Managed Coaching Programs
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
How Do I Create a Managed Program?
1. Open the left navigation and click Administration > Coaching > Programs.
From the Manage Programs menu, you'll see all the existing Coaching Programs.
2. Click the green +Program button.
3. Click Create on the Managed Program tile
4. Complete the Program Builder Form.
A name is required for the Coaching Manage Program. 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
A description is required. Simply describe the purpose of the Coaching Program
An objective is 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, they will be added to the next occurrence of the program.
What questions do you want Managers asking their reps? 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.
Attribution Metrics (optional)
Define up to three 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 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 can be changed by an admin after the program is saved.
Learn more about how Attribution is calculated here.
5. Click the Create Programs button in the bottom right hand corner of the form.