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Add guided AI coaching session for goal creation #321

Description

@mottych

Feature Overview

  • 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

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

Impacted Areas

  • AI coaching experience
  • Goal creation / strategic planning flow

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