Goals & Coaching

How it works

The mechanics of this kit, plainly — what runs and when, where the data lands, and what you look at.

• Monday check-in runs mondays · 8am and keeps the Direction dashboard fresh. Monday morning — what moved, what is stuck, one coaching question.
• Quarterly reset runs quarterly · 1 jan, apr, jul, oct · 9am and keeps the Direction dashboard fresh. The first morning of the quarter — the longer look: re-rank, retire with honour, refocus.
• What is captured lands in the Life audit dataset, which lives at Data/Life Audit in your vault — yours to open, search, and edit like any other file.
• What is captured lands in the Goal register dataset, which lives at Data/Goal Register in your vault — yours to open, search, and edit like any other file.
• What is captured lands in the Progress log dataset, which lives at Data/Goal Progress in your vault — yours to open, search, and edit like any other file.
• What is captured lands in the Goal steps dataset, which lives at Data/Goal Steps in your vault — yours to open, search, and edit like any other file.
• What is captured lands in the Decisions weighed dataset, which lives at Data/Decisions Weighed in your vault — yours to open, search, and edit like any other file.
• The Direction dashboard reads from the dataset and shows, at a glance: this quarter’s focus · goals on the register · where they stand · where the movement has gone · moves, month by month · when each goal last moved · the agreed next steps · the quarter in a sentence · goals by life area.

The wiring, in one breath: Hazel runs Life audit · Life audit keeps its place in Life audit · Life audit drafted into Goal register · Goal register shown by Direction · Direction kept fresh by Monday check-in · Monday check-in joined each quarter by Quarterly reset · Quarterly reset reads Progress log · Progress log fed by Progress capture · Hazel holds Plans and the week ahead · Plans and the week ahead writes to Goal steps · Goal steps shown by Direction · Hazel holds Weigh a decision · Weigh a decision writes to Decisions weighed.

Getting the most from it

A kit earns its place when it changes what you look at and what you say, not when it is installed. This is the rhythm that makes it pay.

• Do the life audit in sittings and choose no more than three goals to put in focus. The board is built around those three.
• Say progress in passing — "ran 12k", "had the coffee" — and Progress capture logs it against the right goal. Do not report; just mention.
• Read Direction on Monday after the check-in. The momentum list, quietest first, is the honest read; when there is a card, it carries one question — answer it in chat with Hazel.
• Use Hazel for the question, not the answer. "What is in the way" gets you further than "what should I do".
• Take the quarterly reset as a conversation: retire with honour, refocus, redefine — in your words. Nothing changes until you say so.
• When a goal is too big to start, ask Hazel to break it down. Plans and the week ahead asks the questions and writes the steps you name onto Goal steps; it never hands you a plan. Tick each step on Direction, under "The agreed next steps", as you do it.
• On a Monday, after the check-in, tell Hazel what the week holds. It lays the week beside the goals in focus and asks whether that is the week you meant. It reads no calendar: what you say is the week.
• Turning a big decision over? Weigh a decision walks both ways with you, keeps what you say on Decisions weighed so you can pick it up again, and leaves the choice with you. Ask it which way to go and it will hand the question back.

Make it yours

Nothing here is fixed. The pieces are ordinary agents, routines, datasets and dashboards, so anything you know about shaping those applies. Retire whatever earns nothing.

Things people usually change first

Say any of these in chat, or edit them on the kit’s page in the app.

• Which goals are in focus, and how many — three is the cap Hazel holds, once, and then it is your call.
• The areas of life the audit offers — a faith, a move abroad, a child on the way can be added as their own.
• What time the Monday check-in runs, whether it leaves cards at all, or turning it off and just keeping the board.
• How long a goal may go quiet before the check-in asks about it — three weeks is the default.
• Whether Hazel may read your mood log or habit log for context — and that it never reports a mood back as a judgement.
• The steps of a plan: add one, reword one or drop one (it is kept, marked not needed) whenever you like, and a step ticked by mistake unticks on the board.

Your first run

Installing starts a short setup conversation — not a form. Answer roughly, correct later.

1. It opens with a conversation, not a form and not an empty board. Before it asks you anything, Hazel starts from what 1Presence already knows: goals and plans you have mentioned, and notes, reviews or plans in your vault. It offers what it finds for a yes, writes a goal only once you confirm it, and asks only for the gaps.
2. Then Hazel — the coach who keeps this kit — offers the whole territory of your life a few areas at a time as tap-to-answer panels: career and work, money, health and body, relationships, growth and learning, play and rest, home and surroundings, purpose and contribution. Pick the ones where something feels off or where you have an ambition; none is a fine answer.
3. For each area you open, Hazel slows down and asks properly: how it is now in your own judgement, what a ten out of ten would look like, and the one thing that would move it. If there is a goal in what you say, you say it as a goal — one sentence, yours — and it lands on the register as you speak. Nothing is scored, and nothing is turned into a plan you did not write.
4. At most three goals go into focus for the quarter. Hazel says once why the cap exists, then does exactly what you choose.
5. You can stop at any point. The audit knows which areas are covered and which are still open. What is still open waits on the Kit page and the board with a way back to Hazel, and Hazel offers it once the next time you talk, so weeks later one tap resumes exactly where you were. Tell Hazel an area does not apply to you, or that you have finished setting up, and it stops asking.
6. From then on it is conversational: say in the middle of anything that you ran twelve kilometres, had the coffee, sent the message, and it counts against the right goal. Milestones and anything that looks like a goal reached are confirmed with you first.
7. Every Monday at eight the check-in reads the register, redraws the board, and — only if a goal in focus has gone quiet or a next step needs agreeing — leaves one card: what moved, what is stuck, one coaching question. When every focus goal moved last week, it says nothing. On the first morning of each quarter, the reset writes the quarter in a sentence and proposes what to keep, retire with honour, or bring into focus. It proposes only; nothing changes until you say so.
8. Nothing here reads your email, your calendar or any account outside 1Presence, ever. The only thing it looks up outside is a public source, which it names, when a step or a decision turns on a fact.

Watch the first pass, then tell it what you would have done differently — that correction teaches it more than any setup could.

The essentials

Learning, preferences and run costs work the same in every kit — so they are covered once, in the Kits guide.

Living with a Kit — the Kits guide →

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