The Coaching Caseload Dashboard is your central hub for staying organized, tracking progress, and planning your next steps. It provides a clear view of your ongoing coaching work and helps you maintain momentum with each staff member.
To access your dashboard, click on the Coaching Caseload tab located in the left-hand navigation panel. Here, you'll see a list of every teacher currently assigned to your caseload. Clicking on a staff member’s name takes you directly to their profile page—which allows you to see all of their related coaching activity in one place.
Navigating the Dashboard
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The Last Activity column shows the most recent coaching action taken with each staff member, making it easy to review or update your work.
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The Next Scheduled Activity column highlights any upcoming events, helping you stay on top of your schedule and plan your next steps.
- The Cycle column indicates whether you have an active cycle with your coachee, and the cycle start date.
Easily sort your Coaching Caseload Dashboard by preference of coachee name, latest activity, next scheduled activity, or cycle status using the filters at the top of each column.
If you need to add a new team member at any point, follow these steps to create a new account for a coachee.
Add a new activity
Click the blue New Activity button in the upper-right to quickly add activities for any teachers in your caseload, including:
- Next Steps
- Goals
- Coaching Cycles
- Teacher Interactions
- Coaching Responsibility
Or, simply click on the white New Activity button to the right of any teacher listed in your caseload to add an activity directly associated with them.
Add a group event
You can organize your coaching caseload by Grade or Tag using the toggle in the top-right corner of the dashboard. Grouping by these categories helps you view and manage related teachers together, making it easier to plan collaborative sessions or shared responsibilities.
When viewing your caseload by grade or tag, you can create events for everyone in a group at once. The New Group Event option appears in your caseload list, allowing you to select all teachers associated with that grade or tag, and add them to a shared event in a single step.
Assign grades and tags to your coachees at any point during the year to keep your dashboard accurate and up-to-date.
Note: Goals, next steps, and cycles can only be created for one teacher at a time, ensuring that each activity stays aligned with personalized coaching goals.