Email templates and notifications for Transform training & coaching

To: All participating managers
From: Company Admin
When: Week before kickoff month

Subject: 15Five Manager Coaching Kickoff

Hi Managers,

We are excited to announce that [COMPANY NAME] is partnering with 15Five to provide online manager training. 15Five was chosen because [INSERT WHY].

Starting in (MONTH NAME), you'll be asked to attend one group coaching session per month. Each session will last approximately one hour.

At the end of each month, we’ll have an internal Huddle for [COMPANY NAME]’s participating managers to discuss learnings from that month’s coaching session. This is a great opportunity to increase your knowledge and competencies as well as build stronger relationships with other managers at [COMPANY NAME].

The first session will take place on [DATE]. Keep an out for a calendar invitation!

Warm Regards,
[ADMIN NAME]

[Leader Name],

I am pleased to share that you've been awarded a 1:1 Coaching session with one of 15Five's certified coaches!  During this session, you'll work with your coach to hone your skills in [INSERT FOCUS AREA - if a focus area wasn't assigned by the admin who created the Action or if you're unaware of what the focus area is, you can simply say, "hone your management skills"].

You've already been assigned an action item in 15Five to schedule your coaching session, which you can access on your homepage. Refer to this article for steps on how to schedule the session.

Once you've scheduled the session, your next steps are to...

• Add details for your coaching session: Share information about what you hope to achieve in your session. This will help your coach tailor coaching specifically for you, ensuring a meaningful and impactful experience that maximizes your time together.
• Complete your coaching profile: Completing your profile helps build a strong relationship with your coach and gets you to start thinking about what will help you achieve the most growth and development in your coaching session. Your responses are only visible to your coach.
• Attend your coaching session!

The opportunity to work with a coach is an investment that will benefit you directly and the company overall. We are investing in you because we know how much of an asset you are. Thank you for being a part of the betterment of our company.

Please reach out to me if you have any questions.

Sincerely,

[President/CEO/Admin]

[Leader Name],

I am pleased to share that we are working with 15Five to offer professional coaching to managers in our organization. You are eligible to receive a 1:1 action planning session. A 15Five coach will meet with you to determine an individual goal that you want to make progress on.

We see coaching as a valuable part of our engagement strategy and we're excited to provide this opportunity. We are committed to making this investment in our managers as it can have an impact on your own engagement and the engagement of your team.

Look for an email that will be coming from your coach asking you to schedule your session. You will get to meet with your coach for one hour to identify your goal and plan the next steps.

Please reach out to me if you have any questions.

[Leader Name],

I am pleased to share that we are working with 15Five to offer professional coaching to managers in our organization. You are eligible to be part of a group action planning session. A 15Five coach will meet with a group from [Organization] to determine a goal that you all want to make progress on.

We see coaching as a valuable part of our engagement strategy and we're excited to provide this opportunity. We are committed to making this investment in our managers as it can have an impact on your own engagement and the engagement of your team.

Look for an email that will be coming from your coach asking you to schedule your session. You will get to meet with the coach for one hour to identify your goal and plan next steps.

Please reach out to me if you have any questions.

[Leader Name],

I am pleased to share that we are working with 15Five to offer professional coaching to managers in our organization. You are eligible to receive a series of group coaching sessions. A 15Five coach will meet with a group from [Organization] to determine a goal that you will work through together.

We see coaching as a valuable part of our engagement strategy and we're excited to provide this opportunity. We are committed to making this investment in our managers as it can have an impact on your own engagement and the engagement of your team.

Look for an email that will be coming from your coach asking you to schedule your session. You will get to meet with the coach monthly to identify your goal and plan next steps.

Please reach out to me if you have any questions.

Recipient: Admins
Timing: When a Transform product is purchased.

Subject: Your product purchase is available in your 15Five account

Hi {First Name or there},

The following product(s) are now ready to use in your 15Five account:

• {Product}

[Log in to 15Five]

Use our Help Center as a guide through the entire process of adding people and granting them access.

If you have any questions, please let us know at support@15Five.com

Best,

The 15Five Team

Recipient: Individuals assigned a Transform seat
Timing: Sent to participants if they are active in 15Five and assigned a Transform seat.

Subject: You’ve been invited to 15Five Transform

Hi {First Name or there},

Welcome to 15Five Transform!

We’ve created an account for you. To complete your registration, please follow this link {link}

If you have any questions, please contact us at transform@15five.com

Thanks,

15Five Transform

If you assigned 1:1 Coaching as part of an Action Plan, managers will receive an email when you launch the Action Plan. You can customize the subject line and message from the Action Plan's Overview page. Here's an example:

Once you assign a 1:1 coaching session(s), selected managers will see an action item on their homepage asking them to schedule the coaching session. If the coaching session was assigned as part of an Action Plan, it will not appear on manager homepages until the selected start date.

After the manager schedules an assigned 1:1 coaching session, the action on their homepage will update to "Attend 1-on-1 Coaching Session," followed by thecoach's name and the date and time of the session.

Recipient: Coaching participant
Timing: When they're assigned a 1:1 coaching session using Actions.

Subject: 15Five Coaching Session Assigned

Recipient: Coaching participant
Timing: After they schedule their 1-on-1 coaching session.

Subject: 15Five [NAME] 1:1 Coaching

Recipient: Coaching participant
Timing: After they attend their coaching session.

Subject: 15Five Coaching Session Recap

Recipient: Coaching participants
Timing: Sent when a participant is assigned to a group session (one hour after the session is created when it is in an "Assigned" status).

Subject: {Organization} has selected you to receive a {Type} session

Hi {First Name or there},

{Organization} has identified you as a key person to help with their engagement and performance progress. You will be part of a group session with your {Facilitator role}, {Coach Name}.

{Session Description}

To plan the session, {First and Last Name or email} has been selected to schedule for the group. Please coordinate with them to identify a time that works best.

[Button: View Details]

Recipient: Designated schedulers
Timing: When they're assigned to a group coaching session (either one hour after the session is created when it is in an Assigned status or when the session reaches the planned_at date for future sessions in a series subscription).

Subject: Time to schedule! {Organization} has selected you to receive a {session type} session

Hi {First Name or there}, {Organization} has identified you as a key person to help with their engagement and performance progress. You will be part of a group session with your {Facilitator role}, {Coach Name}.

{Session Description}

In order to include everyone, you have been selected to schedule the session for the group. You can use the link below to schedule and view the list of participants to include.

[Button: Schedule]

Recipient: Admins
Timing: When a group coaching session is assigned and there is not a designated scheduler (either one hour after the session is created when it is in an Assigned status or when the session reaches the planned_at date for future sessions in a series subscription).

Subject: {Subscription type} session is available to schedule

Hi {First Name or there},

A new {subscription type} session is available to schedule for {Organization}.

{Session Description}

As an admin, you are able to schedule the session for the group. You can use the link below to schedule and view the list of participants to include.

[Button: Schedule]

Recipient: Designated schedulers
Timing: Sent one, two, and three weeks after the group session is assigned if it is still in an "Assigned" status.

Subject: Don’t forget! Schedule your {type} session

Hi {First Name or there},

Don’t forget that {Organization} has selected you to be part of a {type} session.

{Session Description}

You have been selected to schedule the session. You can schedule and view the list of participants to include using the link below.

[Button: Schedule]

Recipient: Coaching participants
Timing: When a group coaching session is scheduled

Subject: Your {session type} has been scheduled

Hi {First Name or there},

Your {session type} has been scheduled for {Date} at {Time} (ET). You will be meeting with your {Facilitator role}, {Coach Name}.

{Session Description}

[Button: View Session]

Cancellation Policy: Should you need to cancel or reschedule your coaching session, you may do so up to 48 hours (business days) prior to your session. If you fail to cancel your session within the appropriate window, your session will be automatically expired and you will not be able to reschedule unless an additional session is purchased.

Recipient: Coaching participants
Timing: When a coach first adds notes to a session.

Subject: New note from your {facilitator role} {first and last name}

{Facilitator Name} left you a note from your session.

Hi {First Name or there},

We hope the time in your recent {type} session was helpful. You can review the key takeaways your {Facilitator Role}, {First Name Last Name}, added from your recent session together. Sign in to your Coaching Dashboard to view.

[Button: View Note]

Microlearning is a series of bite-sized video courses designed to enhance manager effectiveness within the flow of work. Check out our full Microlearning course library.

Once you assign a Microlearning to managers, they will see an action item on their homepage asking notifying them they're response for completing the course. Managers can click on the action to access the assigned course.

On-demand Transform courses are manager courses created by 15Five's in-house coaching experts and Luminary content— course content created by thought leaders who defined their categories. Check out our full Transform course library.

Once you assign a course to managers, they will see an action item on their homepage asking notifying them they're response for completing the course. Managers can click on the action to access the assigned course.