Coaching Overview

Coaching is made up of 2 key components that work together. 

Check-Ins bring Managers and Contributors together in more data-driven, prepared and effective 1:1 coaching sessions. 

Action Plans track outcomes of coaching sessions, monitoring qualitative and quantitative measures of contributor improvement.

Check-Ins

Coaching Programs

Each Coaching Check-In is part of a Coaching Program. Those Programs are Manager or Theme based collections of recurring check-ins that share a common manager and participants.

For example:

• SDR Daily Update
• AE Weekly Update
• AE Monthly Pipeline Review
• Employee Quarterly Performance Review

Coaching Sessions and Check Ins

Check ins generated from each Session can be found via the left navigation > Coaching > Check Ins. The amount of Check ins found here will be dependent on Permissions.

Check ins can be filtered by Status so one can quickly navigate to the specific items that need addressing.

Each Coaching Session is generated for every Manager-to-Contributor relationship and repeated as desired in the Coaching Program. 

Contributors receive an email at a designated time with each week's coaching questions. They answer and submit those questions before their scheduled 1:1. This ensures that contributors come to coaching sessions prepared and ready to dive right into important topics.

Access to Current and Historical Performance within a Check In

During a check in, both Manager and Contributor have instant access to current KPIs, historical performance, goals, private notes and outstanding deliverables. 

After a Check-In, Managers can choose to rate or excuse and then close the Coaching Check in which archives it for historical record. 

Check out: How do I create a Coaching Program?

Action Plans

Action Plans track outcomes of coaching sessions, monitoring qualitative and quantitative measures of contributor improvement.

Action plans can exist both within a coaching session for week-to-week assignment of deliverables, goals etc... OR they can exist outside of the Coaching Program cadence, tracking longer-term goals, initiatives or improvement projects. 

In an Action Plan you can add 3 types of deliverables:

• Questions: Answer questions to close them out. 
• Goals: Meet metrics threshold to close them out.
• URLs: Finish the linked content, and check them off. 

Check out: How do I create Action Plans?