An AI-drafted quarterly review for every person, built from a quarter of one-on-ones and the work itself. Coaches edit it, and each person sees theirs in the room.
Who feels it, what it costs, why now.
After a quarter of one-on-ones the coaching database holds more than any coach can remember. There's no full picture of each person's progress and no fair basis for a quarterly review. Meanwhile AI is changing the business fast and people who feel stuck in their AI growth leave or slow down, so we take on fewer projects while the price we can charge keeps falling.
The new coaching database has its first full quarter of data, and price pressure means the team has to grow its capacity without growing headcount.
Almost everything already exists in edge8-web. The work is joining it.
| Signal | Where it lives | Status |
|---|---|---|
| One-on-ones: prep, summary, shared summary, who led it, coach / mentor / direct mix | coaching_one_on_ones | Exists |
| Transcripts and recordings (Lark Minutes) | meetings | Links, not text |
| Commitments and whether they were kept | coaching_commitments, coaching_commitment_history | Exists |
| Goals, priorities, things noticed | coaching_priorities, coaching_noticed, goals | Exists |
| Trend reports | coaching_trends | Extend |
| Reviews, ratings and self-assessment | performance_reviews | Extend |
| Feedback | training_learner_feedback, coaching_goal_comments | Exists |
| Workboard cards and time spent blocked | tasks, task_stage_log | Exists |
| Human and AI tokens | htt.token_entries | Exists |
| Time off | time_off | Exists |
| AIO Labz progress and certification | AIOLabz Database: enrollment, activity_completion, micro_session_completion, submission | New link |
A link from AIO Labz users to Edge8 people, probably by email, and a review status on performance_reviews: draft, approved, discussed. The transcripts need checking: if only links are stored, the draft reads them from Lark Minutes.
Fully transparent. The review is opened together, never sent ahead. Three screens below.
Fills in a self-assessment, then sees their own review for the first time in the one-on-one.
Sees their own people and gets a private mirror on their own coaching style.
Sees everyone. Edits every draft for now and runs calibration with each manager.
| Person | Coach | Commitments kept | AIO Labz | Token ratio | Status |
|---|---|---|---|---|---|
| Team member A | Dave | 83% ↑ | 6 of 8 | 1 : 40 ↑ | Discussed |
| Team member B | Khoa | 50% ↓ | 2 of 8 | 1 : 12 → | Draft |
| Team member C | Quan | 70% → | 8 of 8 ✓ | 1 : 65 ↑ | Approved |
| Team member D | Dave | — | 4 of 8 | 1 : 25 ↑ | Self-assessment missing |
Sort or filter by any column. Clicking a row opens that person's review. Calibration with Khoa or Quan uses the same view filtered to their people.
Every sentence links to its source: a one-on-one, a commitment or a card.
Where self and coach differ by 1 or more, it's highlighted as a talking point.
Target mix agreed with Dave: mostly coaching.
Layout only, with placeholder people and numbers. The final screens use edge8-web's existing coaching components.
The FAST goal, how we measure it and what it returns.
Zero regretted departures from November 2026 to April 2027. 100% of the team AI Officer certified and building fast with AI. $130K a month in revenue with no new hires.
If we hit it: a 200% monthly-salary bonus for the product team and a 25% average raise.
| Success measure | Type | Baseline | Target |
|---|---|---|---|
| Regretted departures | Lagging | 3 in 2026 | 0 in 6 months |
| Monthly revenue, with headcount flat | Lagging | Current run rate | $130K a month |
| AI Officer certified | Lagging | From the AIO database | 100% |
| Human-to-AI token ratio | Leading | Measured in the Q3 pilot | Rising every quarter |
| Commitments kept by the next one-on-one | Leading | Measured in the Q3 pilot | 80% |
| Reviews done and discussed on time | Leading | 0 | 100% every quarter |
Three regretted departures at about two months' productivity each is roughly 6 person-months a year. That's capacity the $130K goal needs without hiring.
About 10 hours per person per quarter today, down to about 2: edit the draft, then have the conversation. For Dave's 6 people alone, about 60 hours becomes about 12.
Open question: the company key result on record in edge8-web is an average 20% raise and an average $2,000 bonus, and there's no $130K revenue goal. This plan uses Dave's numbers. Update the key result if they're the new targets.
What counts as finished, where it lives and who needs to understand it.