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

Create the Template's agenda by compiling agenda items.

Agenda items can be optional or required, but at least 1 agenda item must be required (not optional) in order to save.

Learn more about all the available agenda item options here.

Item Types	Item Description	Employee View of Agenda Item
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 employee to select, choosing all that apply. An "Other" option is available as well.
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.	In this example the Employee attached calls and the manager left comments.
Lessonly Lesson	Available if the Lessonly API within the Seismic integration is authorized. Select from any public, published Lessonly lessons and add them to coaching agendas. When selecting a lesson, there is no filtering for lessons assigned to a particular employee(s), but rather you will be presented with a list of all public, published lessons that can be added into the coaching agenda.

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)

Don't see the Rating Categories option? If your package supports Rating Categories, the feature can be enabled by any user with Admin permissions. Left navigation > Administration > Features. Within the Manage Features interface, click on the Features tab. Locate the Coaching: Check-in Ratings feature, and toggle "On".

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

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.