build your learning path with announcements, surveys, roleplays, videos, articles, action items, coaching, and group meetings

Components are the building blocks of a program. Each component represents an activity that participants complete - watching a video, finishing a survey, practicing a roleplay, or attending a coaching session. You add components to define the learning path, then set dates, participants, and prerequisites for each one.

***

## Adding a Component

<Steps>
  <Step title="Open your program">
    Navigate to the program dashboard. On the right panel, click **Add Component** (or use the + button on the dashboard).
  </Step>

  <Step title="Choose the component type">
    Select from the available types:

    <Frame>
      <img src="https://mintcdn.com/exec-79a6bbdb/1V1jP6S-9S4kKS2V/images/programs/component-types-grid.png?fit=max&auto=format&n=1V1jP6S-9S4kKS2V&q=85&s=e6a2b27f3036e50febccfc75d32823a6" alt="Component type selection showing all eight types: Announcement, Participant Survey, AI Roleplays, Article, Video, Action Items, 1:1 Coaching, and Group Meeting" width="2560" height="1600" data-path="images/programs/component-types-grid.png" />
    </Frame>

    | Type                   | Group                  | What it does                                       |
    | ---------------------- | ---------------------- | -------------------------------------------------- |
    | **Announcement**       | General                | Share information or instructions                  |
    | **Participant Survey** | Insights               | Capture participant feedback with custom questions |
    | **AI Roleplays**       | Individual Development | Practice with AI-powered conversation simulations  |
    | **Video**              | Individual Development | Assign a video to watch                            |
    | **Article**            | Individual Development | Assign an article to read                          |
    | **Action Items**       | Individual Development | Assign tasks or assignments                        |
    | **1:1 Coaching**       | Individual Development | Connect participants with expert coaches           |
    | **Group Meeting**      | Collaborative Learning | Schedule a group session                           |
  </Step>

  <Step title="Configure the component">
    Each type has a guided setup wizard. After the type-specific steps, you configure shared settings like name, dates, participants, and notifications.
  </Step>
</Steps>

***

## Component Types

### Announcement

Announcements share information with participants. No action is required from them - the announcement is simply displayed on their program dashboard.

**What you configure:**

* **Name**: Title of the announcement
* **Body**: Rich text content (supports formatting, links, and file attachments)
* **Launch date and close date**: When the announcement appears and when it is removed
* **Visible before launch**: Whether participants can see the announcement before its launch date

<Info>
  Announcements do not have a due date since they require no action. They also do not send due or past-due notification emails.
</Info>

***

### Participant Survey

Surveys let you capture perspectives from participants using custom questions or pre-built templates.

**Setup steps:**

1. **Choose a template** (optional): Pick from a library of pre-built survey templates, or start from scratch
2. **Customize questions**: Add, edit, or remove questions. Supported question types include text, multiple choice, rating scales, and more
3. **Configure**: Set the name, dates, participants, and notification preferences

**What you configure:**

* **Survey questions**: The questions participants will answer
* **Guidance for Participants**: Optional instructions shown to participants explaining what the survey is about
* **Due date**: When the survey should be completed

***

### AI Roleplays

AI Roleplay components let participants practice with AI-powered conversation simulations. You select which scenarios from your workspace library to include.

**Setup steps:**

1. **Choose scenarios**: Select one or more roleplay scenarios from your workspace library
2. **Configure**: Set name, dates, participants, and completion criteria

**What you configure:**

* **Scenarios**: Which roleplay scenarios to include
* **Completion criteria** (optional):
  * **Required scenarios**: How many of the assigned scenarios must be completed (default: all)
  * **Minimum rank**: The minimum session rank participants must achieve (Bronze, Silver, or Gold)
  * **Minimum attempts**: How many times participants must attempt each scenario
  * **Maximum attempts**: Cap on the number of attempts allowed
* **Guidance for Participants**: Optional instructions

<Tip>
  Setting a minimum rank of Silver or Gold encourages participants to practice until they reach a strong performance, not just complete the scenario once.
</Tip>

***

### Video

Video components assign a video for participants to watch. Provide a URL and Exec generates a preview.

**What you configure:**

* **Video URL**: Link to the video (YouTube, Vimeo, or other hosted video)
* **Guidance for Participants**: Optional context or instructions
* **Due date**: When the video should be watched

***

### Article

Article components assign reading material. Provide a URL and Exec generates a preview.

**What you configure:**

* **Article URL**: Link to the article or document
* **Guidance for Participants**: Optional context or instructions
* **Due date**: When the article should be read

***

### Action Items

Action item components assign tasks or activities for participants to complete.

**Setup steps:**

1. **Define action items**: Create the list of tasks participants need to complete
2. **Configure**: Set name, dates, participants, and notification preferences

**What you configure:**

* **Task list**: The individual tasks or assignments
* **Guidance for Participants**: Optional instructions
* **Due date**: When tasks should be completed

***

### 1:1 Coaching

Coaching components connect participants with expert coaches for personalized sessions. This type has the most involved setup process.

<Info>
  1:1 Coaching must be enabled for your workspace. If you do not see this option, contact your Exec account manager.
</Info>

**Setup steps:**

1. **Choose specialty**: Select the coaching specialty area
2. **Configure basics**: Set the component name and date range
3. **Design the journey**: Configure the coaching session structure (intro sessions, regular sessions)
4. **Select coaches**: Choose which coaches are available for participants to book with
5. **Review**: Confirm the setup

**What you configure:**

* **Specialty**: The coaching focus area
* **Coaches**: Which coaches participants can select from
* **Session journey**: Number and structure of intro and regular sessions
* **Date range**: When coaching sessions can be scheduled

***

### Group Meeting

Group meeting components schedule group sessions. You provide a meeting link and Exec handles the rest.

**What you configure:**

* **Meeting link**: URL for the video call (Zoom, Teams, Google Meet, etc.)
* **Description**: Optional context visible to participants
* **Date and time**: When the meeting takes place

<Info>
  Group meetings do not have a due date or send due/past-due notifications. They also do not support prerequisite eligibility since they are scheduled events.
</Info>

***

## Shared Configuration

Every component (except where noted above) shares these configuration options:

### Dates

| Field           | What it controls                                                                 |
| --------------- | -------------------------------------------------------------------------------- |
| **Launch date** | When the component becomes visible and active for participants                   |
| **Due date**    | The deadline for completion (not applicable to announcements and group meetings) |
| **Close date**  | When the component closes and no more responses are accepted                     |

You can set a component to **auto-launch with the program** so its launch date syncs with the program's launch date.

### Participants

By default, components are assigned to **all participants** in the program. You can also assign them to specific participants by selecting individuals from the dropdown. If a participant is added to the program later, they are automatically included in "all participants" components.

### Prerequisite Eligibility

You can make a component dependent on another component. When a prerequisite is set, participants must complete the prerequisite before the dependent component becomes available to them.

<Info>
  Prerequisites are not available for announcements or group meetings.
</Info>

### Optional vs Required

Components can be marked as **optional**. Optional components do not count toward program completion - participants can skip them without affecting their certification status. This is available for surveys, action items, AI roleplays, videos, articles, and 1:1 coaching.

### Notification Settings

For most component types, you can control three email notifications:

| Notification              | When it sends                    | Default |
| ------------------------- | -------------------------------- | ------- |
| **Initial notification**  | When the component launches      | On      |
| **Due soon notification** | When the due date is approaching | On      |
| **Past due notification** | After the due date has passed    | On      |

Announcements only support the initial launch notification. Group meetings handle notifications differently through the meeting link.

***

## Editing and Removing Components

### Edit a Component

Click on any component in the program dashboard to open its details. From there you can update its configuration - change dates, modify participants, adjust content, or update notification settings.

### Remove a Component

To remove a component, click the three-dot menu on the component card and select **Delete**. You will be asked to confirm. If other components depend on this one as a prerequisite, you will be given the option to release those dependent components.

### Close a Component Early

For ongoing components, you can close them before their scheduled close date. Click the three-dot menu and select **Close**. This finalizes all participant statuses for that component. If other components depend on this one, you will be asked whether to release them.

***

## Getting Help

Need help configuring components? Contact us at [hello@exec.com](mailto:hello@exec.com).
