PPIS Coaching Tracker
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PPIS Coaching Tracker

Coaching Connections & Impact

Gantt-style school-year tracking, voice-supported notes, IC Map calibration, and Short Cycle evidence for blended instructional-leadership coaching.

Local beta
Purpose. This tracker documents coaching as leadership-capacity development. It keeps the center on equitable instructional support, psychological safety, campus implementation, and evidence of student-learning impact.

Coaching foundation

Blended coaching stance
AttendContext, safety, readiness, and relational trust.
ClarifyInstructional-leadership priority and success indicators.
FacilitateQuestioning, reflection, sense-making, and ownership.
InstructModel, name expectations, provide tools, and calibrate practice.
CommitSpecific action, support, evidence, and timeline.
Reflect/Re-enterImpact review and next best coaching entry point.

Coaching stance distribution

Overarching stance used across sessions: Instructional, Formative, or Blended

Coaching frequency by visit pathway

Archived sessions per pathway, color-coded across the dashboard.

Equity lens distribution

Share of the roster carrying each equity / access focus.

12-week visit distribution

Weekly stacked totals across all four visit pathways.

Schedule a visit

Planned visits appear on the calendar and in the upcoming list. Archived sessions, follow-up review dates, and supervision deadlines are shown automatically.

Visit calendar

Month view of scheduled visits, archived sessions, follow-up reviews, and supervision deadlines. The .ics export uses the same filters and range as the PDF and imports into Outlook, Teams, or Google Calendar.
Planned visitArchived sessionFollow-up reviewSupervision deadline

Upcoming schedule

Next 60 days, in date order.
DateTimeCoachee / GroupSchoolTypePurpose / focusStatus

Recent coaching records

Most recent archived sessions
DateCoachee / GroupSession typePriorityIC stageShort CycleEvidence

Add or update client / coaching group

Use individual administrators, Admin teams, content ISSs, or PD groups. The client fields also support batch upload from Excel.
To import: choose Upload Excel client list → review the preview → confirm Full roster → click Import. Each person must be on a separate row and have a value in the name column.

Portfolio PDF template

Customize the cover details and branding used on every coachee session-notes portfolio PDF. Settings are saved on this device.
No logo uploaded.

Roster

Imported records appear here. To change one, click Edit; that copies the record into the form above. “Select a row” did not mean the upload itself—it referred only to editing an existing roster record.
NameJob / RoleSchool / DistrictPriorityEquity lensCadenceGoal
Session notes
Not saved yet — saved notes go to the Report log, Gantt, calendar, and each coachee's PDF portfolio.

Document type

Choose which form to complete. Only the selected document is shown, saved with the session, and used for the notes modal, printed notes and PDF/exports.

Session identification

Session brief (for report log)

Captured as a short record-of-interaction entry. Required for the downloadable session note and report log.

Voice-supported notes

Use consent-informed recording only. The audio preview is not saved into the archived record; the reviewed notes and transcript text may be saved.
Recording tools ready.

Reviewed coaching notes

Check the categories to include in printed notes, PDFs and exports.

IC Map quick rating

Rate where the leader/team is now in the implementation continuum.

Short Cycle status

School-year coaching Gantt

August–July view. Each marker represents an archived interaction. Individual, Admin team, and PD sessions use different colors.
Manage caseload schools
Add the schools / offices on your caseload so they always appear in the filter. Paste a list (one per line or comma-separated) or upload a .csv/.xlsx with a "school" column.

Follow-up watchlist

Sessions with next review dates due soon or past due.

Instructional Coaching Implementation Map

Official Instructional Coaching IC Map — 4 components, 13 dimensions, 36 sub-dimensions. Use the dropdowns to reveal one stage at a time (Distinguished, Proficient, Developing) or view all stages together.

IC growth by coachee / group

Coachee / GroupBaselineLatestMovementPrimary evidence

Short Cycle growth records

Review how coaching actions are moving leaders toward goal attainment and instructional impact.
DateCoachee / GroupLaunchShareSummarizeImpact

Export hub

Every export in the app, in one place. Local beta data is stored in this browser and in your cloud account — export regularly.
Sessions & log
Roster & calendar
Supervision
My Performance
Backup

Coaching Agreement — new

Generates a signable coaching agreement between coach and coachee/group. Both parties sign on this device or print to sign on paper. Signed agreements are stored locally and downloadable.

Agreements

Saved locally. Open to download or reprint a copy.
DateCoachee / GroupCoachCadence

Report log — brief session descriptions

One-line records of each interaction: length, context, outcomes. Download or print per row, or export the full log.
DateCoachee / GroupType / ModeLengthContextOutcomesStatus

Blended Coaching Toolkit

Select a category and tool. Fields appear automatically. Each saved entry is linked to a coachee/group and can be downloaded, printed, or exported.

Saved toolkit entries

Filter by tool to review prior records. Each row can be downloaded as an HTML report.
DateToolCoachee / GroupSummary

Due-date reminders

Alerts appear before September 30 (progress monitoring) and December 1 (final evaluation) for every Content ISS record that is not yet complete.

Content ISS supervision record

One record per Content ISS per school year. Progress Monitoring is due September 30; the Final Evaluation is due December 1. Due-date markers also appear on the Gantt.
Configure rating scale
Enter the rating labels for this evaluation, highest first, separated by commas. Saved for all supervision records.

Progress monitoring — due September 30

Final evaluation — due December 1

Supervision records

Color-coded chips show whether each milestone is complete, due soon, or past due. Select records to update status or rating in bulk.
Bulk edit selected records
0 selected. Choose what to apply, then press Apply.
Content ISSSchool yearProgress monitoringFinal evaluationActions

My performance cycle

Track your own leadership performance against the seven success areas of the Supervisory PPIS Leadership Playbook. Records save to your cloud account and export as PDF, HTML, or CSV.

Seven success areas

Open an area to record demonstrated indicators, a self-rating, evidence worth keeping, and a reflection. Use the reflective questions to prepare for coaching and supervisory conversations.

10-month roadmap

Check each month as its forward-facing focus is completed. Copper months are ongoing work; the pause points are quarterly progress, mid-year reflection, and year-end celebration.

Story of impact

A clear story of impact is more valuable than a large collection of disconnected activity records.

Voice-supported story dictation

Use consent-informed recording only. The transcript may be saved into this record.
Recording tools ready.

Saved performance records

CycleNameAreas ratedRoadmapOverallActions

The Impact Cycle: A practical guide for instructional coaches

How to use the Identify, Learn, Improve model — popularized by Jim Knight — inside the PPIS Coaching Tracker.

What is the Impact Cycle?

The Impact Cycle is a simple, research-backed coaching framework used by instructional coaches around the world. It moves a coach and coachee through three clear stages: Identify, Learn, and Improve. The goal is not just to have good conversations, but to produce measurable improvements in teaching and student learning.

In the context of instructional coaching, the model helps educators name a specific practice to change, learn a new strategy together, and then improve through cycles of observation, reflection, and adjustment. It pairs naturally with improvement science tools like Short Cycles and the Instructional Coaching Implementation Map.

Stage 1: Identify

In the Identify stage, the coach and coachee work together to pinpoint a clear, high-leverage goal — often framed around a student-learning outcome or an instructional-leadership priority. The more specific the target, the easier the rest of the cycle becomes.

Use the Roster and goal statement fields in the tracker to capture this target in plain language. For example: "Principal Smith will increase the frequency of evidence-based feedback conversations so that teachers can adjust instruction in real time." The tracker also lets you record the equity focus and organizational priority connected to the goal, so the Identify stage stays rooted in school-wide context.

Stage 2: Learn

Once the goal is identified, the coach and coachee choose a strategy to learn. This might involve modeling, co-teaching, video review, reading a brief article, or analyzing student work together. The key is that the learning is directly tied to the identified goal.

The Session Workspace supports this stage with fields for coaching stance, instructional moves, and resources provided. Use the Coaching Toolkit to save reusable strategies and reference them across multiple coachees. Voice-supported notes let you capture the learning conversation quickly, then transfer the refined insights into the reviewed coaching notes section.

Stage 3: Improve

Improve is where the cycle closes the loop. The coachee tries the new strategy in practice, the coach collects evidence, and both reflect on what changed. Based on that evidence, the goal is refined or the strategy is adjusted and the cycle repeats. This is where the tracker's Short Cycle and IC Map features are especially powerful:

  • Short Cycle status — Record whether the coachee is in Launch, Share, or Summarize. Track confidence and impact evidence so improvement is driven by data, not assumptions.
  • IC Map quick rating — Rate the coachee's current implementation stage on the Instructional Coaching Implementation Map. Return to it over time to visualize growth and decide when to deepen or shift the strategy.
  • Gantt View — See when coaching interactions happened across the school year to identify patterns in improvement over time.

How the tracker keeps the cycle honest

The Impact Cycle works best when it is visible and evidence-based. The tracker makes each stage explicit: the goal is written down, the learning strategy is recorded, and the improvement is tracked through Short Cycle and IC Map ratings. That visibility prevents coaching from becoming a series of unrelated conversations and turns it into a coherent improvement cycle. The Report Log and export options make it easy to share evidence of coaching impact with principals, district offices, and professional learning teams.

Try it in your next coaching cycle

Add a coachee to the Roster, write a one-sentence goal statement, plan your first learning session, record the strategy, and set a Short Cycle to track improvement. Over the next few weeks, rate the coachee on the IC Map and adjust the strategy based on what the evidence shows.

Related: The Impact Cycle model is closely associated with Jim Knight's work in instructional coaching. The PPIS Coaching Tracker adapts the model to support blended instructional-leadership coaching for school administrators, admin teams, content ISSs, and professional development groups.