Which Agenda Items Can I Use in Sessions, Programs, and Cadences?

Agenda Items are the building blocks for all coaching conversations in Ambition, including one-on-one Sessions, Group Sessions, Programs, Cadences, and coaching Templates.

Continue below to learn more about each Agenda Item type and where you can use it.

Agenda Item Types

Question

The Question Agenda Item asks the employee to answer a question in the coaching conversation. There is no character or word limit for a Question response. Check out our list of recommended questions for your one-on-one Sessions.

Metric Snapshot

You can snapshot up to eight metrics across a single time frame or one metric across two time frames in a single Agenda Item.

The Metric Snapshot Agenda Item can be regenerated with Regenerate Snapshot when metric values were updated after the snapshot was taken or if the metric was deleted.

Regenerating the snapshot does not alert the employee or manager that a change has been made. However, the employee will be alerted if the manager adds or edits an Agenda Item in a specific Session.

Pipeline Snapshot

The Pipeline Snapshot Agenda Item is a question for the employee to answer that is built on a preconfigured Pipeline View or template.

Feedback

The Feedback Agenda Item can be used to provide a list of strengths, weaknesses, areas of improvement, or any other topic. The employee will be prompted to acknowledge the manager's feedback and can comment on the topic.

Content Block

The Content Block Agenda Item is a rich text editor that allows managers to provide additional information or context in their coaching agenda. It can be used to share more information about a coaching initiative, provide company updates, or link to third-party URLs.

The Content Block Agenda Item supports multiple formatting options, including headers, bullet points and numbered lists, custom text colors, and file uploads.

Poll

The Poll Agenda Item asks employees to rate their sentiment or feelings toward a given question.

External URL

The External URL Agenda Item provides a link to a third-party item for the employee to review or complete. Common uses include linking to training materials, HR content, and data reports stored outside of Ambition.

The employee and manager are both responsible for marking this Agenda Item as Complete.

Embed Media

The Embed Media Agenda Item lets teams embed content, dashboards, and videos from third-party websites so you can reference data and materials housed outside of Ambition during your coaching conversations.

Ambition customers have used the Embed Media Agenda Item with Microsoft PowerBI, Google Sheets, Chorus.ai, YouTube, and Vimeo, among other tools.

Not all platforms allow their webpages to be embedded in other software tools. If you can't view content for a certain URL in the Embed Media Agenda Item, either your internal IT team has blocked embedding for that page or the website itself doesn't allow it.

Video Embed

Website Embed

File Upload

The File Upload Agenda Item requires the employee to take action on an accompanying file. The employee will be prompted to acknowledge the uploaded file. The max file size is 2MB.

Checkboxes

The Checkboxes Agenda Item provides a list of options the employee can choose from. They can select one, several, or all boxes. There is also an Other option that will prompt the employee to leave a reply in a text field.

Multiple Choice

The Multiple Choice Agenda Item allows employees to choose one option from a list.

This Agenda Item type also includes an Other option, which will prompt the employee to leave a short reply in a text field.

Gong Calls

The Gong Calls Agenda Item allows a manager and employee to select recorded Gong calls for further discussion. Calls can be searched or filtered and are attached directly to the coaching Session, where the recordings can be watched from the Session page.

There are two options for adding Gong calls to a Session:

• The manager can click on Select Calls Now to pick one or more calls to discuss during their one-on-one. This option is only available for standalone one-on-one Sessions.

• The manager can choose Have Employee Select Calls to ask the employee to choose the calls to review. This option is available for standalone one-on-one Sessions, Programs, Cadences, and individual Templates.

Zoom Calls

The Zoom Calls Agenda Item asks an employee to attach a recorded Zoom meeting for review and discussion with their manager.

The Session manager can check Ask For Employee Feedback on Selected Calls to request the employee's insights and sentiments on the attached call.

Agenda Items for Group Sessions

Group Sessions can only use the Content Block and Embed Media Agenda Item types.

The following Agenda Items cannot be used in Group Sessions or Group Session Templates:

• Question

• Metric Snapshot

• Pipeline Snapshot

• Feedback

• Poll

• External URL

• File Upload

• Checkboxes

• Multiple Choice

• Gong Calls

• Zoom Calls

Related Articles

• See which Agenda Items work with each coaching conversation type.

• Learn how to use Content Block and Embed Media Agenda Items in Group Sessions.

• Get answers to common Metric Snapshot questions.