Squads
The Squads module makes DotCollective’s squads first-class entities in Nucleus. Each squad has a dashboard, weekly kickoff sessions, action tracking, and live performance data.
Features
Section titled “Features”- Squad dashboard — overview with utilisation, AI adoption, open actions, and team status
- Weekly kickoff sessions — structured 4P format (Progress, Plans, Problems, Promotions)
- AI session briefs — auto-generated session content from utilisation data, Granola meetings, and team context
- Action tracking — follow-up actions created during sessions, synced to the Action Centre
- Performance tab — utilisation grid, time entry flags, AI adoption breakdown, scorecard summary
- Employee snapshots — per-person meeting count, allocations, leave, and outstanding actions captured at session creation
- Granola integration — meeting notes matched to squad sessions appear inline
- Permission-scoped views — employees see general squad info; managers+ see full session notes and can edit
Squads
Section titled “Squads”Seven squads operate at DotCollective: Apollo, Apex, Nova, Odyssey, Ultra, Retail, and Polaris. Each has:
- DM (Delivery Manager) — primary manager
- Tech Lead — technical leadership
- Colour — visual identification across the UI
- Kickoff schedule — day and time for the weekly session
- Focus note — current week’s focus, visible on the dashboard
Weekly Kickoff Sessions
Section titled “Weekly Kickoff Sessions”Sessions follow the 4P format, a 20-minute director-led session:
| Section | Purpose |
|---|---|
| Progress | What happened last week — utilisation, completed work, time entry quality |
| Plans | This week’s priorities — sprint tasks, upcoming deadlines, open actions |
| Problems | Blockers, risks, overdue items, client health flags |
| Promotions | Wins, callouts, above-target performance |
Session lifecycle
Section titled “Session lifecycle”- Create — opens a session for the current week, captures data snapshots
- Generate brief — AI pre-fills all 4 sections from system data
- Edit — facilitator refines content before and during the session
- Complete — locks the session and records completion
Data snapshots
Section titled “Data snapshots”At session creation, the following data is captured and stored:
- Utilisation data for the previous week (per person)
- AI adoption tiers for each team member
- Pending (draft) time entry count
- Open action count
- Per-employee context: meetings, allocations, leave, outstanding actions
Snapshots are taken once and not updated — they represent the state at the time the session was opened.
Squad Actions
Section titled “Squad Actions”Actions are follow-up items created during or after a session. They:
- Can be linked to a specific session or created ad-hoc
- Are mirrored to the Action Centre (
source_module = 'squads') - Track assignee, due date, and completion status
- Completing a squad action also marks the corresponding Action Centre item as complete
Permission Model
Section titled “Permission Model”| Role | Access |
|---|---|
| Employee / Lead | View own squad dashboard and members. Cannot see session notes |
| Manager | View and edit sessions for their squad. Create and complete actions |
| Head / Executive | Full access across all squads |
Settings ▸ Squads (admin)
Section titled “Settings ▸ Squads (admin)”The admin Settings ▸ Squads tab is a management view, distinct from the scoped dashboards above. It lists all squads (via GET /api/admin/squads) regardless of the viewer’s access level or how many people they manage — so an admin who is a manager with no direct reports still sees every squad. The squad dashboards under People remain access-level scoped per the table above.
Navigation
Section titled “Navigation”Squads is located under People in the sidebar navigation.