02 — Lucy Coach
Coaching that happens every day, not twice a year.
Give managers the structure and data to coach their teams — not just at the annual review, but in the moment, when it makes a difference.
How it works
- 01
The manager receives today's agenda
Coach suggests who to coach today based on scorecard outliers, missed follow-ups and time since the last session.
- 02
The session runs with data on the table
Structured agenda, actual performance data and previous actions — all in one view. No separate spreadsheets.
- 03
Actions are followed up automatically
Agreed actions become tasks with a deadline. The next session opens with the status of the previous one.
- 04
Trends over time for HR and leadership
Aggregated history shows coaching cadence, follow-through rate and link to outcomes — without exposing individual session content.
Features
Coaching sessions
Create structured coaching sessions with agendas and follow-up actions. Tied directly to individual scorecard data.
Session templates per role and context — new hire, below target, above target. Managers don't start from a blank page.
Smart checklists
From simple to-do lists to complex order forms and store walk-throughs. Completed and tracked in the app.
Checklists can be versioned centrally and rolled out to all stores simultaneously. Completion is aggregated to see what actually gets done.
1-on-1 & group sessions
Log and follow up on both individual development conversations and team coaching sessions.
Both 1-on-1 and group sessions are documented in the same flow. Health & safety reps and union representatives can have their own role where agreed.
Session history
Full log of all coaching activity. See trends in engagement, follow-through and development over time.
Full history gives HR the material for development plans and salary reviews without the manager having to reconstruct from memory.
Data in, data out
Data in
Individual scorecards from Perform. Org tree and roles from HR system. Shift information from WFM. Session content itself is entered by the manager.
Data out
Session history, follow-through rate and action lists. Aggregated indicators for leadership and HR — without session-level content.
Who uses it
Store managers for daily coaching. Regional managers for oversight of coaching quality across stores. HR business partners for development plans. Sales Excellence lead as owner of templates and methodology.
Add-on
Shift reports
Staff log their shifts. Lucy compiles them automatically and sends a morning overview to the manager — no manual collection.
Ready to see it in your operation?
We'll show you Goalplan in your environment in 30 minutes — using your own KPIs as the example.