Coaching Assistant & Recommended Capabilities Widget Guide

The Coaching Assistant is a powerful tool designed to enhance your Lean Agile Intelligence (LAI) experience. Paired with the Recommended Capabilities widget, it offers actionable insights tailored to your target outcomes. This guide will walk you through its features and functionalities.

Understanding the Coaching Assistant:

1. Available at Every Level

The Coaching Assistant can be run at every level (the Organization, a Group, or an Entity).

2. Weighted Percentages:

• For a more tailored experience, you can input specific weighted percentages for each targeted outcome for every team. This allows the Coaching Assistant to provide more precise recommendations based on each team's unique goals and performance.

• You can also pre-setup the weightings of the outcomes in the Outcomes screen under Organization Setup. Learn more about this here.

Harnessing the Recommended Capabilities:

1. Purpose:

   • The Recommended Capabilities widget is your go-to source for actionable insights. It suggests capabilities and areas to focus on for improvement, ensuring your team's continuous growth is aligned to outcomes.

2. Display:

   • Based on the data and the weighted outcomes you've provided, the widget will display recommendations for capabilities (practice areas) that can help elevate your team's performance. If applicable, the list will show a split list, categorizing recommendations into "Performance Metrics" and "Practices & Behaviors." This structured overview simplifies identifying which areas to prioritize, streamlining your focus and development path.

Tips:

• Regularly update the weighted percentages as your team's goals and focus areas evolve (typically with every new cadence of assessments).

• Use the Recommendations widget proactively. Regularly reviewing its suggestions can lead to outcome realization because of consistent improvement and growth.

Improvement Actions (IA) Dashboard

Welcome to the latest innovation in Lean Agile Intelligence (LAI) - the Improvement Action Dashboard. This comprehensive tool is designed to streamline and enhance your organizational improvement processes.

Introduction

The Improvement Action Dashboard, an integral part of LAI, serves as a centralized hub for managing and tracking improvement actions (IAs) within your organization. Developed based on member feedback, this dashboard is both powerful and member-friendly, providing insights at every organizational level.

Getting Started

#1 Accessing the Dashboard:

1. Log in to your LAI account.

2. Navigate to the Results Page.

3. Click on the Dashboards drill-down button and select Improvement Action Dashboard.

#2 Navigating the Dashboard:

1. The dashboard is structured to provide a clear overview of organizational and specific group or entity actions.

2. Use the organization structure tree to select and view specific groups or entities.

Dashboard Features

IA Summary Widget

• Offers a bird's-eye view of your IA backlog, showing the count of open and closed IAs.

• Simply access the IA Summary widget from the dashboard for a quick status update on your IAs.

IA Details

• Provides detailed views of all IAs, including their current status and descriptions.

• Utilize display columns and filters for a tailored experience.

Data Export

• Export data in PDF, CSV, and Excel formats.

• How to Export: Choose your format and use the display column feature and filter to customize your report.

Role-Based Adaptation

• For members at the entity level, the dashboard adapts functionalities such as editing and deleting IAs.

• For Jira Integration: Offers real-time synchronization with Jira-Mapped Improvement Actions. Use the 'Refresh' button to update information.

Utilizing the Dashboard

• Customization: Personalize your view with selectable columns and targeted filters based on capability associations and key improvement elements.

• Editing and Deleting IAs: Entity-level members can easily manage their IAs directly from the dashboard.

• Data Synchronization: Keep your data up-to-date with Jira integration by frequently using the refresh feature.

Conclusion

The Improvement Action Dashboard is not just a tool; it's a strategic asset for coaches and team leaders aiming to drive organizational growth. With this dashboard, LAI transforms data management into meaningful and actionable insights.

Lean Agile Intelligence: Where data meets transformation.

Improvement Action (IA) Journey Guide in Lean Agile Intelligence (LAI)

Welcome to the new Improvement Action Journey in Lean Agile Intelligence. This guide will help you utilize LAI to transform and enhance your approach to improvement actions within your organization.

Getting Started

Starting Point: Insight Canvas

• Purpose: Begin every Improvement Action (IA) at the Insight Canvas.

• Usage: Utilize data to make informed decisions on focusing your improvement efforts. Leverage our Coaching Assistance for deeper insights.

Decision Making: Marking Goals and Impediments

• Choices: Mark a capability as either a 'Goal' (a challenge your team can tackle) or an 'Impediment' (something beyond your team’s control).

Creating Improvement Actions

1. Access: After marking a capability, proceed to the 'Create Improvement Action' screen.

2. Integration with Jira: IAs created will automatically populate in your configured Jira project. Alternatively, link to external backlog management tools or use the Improvement Action Dashboard.

3. Action Creation: Fill in the required fields and click 'Save Improvement Action (IA) and Mark as Goal/Impediment' to add or manage your IAs.

4. Managing Status: The 'Unmark as Goal' button is disabled for open IAs linked to a capability. It's enabled once the IA is closed, applicable to both Goals and Impediments.

Intelligent System Features

• Automatic Marking: Adding Improvement Actions to a capability will automatically mark the capability based on the IA type, e.g., creating an 'Impediment' type IA marks the capability as an Impediment.

Assessment Integration

• Review Prompt: Launching an assessment with open IAs linked to any capability prompts a review.

• Review Process: In the review screen, close your IAs or refresh them in bulk, especially for Jira-integrated teams.

Conclusion

This Improvement Action Journey has been designed to empower your teams with clarity and control, ensuring data-driven decisions and actions for impactful outcomes. LAI is your solution for showcasing and verifying improvement plans.

Lean Agile Intelligence: Turning Insights into Impactful Actions.