The CoachAccountable Blog

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Coach Actions

When it comes to tracking who’s doing what and when, CoachAccountable is by and large concerned with the doings of the clients, and making it as easy as possible for coach to support those doings.

So when action plans are made (more often, co-created by coach and client in the course of a session), those plans are generally meant for the client to execute.

And yet, it is not uncommon for coach to undertake certain tasks in service of her clients.  Effectively, these tasks are promises made to fulfill her end of the working relationship.

To support that, CoachAccountable now allows coaches to create Action items that are designated for coach to do, rather than client.  In other words, Coach Actions enter the mix along side the more conventional Client Actions.

Let’s see how they work!

Using Coach Actions

First things first: there is to enable Coach Actions.  They are not on by default, as there’s no need to add any UI clutter for those coaches who don’t plan to use them.

To enable Coach Actions, simply visit Settings >> System >> Coach Actions.  There you will be greeted by the simplest, most sparse in-app page that CoachAccountable has to offer:

Configuration screen for coach actions

Just a few clicks and you’ll have these enabled. If you’re into ’em.

Simply flip the switch, and decide for yourself whether or not you’d like a Coach Actions section added to your home page.  Click the “Save Settings” button and you’re set.

Once enabled, you’ll find a little bit of extra UI when creating an Action from a Client Page.  To the right there’s a little note that says “This is for so-and-so to do”, along with a “change” link.  Clicking the change link toggles the Action as being for you or your client, like so:

UI controls for toggling who the Action is for

Note the paring down when the Action is for you: no project, no comments, no notifications to client.  Keepin’ it simple.

Like more conventional Actions for your clients, Coach Actions are meant to help you keep on top of those things you need to get done for your clients, so the usual “this is now late” alerts and ability to set reminders apply.  Naturally, reminders you set for these will only be for you as coach, never your client.

When you have one or more Actions that are designated for you to do, the client’s Current Actions area contains those in a separate section plus appropriate labeling to make it clear who’s responsible for what:

A listing of client actions broken into 2 sections, for coach and for client

Now we’re clear.

As you might expect, these Coach Actions are completely invisible to your clients, and similarly hide themselves automatically when you switch in to Client Present Mode:

Listing of Client Actions wherein Coach Actions are hidden

Coach Actions are fully hidden from clients.

Provided you’ve opted to have them show there, you can see (and create) Coach Actions from your home page for all of your clients:

The coach's home page with the Actions tab showing all Coach Actions

Fun fact: you can click on the avatar of a given client to jump to their Client Page.

Other Considerations

By design, completed or canceled Coach Actions do NOT live in the Past tab for clients: they are are meant to be more transient, so there’s no need clutter the record of your client’s accomplishment.  But rest assured that you can still see all of your past Coach Actions on your home page >> Actions >> Past tab.

All Coach Actions are meant to be associated with a specific client.  These are not meant as a generic to-do list, but instead as a tool crafted specifically to empower you to make good on promises that pertain to your clients.  If you want to make Coach Actions that don’t actually pertain to any of your clients, the simplest way is to simply associate them with your freebie client.

In addition to standard reminders you might set for individual Coach Action items, CoachAccountable will lovingly include a reminder about any unfinished Actions you might have for a client in the lead up to an Appointment you have with them, done as a simple addendum to any notification emails you have set, like so:

An appointment reminder email for coach containing a reminder of outstanding actions

Ah, right! Egg on my face were I to leave those undone going into our next session…

And that’s it!  Coach Actions are really all about you showing up powerfully for your clients: armed with a tool that takes the guess work out of what to do, for whom, and by when, AND taking forgetting off the table, you’re able to make promises to your clients with confidence, and follow through like a seasoned professional every time.

8 Comments »

  1. Jeff Roberts said,

    August 17, 2021 @ 2:24 pm

    Love the new Coach Actions feature! I think I have asked about that feature since I started using CA last year. THANK YOU!!!

  2. Karsten Alva-Jorgensen said,

    August 18, 2021 @ 8:17 am

    Another amazing enhancement. Thank you so much. This system simply keeps getting better and better and better. I love it.

  3. Claire said,

    August 18, 2021 @ 10:40 am

    Thank you. I appreciate this. It will be helpful going forward.

  4. Burt Burrell said,

    August 18, 2021 @ 1:44 pm

    John, This is a great addition, one that I have been wanting since my start with CA. My current work-around has been to create a “for my eyes only” to-do whiteboard stored on the clients whiteboard tab. I will still probably continue to use my whiteboard for onboarding new clients and for creating a broader client strategy and notes. BUT, I find this new feature to be particularly useful when for example meeting with a client on Zoom where the client can see me create an action item as it relates to them, using the same system they use. This (1) reinforces the clients own use of the system/platform, (2) creates a permanent record of actions taken for/in behalf of the client, (3) models action planning and completion (provided the coach completes the action) and, (4) reinforces client commitment as they see you make an investment in them. Granted these are not shown on the clients page, but, the client can see you create the action items when viewed via Zoom share screen feature wich I use regularly. Thanks for the addition.

  5. Morgan said,

    August 18, 2021 @ 2:22 pm

    Burt, LOVE this multi-faceted view of the new feature. I think you’ll get a LOT out of the upcoming webinar tomorrow (August 19) along these lines if you’re not already attending!

  6. Andrea Bonvicini said,

    August 19, 2021 @ 6:25 am

    Another gooood idea! Currently as a workaround I used to set an action for myself as a test-coachee

  7. Mihirini said,

    August 23, 2021 @ 1:27 am

    Best news ever!!! I have been waiting for this addition to the system, and am thrilled that all my planning (offline) is now also integrated into the system.

  8. John Kenworthy said,

    August 30, 2021 @ 11:56 pm

    A brilliant addition, thank you John. Can do away with those PIA calender reminders.

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