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Coaching evaluation template

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Audit

Brief description of previous coaching session's commitment(s) to begin/continue

Results

What do you think went well [current/recent transaction(s)?

What do you think could have been done differently (missed opportunity)?

Observation of Mandatory Basics

Walked last customer to the door

Removed ALL barriers

Handshake

Smile & Enthusiasm

Name Exchange

Used "Welcome to the Ready Now Sprint Store" & What brings you in today?

Listened effectively then recapped/restated for clarity

Build rapport & asked personal probing questions?

Uncovered additional needs via effective probing

Asked for a sale beyond initial request

Consulted Reuther than "clerked"?

Walked to door

Additional Manager Comments/Observation

Employee Commitment

I commit to [specific behavior(s)?

In effort to [improve/maintain what goal or metric]

Beginning [specific time this will start]

Signature

Employee Signature Agreeing to Commitment

Manager Signature Agreeing to support the efforts around the commitment

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Using a coaching evaluation template is essential for systematically assessing coaching sessions and ensuring continuous improvement. This template provides a structured format for gathering feedback, tracking progress, and identifying areas for development. By using a template, you can standardize your evaluations, making them consistent and thorough. The primary purpose of a coaching evaluation template is to provide clear, organized feedback on coaching performance. This includes evaluating coaching techniques, communication skills, and goal achievement. You can use a template to save time and simplify the evaluation process. Additionally, it helps you maintain a record of evaluations, which is useful for tracking progress and ensuring accountability.

Key elements of a coaching evaluation template

Understanding the key elements of a coaching evaluation template is essential for creating effective and comprehensive evaluations. Here are some important elements that you should include:

Feedback sections: Include sections for both the coach and the coachee to provide feedback. This ensures a balanced perspective and helps identify strengths and areas for improvement. Feedback from both parties is crucial for a holistic evaluation.
Goal tracking: Incorporate sections to track the progress of goals set during coaching sessions. This helps in measuring the effectiveness of the coaching and ensuring that objectives are being met. Tracking goals provides clear evidence of progress and areas needing attention.
Performance metrics: Include specific performance metrics to evaluate coaching techniques, communication skills, and overall effectiveness. This allows for a more objective assessment of the coaching process. Using performance metrics helps in maintaining consistency and accuracy in evaluations.
Action plans: Provide space for creating action plans based on the evaluation. This includes setting new goals, identifying necessary resources, and outlining steps for improvement. Action plans ensure that feedback is translated into actionable steps for continuous development.

How to use a coaching evaluation template

To effectively use a coaching evaluation template, follow these detailed steps to ensure thorough and consistent evaluations:

Customize the template: Begin by tailoring the template to fit your specific needs. Edit the feedback sections, goal tracking, and performance metrics to match your coaching context. Customization ensures relevance and effectiveness.
Train your team: Ensure that all team members and frontline staff are familiar with the template and understand how to use it. Conduct training sessions to walk through the evaluation process, emphasizing the importance of each section. This preparation is crucial for accurate and comprehensive evaluations.
Conduct the evaluation: Use the template to guide the evaluation process. Follow the outlined steps, ensuring that all feedback is collected, goals are tracked, and performance metrics are assessed. Document observations and any issues that arise during the evaluation.
Review and provide feedback: After completing the evaluation, use the documentation section of the template to review the results. Highlight strengths and areas for improvement, providing specific examples and actionable suggestions. Constructive feedback supports continuous improvement.
Monitor and update regularly: Periodically review and update the template to reflect any changes in the coaching process or objectives. Regular updates ensure that the template remains relevant and effective.

Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.