Managed Coaching Program
By default, Managers cannot create Managed Coaching Programs
If you desire for all Managers, specific Managers, or even end Users to Create, Edit, and Delete Managed Coaching Programs, ensure the Permission
Managed Programs has been assigned!
Have questions about updating Permissions? Learn more here.
What are Managed Programs?
Managed Programs are a distributed Coaching Program for multiple managers and their employees. These programs are centrally managed, so any changes you make will cascade down.
For example, if you'd like to change the format of your quarterly reviews, editing the managed program will automatically update all proceeding check-ins related to that coaching program.
Managed Programs are great for:
- Sales Enablement, Sales Leadership, Human Resources
- Promoting top-down accountability, alignment, consistency
- Ensuring compliance and oversight
Create a Managed Program
1. Click the Quick Actions button, Coach and Develop > Program, or the left-hand navigation, Coaching > Manage > Programs.
If you access Coaching through the left navigation, via the Coaching Manage > Programs tab, you'll see all the existing Coaching Programs you have access to.
Click the +Program button to create a new program.
3. Click Create on the Managed Program tile
4. Complete the Program Builder Form.
Required. 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
Required. Simply describe the purpose of the Coaching Program
Optional. If your Program has a specific purpose (and typically, an explicit start and end date) we recommend defining on objective.
Establish the cadence at which the Program will run.
Establish the first Coaching Sessions by selecting a Start Date, Start Time and Time Zone.
The Day, Time and Time Zone are used to control when contributors are notified.
Frequency of Recurrence
Use the drop downs to select how often coaching sessions should be recreated.
Common cadences are:
- Daily (Every 1 Day)
- Weekly (Every 1 Week)
- Bi-Weekly (Every 2 Weeks)
- Quarterly (Every 3 Months)
Pro Tip: Want to schedule your Program to run on relative dates, for example the first Monday or the last Friday of the month? Set Repeat to "Month" and then select one of the options available.
Will this Coaching Program ever end? If so, select a date or number of occurrences to end after.
If a date is selected, no new Coaching sessions will be created after the respective date.
If a number of occurrences is selected, the Coaching Program will occur for that many iterations before stopping.
Select which Managers should be enrolled into this coaching program.
You can enroll All Managers or hand pick individual Managers using Custom.
Note: This will automatically start a Program for each of the selected Managers, creating check-ins for each of their direct reports. If any new employees are added to their group(s) or have the manager listed in User Settings, they will be added to the next occurrence of the program.
What questions will you ask your contributors? Questions can be required or optional.
If you're feeling stuck, we've compiled a Question Library to help get some ideas flowing.
Want to see how others Coach? Check out our plug-and-play Coaching Templates.
Pro Tip: Want to rotate weekly questions? Build multiple coaching programs on alternating cadences to keep things fresh.
Managers can embed a metric snapshot and its corresponding records.
Automatically embed and review employee performance metrics directly in your check-ins! This agenda item allows Managers to pre-select a Metric, Time Frame, and supporting question to review during each coaching session.
Managers can also poll their employees through the Poll agenda item. This simple set up allows users to answer questions on a likert (1-5 point) scale.
Example: On a scale from 1-5 (1=low & 5= high) what's your level of confidence in your product knowledge?
Checkboxes allow managers to provide a list of options for the employees to select, choosing all that apply. Managers can provide a list as well as an "Other" option.
Example: Which products would you like additional training on? Choose all that apply.
Multiple Choice allows managers to provide a list of options for the employees to select, choosing only one. Managers can provide a list as well as an "Other" option. This is great for creating True/False or Yes/No type question.
Example: Have you completed your monthly review? Yes or No.
Does your team reference a learning management system, dialer service, or another platform for coaching? If so, you can create up a custom tab to view that information, alongside your Ambition data, directly within a coaching check-in.
To set up a custom tab within your coaching check-ins, reach out to the Ambition Support Team, firstname.lastname@example.org.
The Support Team will need the following information:
- Does the 3rd party website support iFraming?
- What is the url that should be shown?
- What would you like to name the tab?
Attribution Metrics (optional)
Define up to ten Metrics that you would like tracked/correlated with this Program.
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.
Note: Attribution Metrics cannot be changed by an admin after the program is saved.
Learn more about how Attribution is calculated here.
Rating Categories (optional)
Select rating categories you wish to track and correlate with your new Managed Program.
Rating Categories can be added or removed after the Program's 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. Click the Create Programs button.