Creating a Coaching Session

Ways to Create a Session

You can create coaching sessions in two main ways:

1. AI-Generated Coaching Session

2. Manual Coaching Session

1. AI-Generated Coaching Session

Use this when you want the system to analyze evaluations for you and propose coaching content.

The AI will automatically generate:

• Discussion points for key improvement areas

• Criterion summaries

• Overall coaching notes addressed to the coachee

• Suggested action items

Steps:

1. Go to the coachee’s page: /coaching/{coacheeId}

2. Click New Session

3. Fill in the core session details:

   • Name – e.g., Q1 2024 Performance Review

   • Coachee – Pre-selected

   • Coach – Defaults to you; you can change it

   • Review Period – Start and end dates for evaluations to include

   • Scorecards – (Optional) Limit to specific scorecards

4. Select the criteria you want to focus on (or let AI auto-select).

5. Click Generate AI Coaching (requires at least one evaluation in the selected period).

What happens next:

• The system analyzes all evaluations for the coachee in the review period.

• It identifies criteria with the most “markdowns” (scores below the maximum).

• It automatically selects up to 3 criteria (or uses the criteria you specified).

• It generates:

  • Criterion summaries

  • Overall notes

  • Suggested action points

  • Links to relevant tickets/evaluations

2. Manual Coaching Session

Use this when you want full control over what’s included and how it’s phrased.

Steps:

1. Go to /coaching/{coacheeId} → New Session.

2. Fill in: Name, coachee, coach, review period, and (optionally) scorecards.

3. Select criteria manually from the list.

4. For each selected criterion:

   • Review the evaluation stats shown.

   • Write your own summary or discussion point.

   • Link specific evaluations as examples.

5. Add:

   • Notes – Overall feedback visible to the coachee.

   • Private Notes – Internal coach-only notes.

   • Action Items – Tasks for the coachee.

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AI Generation Details

How AI Selects Criteria:

• Prioritizes criteria with more scores below the maximum.

• Can exclude soft criteria by default (depending on settings).

• Uses up to the 25 most recent evaluation scores per criterion (to keep context manageable).

• Selects up to 3 criteria, unless you explicitly choose others.

AI-Generated Content Includes:

• Criterion Summaries – 2–3 sentence overviews of performance for each criterion.

• Notes – An overall performance summary, written directly to the coachee.

• Action Points – Specific, actionable tasks tied to evaluation comments.

• Ticket Links – Direct references to tickets/evaluations used in the analysis.

• Knowledge Base Links – Relevant KB articles, if that integration is enabled.