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1. Employee Information: Basic details including employee name, ID, department, position, and length of service
2. Manager Information: Details of the supervising manager conducting the coaching session
3. Performance Concerns/Development Areas: Specific description of the behaviors, skills, or performance issues that need to be addressed
4. Impact Statement: Description of how the identified concerns affect the team, department, or organization
5. Expected Standards: Clear outline of the performance standards or behaviors expected from the employee
6. Action Plan: Specific steps and measures the employee needs to take to improve performance
7. Support and Resources: Details of support, training, or resources that will be provided to help the employee succeed
8. Timeline and Milestones: Specific timeframes for improvement and check-in points
9. Consequences: Clear statement of what will happen if the expected improvement is not achieved
10. Acknowledgment: Signatures section for employee and manager to confirm their understanding and commitment
1. Previous Coaching History: Summary of past coaching sessions and outcomes, used when this is a follow-up coaching session
2. Employee Response: Section for employee to document their perspective and response to the coaching, used when organizations want to ensure employee voice is documented
3. Union Representative Details: Information about union representation present during the coaching session, used when employee is unionized
4. Specific Skills Assessment: Detailed evaluation of technical or soft skills, used when coaching is focused on specific skill development
5. Cultural Sensitivity Notes: Special considerations for cultural or religious accommodations, used when relevant to the coaching situation
1. Performance Improvement Plan Template: Detailed template for documenting specific improvement goals and metrics
2. Skills Development Checklist: Checklist of specific skills or competencies that need to be developed
3. Resource Guide: List of available training resources, mentoring opportunities, and support services
4. Progress Tracking Form: Template for documenting progress during follow-up meetings
5. Company Policies Reference: Relevant excerpts from company policies related to performance management and employee development
Banking and Financial Services
Information Technology
Manufacturing
Telecommunications
Healthcare
Education
Retail
Professional Services
Hospitality
Construction
Energy and Utilities
Public Sector
Pharmaceutical
Automotive
Logistics and Transportation
Human Resources
Performance Management
Learning & Development
Operations
Administration
Corporate Affairs
Employee Relations
Talent Management
Organizational Development
Personnel Management
HR Manager
Department Manager
Team Leader
Supervisor
Performance Management Specialist
Training Coordinator
Department Head
Executive Manager
Line Manager
Senior Manager
Operations Manager
Project Manager
Regional Manager
Branch Manager
Chief Human Resources Officer
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