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
With default Manager Permission Sets in place, you can create Action Plans 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.
If you've been tasked with creating Action Plans for users you don't manage in Ambition, reach out to your Admin and ensure the Permission Coaching: Create Action Plan = Can Create Action Plan for Anyone has been assigned
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, Coaching > Action Plans
- a User's Dashboard, coaching tab
↳ As noted above, you will need to be their Manager in Ambition through a Group or their Settings.
2. Complete the Create Action Plan form:
Details
| 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. |
Click the green Next button.
Items
Available Action Plan Items Types:
An Action Plan can contain any combination of the six 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 from the Existing Goal dropdown.
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
Type = File Upload
Employee will be prompted to acknowledge the uploaded file.
Employee View of File Upload Item
3. Click the green Create Action Plan button to save.
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