Action Plans can be linked to 1:1 Check Ins or exist independently. This walkthrough will highlight creating an independent Action Plan.
Default Admin Permission Sets allow Creation of an Action Plan for anyone, while default Manager Permissions allow creation of Action Plans just for subordinate users.
What's a subordinate user?
Updating the Permission,
Coaching: Create Action Plan, will allow for more or less restriction around creation of Action Plans.
Have questions about updating Permissions? Learn more here.
Create an Action Plan
1. Create a new Action Plan via:
- the quick actions button, Coach and Develop > Action Plan
- the left-hand navigation, Administration > Coaching
- a User's Dashboard, coaching tab
2. Complete the Create Action Plan form:
Search by name; only one user at a time.
The Ambition User that is responsible for completing the Action Plan.
The employee will be notified upon creation.
Date in the future when the Action Plan must be completed
The employee has until the end of the day to complete the Action Plan.
Click the green Next button.
The following Action Plan Items Types are available:
An Action Plan can contain any combination of the five types.
To add Items to the Action Plan, click the Add New Item dropdown, select the appropriate Item and complete the respective steps.
Repeat the process for each additional item.
Type = Question
A question for the employee to answer.
Employee View of Question Action Plan Item
Type = Feedback
Employee will be prompted to acknowledge the manager's feedback.
Employee View of Feedback Action Plan Item
Type = Poll
Employee will be prompted to respond on a scale of 1-5
Employee View of Poll Action Plan 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.
Since the Action Plan's completeness depends on Goal completion, 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.
To Create a new Goal:
- Click the purple New Goal button.
- Complete the Goal Form.
Questions about building Goals in Ambition? Learn more here.
Employee View of Goal Action Plan Item
Type = External URL
A link to a third-party item; for example, a LMS module.
Things to Note:
The Employee and Manager will be responsible for marking this Action Plan Item as complete.
Employee View of External URL Action Plan Item
3. Click the green Create Action Plan button to save.