Internal tool — prototype with demo data. Not client facing.

Management viewMG

2026-07-24 14:00 · 60 min · Week 3, lesson 3

Private Lesson

Delivered by Keith

Auto-matched94%Approved

Demo dataSeeded for prototype review — no live client records.

OwnerPriscilla BooneTrainerKeith

Session summary

Generated from the matched recording.

Mat settle duration work. Session ran long and the teach-back step was skipped.

Skills taught

Mat settle with durationCounter management

Homework issued

  • • Mat settle, three reps twice daily
  • • Clear counters for two weeks

Client progress

Kept separate from trainer execution.

Client confidence (self-reported)
4/5
Closing standard
Closing questions asked
Owner concerns raised
None raised.
Open Ollie's record

Lesson score · SOP v1.2

7 categories, each 1–5 × weight, total /100. Things to watch are reported separately.

L1_CALM
76/100SolidSolid quality
Owner hands-on
45-55%
Dog out at
min 4
Owner understanding risk
medium
Profanity count (not scored)
0
CategoryScoreWeightPoints
Setup & Check-in4/5×28/10
Method Accuracy & Safety4/5×416/20
Explaining the Why4/5×312/15
Demo → Rehearse → Owner Reps3/5×412/20
Live Coaching of the Owner4/5×312/15
Close & Homework4/5×312/15
Professionalism & Client Experience4/5×14/5

ICA Teaching Loop

ExplainDemonstrateTogetherSoloRecap & check

Things to watch

Informational coaching signals; they never cap the score.

Owner performed soloYes

Owner ran at least one rep with the trainer silent.

Recap & checkNo

Only "make sense?" — no teach-back.

Homework + supportYes

Owner restated the homework with reps and times per day.

Closing Ritual

Solo demo, recap & check, homework + support, owner feedback.

  • Solo demoYes
  • Homework + supportYes
  • Lesson wrap-upYes
  • Specific planYes
  • Owner feedback (did well · watch for · dog tendencies)No
  • Avoided "Good luck, see you next week"Yes

Flags & adaptations

Critical flags go to Keith review. Review flags go to Keith/Adrianah to clear and don't change the score.

No flags or adaptations on this lesson.

Coaching feedback

One thing that worked, one thing to tighten.

Strengths

  • Counter surfing addressed with a management plus training plan.

Top coaching points

  1. 1. Explain, demonstrate, and practice present; no verification of understanding before homework.

    Why: The owner has to reproduce this at home without the trainer standing next to them.

    Try this: Run the Closing Ritual: "So that I know I explained it well, show me once on your own, then tell me your plan for this week."

Category evidence

Timestamped transcript evidence behind each score.

Setup & Check-in

4/5

Counter surfing addressed with a management plus training plan.

00:14:22TrainerAI 88%Auto-published
“Management first: nothing on the counter for two weeks while we train the alternative.”

Method Accuracy & Safety

4/5

Demo estimate — no category-specific evidence captured in this sample record.

Explaining the Why

4/5

Demo estimate — no category-specific evidence captured in this sample record.

Demo → Rehearse → Owner Reps

3/5

Explain, demonstrate, and practice present; no verification of understanding before homework.

00:41:55TrainerAI 78%Auto-published
“We're over time, so just try the place command a few times tonight.”

Live Coaching of the Owner

4/5

Client reported 4/5.

00:52:33ClientAI 93%Auto-published
“Four, the mat thing makes sense to me.”

Close & Homework

4/5

Homework volume stated clearly.

00:43:10TrainerAI 85%Auto-published
“Three reps, twice a day. That's it — don't add more.”

Professionalism & Client Experience

4/5

Client's frustration acknowledged without minimizing.

00:08:05ClientAI 90%Auto-published
“It's embarrassing when we have people over.”