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Connecting Notes to Training Plans

Coach notes and training plans are connected throughout the app. Observations captured in notes drive training plan creation, and training plans reference note history when evaluating progress.

Creating Plans from Note Processing

After running Process Notes with AI each extracted observation card has a Create Training Plan button. Tap it to open a pre-filled training plan with:

  • The player already selected
  • The training area populated from the observation category
  • The focus area populated from the AI summary
  • The original note in the plan notes field

Edit the plan to add specific objectives and drill references, then save.

Notes in Training Plan Detail

When viewing a training plan detail you can see all notes tagged to that player and area. This gives context for how the issue developed and what approaches have been tried.

Report Card Connection

When generating a player report card the app includes:

  • Active training plans
  • Coach notes from the selected date range (optional — you select whether to include raw notes)
  • AI-summarized observations (when AI processing was used)

This makes report cards more specific and useful — families see not just stats but the coaching context behind the development priorities.

Note Tagging

Notes can be manually tagged to specific training plans. When reviewing a plan tap Add Note to attach an existing note or create a new one directly in context. Tagged notes appear in the plan's activity feed in chronological order.

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