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Employee Coaching Form
I need an Employee Coaching Form for our sales department that addresses underperformance issues, with clear KPIs and a three-month improvement timeline starting January 2025, including specific consequences if targets aren't met.
1. Employee Information: Basic details including employee name, position, department, employee ID, and length of service
2. Coach Information: Details of the coach/supervisor conducting the coaching session
3. Coaching Session Details: Date, time, location, and type of coaching session (scheduled/impromptu)
4. Current Performance Assessment: Detailed description of current performance situation or behavior requiring coaching
5. Areas for Improvement: Specific aspects of performance or behavior that need to be addressed
6. Action Plan: Detailed steps and measures to be taken to achieve the desired improvement
7. Timeline and Milestones: Specific deadlines and checkpoints for reviewing progress
8. Support and Resources: Resources, training, or support to be provided to help achieve the goals
9. Acknowledgment: Signatures of all parties confirming their understanding and commitment to the coaching plan
1. Previous Coaching History: Summary of past coaching sessions and outcomes, used when there have been previous coaching interventions
2. Performance Metrics: Specific KPIs or metrics being tracked, used when quantitative measures are relevant to the coaching
3. Consequences: Outline of potential consequences if improvement goals are not met, used in cases of serious performance issues
4. Employee Comments: Space for employee to provide their perspective and feedback, recommended for more formal coaching situations
5. Follow-up Schedule: Detailed timeline for follow-up meetings and reviews, used for long-term coaching arrangements
1. Performance Standards: Detailed description of expected performance standards and benchmarks
2. Skills Assessment: Evaluation form for specific skills relevant to the employee's role
3. Progress Tracking Sheet: Template for monitoring progress against agreed goals
4. Resource List: List of available training resources and support materials
Authors
Coachee
Coaching Session
Performance Standards
Development Goals
Action Plan
Performance Improvement Plan
Key Performance Indicators (KPIs)
Progress Review
Competencies
Target Completion Date
Support Resources
Measurable Outcomes
Milestones
Follow-up Meeting
Performance Gap
Development Areas
Success Criteria
Coaching Period
Review Date
Professional Development
Behavioral Objectives
Performance Metrics
Improvement Targets
Remedial Actions
Data Protection
Performance Assessment
Objectives and Goals
Development Plan
Timeline
Review Process
Support Measures
Documentation Requirements
Employee Rights
Acknowledgment and Agreement
Follow-up Procedures
Grievance Process
Record Keeping
Amendments and Modifications
Signatures and Witnesses
Financial Services
Technology
Professional Services
Retail
Manufacturing
Healthcare
Education
Hospitality
Telecommunications
Real Estate
Construction
Logistics
Media and Entertainment
Human Resources
Learning & Development
Performance Management
Talent Development
Operations
Training
Personnel Development
Employee Relations
Organizational Development
HR Manager
HR Business Partner
Learning & Development Manager
Performance Manager
Department Head
Team Leader
Supervisor
Line Manager
Training Coordinator
Talent Development Specialist
Operations Manager
Project Manager
Executive Coach
Department Director
Chief Human Resources Officer
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