> ## Documentation Index > Fetch the complete documentation index at: https://docs.reddy.io/llms.txt > Use this file to discover all available pages before exploring further. # Coaching Plans and Templates > Lay out each agent's coaching timeline and reuse proven plans with templates. A coaching plan is the timeline of what happens in a program: when you meet, what the agent works on, when you check progress, and when you review calls. Every agent in a program gets their own copy, dated from the program start date. ![An agent's coaching plan with a live video session, a goal checkpoint, an agent task, and a call review](https://mintcdn.com/reddy-376a6c19/4yI7993MKkFBMD9r/manual/images/coaching-agent-plan.png?fit=max\&auto=format\&n=4yI7993MKkFBMD9r\&q=85\&s=7a5195d466c0cb86ca778dc3553e4c12) ## Step types | Step | What it does | Notes | | - | - | - | | **Session** | A coaching session. Pick **Live video session**, **Live audio session**, or **Offline session**. | Live video sessions are set for 9:00 AM Eastern by default; change the time and timezone on the step. Audio sessions can be planned for a day without a time. Offline sessions have a date only. | | **Goal Checkpoint** | A point to check progress against the goals. | Expand "N goals" to see each goal's checkpoint target and end goal. You can set interim **Checkpoint Targets**. | | **Lesson / Simulation** | Assigns a published training lesson or simulation. | Shows a **Start lesson** link and creates a task for the agent. | | **Task** | An open to-do. | Choose **Assign to: Agent** or **Manager**. A title is required. | | **Call Review** | A reminder for the manager to review the agent's calls. | Set the **Review period** ("Review the last N days of calls", 7 by default). **View calls** opens the agent's calls for that period. | ## Building and editing a plan You build the plan in step 4 of the create wizard. After that, edit it from an agent's page in the program: click **Edit** next to **Coaching plan**. * **Add step** adds a new step at the end. * Between steps, the minus and plus buttons set the gap: "Same day" or "N days later". The default is 7 days. * Use the arrows to reorder, and the trash icon to delete ("Delete this step from the coaching plan?"). * Click **Save plan** when you are done. The filter buttons above the plan (**All steps**, **Sessions**, **Tasks**, **Goal checkpoint**, **Call review**) narrow the list to one type. ### What changes apply to whom * **Session steps** belong to one agent. Moving or deleting a session on one agent's plan only affects that agent. Deleting a scheduled session step cancels the session and notifies the agent. * **Task, lesson, goal checkpoint, and call review steps** are shared across the program. When a program manager adds or removes one, it is added or removed for every agent in the program, and unfinished tasks from a removed step are deleted. * A direct manager who does not manage the program can change their agents' sessions, but not the shared steps. Agents are notified when their plan changes. ## Plan progress The **Coaching Plans** tab on a program shows each agent's progress as a percentage, with their current step. A step counts as done once its date has passed or, for sessions, once the session is completed. Ticking off a task does not move the bar by itself. ![A program's Coaching Plans tab listing agents with a progress bar and their current step](https://mintcdn.com/reddy-376a6c19/4yI7993MKkFBMD9r/manual/images/coaching-program-plans.png?fit=max\&auto=format\&n=4yI7993MKkFBMD9r\&q=85\&s=7987d25a055465b34396d2d1d4a42fbe) ## Plan templates Templates let you reuse a plan you know works, such as a new-hire onboarding cadence. Open **Insights > Coaching** and click **Plan Templates**. ![The Plan Templates page listing a published template with its step count, status, author, and actions](https://mintcdn.com/reddy-376a6c19/4yI7993MKkFBMD9r/manual/images/coaching-plan-templates.png?fit=max\&auto=format\&n=4yI7993MKkFBMD9r\&q=85\&s=85b96f87262581790ed209717b144560) ### Creating a template **1. Start a new template** Click **+ New Template**. Enter a **Template Name** and an optional description, then click **Continue**. **2. Build the steps** Add steps exactly as you would in a program plan. **3. Save it** Click **Create & Publish** to make it available when creating programs, or **Save as Draft** to keep working on it later. ### Managing templates * The eye icon shows a template's steps, with **Edit** and **Delete** buttons. * The copy icon makes a draft copy named "(copy)". * The trash icon deletes the template. Programs already created from it are not affected. Only **published** templates with at least one step can be picked in the create wizard. Any admin or manager can create, edit, copy, or delete templates in your company. Agents cannot see templates. ## Related pages * [Creating a Coaching Program](https://docs.reddy.io/manual/coaching/creating-a-program.md) * [Coaching Sessions](https://docs.reddy.io/manual/coaching/coaching-sessions.md) * [Coaching Tasks](https://docs.reddy.io/manual/coaching/coaching-tasks.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.