Action Plans

Action Plans are included in Coach, Pro, and Enterprise Packages.

Action Plans can be linked to 1:1 Check-Ins or exist independently.

What types of Action Items can be added to Action Plans?

What email notifications are associated with Action Plans?

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?

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.

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:

Details

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Field Name	Field Description
Employee	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.
Due Date	Date, today or in the future, and Time when the Action Plan must be completed.
Time Zone	Specify the time zone to be utilized when determining the time an Action Plan is due.

Items

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.

Item Type	Item Description	Employee View of Agenda Item
Question	A question for the employee to answer with fill in answer format. Check out our list of recommended questions
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.
Feedback	Employee will be prompted to acknowledge the manager's feedback.
Content Block	Rich text editor that can provide additional information or context to a coaching agenda. No action for the user to take.
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?
Goal	Select an existing Ambition Goal (select existing Goal from the Existing Goal dropdown) or create a Goal (click the New Goal button) on the spot for the employee to achieve. Questions about building Goals in Ambition? Learn more here. 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.
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.
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. If you are embedding a Google Sheets URL, we recommend embedding a URL generated through the "Publish to web" share option rather than "Share with others". Learn more here.
File Upload	An action for the employee to take and an accompanying file. Employee will be prompted to acknowledge the uploaded file.
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.
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.
Gong Calls	Available if the Gong integration is enabled and authorized. Attach one of more Gong calls for the employee to review OR Employees attach one or more of their Gong calls when the check-in opens.	In this example the Employee attached calls and the manager left comments.