Coaching FAQs

What tools do I have to coach reps?

Ambition Coaching is made up of 3 key components:

• Check-ins - Check-ins can be hosted through recurring programs or can occur on a one-off basis.
• Action Plans - Action Plans track outcomes of coaching sessions, monitoring qualitative and quantitative measures of contributor improvement.
• Notes - Notes allow Managers to create shared notes with their employees or private notes for their own record keeping

Learn more about Ambition Coaching here.

Can I view Coaching data on a Dashboard?

Every User and Managerial Dashboard has a Coaching tab. The tab may be hidden, based on the User's permissions and management settings.

From a User's or a Managerial dashboard, click the Coaching tab.

Here a User and their Manager can view:

• Open Check-ins that are pending answers or review
• Historical Check-ins and their agendas
• Shared Coaching Notes and their attachments
• Historical Action Plans and their agendas
• Ambition Asks

When creating a Coaching Program, who should I select as the Participants?

If you're creating a Program for another Manager:

You have 3 choices when selecting participants:

All Employees Managed enrolls all Users who are managed by the respective Manager via Groups and User's individual settings.

↳ Example of the Manager field in User Settings.

Employees Managed Within Specific Groups prompts you to select one or more Groups which the respective Manager oversees. This will enroll all Users that are in the selected Group(s).

Specific Employees Managed prompts you to manually select which specific Users will be enrolled in the Program.

If you're creating a Program to be run by yourself:

You have 3 choices when selecting participants:

All Employees Managed enrolls all Users who you manage via Groups and User's individual settings. 

↳ Example of the Manager field in User Settings.

Employees Managed Within Specific Groups prompts you to select one or more Groups, which you manage in Ambition. This option will enroll all Users that are in the selected Group(s).

Specific Employees I Manage prompts you to manually select which specific Users you will enroll in the Program.