Build your coaching platform.

How to build your coaching platform

1. 1

   Describe the job

   Connect coaching goals, sessions and client check-ins to the next conversation.

2. 2

   Review the first version

   Choose how the coach records the client alias and how the client reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your coaching platform

• Keep the client alias in context

  Keep client alias, agreed goal, session, exercise, check-in and coach feedback together so the next person can understand the request or record.

• When the next step needs a decision

  A client completes a check-in but not the agreed exercise. Keep the observations separate before the coach chooses the next session goal.

• Keep coach feedback visible

  Keep the completed check-in separate from the exercise still awaiting follow-up.

• Choose what each person needs

  Give the coach a working view and the client a review view. Keep client alias and agreed goal attached to the decision as the work moves between them.