Action Plans
Action Plans can be linked to 1:1 Check-Ins or exist independently.
How do I create an Action Plan?
What types of Action Items can be added to Action Plans?
What email notifications are associated with Action Plans?
Coaching Permissions
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?
A Manager must be listed as at least 1 User's manager, through Groups Types and Groups, or directly via User Settings in order to connect Users to them.
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.
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 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.
- a User's Dashboard, coaching tab
2. Complete the Create Action Plan form:
Details
| Field Name |
Field Description |
| Employee |
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. |
| Due Date |
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. |
Items
Action Plan Items Types:
- Question
- Metric Snapshot
- Feedback
- Content Block
- Poll
- Goal
- External URL
- Embed URL
- File Upload
- Checkboxes
- Multiple Choice
- Gong Calls (available if Gong integration is enabled and authorized)
An Action Plan can contain any combination of the item 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 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.
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