The Play 9 Reports for Coach and Club are integral components of the Customer Care List feature and the Active Member Management (AMM) model. These reports are designed to help you manage your Play 9 sessions throughout the year and keep you up to date with with knowing which members are on your Care List, which members have received a Play 9 and who you still need to reach out to.
Play 9 Reports Overview
Whether you automate the delivery of your report or download it straight from GLF, it will come in the form of an Excel document. Both the Coach Play 9 Report and the Club Play 9 report follow the same format and present the same data. The only difference being that the club report includes data for all coaches in your GLF.Connect system whereas the coach report only shows data for a specific coach. When you open your report you will see the following tabs:
- Play 9 Qualifying Guidelines
- Coach Summary
- Care Group
- Last 7 Days
- Next 14 Days
- Q1
- Q2
- Q3
- Q4
- Play 9 Totals
- Not Yet Had a Play 9
We are now going to take a closer look at each of these tabs and walk you through the data presented and help you to gain an understanding of the data provided and how you might be able to act on it.
1. Play 9 Qualifying Guidelines
The first tab is a reminder of the guidelines for what determines whether a Play 9 session is qualifying or not. These guidelines will hep you understand the data in the report and help you to be effective in your performance.
2. Coach Summary
This tab gives an overview of where you currently stand. It provides a quick view of the following:
- Number of people on your care list
- Total number of people on your care list who have received a single qualifying Play 9 within the calendar year
- Total number of people on your care list who have received two qualifying Play 9 sessions within the calendar year
- Breakdown of how many Qualifying Play 9 sessions you delivered each month
- Breakdown of how many Qualifying Play 9 sessions you delivered each quarter
For the coach report, only data for a specific coach will show however, for the club report you will see data in this tab for all coaches. For a manager viewing the this tab int he Club Play 9 report, you can make an assessment of which coaches are underperforming or over achieving in their Play 9 performance. This tab will help you to hold your coaches to account for their performance, help those who are struggling, praise those who are performing well and ultimately help you to improve your club performance.
Coach Report
Club Report
3. Care Group
The Care Group tab provides a list of all the people who are on your care group. It includes a range of useful information on each member including their member status, member ID, their email address and contact number if they have provided one.
4. Last 7 Days
This tab shows a list of all Play 9 sessions delivered to people on your care list within the last 7 days. This will give you an insight into activity on a weekly basis allowing you to work towards a consistent weekly flow of activity. The date of each session will populate in Column G and the the report will indicate whether or not the session was a qualifying session or not. Column I indicates if notes were added to the customer care list and attached to the session after the session was delivered. Column J shows the notes which were assigned to the session.
IMPORTANT – Sessions which are delivered but do not have notes attached to the session from within the care list are not qualifying. You MUST assign your notes to the Play 9 session. If you are unsure of how to do this then please follow the links below to learn how to do this either from the web or the mobile apps.
Assign an Engagement to a Customer Care Note on the Web – Click Here
Assign an Engagement to a Customer Care Note on the Mobile Apps – Click Here
5. Next 14 Days
The next 14 Days tab will show you all the Play 9 Sessions you have scheduled in the upcoming 14 days which will help you to plan ahead and keep up momentum with your Play 9s.
6 – 9. Q1 to Q4
These tabs show a list of all the Play 9 sessions you have delivered to members on your Care List in each quarter. They follow the same layout as the Last 7 Days tab.
10. Play 9 Totals
The Play 9 Totals tab is a list of all the people who are on your care group. Your entire list will show on this tab and it serves as a record to show exactly which members on your Care List have received qualifying Play 9s. If a member has received one qualifying Play 9 then the date in which this was delivered will show in Column G (Date of 1st Qualifying Play 9). If a member has received two qualifying Play 9s then a date will also show in Colum H (Date of 2nd Qualifying Play 9). Colum G and Colum H will both remain blank if a member on your care list has not yet received a qualifying Play 9.
11. Not Yet had a Play 9
This is the final tab on the Play 9 report and it details all the members on your care list who have not yet received a qualifying Play 9 this calendar year. The aim is to empty this tab before the end of the calendar year! This tab includes the student email address and contact number (if provided by the student) for your convenience.
