The Coaching Lifecycle

A Clearer, More Predictable Coaching Experience

A Clearer, More Predictable Coaching Experience

Modernizing a scattered workflow and defining the unified lifecycle that set the foundation for the platform rebuild

Modernizing a scattered workflow and defining the unified lifecycle that set the foundation for the platform rebuild

2022 - 2025

Product

Senior Product Designer

UX

IA

Lifecycle architecture

Multi-role flows

Summary

Years of patches turned Coaching into a maze of disconnected screens.


Reps didn’t know where they were in the flow. Reviewers chased context across multiple surfaces. Managers had no visibility into who was stuck. Practice felt like a single high-stakes event instead of something reps could iterate on.


With CS absorbing the operational strain — and growing pressure to support a more unified platform — we needed a clearer, more predictable lifecycle that could work within strict legacy constraints.


This work established a lifecycle pattern that later scaled across Navigation, Meetings, and early AI initiatives.

My role

  • Diagnosed where the legacy workflow broke down and why users couldn’t predict what came next

  • Defined and validated a predictable lifecycle model that became the foundation for future platform rebuilding

  • Designed the Unified Activity Page and role-aware dashboards for reps, reviewers, and managers

  • Redesigned submission, take, and review flows to make iteration explicit within backend limits

  • Partnered closely with PM + Devs to shape state logic, lifecycle modeling, and a phased rollout that proved value along the way

Impact

Submissions became predictable
Reviewers gained clear priorities
Validated the unified lifecycle for the rebuild