Default Admin Permission Sets allow Creation of a Coaching Program for any Manager. With default Manager Permission Sets in place, one can create Coaching Programs only to be utilized by the specific Manager with their subordinate Users..
What's a subordinate user?
↳ Example of the Manager field in User Settings.
Updating the Permission,
Coaching: Create Program, will allow for more or less restriction around creation of Coaching Programs.
Have questions about updating Permissions? Learn more here.
Create a Single Program
1. Click the Quick Actions button, Coach and Develop > Program, or the left-hand navigation, Coaching > Manage > Programs.
If you access Coaching through the left navigation, via the Coaching > Manage > Programs tab, you'll see all the existing Coaching Programs you have access to.
Click the + Program button to create a new program.
2. Select between a Single Program and a Managed Program
3. Complete the Create Program Form.
Template is only visible for single programs. If a coaching program template has been made available to you, it can be selected in this dropdown menu.
Required. We recommend names that incorporate the target contributors, topic of focus and frequency of check in.
- SDR Daily Update
- AE Weekly Update
- AE Monthly Pipeline Review
- Employee Quarterly Performance Review
Required. Simply describe the purpose of the Coaching Program
Optional. If your Program has a specific purpose (and typically, an explicit start and end date) we recommend defining on objective.
Establish the first Coaching Sessions by selecting a Start Date, Start Time and Time Zone.
The Date, Time and Time Zone are used to control when contributors are notified.
Frequency of Recurrence
Use the drop downs to select how often coaching sessions should be recreated.
Common cadences are:
- Daily (Every 1 Day)
- Weekly (Every 1 Week)
- Bi-Weekly (Every 2 Weeks)
- Quarterly (Every 3 Months)
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.
Establish Check-In Duration
How many days should each employee be given to complete each check-in?
The default selection is "Before the Next Scheduled Check-in". So 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 check-in to be due on the 5th day of the month for example.
Will this Coaching Program ever end? If so, select a date or number of occurrences to end after.
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.
Select the Manager's Name from the dropdown who the Program is being created for and then click the Employees Dropdown.
You have 3 choices when selecting participants:
↳ Example of the Manager field in User Settings.
Employees Managed Within Specific Groups prompts you to select one or more Groups which the respective Manager oversees. This will enroll all Users that are in the selected Group(s).
Specific Employees Managed prompts you to manually select which specific Users will be enrolled in the Program.
What questions will you ask your contributors? Questions can be required or optional.
If you're feeling stuck, we've compiled a Question Library to help get some ideas flowing.
Want to see how others Coach? Check out our plug-and-play Coaching Templates.
Pro Tip: Want to rotate weekly questions? Build multiple coaching programs on alternating cadences to keep things fresh.
Managers can embed a metric snapshot and its corresponding records.
Automatically embed and review employee performance metrics directly in your check-ins! This agenda item allows Managers to pre-select a Metric, Time Frame, and supporting question to review during each coaching session.
Managers can also poll their employees through the Poll agenda item. This simple set up allows users to answer questions 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?
Checkboxes allow managers to provide a list of options for the employees to select, choosing all that apply. Managers can provide a list as well as an "Other" option.
Example: Which products would you like additional training on? Choose all that apply.
Multiple Choice allows managers to provide a list of options for the employees to select, choosing only one. Managers can provide a list as well as an "Other" option. This is great for creating True/False or Yes/No type question.
Example: Have you completed your monthly review? Yes or No.
Does your team reference a learning management system, dialer service, or another platform for coaching? If so, you can create up a custom tab to view that information, alongside your Ambition data, directly within a coaching check-in.
To set up a custom tab within your coaching check-ins, reach out to the Ambition Support Team, email@example.com.
The Support Team will need the following information:
- Does the website support 3rd party embedding (iFraming)?
- What is the url that should be shown?
- What would you like to name the tab?
- Not all platforms allow 3rd party embedding.
- We currently have customers using the following platforms in a custom coaching tab:
→ Microsoft PowerBI
→ Google Sheets
- The custom tab will be visible across all check-ins within the organization.
Attribution Metrics (optional)
Define 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 typically, an explicit start and end date) 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, weekly check-in, it probably does not make sense to set attribution.
Note: Attribution Metrics cannot be changed once the Program is saved.
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, if feature is enabled for your Organization)
Select rating categories you wish to track and correlate with your new 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 check-ins, as it's a filter in the manage check-in page and exportable in the coaching reports.
If you'd like to add additional rating categories, learn more about creating categories here.
Co-Coaches (optional, if feature is enabled for your Organization)
Select User(s) to assist the Program's creator with managing the Coaching Program. You can add as many Co-Coaches as required.
What's a Co-Coach? → A co-coach is a third-party individual who has managerial access to the coaching check-in. A co-coach can be any Ambition user, regardless of their permission level.
A co-coach can do the following:
- View the check-in's agenda and content
- View comments or public notes left in the check-in
- Comment on individual agenda items
- Leave a public note for the employee and manager to view
- Leave a private note that only the lead manager can view
- Approve & rate the check-in
- Re-open an expired check-in
- Extend an open check-in
- View a correlated Action Plan
A co-coach cannot do the following:
- Cannot edit a program's agenda or recurrence
- Cannot delete a check-in
- Cannot view a private note that was created by the lead manager
Finish and Save
4. Click the Create Program button to save and create your Coaching Program.
Employees will be notified via an email upon creation with Coaching Program details. Additionally, employees will receive emails per recurrence at the day and time you've chosen.