# US 2021/0174698 A1 · Methods and apparatus for adaptive coaching

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- Number: US 2021/0174698 A1
- Document ID: US20210174698A1
- Status: Published application
- Kind: A1
- Application number: 17/113,219
- Filed: 2020-12-07
- Published: 2021-06-10
- Earliest claimed: 2019-12-05
- Applicants: Southwest Human Development, Inc.
- Inventors: Mindy Zapata
- Web page: https://patentgrep.com/patent/US20210174698A1

## CPC

- G09B 19/00: Teaching not covered by other main groups of this subclass (teaching or practice apparatus for gun-aiming or gun-laying F41G3/26)
- G06F 3/0482: Interaction with lists of selectable items, e.g. menus
- G06F 16/22: Indexing; Data structures therefor; Storage structures
- G06Q 10/10: Office automation; Time management
- G06Q 50/2057: {Career enhancement or continuing education service}
- G09B 5/06: with both visual and audible presentation of the material to be studied
- G09B: EDUCATIONAL OR DEMONSTRATION APPLIANCES; APPLIANCES FOR TEACHING, OR COMMUNICATING WITH, THE BLIND, DEAF OR MUTE; MODELS; PLANETARIA; GLOBES; MAPS; DIAGRAMS (devices for psychotechnics or for testing reaction times A61B5/16; games, sports, amusements A63; projectors, projector screens G03B)
- G06F: ELECTRIC DIGITAL DATA PROCESSING (computer systems based on specific computational models G06N)
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

Methods and apparatus for an adaptive coaching system include a remotely accessible coaching module for storing and processing observational data recorded during one or more coaching sessions. Observational data may be entered via a dashboard accessed by a user device. Observational data may then be processed by the coaching module to generate individualized professional development plans and performance reports. The coaching module may also synthesize observational data over a series of coaching sessions against a set of performance metrics to help track and quantify performance improvement over time.

## Claims

### Claim 1

An internet-based adaptive coaching system accessible by a user device connected to the internet via a network, comprising:
a coaching module, comprising:
a professional practice data library;
an observation library; and
a training library; and
an observer module communicatively linked to the coaching module and the user device and configured to:
display a dashboard on the user device;
allow a user to enter observational data from the user device during a coaching session conducted by a coaching professional by:
selecting a type of coaching session being observed by the user from the dashboard;
selecting a number of observed professional practices from a set of available professional practices in the observation library displayed on the dashboard; and
recording a duration of the coaching session; and
upload the entered observational data to the coaching module,
wherein the coaching module is configured to:
store the uploaded observational data in the professional practice data library;
quantify the uploaded observational data; and
analyze the uploaded observational data to generate individualized professional development plans from the training library for the coaching professional.

### Claim 2 (depends on 1)

An internet-based adaptive coaching system according to claim 1, wherein the set of available professional practices displayed to the user is determined according to the type of coaching session selected.

### Claim 3 (depends on 1)

An internet-based adaptive coaching system according to claim 1, wherein the selecting a number of observed professional practices includes a quantity of observations for each individual practice available for selection.

### Claim 4 (depends on 1)

An internet-based adaptive coaching system according to claim 1, wherein the coaching module is further configured to prompt the coaching professional to view a training session prior to a coaching session, wherein the training selection is determined by the coaching module based on the generated individualized professional development plan for the coaching professional.

### Claim 5 (depends on 4)

An internet-based adaptive coaching system according to claim 4, wherein performance of the coaching professional to the generated individualized professional development plan for the coaching professional is determined according to a set of predetermined performance metrics.

### Claim 6 (depends on 1)

An internet-based adaptive coaching system according to claim 1, wherein the coaching module is further configured to generate professional development plans for an organization based upon uploaded observational data for each coaching professional associated with the organization.

### Claim 7 (depends on 1)

An internet-based adaptive coaching system according to claim 1, wherein the coaching module is further configured to display the quantified observational data to the user according to a set of selected criteria.

### Claim 8

An adaptive coaching system accessible by a user device, comprising:
a coaching module, comprising:
a professional practice data library;
an observation library; and
a training library; and
an observer module comprising a dashboard communicatively linked to the coaching module and the user device and configured to:
allow a user to enter observational data from the user device during a coaching session conducted by a coaching professional by:
selecting a type of coaching session being observed by the user from the dashboard;
selecting a number of observed professional practices from a set of available professional practices in the observation library displayed on the dashboard; and
recording a duration of the coaching session; and
upload the entered observational data to the coaching module,
wherein the coaching module is configured to:
store the uploaded observational data;
quantify the uploaded observational data; and
analyze the uploaded observational data to generate individualized professional development plans from the training library for the coaching professional.

### Claim 9 (depends on 8)

An adaptive coaching system according to claim 8, wherein the set of available professional practices displayed to the user is determined according to the type of coaching session selected.

### Claim 10 (depends on 8)

An adaptive coaching system according to claim 8, wherein the selecting a number of observed professional practices includes a quantity of observations for each individual practice available for selection.

### Claim 11 (depends on 8)

An adaptive coaching system according to claim 8, wherein the coaching module is further configured to present a training session to the coaching professional prior to a coaching session according to the generated individualized professional development plan for the coaching professional.

### Claim 12 (depends on 11)

An adaptive coaching system according to claim 11, wherein performance of the coaching professional to the generated individualized professional development plan for the coaching professional is determined according to a set of predetermined performance metrics.

### Claim 13 (depends on 8)

An adaptive coaching system according to claim 8, wherein the coaching module is further configured to generate professional development plans for an organization based upon uploaded observational data for each coaching professional associated with the organization.

### Claim 14 (depends on 8)

An adaptive coaching system according to claim 8, wherein the coaching module is further configured to display the quantified observational data to the user according to a set of selected criteria.

### Claim 15

A method for generating adaptive coaching plans, comprising:
receiving observational data entered from a user device communicatively linked to a coaching module during a coaching session conducted by a coaching professional;
uploading the entered observational data to the coaching module, wherein the coaching module is configured to:
store the uploaded observational data;
quantify the uploaded observational data; and
analyze the uploaded observational data to generate individualized professional development plans from the training library for the coaching professional.

### Claim 16 (depends on 15)

A method for generating adaptive coaching plans according to claim 15, wherein entering observational data comprises:
selecting a type of coaching session being observed by the user;
selecting a number of observed professional practices from a set of available professional practices in the observation library displayed on the user device; and
recording a duration of the coaching session.

### Claim 17 (depends on 16)

A method for generating adaptive coaching plans according to claim 16, wherein the set of available professional practices displayed to the user is determined according to the type of coaching session selected.

### Claim 18 (depends on 15)

A method for generating adaptive coaching plans for according to claim 15, wherein the coaching module is further configured to present a training session to the coaching professional prior to a coaching session according to the generated individualized professional development plan for the coaching professional.

### Claim 19 (depends on 18)

A method for generating adaptive coaching plans for according to claim 18, wherein performance of the coaching professional to the generated individualized professional development plan for the coaching professional is determined according to a set of predetermined performance metrics.

### Claim 20 (depends on 15)

A method for generating adaptive coaching plans for according to claim 15, wherein the coaching module is further configured to display the quantified observational data to the user according to a set of selected criteria.
