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1. Employee and Manager Information: Basic details including names, departments, positions, and relevant dates
2. Purpose of Coaching Session: Clear statement of the coaching session's objective (e.g., regular review, specific performance issue, career development)
3. Current Performance Assessment: Objective evaluation of current performance levels, including specific examples
4. Goals and Objectives: Specific, measurable, achievable, relevant, and time-bound (SMART) goals agreed upon
5. Action Plan: Detailed steps and measures to achieve the stated goals
6. Support and Resources: Resources, training, or support to be provided to help achieve goals
7. Timeline and Milestones: Specific dates and checkpoints for reviewing progress
8. Signatures and Acknowledgment: Space for both employee and manager to sign and date, acknowledging the discussed points
1. Previous Coaching History: Summary of past coaching sessions and outcomes, used when this isn't the first coaching session
2. Performance Improvement Plan: Detailed improvement requirements and consequences, included when addressing specific performance issues
3. Career Development Goals: Long-term career aspirations and development path, included for career development-focused sessions
4. Specific Concerns: Documentation of specific workplace issues or challenges, included when addressing particular problems
5. Work Environment Adjustments: Required changes to working conditions or environment, included when workplace modifications are necessary
1. Performance Metrics: Detailed metrics and KPIs being used to measure performance
2. Training Plan: Specific training programs or courses to be completed
3. Skills Assessment: Detailed evaluation of current skills and competencies
4. Progress Tracking Template: Template for monitoring progress against set goals
5. Resource List: List of available resources, tools, and support systems
Coach
Coachee
Development Goals
Performance Objectives
Action Plan
Review Period
Key Performance Indicators
Competencies
Progress Milestones
Support Measures
Development Activities
Evaluation Criteria
Performance Standards
Training Plan
Career Development Path
Improvement Areas
Success Metrics
Professional Development
Skills Assessment
Line Manager
HR Representative
Coaching Agreement
Follow-up Session
Target Date
Data Protection
Purpose and Scope
Performance Assessment
Goal Setting
Action Planning
Timeline
Support and Resources
Review Process
Documentation Requirements
Employee Rights
Feedback Process
Progress Monitoring
Development Planning
Acknowledgment and Agreement
Dispute Resolution
Amendment Process
Record Keeping
Privacy and Personal Data
Signatures and Dating
Technology
Financial Services
Healthcare
Manufacturing
Retail
Professional Services
Education
Hospitality
Public Sector
Telecommunications
Construction
Transportation
Energy
Media and Entertainment
Human Resources
Learning & Development
Management
Operations
Production
Sales
Customer Service
Information Technology
Finance
Marketing
Research & Development
Quality Assurance
Administration
Legal
CEO
Department Manager
Team Leader
HR Manager
HR Business Partner
Training Manager
Performance Coach
Development Specialist
Line Manager
Supervisor
Director
Vice President
Senior Manager
Project Manager
Operations Manager
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