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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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Display Text is meant to be used to explain the Success Plan a little more in-depth before the reps fill in their part and begin working. 

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Other types in the builder format:

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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 select the salesperson who will have a Success Plan. Click "create a success plan" to get started.

Select the template:

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Select the time frame of the Success Plan:

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Answer your questions:

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Add Action Items:

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Your Success Plan we show as pending until your salesperson sees it and responds.

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Here is how the completed plan will appear:

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You can also send a reminder email to make sure your rep acknowledges the plan if you so choose.

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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