A Coaching Meeting Type is required to utilize Live Coaching. It is highly recommended that at least one is created for coaches to access the tool in the Calls tab.
The purpose of Coaching Meeting Types is to design a coaching rubric that doesn't rely on calls in the platform. This is for instances where live listening program takes place, using a dialer or web conferencing tool. ExecVision becomes an all in one coaching program, where custom coaching workflows with different questions can be asked during a review meeting.
Admins can design these Coaching Meetings by hovering over to Settings > Build > Coaching Meeting Types. Existing Coaching Meetings are highlighted in blue on the Coaching Meeting Types page.
Anatomy of Coaching Meeting
Click New Coaching Meeting Type to create a Coaching Meeting. The Coaching Meeting name will be available for selection in creating Coaching Plans.
The 1st check box determines association with coaching plans. If checked, the scores from this type of coaching meeting will count towards plan progress (Meeting Time) in Dashboards.
The 2nd check box confirms if Coaching Meeting will be included in the call review meeting or to enable Live Coaching. If checked, the standard skill questions and the Coaching Meeting questions listed below will be present in the review meeting within Coaching Plans.
These boxes are checked as the default setting when creating new Coaching Meeting Types. Unchecking the 2nd box will remove the default question type from the coaching meeting.
There are 4 columns to consider when creating Coaching Meeting:
Question Type: Select the type of this question. This determines how the answer field will be presented to the coach during the review meeting.
There are 6 options for question types: 1-5 Score (default), Text Area, Text Field, 1-3 Score, Yes/No and Pass/Fail.
Selecting any of the scorecard schemes (1-5 Score, 1-3 Score, Yes/No, Pass/Fail) will automatically activate the Score Weighting out of 100.
Any added questions will automatically adjust the weight to equal 100. Text Area and Text Field do not include a weighted score.
Question Title: Type in the question text. This could be in the form of a question (Did the rep properly forecast Path 1 and Path 2 opportunities) or a simple statement (Goal review).
Coach Notes: Provide supplementary notes for the coach about the question. This is optional to include.
The notes will be shown on the review page when the review is in progress, but won't appear on historical review pages.
Score Weighting: Must total 100% between the questions and the call (Text Area and Text Field types are excluded). The form will automatically adjust other scores if your total goes above 100%.
Answers to questions will be multiplied by the question weighting, and then summed together to produce the total score for the review. If the review counts towards the skill being coached, this score will be recorded in the historical plan progress.
Drag the bar lines to the left of Question Type to rearrange the question order. Click the Trash Can icon to delete the scorecard question.
Click Save to save your work, Cancel to delete changes or Delete Meeting Type to remove the Coaching Meeting permanently.