Coaching cycles let you model your district's coaching framework with a set of repeatable steps in a coaching instance. This article covers creating the instance, adding each type of step, and setting up the optional coaching log.
Before you can add steps, turn on Coaching Cycles. See Enabling Coaching Cycles. For an overview of Coaching, see this article.
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Create a coaching instance
Create a new instance.
For a traditional coaching cycle, select the Instructional coaching use case.
Click Create.
If you're setting up a new teacher mentorship cycle, see How to create a New Teacher Mentorship Instance instead.
When you click Add a Step, you'll see three step types: Goal Selection, Meeting, and Form.
Add a goal selection step
A goal selection step is where staff members choose a goal for the coaching cycle. When you select Goal Selection, a form opens with these fields:
Field | What it does |
Name and description | Names the goal step and explains it. |
Assignee | Assigns the step to the coach or the staff member. |
Requirement | Sets whether the step is required or optional (see below). |
Framework | Connects the goal to your district's instructional or professional practice framework. Frameworks are organized into nested "nodes" that your Client Success Manager helps you set up. |
Additional questions | Adds open response questions the assignee answers for each goal. |
Number of goals | Sets a fixed number or a range of goals the staff member can create. |
Allow artifacts | Lets staff members attach files or add links. |
Requirement | What it means |
Required | The step has to be completed. |
Opt in | Optional. Coaches choose to add it to their cycle. |
Opt out | Optional. Coaches can choose to skip it in their cycle. |
Add a meeting step
A meeting step opens a form where you add a name, a description, who it's assigned to, and whether it's required. Turn on Allow Artifacts on the right to let staff members add attachments to the meeting.
Add a form step
A form step requires someone to complete a form, and that form is specific to the step. There are two kinds:
Form type | Who can see the responses |
General form | Admins, teachers, and coaches. |
Private form | Only admins, leads, and the person filling it out. Use it for coach/teacher or mentor/mentee reflections. |
For a full guide to building forms, see Editing Forms in KickUp.
Save your step
Edit the step's name and description.
Choose whether to allow artifacts.
Click Save.
After you save, edit the step to set up its form. See Editing Forms in KickUp.
Set up the coaching log
Every new coaching instance includes a coaching log form by default. Coaches use it to log interactions between cycle steps, as many times as they need.
To update and publish the log, click Edit. If you don't want the log, click the three-dot button next to Edit and select Disable log.
Rename a coaching cycle
Coaches can give each cycle a short name, like "Cycle 3 · Family engagement." The name shows on the cycle page, in the cycle selector, in reports and CSV exports, and in coaching emails, so it's easy to tell what each cycle covered.
Open the cycle.
Next to the cycle title, click Name this cycle. If the cycle already has a name, click the pencil icon.
Type a name of up to 40 characters, then click Save or press Enter.
To remove a name, clear it and save. You can name 1:1, group, and past cycles. Staff members see the name but can't change it.