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1. Employee Information: Basic details including employee name, ID, position, department, and supervisor name
2. Coaching Session Details: Date, time, location, and type of coaching session (scheduled review, incident-based, etc.)
3. Performance Areas: Specific areas of performance being addressed, including both strengths and areas for improvement
4. Specific Incidents/Examples: Detailed description of specific situations or behaviors that prompted the coaching session
5. Action Plan: Clearly defined steps and expectations for improvement, including measurable goals and timelines
6. Resources and Support: List of tools, training, or assistance that will be provided to help the employee succeed
7. Follow-up Plan: Schedule for progress reviews and checkpoints
8. Signatures and Acknowledgment: Space for both employee and supervisor signatures, date, and any comments
1. Previous Coaching History: Summary of past coaching sessions and outcomes, used when this is a follow-up to previous coaching
2. Performance Metrics: Specific KPIs or performance standards, included when quantitative measures are relevant
3. Consequences Section: Details of potential consequences if improvement goals are not met, included for serious performance issues
4. Union Representative Details: Space for union representative information and signature, required for unionized employees
5. Employee Self-Assessment: Section for employee to provide their perspective on performance issues, useful for encouraging dialogue
6. Workplace Accommodation Notes: Details of any accommodations discussed or required, included when relevant to performance issues
1. Performance Improvement Plan Template: Detailed template for documenting specific improvement goals and timelines
2. Skills Assessment Matrix: Framework for evaluating specific job-related skills and competencies
3. Resource Guide: List of available training resources, support services, and development opportunities
4. Progress Tracking Form: Template for monitoring progress against established goals between coaching sessions
Healthcare
Financial Services
Manufacturing
Retail
Technology
Education
Government
Professional Services
Telecommunications
Transportation
Construction
Hospitality
Non-Profit
Energy
Mining
Human Resources
People Operations
Learning & Development
Employee Relations
Performance Management
Talent Development
Operations
Legal
Compliance
Management
Human Resources Manager
HR Business Partner
Performance Management Specialist
Department Manager
Team Leader
Supervisor
Training and Development Manager
Employee Relations Manager
HR Director
Chief Human Resources Officer
Line Manager
Operations Manager
Project Manager
Branch Manager
Regional Manager
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