Action Plan Templates

Create Action Plan Template

Users with the "Coaching: Create Action Plan Template" or "Coaching: All Access" permission will be able to create action plan templates.

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

2. From the manage coaching page, select Action Plans and then Templates.

3. Click the + Action Plan Template button.

4. Complete the create action plan template form.

Details

Field

Field Description

Name

The name of the template, which will be selected from a dropdown menu when a manager creates a new action plan.

Example: "Cold Calling Development Plan"

Coaching Instructions

Optional.

Provide specific instructions, resources, and other details to guide managers on how to use this specific template.

Coaching Instructions will not be visible to the employee being coached. To support reviewing action plans that contain instructions while screen sharing with an employee, the manager can collapse the coaching instructions section.

Managers

Select which managers should 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.

Agenda

Create the template's agenda by compiling agenda items.

Agenda items can be optional or required, but at least 1 agenda item must be required (not optional) in order to save.

Agenda Item	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 a preselected metric & time frame.
Content Block	Rich text editor that can provide additional information or context to a coaching agenda. No action for the user 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. Things to Note: If the External URL agenda item is marked as "Required", then the employee and manager will both be responsible for marking the agenda item as complete. After the action plan is submitted by the employee, the action plan will be put in a "Pending Approval" status while waiting for manager approval.
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 an action plan using the template 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 an action plan using the template 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.

The feedback, goal, and file upload agenda items are not supported within action plan templates at this time due to their dynamic nature.

5. If the template is finalized and ready for managers to use, click Save > Save and Open.

If the template is still in progress, click Save and then Save as Draft. Your template will not be available to create action plans with until the template is "Open". You must have at least one required item and have selected managers in Step 2 before being able to save your template as a draft.

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How do I create action plan templates?

Action Plan Templates