Coaching Program Templates

Most managers want to coach, but they don't always know where to start. Templates help de-stress the situation, turning any manager into a prepared & effective coach.

Coaching Program Templates are true to the term template. Admins can build out the structure of the coaching program (questions, key metrics, etc.) so that when a manager is ready to initiate a coaching program, they can select the pre-built template as a basis for their program.

Need example templates to help get started with Coaching?

How do I create a Coaching Program Template?

How do I edit a Coaching Program Template?

 

Create Coaching Program Template 

1. Open the left navigation and click Coaching > Manage.

 

2. From the Manage Coaching page, select the Programs tab and then Templates. 

 

3. Click the + Program Template button

 

4. Complete the Create Program Template form.

Details 

Program Name 

Required. This name will used for all consecutive Programs that are built off this template.

We recommend names that incorporate the target contributors, topic of focus and frequency of check in.

Examples:

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

Description

Required. Simply describe the purpose of the Coaching Program

Objective

Optional. If your Program has a specific purpose (and typically, an explicit start and end date) we recommend defining on objective.

 

Managers

Select which Managers should have access to the Program Template.

You can grant access to All Managers or hand pick individual Managers using Custom.

Note: This does NOT automatically start a Program for the Managers selected, but rather access to the template is given.

 

Agenda

The Program's agenda may consist of a variety of questions and polls.

Agenda items can be required or optional.

Agenda Item	Item Description
Question	A question for the employee to answer. Check out our list of recommended questions.
Metric Snapshot	A question for the employee to answer that is built upon a preselected metric & time frame.
Poll	A question that is answered by the employee on a 1-5 point scale.
Checkboxes	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.
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.
Gong Calls	Available if the Gong integration is enabled and authorized. Employees attach one or more of their Gong calls when the check-in opens.

Want to see how others Coach? Check out our plug-and-play Coaching Templates.

 

Attribution Metrics (optional)

Define up to ten Metrics that you would like tracked/correlated with this Program Template.

Similar to defining an objective, if your Program has a specific purpose (and typically, an explicit start and end date) we recommend establishing attribution Metrics.

For example, if the Template's Objective is for an eight week long Program around setting great appointments, you can define "Appointments Held" and "Appointments Set" as your attribution metrics to determine the Program's effectiveness over time, per-person.

If you're running a standard, weekly check-in, it probably does not make sense to set attribution.

Learn more about how Attribution is calculated here.

 

Rating Categories (optional, if feature is enabled for your Organization)

Select rating categories you wish to track and correlate with your new Template.

Rating Categories can be added or removed after Template creation.

Note: If more than one rating is present, Ambition will take an average of the submitted ratings. This average can be helpful when searching for specific check-ins, as it's a filter in the manage check-in page and exportable in the coaching reports.

If you'd like to add additional rating categories, learn more about creating categories here.

 

 

4. Click Create Program Template to save your Template.

The Template is now available for the designated Managers use when building Coaching Programs.

 

 

 

Edit Coaching Program Template

Users with the "Coaching: Create Program Template" or "Coaching: All Access" permission will be able to create Program Templates.

1. Open the left navigation and click Coaching > Manage.

 

2. From the Manage Coaching page, select the Programs tab and then Templates. 

 

3. Click the icon and Edit in line with the template you wish to update.

 

4. Make the appropriate edits.

You may edit all of the same fields that were available during Template creation.

 

5. Click the Save Template button to save your changes.