Assign a group coaching session using Action Plans

Group coaching is private, 60-minute group coaching sessions with one of 15Five’s certified coaches, delivered to cohorts of up to 10 managers. Each session is focused on helping the group process their experiences, share learnings, identify opportunities, and create collective accountability for growth and development. In this article, we'll walk account admins through how to assign group coaching sessions to managers as part of an Action Plan.

In this article, you'll find...

Access and availability

⛔️ Required access to Manage actions.
👥 This article is relevant to Account admins.
📦 This feature is available in all pricing packages.

✏️

Note

If your organization purchased group coaching before October 2024, you can currently only assign group coaching using coaching hub.


How to assign a group coaching session 🧑‍💻

Action Plans in 15Five are strategic plans that HR teams use to organize and measure the work you're doing to improve HR outcomes (employee performance, engagement, and/or retention) in your organization. Each Action Plan comprises a set of actions: tasks that contribute to the plan's progress and success over time. In this section, we'll walk through how to assign group coaching sessions as part of an Action Plan.

✏️

Note

Before following the steps below, follow the steps to create an Action Plan.

  1. Click on Outcomes Dashboard in 15Five's main, left-hand navigation.
    Outcomes-Dashboard.png
  2. Next, open the "Action Plans" tab and click on the name of the Action Plan you want to add coaching to.
    Action-Plans-Tab.png
  3. Click the Add Actions button.
    Add-Actions.png
  4. The "Add action to action plan" form will appear on the left-hand side of your screen. From here, select "Schedule Group Coaching Session" as the action type.
    Screenshot 2024-10-23 at 6.02.43 PM.png
  5. On the next screen, you'll see "Schedule a 1-on-1 Coaching Session" as the action title. This field isn't editable.
    Schedule-Group-Coaching-Session.png
  6. Then select a focus area for the coaching session. These focus areas are based on 15Five's Manager Competencies.
    Select-Focus-Area-Coaching.png
  7. We recommend using this field to let managers know why they were selected for coaching and what success looks like.
    Group-Coaching-Description.png
  8. Select a designated scheduler for the coaching session. This is the individual who will be responsible for scheduling the session.
    Select-Designated-Scheduler.png
  9. Select the start date on which the action should appear on the Action owner's homepages and the due date by which the Action owner should schedule their coaching session.
    Coaching-Start-End-Date.png
  10. Now it's time to select up to 10 individuals you want to participate in group coaching.
    Assign-Group-Coaching.png
  11. Click Next: Preview to open the action summary. Review the information contained in the summary to ensure that the action is configured correctly.
    Group-Coaching-Action-Summary.png
  12. When you're ready, click Add Actions.
    Add-Actions.png

What happens next? 🐾

On the selected start date, an action item will appear on the designated scheduler's homepage prompting them to schedule the coaching session.

Schedule-Group-Coaching-Session.png


Frequently Asked Questions (FAQs) ❓

How can I purchase group coaching for my managers?

Account admins can purchase group coaching sessions by reaching out to your 15Five Account Executive (AE). Group coaching is available as an add-on to companies on any pricing plan.

What focus areas do coaches typically work with manager cohorts on during group coaching sessions?

Some focus areas that coaches typically work with manager cohorts on are Change management, Communication, Management style, Managing up, New manager, Personal growth, Team culture, and Team performance.


Was this article helpful?

We're sorry to hear that.

Please tell us why →