Create Program Templates
Most managers want to coach, but they don't always know where to start. Templates help any manager turn 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?
Create 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 + Program Template button
4. Complete the create program template form.
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.
- SDR Daily Update
- AE Weekly Update
- AE Monthly Pipeline Review
- Employee Quarterly Performance Review
- Locked: When a manager creates a program with a locked template, they cannot change remove the template's agenda items. They can add additional questions. Any edits made to the base template will be applied to all active programs.
- Unlocked: When a manager creates a program with an unlocked template, they can delete any of the template's agenda items and add any additional items. When edits are made to the base template, the active programs will not be updated with the new agenda items.
Required. Simply describe the purpose of the program
Provide specific instructions, resources, and other details to guide managers on how to use this specific template.
Coaching Instructions will not be visible to the employee being coached. To support reviewing check-ins that contain instructions while screen sharing with an employee, the manager can collapse the coaching instructions section.
Optional. If your program has a specific purpose (and typically, an explicit start and end date) we recommend defining on objective.
Select which managers should have access to the program template.
You can grant access to All managers or hand pick specific managers.
Note: This does NOT automatically start a program for the managers selected, but rather access to the template is given.
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.
Employee View of Agenda Item
A question for the employee to answer. Check out our list of recommended questions.
A question for the employee to answer that is built upon a preselected metric & time frame.
A question that is answered by the employee on a 1-5 point scale.
|A list of options for the employee to select, choosing all that apply. An "Other" option is available as well.
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.
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.
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 programs that are created from this 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, and a recurring check-in might be a better fit than running a program. Learn more here.
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. Locate the "Coaching: Check-in Ratings" feature, and toggle "On".
Select rating categories you wish to track and correlate with your 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.
5. If the template is finalized and ready for managers to use, click Save > Save and Open.
If the template is still in progress, click Save and then Save as Draft. Your template will not be available to create programs with until the template is "Open". You must have at least one required item and have selected managers in Step 2 before being able to save your template as a draft.