Agenda Items for Coaching Events

Ambition's coaching events offer a variety of agenda items that can be used to facilitate your coaching conversation. Agenda items are used to build conversations in 1:1 or Group Check-Ins, Coaching Programs, Action Plans, and Coaching Templates.

 

Available Agenda Items

1. Question

The Question agenda item allows the employee to answer a question in the coaching conversation. Check out our list of recommended questions for your coaching 1:1s.

The question agenda item cannot be used in Group Check-Ins or their Templates.

 

2. Metric Snapshot

Available if the "Coaching: Metric Snapshot Item" feature has been enabled.

The Metric Snapshot agenda item will automatically calculate the metric total for the selected employee. The question for the employee to answer is built upon a preselected metric & time frame. When adding the Metric Snapshot to a coaching agenda, clicking the "Preview" button on the right will allow you to preview both how the question will appear on your rep's end.

Clicking the "Show Records" button reveals the corresponding records that contributed to the metric total.

The Metric Snapshot agenda item cannot be used in Group Check-Ins or their Templates.

 

3. Feedback

The Feedback agenda item can be used to provide a list of strengths, weakness, areas of improvement, or any other topic. The employee will be prompted to acknowledge the manager's feedback and can comment on the topic.

The Feedback agenda item cannot be used in Programs, Group Check-Ins, or either of their Template types.

 

4. Content Block

The Content Block is a rich text editor that allows managers to provide additional information or context to their coaching agenda. It can be used to give more information about an Action Plan, the coaching program initiative, to provide company updates, or link 3rd party URLs.

 

5. Poll

The Poll agenda item is 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?

The Poll agenda item cannot be used in Group Check-Ins or their Templates.

 

6. External URL

The External URL agenda item provides a link to a third-party item for the employee to review, complete, etc.

Example: A LMS module the user needs to complete.

The Employee and Manager will both be responsible for marking this agenda item as complete.

The External URL agenda item cannot be used in Programs, Group Check-Ins, or either of their Template types.

 

7. Embed URL

The Embed URL agenda item allows teams to iframe in a 3rd party website. This can be helpful when discussing reports that live outside of Ambition.

Note - Not all platforms allow 3rd party embedding. We currently have customers bringing in Microsoft PowerBI, Google Sheets, and Chorus.ai.

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.

 

8. File Upload

The File Upload agenda item requires the employee to take action on an accompanying file. The employee will be prompted to acknowledge the uploaded file. The max file size is 2MB.

The File Upload agenda item cannot be used in Programs, Group Check-Ins, or either of their Template types.

 

9. Checkboxes

The Checkboxes agenda item provides 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.

The Checkboxes agenda item cannot be used in Group Check-Ins or their Templates.

 

10. Multiple Choice

The Multiple Choice agenda item provides 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.

The Multiple Choice agenda item cannot be used in Group Check-Ins or their Templates.

 

11. Gong Calls

Available if the Gong integration is enabled and authorized. Click here to learn more.

The Gong Calls agenda item allows a manager to either select calls for the employee to review, Select Calls Now, or request that their employee select the calls for review, Have Employee Select Calls. These calls can be searched or filtered for, and are directly attached to the coaching agenda where they can be viewed and watched within Ambition.

Select Calls Now - Attach one of more of your employee's recorded Gong call to their Check-In.

The Select Calls Now option is available to be used when creating Check-Ins, Action Plans, and Action Plan Templates.

Calls are selected by the creator of the agenda and you can additionally ask employees to leave feedback on the selected calls.

Have Employee Select Calls - Have you employee attach one or more of their Gong calls when the Check-In opens.

The Have Employee Select Calls option is available to be used when creating Check-Ins, Check-In Templates, Action Plans, Action Plan Templates, Programs, Program Templates, and Managed Programs.

Calls are selected by the employee and you can additionally ask employees to leave feedback on the selected calls.

The Gong Calls agenda item cannot be used in Group Check-Ins or their Templates.

 

12. Goal

Select an existing Ambition Goal or create a new Goal on the spot for the employee to achieve.

The Goal agenda item is only available for use in Action Plans.