Action Plans can be linked to 1:1 Check-Ins or exist independently.
Create an Action Plan
Users with the "Coaching: Create Action Plan" or "Coaching: All Access" permission will be able to create Action Plans.
"Can Create Action Plans for Anyone" or "Coaching: All Access" allows for creation of an Action Plan for Anyone.
Combined with Manager Permissions, "Can Create Action Plans for Subordinate Users" allows for creation of Action Plans for users the manager manages.
What's a subordinate user?
Special Note if you manage another Manager - If you are listed as a Manager's Manager within their User Settings, any employees that roll up to them will also be considered your subordinate users.
Have questions about updating Permissions? Learn more here.
1. Create a new Action Plan through:
Ambition supports renaming "Action Plan" to better fit your Organization's specific coaching workflows. While you may see a different name than "Action Plan", the functionality will be found in the same areas described and pictured below.
- the quick actions button, Coach and Develop > Action Plan
- the left navigation > Coaching > Action Plans > + New Action Plan button.
- a User or Managerial Dashboard > Coaching tab > New Coaching Item > Action Plan
2. Complete the Create Action Plan form:
The user that is responsible for completing the Action Plan.
Search by name; only one user at a time.
The employee will be notified upon creation.
You cannot create an Action Plan for yourself.
Date, today or in the future, and Time when the Action Plan must be completed.
Specify the time zone to be utilized when determining the time an Action Plan is due.
Compile the Action Plan agenda by selecting a Template from the "Start with Template" dropdown or adding agenda items from the "Add New Item" dropdown
An Action Plan can contain any combination of the item types.
Agenda items can be optional or required, but at least 1 agenda item must be required (not optional) in order to save.
Available Action Plan Agenda Items:
- Metric Snapshot
- Content Block
- External URL
- Embed URL
- File Upload
- Multiple Choice
- Gong Calls (available if Gong integration is enabled and authorized)
Type = Question
A question for the employee to answer.
Employee View of Question Item
Type = Metric Snapshot
Available if the "Coaching: Metric Snapshot Item" feature has been enabled.
A question for the employee to answer that is built upon a preselected metric & time frame.
Employee View of Metric Snapshot Item
Type = Feedback
Employee will be prompted to acknowledge the manager's feedback.
Employee View of Feedback Item
Type = Content Block
Rich text editor that can provide additional information or context to a coaching agenda.
Employee View of Content Block Item
Type = 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?
Employee View of Poll Item
Type = Goal
Select an existing Ambition Goal or create a Goal on the spot for the employee to achieve.
Things to Note:
Completing the Goal will automatically mark the Action Plan Item as complete.
If the Goal is completed but then updated and the target is no longer reached it will automatically revert the Action Plan Item to be incomplete.
If the Goal agenda item is marked as required, the Action Plan's completeness depends on Goal completion. If the Goal agenda item is required, we do not advise creating or utilizing Goals where the Goal's End Date is after the Action Plan's Due Date.
To Select an Existing Goal:
- Locate the respective Goal that has previously been created for the Employee from the Existing Goal dropdown.
To Create a new Goal:
- Click the New Goal button.
- Complete the Goal Form.
Questions about building Goals in Ambition? Learn more here.
Employee View of Goal Item
Type = External URL
A link to a third-party item for the employee to review, complete, etc. Example a LMS module.
Things to Note:
If the External URL agenda item is marked as "Required", then the Employee and Manager will both be responsible for marking this Action Plan Item as complete. After the Action Plan is submitted by the employee, the Action Plan will be put in a "Pending Approval" status while waiting for Manager approval.
Employee View of External URL Item
Type = Embed URL
Iframe a 3rd party website directly into the coaching agenda. No action for the user to take.
Be aware that not all platforms allow 3rd party embedding.
Employee View of Embed URL Item
Type = File Upload
An action for the employee to take and an accompanying file. Employee will be prompted to acknowledge the uploaded file.
Employee View of File Upload Item
Type = 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.
Employee View of Checkboxes Item
Type = 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.
Employee View of Multiple Choice Item
Type = Gong Calls
Available if the Gong integration is enabled and authorized.
Attach one or more Gong calls for the employee to review OR Employees attach one or more of their Gong calls when the Action Plan opens.
Employee View of Gong Call Item
In this example the Employee attached calls and the manager left comments.
3. Click the Create Action Plan button to save.