Must Have
Nice to Have
Not Important
Collaborative goal adjustment process (with notes and updates / archives)
Individual meeting notes but also ability to share some notes, links and files
Self-assessment questionnaires throughout the program to identify progress and potential further directions
Automated reminders with timely supporting content (sample questions, common issues)
Structure for providing feedback (for example, "Stop this, Start that, Continue that")
Structure for responding to feedback in a constructive manner
A timeline view of all activities and shared content from both sides
Auto-monthly surveys (maybe "How's it going? Select 1-10" to identify issues)