Create a coaching program by pasting JSON

A coaching program can be written as one JSON document and pasted into Magpie. Import program on the Programs page will create a new program from it. An import never changes a program that already exists.

Use Copy the prompt in the import box to copy these instructions for an assistant you use. The assistant will ask you for what it needs, then write the document.

Importing is all or nothing. Magpie will check the whole document before it saves anything, and will name a mistake by its place in the document, such as goals[1].measure must be one of number, rating, done or levels. It was "percentage". A field that is not in the format is refused.

The document holds no price, payment plan, agreement or program page: set those in the program's Edit details…. Each wheel and Form in the document will be added to your library, and each link and text resource too. A Form will be added to Forms as a draft; clients can answer it once you publish it.

The document

{
  "schema": "magpie.coaching-program",
  "version": 1,
  "name": "New managers, 8 weeks",
  "description": "For people leading a team for the first time.",
  "lengthWeeks": 8,
  "sessions": { "included": 4, "minutes": 60, "cadence": "fortnightly" },
  "journalPrompts": ["What did I delegate this week?"],
  "goals": [
    {
      "name": "Delegate the weekly report",
      "whyItMatters": "It takes four hours I need for my team.",
      "measure": "number",
      "unit": "hours",
      "start": 4,
      "target": 1,
      "milestones": [{ "title": "First report handed over", "value": 2 }]
    },
    {
      "name": "Run a calm team meeting",
      "measure": "levels",
      "start": -1,
      "levels": { "-2": "I avoid meetings", "0": "Meetings run to time", "2": "The team runs them without me" }
    }
  ],
  "stages": [
    {
      "name": "First month",
      "actions": [
        { "title": "Meet each report one to one", "for": "client", "day": 14 },
        { "title": "Send the one-to-one template", "for": "coach", "day": 1 },
        { "title": "List what only you can do", "day": 3, "when": "I sit down on Monday morning", "do": "write the list before email" }
      ]
    },
    { "name": "Second month", "actions": [{ "title": "Hand over one task", "day": 35 }] }
  ],
  "habits": [{ "name": "Plan tomorrow before leaving", "cue": "shut my laptop", "daysPerWeek": 5 }],
  "checkins": [
    {
      "name": "Friday check-in",
      "schedule": "weekly",
      "weekday": "friday",
      "time": "16:00",
      "questions": [
        { "type": "number", "label": "Hours on the report this week", "unit": "hours", "goal": "Delegate the weekly report" },
        { "type": "yes_no", "label": "Did you plan tomorrow every day?", "habit": "Plan tomorrow before leaving" },
        { "type": "long", "label": "What got in the way?" }
      ]
    }
  ],
  "exercises": [
    { "name": "Wheel of work", "kind": "wheel", "areas": ["Team", "Delivery", "Stakeholders", "Own growth"], "askDesired": true, "release": { "day": 0 }, "dueDays": 3 }
  ],
  "resources": [
    { "title": "Delegation in five steps", "kind": "link", "url": "example.com/delegation", "release": { "stage": "Second month" } }
  ],
  "messages": [{ "day": 7, "text": "How is the first week going?" }]
}

Fields

The document is an object with "schema": "magpie.coaching-program" and "version": 1. Only name is required; leave out any part you do not need.

• name: the program's name, up to 160 characters.
• description: up to 5,000 characters. Clients do not see it.
• lengthWeeks: a whole number from 1 to 104.
• sessions: included (1 to 200), minutes (10 to 480) and cadence, one of weekly, fortnightly, monthly or none.
• journalPrompts: up to 10 lines of up to 200 characters.

Goals are proposed to each client when they start, up to 20. Each has a name (up to 160 characters, different from the other goals'), and may have whyItMatters (up to 2,000 characters) and a measure: number, rating (0 to 10, the default), done or levels (from -2 to 2). A number goal may have a unit of up to 24 characters. start and target are numbers in the measure's range; a goal measured by levels has a start level and may describe each level in levels, keyed "-2" to "2". milestones is a list of up to 20, each with a title and, for a number goal, a value.

Stages hold the actions, up to 30 stages with up to 100 actions each. A stage has a name, different from the other stages'. An action has a title (up to 255 characters), for (client, the default, or coach), a day it is due (0 is the first day of coaching, up to 730), and may have a plan for when and where: when and do, given together, each up to 250 characters.

Habits, up to 10: a name, a cue (something the client already does every day, written after "After I"), and daysPerWeek from 1 to 7 (7 when left out).

Check-ins, up to 3: a name (up to 120 characters), a schedule (weekly, the default, or daily), a weekday for a weekly one (monday to sunday, Friday when left out), a time such as "17:00" in each client's time zone, and 1 to 12 questions. A question has a type (rating, number, yes_no, short or long) and a label of up to 200 characters, and may be required. A rating may say what its ends mean in low and high; a number may have a unit. A rating or number question can record progress on a goal by naming it in goal; a yes or no question can log a habit by naming it in habit.

Exercises, up to 50, each with a name and a kind. A wheel has 3 to 12 areas (or none, for the default eight) and askDesired to also ask where the client wants each area to be. A form has a form: a Form in the format of Build a form by pasting JSON. An exercise may have dueDays (1 to 365): how many days the client has to answer it.

Resources, up to 50: a title and a kind, either link with a url, or text with its text.

An exercise or a resource is released on day 0 unless it has a release, which holds one of: day (0 to 730), stage (the name of one of the document's stages, released when the stage starts), afterSession (a session's number, released when it is held), or beforeSession with hoursBefore (24 when left out).

Messages, up to 100: the day it is sent and its text, up to 10,000 characters, from the client's lead coach.

Exercises, resources and messages together can be up to 300.

If an import is refused for a reason this page does not explain, Contact support.