How do I create a managed recurring coaching program?
Last updated: March 13, 2026
Managed Recurring Coaching Program
A managed program is a recurring touchpoint managed at the org-level, facilitated by a manager via 1:1 sessions.
Managed Programs are great for:
Sales Enablement, Sales Leadership, Human Resources
Promoting top-down accountability, alignment, consistency
Ensuring compliance and oversight
Create a Managed Recurring Coaching Program
Users with "Coaching: Create Managed Program" or "Coaching: All Access" permission will be able to create managed programs.
Creators will also be able to edit and delete managed programs.
Create a managed recurring program via:
left navigation > Coaching > Sessions > + Coaching button
a user or managerial dashboard > Coaching tab > New Coaching Item > Coaching
Select Start Fresh.
If you organization has created templates, you can alternatively select Use a Template. You can select start fresh and opt into using a template while completing the coaching form as well.
Complete the new coaching form.
Details
Field Name | Field Description |
Title | Provide a name for the managed coaching program, ex. SDR Weekly Update, Employee Quarterly Performance Review. |
Description | Describe the purpose of the coaching program. |
Objective | Optional. If the program has a specific purpose, ex. call coaching, we recommend defining an objective. |
Coaching Format
Select Managed Recurring Coaching Program.
Manager(s)
Select which managers you are creating programs for.
You can select all managers or select individual managers selecting specific managers.
A program will automatically start for each of the selected managers, creating sessions for each employee they manage. If and when a manager begins managing additional users, the newly managed employees will be added to the next occurrence of the program.
Scheduling
Scheduling Question | Question Description |
When does the program start? | Select when the program's agenda should be made available to users by selecting a Start Date, Start Time and Time Zone. The start date, start time and time zone are used to control when participants of the program can access the agenda. |
How often does it repeat? | Use the drop downs to select how often sessions of the program should occur. Common recurrence schedules are:
Pro Tip: Want to schedule your program to run on relative dates, for example the first Monday or the last Friday of the month? Set repeat to "Month" and then select one of the options available. |
When is each session due? | How many days should each employee be given to complete each session? Selecting "Before the Next Scheduled Session" will leave the session open until the next recurrence of the program. Ex. If the program is a month long, it will, by default, be due on the final day of the month. This setting can be changed to # of days, allowing a session to be due on the 5th day of the month for example. After x Days will close the session after the respective number of days. |
When does the program end? | Will this coaching program ever end? If so, select a date or number of occurrences to end after. Additionally, a program can be manually finished at any time. If a date is selected, no new coaching sessions will be created after the respective date. If a number of occurrences is selected, the coaching program will occur for that many iterations before stopping. |
Program session dates | Based on the recurrence options selected, the dates that the program's sessions will be generated will display. Verify the expected schedule matches the schedule presented. |
Agenda
Create the session's agenda by adding agenda items.
Agenda items can be optional or required, but at least 1 agenda item must be required (not optional) in order to save.
If you started with a template, the agenda will auto-populate with the agenda items from the selected template. These agenda items may be editable, depending on the template's settings.
Item Type | Item Description | Employee View of Agenda Item |
Question | A question for the employee to answer with fill in answer format. |  |
Metric Snapshot | Available if the "Coaching: Metric Snapshot Item" feature has been enabled. A question for the employee to answer that is built upon preselected metrics and time frames. A snapshot can capture up to 8 metrics across a single timeframe or one metric across two timeframes. |  |
Pipeline Snapshot | Available if the "Pipeline Intelligence: Pipeline Views" feature has been enabled. A question for the employee to answer that is built upon a preconfigured pipeline view or template. |  |
Content Block | Rich text editor that can provide additional information or context to a coaching agenda. No action for the employee to take. |  |
Poll | A question that is answered by the employee on a 1-5 point scale. Example: On a scale from 1-5 (1=low & 5= high) what's your level of confidence in your product knowledge? |  |
External URL | A link to a third-party item for the employee to review, complete, etc. Example a LMS module. Note - The employee and manager will both be responsible for marking this item as complete. |  |
Embed Media | Iframe a YouTube or Vimeo video or 3rd party website directly into the coaching agenda. No action for the employee to take. Be aware that not all platforms allow 3rd party embedding. For embedding a video from YouTube or Vimeo, you can input the share URL or iframe embed code. If you are embedding a Google Sheets URL, we recommend embedding a URL generated through the "Publish to web" share option rather than "Share with others". Learn more here. |  |
File Upload | An action for the employee to take and an accompanying file. Employee will be prompted to acknowledge the uploaded file. |  |
Checkboxes | A list of options for the employee to select, choosing all that apply. An "Other" option is available as well. Example: Which products would you like additional training on? Choose all that apply. |  |
Multiple Choice | A list of options for the employees to select, choosing only one. An "Other" option is available as well. Great fit for True/False or Yes/No type questions. Example: Have you completed your monthly review? Yes or No. |  |
Gong Calls | Available if the Gong integration is enabled and authorized. Attach one of more Gong calls for the employee to review OR Employees attach one or more of their Gong calls when the session opens. |  In this example the employee attached calls and the manager left comments. |
Zoom Calls | Available if the Zoom integration is enabled and authorized. Employees attach one of more of their Zoom calls when the session opens. |  |
Seismic Learning | Available if the Seismic Learning API within the Seismic integration is authorized. Select from any public, published Seismic Learning lessons and add them to coaching agendas. When selecting a lesson, there is no filtering for lessons assigned to a particular employee(s), but rather you will be presented with a list of all public, published lessons that can be added into the coaching agenda. |  |
Attribution Metrics (optional)
Select up to ten metrics that you would like tracked/correlated for the duration of the program.
Similar to defining an objective, if your program has a specific purpose and explicit start and end dates, we recommend establishing attribution metrics.
For example, if you're running an eight week program around setting great appointments you can define "Appointments Held" and "Appointments Set" as your attribution metrics to determine the program's effectiveness over time, per-person.
If you're running a standard, never-ending, weekly 1:1, we would not advise selecting attribution metrics as the attribution calculation will be less helpful with gauging the effectiveness of the program over time.
Note: Attribution Metrics cannot be changed once the program is saved.
How is Attribution Calculated?
First, a baseline value is derived by taking the four-week metric average leading up to the program's start date. Then for every recurring session, a current value is derived by taking the last FULL week's metric average. The % difference is then calculated between the current and baseline value.
We do not recommend using metrics typically measured on a monthly/quarterly basis for attribution given the attribution's usage of weekly averages.
Rating Categories (optional)
Select rating categories you wish to track and correlate with the program.
Rating categories can be added or removed after the program's creation.
Note: If more than one rating is present, Ambition will take an average of the submitted ratings. This average can be helpful when searching for specific sessions, as it's a filter in the manage sessions page and exportable in the coaching reports.
Click Submit to create the recurring managed program.