One-Off Check-Ins and Check-in Templates

One-off check-ins can be created for a single User that are either Scheduled or completed in line (Live). Additionally, one-off Check-Ins can be tied into an existing Coaching Programs to ensure that all coaching data is tracked in the Coaching Utilization Reports.

 

How do I create a One-Off Check-In?

What are the different types of Check-ins?

Can I create One-Off Check-In Templates?

 

 

Create a One-Off Check-In

1. Create a One-Off Check-In via:

• the Quick Actions button, click Coach and Develop > Check-In

•  a User's Dashboard, coaching tab 

 

 

2. Select the Who and When of the Check-In.

 

Check-in "When" Options 

When would you like to meet?	Interaction	Use Case
Start 1:1 Now	Agenda will be completed inline.	Manager utilizes to capture a coaching conversation.
Schedule 1:1 for Later	Agenda will be completed by employee before schedule time to meet and review with Manager Calendar invite will be sent for the selected Meeting time.	Structured agenda that should be completed before 1:1 meeting time to allow for coaching conversations based on employee's answers.
Request an Update	Agenda will be completed by employee. No explicit time is set to review check-in with Manager.	Passive coaching tool that allows managers to send a brief agenda for their employee to complete. The format is similar to a 1:1, but does not require a specified meeting time.

 

 

Check in "Who" Options

Option	Option Description
Who is this check-in for?	Search by name; only one user at a time.
Associate with an existing coaching program	Optional. Will be available after selecting Employee. Connect the one-off check-in to a pre-existing program's timeline.

  

 

Schedule 1:1 for Later and Request an Update check-in types will be prompt you to pick the "when" of your check-in.

Check-in "When" Options

Option	Option Description
Meeting Date and Duration	option for Scheduled Check-in. When the Manager and Employee will meet to discuss the completed check-in agenda Meeting Durations can be selected in five minute increments. A calendar invite will be sent to both the Employee and Manager in order to reserve the selected date and time.
Agenda Start Date	option for Scheduled Check-in (advanced options) or a Requested Update. When the Employee will be granted access to the check-in's agenda items.
Agenda Due Date	option for Scheduled Check-in (advanced options) or a Requested Update. When the Employee will be responsible for completing the check-in's agenda items.
Time Zone	option for Scheduled Check-in (advanced options) or a Requested Update. Specify the time zone to be utilized when scheduling the Agenda's Start and Due date.

 

 

3. Complete the Agenda by selecting a pre-made Template or compiling Items

Template

If a one-off check-in template has already been created by Admin, the template can be selected from this dropdown to auto-populate the Agenda Items.

These items may be editable, depending on the Template's settings.

If a template does not yet exist, learn more about Check-In templates below.

 

New Item 

The check-in's agenda may consist of a variety of questions and polls for the user to answer, or contain feedback and file uploads for the user to acknowledge. 

Item Type	Item Description
Question	A question for the employee to answer with fill in answer format. Questions can be required or optional.  Check out our list of recommended questions.
Metric Snapshot	Available if the "Coaching: Metric Snapshot Item" feature has been enabled. A question for the employee to answer that is built upon a preselected metric & time frame.
Feedback	Employee will be prompted to acknowledge the manager's feedback.
Poll	A question that is answered by the employee on a 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?
External URL	A link to a third-party item for the employee to review, complete, etc. Example a LMS module. Note - The Employee and Manager will both be responsible for marking this Action Plan Item as complete.
File Upload	An action for the employee to take and an accompanying file. Employee will be prompted to acknowledge the uploaded file.
Checkboxes	A list of options for the employee to select, choosing all that apply. An "Other" option is available as well. Example: Which products would you like additional training on? Choose all that apply.
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. Example: Have you completed your monthly review? Yes or No.
Gong Calls	Available if the Gong integration is enabled and authorized. Attach one of more Gong calla for the employee to review OR Employees attach one or more of their Gong calls when the check-in opens.

 

 

4. If a Scheduled or Requested Update Check-in, optionally select a Co-Coach.

A co-coach will be assigned to the Check-in as well to assist the Manager.

 

 

5. Schedule or Complete Check-In.

If you selected 'Scheduled' in Step 1, click the Schedule Check-In button.

If you selected 'Now' in Step 1 and filled out the agenda items in person, click the Complete Check-In to record the coaching session.

If you selected 'Request an Update' in Step 1, click the Complete Check-In button.

 

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Create a Template for One-Off Check-Ins

Administrative users can also build templates that can only be used for one-off check-ins. For example, if managers are frequently coaching reps on their call performance, an admin user could build a template that requires each manager to use the same basic template for their check-ins. These templates can be editable or locked.

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

 

2. From the Manage Coaching page, select Check-In Templates.

 

3. Click the + Check-In Template button.

 

4. Complete the Details of the Check-In Template Builder form.

Field	Field Description
Name	The name of the template, which will be selected from a dropdown menu when a manager creates a new one-off check-in. Example: "Call Review"
Is Editable	Toggle determines if the managers are allowed to edit the template's agenda items within the check-in. Selecting Yes will allow the manager to add or remove agenda items. Selecting No will lock the agenda items.

 

5. Select which Managers have access to this template.

Allow All Managers to have access to using the template, or choose Custom and search for and select the specific managers who should have access to using the template.

 

6. Complete the Agenda by compiling items.

 

Agenda Item	Item Description
Question	A question for the employee to answer with fill in answer format. Questions can be required or optional.  Check out our list of recommended questions.
Metric Snapshot	Available if the "Coaching: Metric Snapshot Item" feature has been enabled. A question for the employee to answer that is built upon a preselected metric & time frame.
Feedback	Employee will be prompted to acknowledge the manager's feedback.
Poll	A question that is answered by the employee on a 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	A list of options for the employee to select, choosing all that apply. An "Other" option is available as well. Example: Which products would you like additional training on? Choose all that apply.
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. Example: Have you completed your monthly review? Yes or No.
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.

 

 

 

Rating Categories (optional, if feature is enabled for your Organization)

7. Optionally, select rating categories you wish to track and correlate with your new Program.

Rating Categories can be added or removed after the Template'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.

 

7. Click the Create Template button.