You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Add a new coaching session that guides a user through creating a complete goal, including intent, strategies, measures, and actions.
The session should help the user align the goal with company purpose, values, and vision, then produce the complete goal information after user confirmation.
Problem / Opportunity
There is currently no dedicated guided coaching flow for defining a goal end-to-end.
Users need help clarifying goal intent, checking alignment with other goals and company vision, and translating strategy into concrete actions and measures.
This creates an opportunity to shift insight and alignment earlier in the goal-definition process.
Business Goals
Improve alignment between new goals and the company purpose, values, and vision.
Help users create higher-quality goals with clearer strategies, measures, and actions.
Reduce ambiguity during goal setup by providing structured coaching and feedback throughout the flow.
Target Users
Users creating a new goal in the system.
Especially useful for users who need coaching support to define a compelling goal statement, supporting strategies, executable actions, and meaningful measures.
Use Cases
Define goal intent and alignment
The coach asks questions that help the user define the intent of the goal.
The coach evaluates the proposed goal against other goals and the company vision.
The coach helps the user shape a compelling statement of intent.
Brainstorm strategies
The coach helps the user brainstorm strategies to achieve the goal.
The coach provides feedback on strategy effectiveness and alignment with purpose, values, vision, and other strategies.
Plan actions
The coach prompts the user to define the high-level actions needed to execute each strategy.
For each action, the user selects the task, due date, assignee, and priority.
The coach gives feedback on sequencing, effectiveness, and feasibility within the proposed timeline.
Select measures
The coach checks whether an existing catalog measure fits the strategy.
If needed, the coach suggests defining a custom measure.
The coach encourages the user to propose measures and provides feedback on how well they reflect actual strategy progress.
Finalize the goal
After strategies, actions, and measures are defined, the coach provides an overall assessment and suggests improvements when applicable.
Once the user confirms, the system outputs the complete goal information, including goals, strategies, measures, and actions.
Acceptance Criteria
A user can start a dedicated coaching session for creating a new goal.
The session guides the user through intent, strategies, actions, and measures in sequence.
The coach primarily uses thought-provoking questions so the user can generate the ideas where possible.
The coach only provides suggestions when the user explicitly asks for them or is struggling to produce effective options, and those suggestions require user acceptance.
The coach has access to business foundation context, including purpose, values, vision, users and roles, existing goals and strategies, and catalog measures.
The system prompt defines how the coach should drive the conversation, while initiation and resume prompts provide the context needed to start or continue the session.
After user confirmation, the system returns the complete goal aggregate information for the created goal.
Feature Overview
Problem / Opportunity
Business Goals
Target Users
Use Cases
Acceptance Criteria
Impacted Areas