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 a Coaching Program Template 

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

 

2. From the Manage Coaching page, select the Program Templates tab. Here you can view all program templates or create a new one.

 

3. Click the green + Program Template button

 

4. Complete the Create Program Template.

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 Items

Question	Fill in answer format. Check out our list of recommended questions.
Metric Snapshot	Fill in answer format, built upon a preselected metric & time frame.
Poll	1-5 point scale.

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 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.

Note: Attribution Metrics cannot be changed or retroactively added once the Program Template is initially created.

Learn more about how Attribution is calculated here.

 

4. Click Create Program Template to save your Template.

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

 

 

 

Edit a Coaching Template

 

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

 

2. From the Manage Coaching page, select the Program Templates tab. Here you can view and edit all program 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 EXCEPT Attribution Metrics.

Note: Attribution Metrics cannot be changed or retroactively added once the Program Template is initially created.

 

5. Click the green Update Program Template button to save your changes.