Walkthroughs give leaders a simple, structured way to observe their team in action, document what they notice, and share thoughtful feedback that helps people thrive. This guide walks you through everything you need to know: what Walkthroughs are, when to use them, and exactly how to create and share one from start to finish.

A Walkthrough is a quick, structured observation. It's how a leader steps into a classroom, a unit, or a workspace, notices what's happening, and captures it in a way that's clear, consistent, and genuinely useful for the person being observed.

Instead of scribbling notes that never make it anywhere, Walkthroughs give you a shared framework:

When you're finished, you can share the Walkthrough directly with the employee, so feedback never gets stuck in a drawer or lost in an inbox.

Walkthroughs are built to do more than record what happened. They help you:

Reach for a Walkthrough whenever you want to observe someone's work and turn that observation into useful, documented feedback. That might be:

If your goal is to notice, document, and share — a Walkthrough is the tool.

On the go? You can do all of this from your phone.

Walkthroughs work best when your organization has defined what to look for ahead of time. This is a one-time setup that an administrator handles in Settings → Walkthroughs. Once it's done, every leader in your organization gets a ready-made framework to observe against.

The settings area has three tabs:

1. Types

2. Look-fors

3. Evidence

That's it. With your types, look-fors, and evidence in place, your team is ready to start observing.

Here's the full journey, from opening a Walkthrough to sharing it with the person you observed.

Go to the person you'd like to observe and open the Walkthroughs tab on their page. You'll see any past Walkthroughs here, listed newest first, each showing the date, who created it, and its current status.

NOTE: The person needs an email address on file so you can share the finished Walkthrough with them later.

Select + Add walkthrough. A window titled New Walkthrough opens, ready for you to begin.

At the top, use the Type dropdown to choose the kind of observation you're doing. Once you select a type, Lebra automatically pulls in the look-fors and evidence that belong to it.

If you see a note that no look-fors have been set up for this role and type, ask your administrator to add them in Walkthrough Settings first.

For each look-for on the list, you'll see its name and description on the left. On the right, use the dropdown to select the evidence you observed. If you didn't see anything for a particular look-for, simply choose No evidence.

Work down the list, selecting what you saw for each one.

If this person has been observed before, you'll see a summary section near the top. Select the option to generate an AI summary of previous Walkthroughs, and Lebra will pull together the trends, strengths, and growth areas from their recent observations — a helpful way to ground your feedback in the bigger picture. You can edit the summary or regenerate it as needed.

In the General Notes field, add anything you'd like in your own words — encouragement, context, specific praise, or suggested next steps. This is your space to make the feedback personal and human.

Staring at a blank General Notes field after a busy observation is the slowest part of a Walkthrough. Compose with AI turns what you saw into a first draft you can shape.

Steps

Everything remains fully editable after you accept — treat the draft as a starting point, not a finished write-up.

Note: AI drafts appear as formatted text, so headings, lists, and bold render properly while you edit rather than showing raw formatting characters.

Two different AI tools, two different jobs: the summary in Step 5 looks backward at this person's previous Walkthroughs to show you trends. Compose with AI helps you write up this Walkthrough. You can use either, both, or neither.

Tip: Select your evidence before composing. The AI uses the context you've already captured, so a draft written after your evidence is in place will be far more specific.

Compose with AI is also available on informal observations and in the mobile app.

Not ready to finish? Select Save as Draft. Your Walkthrough is saved with a Draft status, and you can come back to edit it anytime.

When your observation is ready, select Mark as Completed. You'll be asked to confirm. Once confirmed, the Walkthrough moves to a Completed status. Don't worry, you can still share it with the employee afterward.

To deliver your feedback, open the completed Walkthrough and select Share with Employee. After you confirm, Lebra emails the person a private link to their Walkthrough report.

When they open the link, they'll see a clean, read-only report with the observation date, type, every look-for, and the evidence you recorded, and your general notes. The Walkthrough's status updates to Shared with Employee, so you always know what's been delivered.

Here's what you'll see as you work, all in one place:

Walkthroughs are about more than documentation. Every observation you capture and share is a chance to help someone feel seen, recognize what they're doing well, and point the way toward growth. That's the heart of great leadership — and with Walkthroughs, it only takes a few minutes.