Portal Orientation¶
Procedural orientation for clients entering the KCG portal. Not a coaching framework — a working agreement and a tour.
This page mirrors the structure of 01-getting-started (Course 01). The full lesson lives in the source repo at ~/Documents/GitHub/kcg-client-portal-courses/01-getting-started/01-getting-started-with-kcg.md.
What the portal is for¶
The portal is where coaching work lives between sessions: session notes, goal tracking, coursework, messages, account settings. It supports the work — it does not replace the work or the relationship.
Authentication¶
- Magic link sent to a verified email address (default sign-in method).
- Password as an alternative, set in account settings.
- Two-factor authentication recommended for all accounts.
See glossary for definitions.
Privacy and data ownership¶
Your data belongs to you.
- Coach has access to session notes, goals, and coursework progress to support the work.
- No third parties have access unless required by law.
- No advertising, no data selling, no behavioral analytics.
- Data is stored on Cloudflare infrastructure, encrypted in transit and encrypted at rest.
Data backup is the client's responsibility¶
The portal supports the work. It is not a permanent archive. Anything the client wants to keep long-term — session notes, goal tracking, completed worksheets — is the client's responsibility to export and back up to their own device.
| Data type | Where it lives | Exportable |
|---|---|---|
| Session notes | Portal database | Yes |
| Goals and tracking | Portal database | Yes |
| Messages | Portal database | Yes |
| Coursework progress | Portal database | Yes |
| Uploaded files | Cloud storage linked to account | Yes |
The partnership¶
The coach provides:
- The platform
- Session facilitation
- Frameworks and coursework
- Direct feedback
- A structured coaching process
The client provides:
- Showing up prepared
- Completing assigned coursework
- Backing up their own data
- Owning their process
- Communicating openly
This is a partnership. You will get out what you put in.
Acknowledged on joining¶
These are the operating conditions. They remain in force throughout the engagement.
- The client is responsible for backing up data they want to keep long-term.
- The portal is a tool, not an archive.
- Data is encrypted and stored on Cloudflare; no third-party access without legal compulsion.
- The client is expected to show up prepared, complete coursework, and communicate openly.
- The engagement is a partnership.
What follows orientation¶
The first interactive worksheet is Understanding Values — three parts: personal values hierarchy, what gets compromised under pressure, and the gap between an institution's stated and rewarded values. Fillable, autosaved, exportable.
After Values, the client moves into the methodology arc: Naming the Engagement → Naming the Cause → Naming the Objective → Naming the Structure → Naming the Right → Naming the Signal → Naming the Calibration.