Executives can create coaching plans on a coach's behalf, from either the Coaching or Calls tabs.
From the Coaching Tab
Click on the Coaching tab. Select the Create Coaching Plan button in the upper right-hand corner to create a plan. The Coaching Plan Wizard will appear, walking the user through 8 steps to set up a plan.
Step 1: Recipient
- This widget indicates what rep is receiving the coaching plan. Only one rep can be selected at this step.
Step 2: Coach
This person can be the manager themselves, a trainer or another subject matter expert that can provide additional insight on a particular skill.
Step 3: Scheduling
Similar to Outlook's and Gmail's Recurring Event, coaches can schedule recurring meetings for any coaching plan. Choose the weekly interval, the days of the week the meeting occurs (multiple days can be selected), and the end date of the coaching plan. Select Never to keep the session going indefinitely. Coaching Plans can be cancelled at any time.
Step 4: Duration
How long each individual coaching session in the plan will last. Duration options are in 15 min increments. Mark the duration of the meeting to finalize this step.
Step 5: Meeting Type
The location for each coaching session. Options include in person (with the ability to specify the location), by phone or web conference, or other. Selecting No Meetings Required indicates that the session will only take place asynchronously through ExecVision and a calendar invite won't be sent.
Step 6: Content
What skill will be coached in the coaching plan. The skill being addressed is listed under the Skill column in the Reps [Coach] is Coaching table. The platform will automatically suggest which skill to focus on in a given coaching plan based on individual rep scorecard performance.
For example, the platform identified Alex's biggest challenge as the skill “CBIs.” The system analyzes Alex's performance across all scorecard grades submitted and determines the area in which Alex needs the most development.
The next step is to set a targeted goal for the rep in their coaching plan. The scale illustrated in this step highlights the rep's team average, the rep's current average and pre-set goal of 75%. Executives can slide the orange target marker to a specific value, letting the rep know what success looks like in the coaching plan.
+Add a secondary skill to coach allows for additional coaching parameters. Only two skills can be worked on at a time per Coaching Plan.
The Custom skill option provides a text field for more specific coaching sessions. This option accounts for sessions that are not associated with a scorecard skill.
Step 7: Objective
Summarize the goals of the coaching session and provide a title for tracking purposes.
Step 8: Review Preparation
Specify what the coach and the rep need to do prior to each coaching session. Designate the number of calls that need to be added, commented or scored. Calls added to the coaching plan need to highlight the specific skill being coached during the plan.
Select Save to finalize the Coaching Plan.
From the Calls Tab
Coaching Plans can also be created via the Call Card within the Calls tab. Please reach out to your Customer Success Manager if you want this feature enabled for your account. From the Coach This Call button, you have several options including:
- Add to Coaching Plan: this allows you to add a specific to an already existing coaching plan
- Create Coaching Plan: create a brand new coaching plan. When you select this option, it will walk you through the created plan wizard specified above.
- Coach Now: same-day one-off coaching plans. These are not recurring plans.
- Leave Feedback: annotate the call