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1. Parties: Identifies the evaluator, coach being evaluated, and any other relevant parties (e.g., organization)
2. Background: Outlines the context of the coaching relationship and purpose of the evaluation
3. Definitions: Defines key terms used throughout the document including evaluation metrics, performance indicators, and technical terms
4. Evaluation Purpose and Scope: Details the objectives of the evaluation and its boundaries
5. Evaluation Criteria: Specifies the standards and metrics against which coaching performance will be assessed
6. Evaluation Process: Describes the step-by-step procedure for conducting the evaluation
7. Timeline and Frequency: Establishes when and how often evaluations will be conducted
8. Feedback Mechanism: Details how feedback will be provided and documented
9. Confidentiality: Specifies how evaluation data and results will be handled and protected
10. Data Protection: Outlines compliance with Hong Kong's Personal Data (Privacy) Ordinance
1. Appeals Process: Optional section detailing procedures for challenging evaluation results, recommended for formal organizational settings
2. Performance Improvement Plan: Optional section outlining processes for addressing identified areas of improvement, useful when evaluation is tied to development goals
3. Client Feedback Integration: Optional section for including client feedback in the evaluation process, relevant when client satisfaction is a key metric
4. Compensation Link: Optional section describing how evaluation results relate to compensation, relevant when evaluation affects payment terms
5. Professional Development Goals: Optional section linking evaluation to professional development objectives, useful for long-term coaching relationships
1. Schedule 1: Evaluation Criteria Matrix: Detailed breakdown of evaluation criteria and scoring methodology
2. Schedule 2: Evaluation Timeline: Specific dates and deadlines for the evaluation process
3. Schedule 3: Feedback Forms: Standard forms and templates used in the evaluation process
4. Appendix A: Code of Ethics: Reference to applicable coaching ethics standards
5. Appendix B: Data Protection Protocol: Detailed procedures for handling personal and evaluation data
6. Appendix C: Sample Reports: Templates and examples of evaluation reports
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