In this article, we’ll talk you through how to set up your Coaching Framework in Jiminny.
As a reminder, your Coaching Framework help you create a consistency to feedback, which will help the team know what to look for, give them freedom to do things their way and also allow you to identify strengths and areas for improvement within the team (scroll down and check Coaching Progress: Reporting & Analytics on how we make this easy for you!).
Configuring your Coaching Frameworks for calls
When someone coaches an activity, they will give both qualitative and quantitative feedback on different Framework Sections. The qualitative feedback is through written comments and the quantitative feedback will be via a star rating. The ratings will then be averaged and fed into key metrics for that activity type, rep and the team as a whole.
If you need help on creating your Coaching Framework Sections and Criteria read our guidance here.
These criteria are a great way for your team to know what's expected during each step of your sales playbook. In Jiminny this is how you set up your
Frameworks:
Visit Settings > AI Automations > Playbooks & Activity Types
Choose the relevant Playbook and select the Activity Type you want
For each Activity Type, select Add Framework Section
The next step is to add Criteria within these Sections - this is so you can get more granular detail into what makes a good Section
For more info on creating your own click here.
Provide the following information:
Name - a clear descriptive name of the criteria .e.g Close The Next Step
Enabled - you can toggle this off if you no longer score by it
Important note: If someone rates you using Coaching Frameworks, you will get notified by email and/ or Slack. 🚀
💡 Here's a how-to explainer on filling out a Coaching Framework:
Coaching Progress: Reporting & Analytics
This part is for managers and admins using Coaching Frameworks who want to see the results.
Note: Reporting only includes Coaching Frameworks saved as Visible to all. Frameworks saved as Visible to me, Visible to Coach & me or Custom visibility do not appear. If your numbers look low, check how your team is saving their Frameworks.
Viewing performance over time
Go to Team Insights and select Coaching. Each team member gets a trend line showing how their coaching ratings have moved.
Filter by Teams, Date range (90 days by default), Coaches (self-coached or manager only) and Activity Type (Discovery Calls or Demos).
Each coloured dot is a completed Coaching Framework. Click a dot for the call, the coach, the rating and the breakdown by Framework Section — then click a rating to open that Framework on the call itself.
Drilling into one person's performance
Click a team member's name to see their performance against specific Coaching Sections over time. A section that stays flat over several months is one where the coaching is not landing.
Coaching Sections are set per playbook and activity type in Settings > AI Automations > Playbooks & Activity Types.
Controlling who can see the reports
The reports are visible to everyone by default, and we recommend keeping them that way so people can benchmark themselves against the team. To restrict them to managers and above, go to Settings > Activity and turn off Coaching report access.
FAQ
1. Why is a completed Coaching Framework missing from the report? It was saved with a visibility setting other than Visible to all.
2. My team's ratings are not improving. What now? Check the individual Coaching Sections to see whether the problem is broad or specific to one skill. Contact your CSM if you want help building a plan.
For team activity and performance alongside coaching, see Get the data you need from Team Insights.