Coaching Card

Owned by Admin
Last updated: Mar 04, 2024
2 min read

A Coaching Card acts as a backlog item aimed at enhancing team maturity through diverse actions. Here, you have the flexibility to create, organize, and transition cards to the board, enabling you to kickstart work and apply appropriate practices, approaches, or any tasks deemed necessary.

 

To create a coaching card, you can follow these steps:

  1. Navigate to the "Backlog" section in the left menu. From either the "Selected for Work" or "Coaching Cards Backlog" section, Click the "+" button to create a coaching card.

  2. Alternatively, you can access the Dashboard and select the specific team you're working with. Choose the framework component and then click on the appropriate sub-component. In the "Card Backlog" section, click the "+" or "+ Create" button to create a coaching card.

If you create a coaching card from the team’s framework component tab (Step 2), it will automatically be added to the Backlog.

Fields within Coaching Cards:

  1. Card Type: Type of Coaching Card.

  2. Priority: Priority level assigned to the card, ranging from Highest to Lowest.

  3. Coaching Team: Team associated with the card.

  4. Framework Sub-Component: Specific sub-component of the framework targeted for improvement.

  5. Card Name: Concise and descriptive name explaining the card's purpose.

  6. Hypothesis: Testable hypothesis outlining expected outcomes of the coaching card.

  7. Goal: Overarching goal or objective the card aims to achieve.

  8. Metrics: Measurable metrics used to assess the card's success.

  9. Coaching Tools: Specific tools, practices, or resources recommended for executing the card's strategies.

Buttons on the coaching card:

  1. Cancel: Discard card creation.

  2. Create: Click to create the coaching card.

 

Coaching Card.png

Statuses of Coaching Cards:

  • Backlog: All cards start with backlog status when created.

  • To Do: Cards are marked as "To Do" when ready for action.

  • In Progress: Cards move to "In Progress" when work begins.

  • Waiting: Cards are placed on hold while awaiting implementation or results.

  • Done: Cards are marked as "Done" when work is completed.

  • Rejected: Cards are deemed irrelevant and marked as "Rejected."