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Success Plans - For Customers who use Coaching

LevelEleven is now offering a new product in Scorecard for all users of Coaching - Success Plans! 

Success Plans are designed to help managers build plans around a specific period of time, whether it be for On-Boarding, Performance Plans, or Promotions. Here is how Success Plans work inside of Scorecard:

First, you will need to create a Success Plan Template. This is done in same way Coaching Note Templates are created. 

Go to the Scorecard Builder tab and Select Success Plan Templates. You will be able to select Success Plans ONLY if you have the LevelEleven Coaching product.

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Click "build new success plan template."

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Add a name, description, select if you would like team member acknowledgment, and determine if you would like to send a reminder email and when.  

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Next, add questions to your Summary Section.

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There are 4 types of questions you can select from; Display Text, Text, Scale, Multiple Choice.

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*Please note that the questions in a Success Plan will only be answered by the manager so these should be questions to guide the direction of the success plan and explain to the employee what do expect during the timeframe of the Success Plan.


Examples of how to use the question formats to help guide the Success Plan:

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Now the template will be saved in the Success Plan Template Builder.

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Once you have created your template, you will then go to the Profile you would like to enable Success Plans for, check off the enable checkbox, and add the template.

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You will now see a slat for Success Plans:

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Once you have saved this Profile, you can now return to the Coaching tab in Manager Scorecard, and create a Success Plan!

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In the Coaching tab, you will be able to select the Success Plan section, and then click "create a success plan" to get started.

From here you will want to name your Success Plan, select a template, select who the success plan is for, and choose the start and end date. You can then fill in the summary section.


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You can then add any action items (if any) you would like and then save and send:

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Success! An email will be sent to the rep to let them know you started a success plan with them, they can also see it when they go to the success plan section of their Scorecard.

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Finally, any Coaching Notes completed within the plan time frame will appear WITHIN the Success Plan.

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You can now create Success Plans. Happy Planning! 



 
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