Coaching
My Coaching

My Coaching

My Coaching is the personal development dashboard where team members review feedback, reply to coaching notes, complete action items, and track performance scores.

Access: Available to all organization members.

My Coaching Dashboard

Navigate to My Coaching (/my-coaching) to access your coaching inbox.

Key Sections

  • Notification Badge: Indicates the total count of unacknowledged call reviews and open action items.
  • Pending Reviews: Calls containing manager feedback that require your review and acknowledgment.
  • Action Queue: Assigned development tasks with due dates and progress states.
  • Recent Coaching History: Archive of completed reviews and historical feedback.

Reviewing Feedback on a Call

When a manager flags a call for follow-up, you receive an email notification with a direct link.

Review Steps

  1. Click the call link in your email or select the call from My Coaching.
  2. Review Overall Rating: View the manager overall star rating and summary.
  3. Inspect Inline Comments: Click timestamped comment badges to jump to exact moments in the audio and transcript.
  4. Reply to Inline Notes: Type responses directly under specific coaching comments to answer questions or ask for guidance.
  5. Acknowledge Review: Click Acknowledge Review at the top of the call page once you have reviewed all items.

[!NOTE] Standalone acknowledgment responses are disabled. All written replies must be attached directly to specific inline coaching comments.

Managing Action Items

Action items represent concrete tasks assigned by your manager to help you improve specific skills.

Action Item Properties

  • Title: Actionable task summary.
  • Description: Specific instructions and context.
  • Due Date: Target completion timestamp.
  • Resource Links: Reference materials, scripts, or exemplary call recordings.
  • Status: pending or completed.

Completing an Action Item

  1. Open My Coaching and locate the item in the Action Queue.
  2. Review the requirements and complete the assigned task.
  3. Click the checkbox next to the action item.
  4. The system updates the status to completed and records your completion timestamp.

Related Documentation

Team CoachingProviding Feedback