Leader Rounds
Structured leader rounding on staff — templated check-in conversations, a stoplight issue ledger, and coverage rolled up by leader.
Meet the agent
This app ships with a production AI agent — permission-aware, tenant-scoped, audit-logged, and governed by the Agent Development Lifecycle.
Leader Rounds
Due lists, coverage rollups, and the stoplight ledger in plain English.
Overview
Leader Rounds gives the Studer-style rounding conversation a stoplight that can't be quietly painted green: every issue a person raises becomes a tracked item with an owner and a due date, its red/yellow/green is derived from reality rather than hand-set, and closing without a fix requires a written reason — because the ledger is published back to the person who raised it. Staff see the rounds about them, the issues they raised, and what happened next. That visibility is what separates a rounding program from a manager's private notebook.
A leader rounds on each direct report on a cadence, from a phone on the floor, using structured starter templates (staff rounding, new-hire 30-60-90, senior-leader skip-level) that admins customize copy-and-edit — or by paraphrasing the conversation and letting AI fill the form. A "who deserves credit" answer posts to Recognitions in one click, and a weekly reminder nudges any leader who still has people to see this month.
Coverage rolls up the reporting line: a director sees which managers rounded this month, open reds and their age, answer themes by team, location, or job title — and whether a leader's "twelve rounds" were twelve conversations or four minutes of box-checking on the 31st. Coverage counts substantive rounds only, and the same metric feeds a built-in Loop measurement plan, so adopting the practice comes with a before/after number instead of a feeling.
Before the rounds, a leader can hear from the whole team at once: switch on team conversations and each person is invited to a short, anonymous AI conversation about what is going well, what gets in the way, and what their leader should ask about. The leader sees how many took part, then a readout of themes that is held back entirely below the anonymity floor. It is off by default, because every conversation uses AI credits.
An Ask AI assistant answers who's due, who's behind, and what's stuck — read-only, scoped to what the asker already sees, never the private notes. Patient rounding, EHR integration, and HCAHPS are deliberately out of scope: this is staff rounding, done honestly.
Highlights
Capabilities
Rounding Capture
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Structured rounds from typed templates — scale, yes/no, choice, free text, recognition pick, issue capture
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Starter library: staff rounding, new-hire 30-60-90, senior-leader skip-level
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Copy-and-edit template customization (starters stay pristine)
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AI describe-to-fill: paraphrase the conversation, review the filled form
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Capture on a phone on the floor — mobile surface at /m/apps/leader-rounds
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Skipped rounds carry a recorded reason — an untaken round is a decision, not a gap
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Private notes for the leader and their management chain (and, unless an admin turns it off, the company's admins) — never visible to the person rounded on
Stoplight Issue Ledger
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Every issue raised becomes a tracked item on the platform CAPA register with an owner and due date
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Red/yellow/green derived from status + due date — never hand-set, never stale
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Closing without a fix requires a written reason, shown to the person who raised it
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Every status change lands an audit note on the issue's timeline, atomically with the write
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Issues reassignable to anyone in the company (facilities, IT, HR)
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New issues can never be born overdue — due dates clamp to today or later
Rollup, Themes & Accountability
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Coverage rolled up the reporting line — which of my managers rounded this window
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Coverage counts substantive rounds only — blank rounds don't count
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Same-day capture clusters flagged to the director (in the tenant's own timezone), not smoothed into a percentage
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Open reds and aging per leader, with leader search and CSV export
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Themes: scale and yes/no answers aggregated by team, location, or job title
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Anonymity floor on AI themes — a theme drawn from fewer people than the configured size stays hidden, and hidden themes are counted
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Obligation covers direct reports; skip-level rounds allowed without inflating overdue counts
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Home dashboard widget: rounds due with a one-tap Round on button, plus an overdue-issue count — desktop and mobile
Close the Loop
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Every employee sees the rounds about them, the issues they raised, and what happened next
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Ledger rows link back to the exact conversation that raised them
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Status-change notifications to the person who raised the issue, deduplicated
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Weekly in-app reminder to leaders who still have people to round this month
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One-click Recognition post from a round's "who deserves credit" answer — full moderation and approval gates apply
AI Assistant & API
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Ask AI assistant: due lists, coverage rollups, and ledger queries in plain English
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Assistant is read-only and scoped to what the asker can already see — private notes are never AI-visible
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REST API: due list, round capture, ledger reads and status updates
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API writes share the web app's services — identical authorization and validation on every surface
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Loop measurement plan: adopt monthly rounding and measure substantive-conversation adoption before/after
Team Conversations
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Hear from your team before your rounds: a leader asks their team about three things in short, anonymous AI conversations
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Invitations reach the leader's team in the Inbox, including people the app itself was never rolled out to
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Each person takes part once; the leader sees only how many took part while it is open
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Readout of themes and what to ask on the rounds, held back entirely below the anonymity floor
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Off by default, switched on per tenant (each conversation uses AI credits)
Boards, Pillars & Programs
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Stoplight Board: a published, period-by-period summary of issues by strategic pillar, with an AI-drafted narrative a person edits
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Strategic pillars that every question and issue rolls up to, from presets or your own
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Rounding Programs: the template and cadence each kind of leader uses with each kind of person, as a default the leader can still change
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Upward delegation of a leader's rounding to the person above them, for a set window
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AI theme extraction from written answers, behind the anonymity floor
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Voice dictation on the capture form
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Escalation of stuck red issues to the leader's manager, and an optional monthly "you said, we did" team digest
Limits & Specs
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Default rounding cadence: 30 days (configurable 1-365) — the fallback wherever no Rounding Program or template sets its own
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Anonymity floor (themes, boards, digest, team conversations): 5 people by default (configurable from the company-wide floor up to 25)
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Scale answers: 1-5
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Issue description: Up to 2,000 characters
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Coverage window: 7-365 days
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Assistant tools: 5 (all read-only), plus a sixth for team conversations while they are switched on
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Pricing: $12/leader seat/mo, min 10 (license required, opt-in per tenant)
Screenshots
Use cases
Resources
FAQ
No — Leader Rounds is staff rounding only: leaders rounding on their people. Patient rounding, EHR/census integration, and HCAHPS are deliberately out of scope.
For the rounding obligation, anyone with direct reports in the org chart. The leader pages also open to people in a manager role and to Leader Rounds admins. The obligation covers direct reports; rounding deeper into your reporting subtree (skip-level) is always allowed and never inflates overdue counts.
Yes — by design. Employees see completed rounds about them (and any skipped, with the reason), the issues they raised, current stoplight status, and the written reason whenever an issue is closed without a fix. The leader's private notes are never shown.
Derived, never hand-set: green when the issue is resolved, red when it's overdue or closed without a fix, yellow otherwise. Closing without a fix requires a written reason.
Three things: rounds with no substantive answers don't count toward coverage, subjects can see their rounds exist, and same-day capture clusters are surfaced to the director.
Yes. A built-in Loop measurement plan windows substantive rounding conversations before and after you adopt the practice, and the coverage report tracks adoption weekly. The metric counts substantive rounds only, so box-checked blanks can't inflate it.
It answers due-list, coverage, ledger, issue-detail and my-rounds questions with five read-only tools — and team-conversation questions with a sixth while team conversations are switched on — always scoped to what you can already see in the app. It cannot capture rounds, change issue status, or read anyone's private notes.
Per leader seat — the leaders who round — at $12/leader seat/month with a 10-seat minimum. License required; admins opt in per tenant. People being rounded on don't consume seats.
