Named practitioner and continuity
Who personally leads every session, and can that person be changed without consent? Required evidence: Named coach, bio, session-delivery policy, and handoff terms.
Open decision record →How to choose an executive AI coach
Each record defines the accountable decision, evidence need, human control, material risks, and questions to resolve before choosing a tool or scaling a workflow.
Current applied AI practice
What AI systems and executive workflows has the coach personally used recently? Required evidence: Dated examples, limitations, and a clear distinction between use and implementation claims.
Open decision record →Coaching method and client agency
How does the engagement develop judgment instead of creating dependency? Required evidence: Contracting method, reflection and action cycle, client-owned artifacts, and exit criteria.
Open decision record →Confidentiality and data handling
Where do files, recordings, transcripts, prompts, and notes go? Required evidence: NDA terms, tool register, retention period, model-provider terms, and deletion process.
Open decision record →Role and industry context
Can the coach work inside the leader's real responsibilities without pretending to be the subject-matter decision maker? Required evidence: Relevant experience, scope boundaries, and examples of context adaptation.
Open decision record →Delivery format and access
Are sessions private, synchronous, remote or in person, and what support exists between sessions? Required evidence: Cadence, duration, geography, response expectations, and accessibility.
Open decision record →Outcome definition and evidence
What changes should be observable, by whom, and over what period? Required evidence: Baseline, target behavior or workflow, measurement method, timeframe, and caveats.
Open decision record →Role, conflict, and referral boundaries
When is the provider coaching, advising, implementing, or referring the client elsewhere? Required evidence: Role disclosure, conflicts policy, referral protocol, and non-clinical boundary.
Open decision record →