How Do I Create a Recurring Coaching Program?

Last updated: August 12, 2026

A recurring coaching Program in Ambition is a one-on-one coaching flow that repeats on a set schedule, such as weekly or monthly. You can use it to create consistent coaching conversations with one or more employees for a limited duration or for the lifetime of their tenure at your company.

This article details how you can create a recurring coaching Program, including setting the meeting frequency, adding Agenda Items, and add Co-Coaches.

Required permissions:

  • The Coaching: Create Sessions: Can Create Sessions for Subordinate Users permission is required to create a recurring Program with one employee.

  • The Coaching: Create Program: Can Create Programs for Self permission is required to create Programs for multiple employees where you are the designated manager.

  • Either the Coaching: All Access or Coaching: Create Program: Can Create Programs for Any Manager is required to create Programs for any manager.

Access the Program Creation Page

  1. There are two ways to access the Program Creation Page:

    1. From the main menu: Go to Coach --> Sessions --> + Coaching

    2. From your user or managerial dashboard: Go to the Coaching tab --> New Coaching Item --> Coaching

  2. Click on Start Fresh to create a completely customized recurring Program.

  3. Click on Use a Template to use a pre-made Template as a foundation for your Program.

Choose the Program's Name, Format, and Participants

  1. Provide a Title and Description for the Program. You can optionally add an Objective.

  2. Choose Recurring Coaching Program as the Coaching Format.

  3. Click on Add Participants.

  4. Select 1:1 Session as the Session Type.

  1. Add the Program's employees by choosing one of these options: Select All Employees, Direct Reports, Select Specific Groups, or Select Specific Employees.

    1. If you choose Select Specific Employees and pick only one employee, you'll have the With Meeting and No Meeting scheduling options.

Schedule the Program

  1. Click on Add Scheduling to set the meeting cadence.

  2. Set a Start Date, Start Time, and Time Zone for the Program.

  3. Under the How often does it repeat? section, determine how frequently Sessions will be generated for this Program.

  4. Enter the Program Sessions' due date and time under the When is each session due? section.

  5. Use the When does the program end? section to designate if the Program will end after a certain date or number of occurrences, or run indefinitely.

Add the Program's Agenda Items and Co-Coaches

  1. Click on Add Agenda and select all Agenda Items to to include in your coaching conversation. At least one Agenda Item must be marked as Required.

  2. Click on Add Add-Ons.

  3. Optional: Add a Co-Coach(es) to your Program's Sessions. You can add an unlimited number of Co-Coaches. A Program's employee cannot also be a Program's Co-Coach.

  4. Click Save to create the Program.

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