Employee Coaching Form Template for Hong Kong

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Key Requirements PROMPT example:

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.

Document background
The Employee Coaching Form is a critical human resources document used in Hong Kong organizations to facilitate and document formal coaching conversations between employees and their supervisors. This document is typically employed when there is a need for structured performance improvement, skill development, or behavioral modification. It aligns with Hong Kong employment regulations and best practices in performance management, providing a clear record of coaching objectives, action plans, and progress tracking. The form serves multiple purposes: it protects both employer and employee interests by maintaining clear documentation, ensures consistency in coaching approaches across the organization, and supports evidence-based performance management decisions. It's particularly valuable in situations requiring performance improvement, career development, or addressing specific workplace challenges.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant Industries

Financial Services

Technology

Professional Services

Retail

Manufacturing

Healthcare

Education

Hospitality

Telecommunications

Real Estate

Construction

Logistics

Media and Entertainment

Relevant Teams

Human Resources

Learning & Development

Performance Management

Talent Development

Operations

Training

Personnel Development

Employee Relations

Organizational Development

Relevant Roles

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

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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