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The Biweekly 1-1 Coaching Cycle

Every team member gets a biweekly 1-1 that runs as a loop, not a line. AI preps the conversation, a human holds it, and AI drafts a two-tier recap that reaches the member only after the coach reviews and publishes it. A mid-cycle check-in on the off week feeds the next prep, and a monthly trend analysis feeds the coaching focus. The AI preps and drafts; the human decides.

Cadence BiweeklyHuman steps 1 of 5Mode target 80/15/5

1-1s fail quietly, in five ways

Most leaders do not skip 1-1s. They run them without a system, and the same five things slip:

Prep quality depends on the week. Busy weeks get winged 1-1s, and the person can always tell.
Commitments made in the room evaporate by Friday, and nobody notices until the next meeting.
Private coaching notes and shared feedback live in the same doc, so candor loses to caution.
Managers default to telling. Without a scoreboard, nobody knows their coach-to-directive ratio.
Retention risk shows up in the exit interview, months after it was readable in the room.

A loop with a gate, not a line

One person's two-week cycle. Solid lines are the working loop; dashed lines are the private layer's memory and the trend feedback. The recap has a review-then-publish branch, and nothing crosses from the private tier to the member without the coach opening the gate.

THE PRIVATE COACH LAYERPreps, transcripts, privatesummaries, mode splits,retention reads, trend reports.Who sees it:· the coach, and no one else· not the member· not the team· not the AI assistantsThe only door out:the shared recap, and it opensonly when the coach publishes.Separation is code:the two tiers are separatecolumns with separate queryscopes. Mixing them is a bug,not a human slip.AI prep landsGROW openers · mode to use · retention checkThe 1-1 (human)mode chosen deliberately: coach · mentor · directTranscript arrivesLark Minutes, matched by date + participantsNo Minutes foundpaste a link or textAI drafts the recap, both tiersprivate summary · shared recapcommitments · mode split estimateboth tiers file hereCoach reviewsboth tiersnot right yet: editprivate tier stays herecoach hits publishShared recap publishesmember sees recap + commitmentsMid-cycle check-inoff week · a nudge per open commitmentthe loop: the next prep reads everything aboveMonthly trend analysistrajectory · themes · follow-throughcoaching opportunities · flagsreads the full historyfeeds the next cycle's focus

How each step works

01
AI prep: tailored, days beforeClaudeFriday before the 1-1

The cron kicks off a prep for each upcoming 1-1: GROW-structured openers led by the goal question, a recommended mode for this conversation, one thing to listen for, a retention check, and one question to avoid. It reads the person's goals, priorities, open commitments, OCEAN profile, last check-in answers, and the latest trend report. The coach gets a Lark DM and an email with a portal link, and skims it in two minutes.

02
The 1-1: the only human step, on purposeCoachAnchor day, every two weeks

The coach runs a GROW conversation with the mode chosen deliberately: coach (ask, and let them find it), mentor (share the experience), or direct (tell, because the situation demands it). The standing target is 80% coach, 15% mentor, 5% direct, and the system scores every meeting against it, so drift toward telling shows up as a number, not a feeling.

The meeting records through Lark Minutes in the background. The coach's job in the room is presence, not note-taking.

03
The recap: two tiers, one gateClaude + coachRight after, published when reviewed

The cron auto-detects the new Lark Minutes recording, matches it to the scheduled 1-1 by date and participants, and pulls the transcript. If no Minutes exists, the coach pastes a link or raw text on the log form. From the transcript, AI drafts both tiers: a private summary for the coach (candid reads, retention signal, mode split estimate) and a shared recap for the member, plus the commitments made by either side. Always commitments, never tasks: they were agreed in a conversation, not assigned from above.

The coach reviews and edits both tiers. The shared recap reaches the member only when the coach saves it. Until then it does not exist outside the private layer.

04
The mid-cycle check-in, feeding the next prepSystemThe off week

Halfway through the cycle, the system sends the member a warm nudge on each open commitment, as a Lark DM with an email twin, linking to the portal where they update status and add a note. Course corrections happen in week one instead of surfacing as surprises in the next meeting, and every answer lands in front of the AI when it writes the next prep. The check-in is not a status report to a manager; it is the loop talking to itself.

05
Monthly trends, feeding the coaching focusClaudeMonthly, per person

Once a month the system reads the full history and writes a private trend report: growth trajectory, recurring themes, commitment follow-through, coaching opportunities, and flags worth raising. Patterns no one catches meeting to meeting become the next cycle's coaching focus. Every claim points to a behavior in the data; thin reads say low-confidence, and nothing is ever fabricated to fill a gap.

Goals, priorities, KPIs, commitments

Four concepts, four horizons, and they are never confused with each other:

ConceptHorizonWhat it isWho sees it
FAST goalsQuarterlyWhat the person is driving this quarter: Frequent, Ambitious, Specific, Transparent. One or more per person, reviewed in every 1-1.The whole team. Transparent is the T.
PrioritiesWeek to weekStanding focus items (P1, P2...) that open every 1-1. The working agenda between the goals and the day-to-day.Coach + member
KPIsContinuousNumbers the person owns, with a target, a direction, and readings over time. A goal linked to one shows live progress automatically.Coach + member
CommitmentsCycle to cycleWhat was agreed in the 1-1, who owns it, by when. The member updates status and notes. Never called tasks.Coach + member

Goals ladder up ⇅ progress flows down

  • Every FAST goal can ladder into the company goal tree at whichever altitude fits: an objective, a key result, or a KPI metric
  • Coaching that moves a personal goal moves a company KR, visibly
  • A metric-linked goal shows its live readings inside the 1-1 view
  • The company-level goal health chips read the coaching goals directly, so "everyone has a current goal" is measured, not asserted

Why the distinction matters

  • Goals are quarterly and public, so ambition is visible and peer-supported
  • Priorities keep the 1-1 anchored without turning goals into a weekly status check
  • KPIs stop progress debates: the number is on the screen
  • Commitments make follow-through measurable without anyone playing task cop

What the coach knows, and who gets to see it

Two standing reads per person keep the coaching grounded, and both live behind explicit rules:

The OCEAN profile

  • Five personality dimensions, each with a rating and behavioral evidence, plus a snapshot and growth guidance
  • Coach-authored, never AI-published: the coach reviews before any profile goes live
  • The member sees their own full profile once published, rewritten in second person so it reads as growth coaching, not a verdict
  • Nobody else sees it: not the team, not the assistants

The retention read

  • Built on job embeddedness: the three roots that keep people are belonging and fit, links to the people around them, and what they would sacrifice by leaving
  • The AI names the thinnest root early, while it is still coachable
  • Private to the coach, always: a retention read is a signal to act on, never a label on a person
  • Most companies learn these answers in the exit interview, when they can no longer help

Privacy by access control, not discipline

The private coach layer and the person-facing layer are separate columns with separate query scopes. Mixing them is a code bug, not a human slip. The full access matrix:

DataCoachMemberWhole teamAI assistants
FAST goalsRead + writeReadReadNo access
Priorities + KPIsRead + writeReadNo accessNo access
OCEAN profileRead + writeRead, own only, once publishedNo accessNo access
CommitmentsRead + writeUpdates status + notesNo accessNo access
Shared recaps + check-insRead + writeReadNo accessNo access
Prep, transcript, private summary, mode splitRead + writeNo accessNo accessNo access
Retention read + trend reportsRead + writeNo accessNo accessNo access

The assistant lockout is total: none of the coaching tables are readable by the company's internal AI assistants, the same treatment as sensitive HR data. Private coaching data never transits an assistant.

What runs it

ToolRole in the cycle
Daily cron, 07:45The clock behind everything: prep nudges, overdue-1-1 flags, mid-cycle check-ins, monthly trends, and Minutes auto-detection, all from one daily run.
Lark DMs + emailEvery nudge goes out twice: a Lark DM and an email twin, so nothing is missed. Links always land on the portal, where the data lives.
Lark MinutesThe transcript source. New recordings are auto-detected and matched to scheduled 1-1s by date and participants; the fallback is pasting a link or raw text.
ClaudePrep, recap drafting, and trend analysis. Every call fails soft: an AI error lands on the record and never blocks the meeting from happening.
The team portalThe interface for both tiers: a coaching dashboard for the coach, a my-coaching view for the member, goals visible on team profiles.

The AI preps and drafts. The human decides.

The rule that sits above every step: the AI never recommends promoting, managing out, ranking, or labeling a person. It surfaces the signal and proposes the move; the coach coaches the team. No permanent people decision is made during an emotional spike, and every claim the AI makes points to a behavior in the data.

The seven elements

Every workflow we document has the same anatomy: seven elements, each assigned to a human, a machine, or both. This is the Centaur Map from our workflow design method.

01 TriggerMachine

The calendar. A daily 07:45 cron watches the biweekly anchor dates; prep, nudges, check-ins, and trends all key off it. Nothing waits on memory.

02 InputsBoth

The person’s goals, priorities, KPIs, open commitments, OCEAN profile, and every prior 1-1, plus the transcript Lark Minutes hands over after the meeting.

03 DecisionHuman

Everything that touches a person: the mode to coach in, what the recap says, when it publishes, what the profile claims. The AI proposes; the coach decides.

04 RoutingMachine

Prep to the coach, check-ins to the member, every nudge as a Lark DM with an email twin, and each tier of the recap to its own access layer, enforced in code.

05 OutputMachine

A prep doc per cycle, a two-tier recap, a living commitments log, and a monthly trend report per person.

06 DeliveryMachine

The team portal: a coaching dashboard on the coach’s side, a my-coaching view on the member’s side, and goals visible to the whole team.

07 MeasurementMachine

Mode split per 1-1 against the 80/15/5 target, commitment follow-through rate, and goal progress against the company ladder.

The standing rules

  • The 1-1 itself is the only human step, and it is the one that matters
  • Nothing reaches the member without the coach reviewing and publishing it
  • The two tiers never mix; the separation is enforced in code
  • Commitments are agreed, never assigned, and never called tasks
  • Thin reads say low-confidence; the AI never invents facts about people
  • The coaching relationship is explicit and independent of the org chart, so any coach can run the same system

Why it works

  • Every 1-1 gets the same depth of prep, on the busiest week and the quietest
  • The check-in loop means nothing waits two weeks to surface
  • The mode split turns "am I coaching or telling?" into a trendable number
  • Transparent goals make ambition public and progress peer-visible
  • Retention risk is named while it is still a coaching topic, not a resignation letter
  • Roughly an hour of prep and recap per person per cycle comes back to the coach

This cycle is the operational half of a larger build. The program plan behind it, from problem statement to deployment, is published as The Leadership Coach: AI Program Plan.