Managing Success

AI Coach

Management is forged in the crucible of difficult conversations. The Managing Success AI Agent is your confidential thought partner, designed to help you navigate the critical moments of management. Here, you can pressure-test your strategies, rehearse high-stakes feedback, and apply proven frameworks to your most complex team challenges, ensuring you lead with clarity and confidence when it matters most.

Here is a list of the core Managing Success models available in this AI Coach:

Role of a Manager
Giving Feedback (SBI)
Coaching for Development (GROW)
Team Effectiveness (GRPI)
Holistic Coaching (MASS)
Giving Corrective and Positive Feedback
Listening Levels
Delegation (BEAM Model)
Manager Improv

You can start a conversation by naming any of these models, or by describing a challenge. For assistance about how the AI Coach can assist, review the coaching flows or customize the prompt primer to start.

Prompt Primers

The leap from theory to practice is often a manager’s greatest challenge. In crucial moments of coaching and feedback, clarity is paramount. These Primers structure your dialogue with the AI Coach for a more sophisticated analysis. By framing your challenges with intention, you unlock the coach’s full potential as a strategic sounding board, transforming complex situations into clear, actionable outcomes.

Instead of simply asking the agent to "solve a problem," these primers guide you in a collaborative process of setting the stage for a strategic dialogue. This approach allows you to leverage the agent's full capabilities to analyze your situation, apply the right framework, and develop a clear, actionable plan.

Here is a list of the core Managing Success models available in this AI Coach:

Role of a Manager AI Coaching Flow

Use this primer when you want to explore the foundational principles of your role, understand the key mindset shifts, or get guidance on a general management challenge.

Start: Help me with the Role of a Manager.
Setup: Describe your primary challenge or question.
Example: I'm a new manager and I'm struggling with the transition from being a peer to being a boss.
Add Supporting Detail: Provide context on the specific area you want to explore.
Example: I feel like I'm being pulled in too many directions and need to balance my responsibilities better.
Generate the Dialogue: Ask the agent to begin the discussion.

Role of a Manager Prompt Primer

Help me with the Role of a Manager. My primary challenge is [Describe your main challenge, e.g., "I'm a new manager feeling overwhelmed"]. Specifically, I want to explore [Add detail, e.g., "how to better balance the 'Three Hats' of my role"]. Let's start the discussion.

Giving Feedback (SBI) AI Coaching Flow

Use this primer when you need to prepare for a feedback conversation by crafting a clear, factual, and impactful SBI (Situation-Behavior-Impact) statement.

Start: Help me prepare feedback using the SBI model.
Setup: Describe the context of the feedback.
Example: I need to give corrective feedback to a senior engineer on my team.
Add Supporting Detail: Provide the specifics for the Situation, Behavior, and Impact.
Example: The situation was today's team meeting. The behavior was that he interrupted his peers multiple times. The impact was that it shut down the conversation.
Generate the Statement: Ask the agent to help you craft the SBI statement.

Giving Feedback (SBI) Prompt Primer

Help me prepare feedback using the SBI model. I need to give [Corrective or Positive] feedback to [Describe the employee, e.g., "a junior analyst"]. The situation was [Describe the specific event]. The behavior I observed was [Describe the specific, observable action"]. The impact was [Describe the consequence]. Help me craft the SBI statement for this.

Coaching for Development (GROW) AI Coaching Flow

Use this primer when you need to prepare for a forward-looking coaching conversation to help an employee with their goals, development, or a specific challenge.

Start: Help me prepare for a coaching conversation using the GROW model.
Setup: Describe the employee and their goal or challenge.
Example: I'm meeting with a high-potential employee who wants to move into a leadership role.
Add Supporting Detail: Provide context on what you'd like to achieve in the conversation.
Example: I want to help her create a clear, actionable development plan.
Generate the Dialogue: Ask the agent to begin the preparation.

Coaching for Development (GROW) Prompt Primer

Help me prepare for a coaching conversation using the GROW model. I'm meeting with [Describe the employee] to discuss [Describe their goal or challenge, e.g., "their career development"]. My goal for the conversation is to [Describe your desired outcome, e.g., "help them identify 2-3 concrete next steps"]. Let's start planning the conversation.

Team Effectiveness (GRPI) AI Coaching Flow

Use this primer to diagnose team issues, improve meeting effectiveness, or set a new project up for success by clarifying Goals, Roles, and Interpersonal norms.

Start: Help me improve my team's effectiveness using the GRPI model.
Setup: Describe the team's primary challenge.
Example: My team seems disorganized and isn't hitting its targets.
Add Supporting Detail: Provide a specific area of friction you've noticed.
Example: Our team meetings are unproductive and often go off track.
Generate the Dialogue: Ask the agent to begin the diagnostic conversation.

Team Effectiveness (GRPI) Prompt Primer

Help me improve my team's effectiveness using the GRPI model. My team's primary challenge is [Describe the main issue, e.g., "a lack of clarity on a new project"]. A specific area of friction I've noticed is [Add detail, e.g., "tension about who is responsible for what"]. Let's start the analysis.

Holistic Coaching (MASS) AI Coaching Flow

Use this primer when you want to design a comprehensive, long-term coaching plan for an individual, focusing on Mindset, Asking, Shared Observation, and Support.

Start: Help me design a coaching plan using the MASS model.
Setup: Describe the employee and the purpose of the coaching plan.
Example: I want to create a formal development plan for a high-potential employee.
Add Supporting Detail: Provide context on their primary development area.
Example: The main goal is to build her strategic thinking skills.
Generate the Dialogue: Ask the agent to begin structuring the plan.

Holistic Coaching (MASS) Prompt Primer

Help me design a coaching plan using the MASS model. This plan is for [Describe the employee]. The main purpose is to [Describe the goal of the plan, e.g., "prepare them for a promotion"]. Their primary development area is [Add detail, e.g., "improving their presentation skills"]. Let's start building the plan.

Giving Corrective and Positive Feedback AI Coaching Flow

Use this primer after you've prepared an SBI statement to plan the flow of the actual feedback conversation, whether it's corrective or positive.

Start: Help me plan a feedback conversation.
Setup: State whether the feedback is corrective or positive.
Example: The feedback I need to deliver is corrective.
Add Supporting Detail: Provide the SBI statement you have prepared.
Example: My SBI is: "In today's meeting (S), you interrupted a colleague (B), which made them stop sharing their idea (I)."
Generate the Dialogue: Ask the agent to help you prepare for the conversation.

Giving Corrective and Positive Feedback Prompt Primer

Help me plan a feedback conversation. The feedback is [Corrective or Positive]. The SBI statement I've prepared is: [Paste your SBI statement here]. Let's prepare for the conversation.

Listening Levels AI Coaching Flow

Use this primer to improve your active listening skills, self-assess your style, and prepare to have more impactful conversations with your team.

Start: Help me improve my listening skills.
Setup: Describe a situation where you feel your listening could be better.
Example: I feel like I'm not connecting with my team in our 1:1s.
Add Supporting Detail: Provide a specific challenge you're facing.
Example: I think I spend too much time in 'Level 1' and jump to problem-solving too quickly.
Generate the Dialogue: Ask the agent to begin the discussion.

Listening Levels Prompt Primer

Help me improve my listening skills. I want to focus on [Describe the situation, e.g., "my weekly 1:1s"]. My specific challenge is [Add detail, e.g., "I feel like my team isn't telling me the whole story"]. Let's discuss the Listening Levels.

Delegation (BEAM Model) AI Coaching Flow

Use this primer to plan an effective delegation using the Big Picture, Expected Results, Authority, and Monitoring (BEAM) model.

Start: Help me delegate a task using the BEAM model.
Setup: Describe the task you want to delegate.
Example: I need to hand off the project status reporting to one of my direct reports.
Add Supporting Detail: Provide context on the employee you have in mind.
Example: I'm thinking of giving it to a junior employee who needs a development opportunity.
Generate the Dialogue: Ask the agent to begin the planning process.

Delegation (BEAM) Prompt Primer

Help me delegate a task using the BEAM model. The task is [Describe the task or project, e.g., "organizing the team offsite"]. I plan to delegate this to [Describe the employee and their experience level]. Let's start planning the delegation.

Manager Improv AI Coaching Flow

Use this primer when you want to practice your management skills in a safe, dynamic, and realistic scenario co-created with the AI.

Start: I want to start a Manager Improv session.
Setup: Describe the core management challenge you want to practice.
Example: I'm a new manager and I'm finding it hard to stop being a 'doer' and a technical expert for my team.
Add Supporting Detail: Provide a complicating factor to make the scenario more realistic.
Example: Let's add the complexity of a hybrid team dynamic.
Generate the Scenario: Ask the agent to create and present the scene.

Manager Improv Prompt Primer

I want to start a Manager Improv session. The core challenge I want to practice is [Describe your management challenge, e.g., "delegating high-stakes tasks effectively"]. To make it more realistic, let's add the complicating factor of [Add a complexity, e.g., "a sudden change in project priorities"]. Please create and present the scene.

Role of a Manager AI Coaching Flow (Duplicate)

Use this primer when you want to explore the foundational principles of your role, understand the key mindset shifts, or get guidance on a general management challenge.

Start: Help me with the Role of a Manager.
Setup: Describe your primary challenge or question.
Example: I'm a new manager and I'm struggling with the transition from being a peer to being a boss.
Add Supporting Detail: Provide context on the specific area you want to explore.
Example: I feel like I'm being pulled in too many directions and need to balance my responsibilities better.
Generate the Dialogue: Ask the agent to begin the discussion.

Role of a Manager Prompt Primer

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