As an administrator for your organization, you have the ability to customize your coaching conversation templates. This includes the ability to create multiple templates and make edits to existing ones, tailoring them to suit your specific requirements.
Log into your account (app.myumap.com) and click on the Admin tab – and then the Conversation Settings tab. Here you can edit an existing template or create a new template.
Edit Existing Template
STEP 1:
On the Conversation Settings page, you will find a pre-built template titled Coaching Conversation. If you wish to edit this template, click on the pencil icon located at the end of the row.
STEP 2:
Set up your template by toggling the settings and questions based on the needs of your organization. To learn more about editing this template, continue reading.
Create a New Template
STEP 1:
Click on Create New Template at the bottom of the page. This action will redirect you to a new page where you can begin the template creation.
STEP 2:
Complete all mandatory fields.
These fields consist of:
Template Name: Provide a name for your template.
Description (optional): Although not mandatory, providing a description will assist others in your organization in understanding the purpose of the template when they choose it.
Request Conversations: Allow team members to request conversations. Learn more here.
Accept Conversations: Require team members to accept conversations. Learn more here.
Manager Effectiveness Survey: Gather feedback on conversations to identify development opportunities for managers. Learn more here.
Template Assignment: Assign the template to a specific group or the entire organization.
Automate Conversations: Set a date for conversations, and the system will automatically send self-reflection prompts to team members. This setting reduces the workload for managers by eliminating the need to manually initiate each conversation.
STEP 3:
Once you have filled in all the required fields, click Create Template.
Customize Existing Questions
Now, it's time to customize your questions.
Enable questions - Your template contains preloaded questions. The questions with a blue icon are pulled directly from uMap™ tiles. These questions are disabled by default. You can enable them by using the toggle located at the end of each row.
Required - You have the ability to make questions required. This indicates that the question must be answered by both the direct report and the manager during the coaching conversation in order to proceed.
Ratings - You have the ability to enable star ratings. The star rating will appear next to the tile and its contents. This will allow the team member and manager to rate the content in the tile holistically.
Create New Custom Questions
You have the option to create new custom questions that you would like to include on this template.
STEP 1:
Complete all mandatory fields.
These fields consist of:
Question: Provide the question.
Description (optional): Although not mandatory, providing a description will assist others in your organization in understanding the purpose of the question and help them in answering the question correctly.
Question Type: Select One Question Type: The question type determines how your question will be displayed.
Answered By: Select who you would like to answer the question. You can choose to have both the manager and team member answer the question or select either one of them.
Required: Enable or disable this feature. If selected, this will make it mandatory to complete the question before proceeding further in the process.
Star Ratings: Enable or disable this feature. Ratings are intended to be used for assessing performance on a question.
STEP 2:
Once you have filled in all the required fields, click Create Question.
Enable or Disable a Template
Utilize the toggle located at the right-hand side to enable or disable the template. Disabled templates will be moved to archived.
