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Coaching evaluation template

Coaching evaluation template

This customizable coaching evaluation form template asks the questions you need to ask to support employees in their development.

Use this template
or download pdf
Coaching evaluation template

This customizable coaching evaluation form template asks the questions you need to ask to support employees in their development.

Use this template
or download pdf

About the Coaching evaluation template

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:  
  1. 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.
  2. 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.
  3. 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.
  4. 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.

Related categories

  • Operational excellence templates
  • General templates
  • Workforce management and HR templates
Preview of the template
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
This template was downloaded 68 times

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This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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