-
Goal Library
Claude Design
Coaching leads curate best-practice goals with their supporting actions, so managers assign a proven play in two clicks. Targeted by distribution list (and optionally session type), with usage tracking to show what’s landing.
Open -
Smart Sampling & Allocation
Claude Design
Sampling and allocation added to bulk form loading: sample across an uploaded batch, then allocate to reviewers with controls. Acceptance criteria documented alongside.
Open -
Initiatives
Claude Design
Organisation-level improvement tracking: initiatives prompted from flagged QA trends, with owners, activities, check-ins and target dates. This MVP version, for the initial Innovations demo build, creates actions in the standard Action dialog and interactions for the whole cohort.
- Wiki
- Figma Initiative details showing in linked actions and forms. Initiatives and check-ins showing on the owner’s summary dashboard.
Earlier version
The fuller take: a multi-step Create Actions flow that can target one person, the whole cohort or a rule-based group within it, and Create Interactions with bulk file loading and per-team meetings.
Open -
Signals
Claude Code
Admins triage a ranked list of signals (patterns detected across the business, such as the same issue across a group or a cluster in one team), then act through an initiative or dismiss for a period. V2 adds Signal rules under Tools, owners, a Mine / All view, and signals from the three MVP rule types.
Earlier version
The first take, with about 20 example signals of many kinds, before Signal rules and the MVP rule types. Kept for comparison.
Open -
CTL Session Experience
Claude Code
The CTL coaching session, individual-first (V2): every issue has a Coach now action, so coaching one at a time leads. Grouping is the secondary step — add related issues so they share one cause and one conversation. Explores the feedback that quickly coaching individual issues should lead, with grouping as the option.
Earlier version
The first take, with grouping as the primary flow: pick several related issues up front and coach them together under one shared cause and conversation. Feedback that may cause managers to group excessively.
Open -
Coach Now
Claude Design
A Coach now footer row closing the findings block on a completed review. The manager meets it just after reading every finding, with the scheduled CTL session stated first so coaching now reads as the exception, and the summary card notes the session up front. Switch between staff member, manager and reviewer, through sign-off and the scheduled run, on a daily or weekly schedule.
Open -
CTL Rules Engine
Claude Code
Admin screen for coaching policy: one ordered rule list with exclusions and first-match precedence, repeat conditions, a live coaching-load summary and an on-demand impact preview.
Open -
Notification Emails
Claude Code
Email mock-ups for the consolidated notification set: six templates in place of the sixteen emails that go out today, each rendered in the real email shell.
Open -
Coachee Sign-off Survey
Claude Design
An optional survey for the coachee once a coaching session is signed off: a quiet prompt in the session form, an email when the coach signs off for them, and a way back to it from the homepage.
Open -
Filter Meeting Attendees
Claude Design
Meeting schedules and manual meetings invite only the people in each team who are also in a chosen distribution list, such as Lenders. Schedules work out attendees again at each run, and the preview shows meeting and attendee counts plus any teams skipped.
Open
Design previews
Early designs of ideas we're exploring, built on sample data. Your feedback will shape what we build.