How Do I Create an Action Plan?
Last updated: November 5, 2026
An Action Plan gives an employee follow-up work after a Session, such as Agenda Items to complete by a set due date. Managers create Action Plans from the Session they're linked to, and each Session can have one current Action Plan.
This article explains how to create an Action Plan from a Session.
Required permissions:
The Coaching: Create Action Plan: Can Create Action Plans for Subordinate Users permission is required to create Action Plans for your reports.
The Coaching: Create Action Plan: Can Create Action Plans for Anyone or Coaching: All Access permission is required to create Action Plans for any employee.
Required features:
The Coaching: Action Plans feature is required to create Action Plans
Create an Action Plan
Navigate to Coach --> Sessions.
Click on the Session's name.
Open the Action Plans tab. The Action Plan form will appear on the Current tab.
Optional: Enter a name in What is the name of this Action Plan?, and add a Description and Objective.
Set the Due Date and Time Zone.
Under Items, add at least one required Agenda Item, or choose a Template in Start with Template instead of adding individual Agenda Items.
Optional: Select any Co-Coaches who should help manage the Action Plan.
Click on Create Action Plan.