Read the Team progress view and coach from it

Team progress is the manager rollup. Open it from the sidebar (or go to /team) to see, in one place: coaching prompts where work may be drifting, every project's latest Control Index score, a per-person summary of project control, and each member's learning progress. If your organisation has teams, filter pills at the top switch between the teams you manage.

Treat it as 1:1 preparation, not surveillance. The page frames everything at the work — the prompts link to projects, and the drilldowns exist so a five-minute conversation starts informed.

Read the team dashboard

1. Open Team progress in the sidebar.
2. Start with Worth a conversation — the coaching inbox. Its lanes flag cadence drift, drifted control points, stale check-ins, escalations, mission alignment gaps and discipline drops. Each row is a prompt, not an action item; it links to the project. Discipline drops include a Worth asking fold-out with suggested questions.
3. Scan the headline tiles — Projects, With check-ins, Mission gaps, Restricted — then the All projects grid, where each tile shows the owner and the latest aggregate score (or No score).
4. Read Project control by person. It lists project owners sorted lowest mean aggregate first — coaching priority — with a Failing/Critical count and each person's Top concern project.

An empty inbox is worth a thought too: either the team is running tight, or the dates are too generous.

Compare trends across projects, people and disciplines

1. Below the organisation trend chart, use the interactive trends panel.
2. Pick a time window — Last 30 days, Last 90 days or All time.
3. Switch lens: Projects, People, Disciplines, Person · Disciplines or Project · Disciplines, then pick a few cards to overlay side by side.

The organisation trend chart above it draws once a second check-in lands anywhere in scope.

Prep a 1:1 with a manager brief

1. In Project control by person, press Brief → on the person's row.

You'll get a short prep artefact built from their existing check-in narrative and control-point status — nothing new is collected and nobody is emailed.

Drill into a member's learning

1. In Learning progress by person, check each member's row: learning-plan state, self-reported book status, e-learning sub-modules completed, and chapter assessments passed with total attempts.
2. Press Open → to load the per-person coaching view.
3. Review chapter-by-chapter detail: best score, attempts, and a Passed, Needs another go or Not started state — plus their end-of-chapter reflections and per-course e-learning progress.
4. Once someone has passed every chapter, press Download certificate to get their certificate PDF (paid plans only).

Remind a member to set their learning plan

The system already chases missing plans — a day-one and a week-one email go out automatically for enrolled members. To add a personal nudge:

1. In the Learning plan column, press Remind to set plan next to the Not set chip. (Where you see Learning plan set, click it to view a read-only summary of their plan instead.)
2. Add an optional note and press Send reminder.

The member gets one email, from you by name. It won't send if they've already set a plan, and you can send at most one manual reminder per person per 24 hours.

What your manager can see

Team views show the work and the learning, not your private practice.

Visible to managers in scope:

• Project scores and check-ins — aggregate and per-discipline scores, and check-in narrative (surfaced in briefs and coaching prompts).
• Control point and delegation status, and check-in cadence health.
• Whether your learning plan is set, and its summary if it is.
• Your self-reported book status, e-learning sub-module completion, and chapter assessment results — best scores, attempts, pass state and the reflections you write at the end of each chapter assessment.

Never shown to managers:

• Control Discipline Snapshot results. Snapshots are one-off and ephemeral — nothing is saved, so there is nothing to roll up.
• Your Friction Log. Entries are private to the person who logged them and appear in no team view.
• Restricted projects you're not on — a manager without full project visibility only sees restricted projects they own or are a member of.

Who can do this

Managers and account owners — anyone whose role carries team-dashboard access; contributors don't see the page. The view is scoped to the teams you manage unless your account is set to see all teams. The learning columns and drilldown need the team assessment/e-learning permissions the standard Manager role includes, and the delegation map and certificate download are Team-plan features.