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Coach: start here

Your Coach tab: see how each coachee is doing, add coachees and follow their goals.

Written by Justin Hume

As a coach, you have a Coach tab in the top bar. It shows how each of your coachees is doing, all in one place: feedback, observations, rubrics, goals and conferences.

No Coach tab? Your school or district admin turns it on for you, with Give Coaching Access on your profile.

Your coaching summary

Coaching Summary with the Coach tab, its three pages, the dates, the filters, the columns, Private Notes, the more menu and Export marked 1 to 8
  1. Coach opens your coaching summary. It sits between Observe and Profile.

  2. Summary, Conferences and Goals are the three coach pages.

  3. Pick the dates to count: Last 30 days, This School Year or a Custom Date.

  4. Find coachees who are missing something: No Feedback, No Observation, No Rubrics or No Goals. All shows everyone.

  5. Each coachee's numbers. Point at the small circle beside a column name to see what it counts.

  6. Private Notes: notes about a coachee that only you can see.

  7. ⋮ adds coachees or messages them all (see below).

  8. Export downloads your summary. The Conferences and Goals pages have one too.

Click a coachee's name to open their profile.

What the numbers count

Everything counts within the dates you picked.

Column

What it counts

Feedback

Comments in released observations, reflections in goals and conferences, and feedback in rubrics.

Observations

Observations of the coachee, including ones where you're an editor or observer.

Rubrics

Rubrics with a date in that range.

Goals

Completed goals out of all their goals. Goals aren't tied to one coach.

Conferences

Their last six conferences, including ones from courses and from your district.

Add, message or remove coachees

Click ⋮ at the top right of your summary (7 in the picture above). Then:

  1. Add Coachee: search for the person by name or email, then click Invite. People in your district become your coachees straight away, and Proserva tells them by email and in the app. Anyone else gets an invitation to accept first.

  2. Message All Coachees starts a group chat with all of them.

    More menu with Add Coachee marked 1 and Message All Coachees marked 2
  3. To remove one coachee, click ⋮ at the end of their row, then Remove Coachee.

    A coachee's row menu with Remove Coachee marked 3

Conferences

Conferences lists the conferences your coachees have due this school year, and how far along each one is:

Conferences page with the status filters marked 1, a conference's tags marked 2, its due date marked 3, its progress marked 4, the button that opens it marked 5, its columns marked 6 and each coachee's status marked 7
  1. Show All, or only the ones that are Overdue, Complete or In Progress.

  2. Who the conference is for, such as a group of teachers.

  3. When it's due.

  4. How many of your coachees have finished it, out of everyone who needs to do it.

  5. Click + to see each coachee. Click − to close it again.

  6. For each coachee: the words in their conference notes, and the rubrics, forms and observations that go with it. Point at the small circle beside a column name to see what it counts.

  7. Where each coachee is: Not Started, In Progress, Complete or Overdue.

Goals

Goals shows your coachees' goals that are due this school year:

Goals page with the status filters marked 1, a goal's owner, status and due date marked 2, and its comments marked 3
  1. Show All, or only goals that are Overdue, Not Started, In Progress or Completed. The number says how many.

  2. Whose goal it is, how it's going and when it's due.

  3. How many comments the goal has.

Next steps

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