Field Name

Field Description

What is the name of this check-in?

Optional.

Provide a name for the check-in, ex. Amber's 1:1, Alex's Tuesday Check-In.

Description

Optional.

Describe the check-in, ex. Bi-weekly check-in with Amber.

Objective

Optional.

If the check-in has a specific purpose, call coaching recurring check-in, we recommend defining an objective.

When would you like to meet?

Interaction

Use Case

Start 1:1 Now

Agenda will be completed inline.

No agenda items have to "required" in order to save and create.

Manager uses 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.

If "schedule 1:1 for later" is selected, you will additionally have the question of, "Is this a recurring 1:1?"

Selecting "Yes" will populate the ability to establish a recurrence cadence for the 1:1 in Step 3. Scheduling

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.

If "request an update" is selected, you will additionally have the question of, "Is this a recurring update?"

Selecting "Yes" will populate the ability to establish a recurrence cadence for the Update in Step 3. Scheduling

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.

Option

Option Description

Who is this check-in for?

Select the user that will be responsible for completing the check-in.

Search by name. You can only create a check-in for one user at a time.

You cannot create a check-in for yourself.

Associate with an existing coaching program

Optional.

Will be available after selecting employee.

Connect the 1:1 check-in to a pre-existing program's timeline.

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 Open Date

Option for Scheduled Check-in 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 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 or a Requested Update.

Specify the time zone to be used when scheduling the agenda's start and due date.

Add Zoom Meeting

Available if the Zoom integration is authorized.

Add a Zoom meeting link to your check-in. The Zoom link will be accessible on the calendar invite/file, and there will be a "Join Zoom Meeting" option when viewing the check-in within Ambition.

Scheduling Question

Question Description

When do the meetings start? (1:1)

When are updates due? (Update)

Select the First Meeting Date, Time Zone, and Duration to establish the first recurrence of the 1:1. (1:1)

Select the First Update Date and Duration to establish the first recurrence of the 1:1. (1:1)

If the 1:1/update should occur every Monday, select the next Monday on the calendar to begin.

How often do meetings repeat? (1:1)

How often do updates repeat? (Update)

Choose how often the 1:1/update agenda should be created.

If it's once a week on a specific day, choose "Week".

If it's once a month, choose "Month".

When should the agenda open for the employee?

Choose how many days before the scheduled meeting time the agenda should be made available for the employee to complete.

When is each Check-In agenda due by the employee?

(not applicable for recurring Updates)

Select if the employee should complete the agenda by the start of the set meeting time, before the next agenda opens, or "x" amount of days after the agenda is made available.

When does the recurrence end?

Would you like for this 1:1 to run indefinitely, after a set amount of occurrences, or end on a certain date?

If "Never" is selected, the check-in will continue to reoccur until manually finished.

If "After x Occurrences" is selected, the check-in will finish after it's occurred the set amount of times.

If a specific date is selected, no new check-ins will be created after the respective date.

Check-In Meeting dates

Based on the recurrence options selected above, the first 5 meeting dates, if applicable, your check-in will occur will be displayed. Verify the expected cadence matches the meeting dates summary presented.

Item Type

Item Description

Employee View of Agenda Item

Question

A question for the employee to answer with fill in answer format.

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 preselected metrics and time frames.

A snapshot can capture up to 8 metrics across a single timeframe or one metric across two timeframes. 

Pipeline Snapshot

Available if the "Pipeline Intelligence: Pipeline Views" feature has been enabled.

A question for the employee to answer that is built upon a preconfigured pipeline view or template.

Feedback

Employee will be prompted to acknowledge the manager's feedback.

Content Block

Rich text editor that can provide additional information or context to a coaching agenda.

No action for the employee to take.

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 item as complete.

Embed Media

Iframe a YouTube or Vimeo video or 3rd party website directly into the coaching agenda.

No action for the user to take.

Be aware that not all platforms allow 3rd party embedding.

For embedding a video from YouTube or Vimeo, you can input the share URL or iframe embed code.

If you are embedding a Google Sheets URL, we recommend embedding a URL generated through the  "Publish to web" share option rather than "Share with others". Learn more here.

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 calls for the employee to review OR 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.

Zoom Calls

Available if the Zoom integration is enabled and authorized.

Employees attach one of more of their Zoom calls when the check-in opens.

Seismic Learning

Available if the Seismic Learning API within the Seismic integration is authorized.

Select from any public, published Seismic Learning 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.