Coaching Plan Template

Author(s): Peter Wong, Tracey Tippey

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A coaching plan documents coaching discussions, including: employee performance goals, issues preventing goal completion, options that will lead to goal completion, action plans, and progress updates. These discussions and the resulting actions are essential to building employee engagement, which in turn drives retention.

Have managers and employees use the Coaching Plan Template to document performance goals and to capture feedback and coaching advice during the check-in meetings.

Use this tool to:

  • Document performance goals.
  • Capture feedback and coaching comments.
  • Focus check-in discussions.
  • Provide employees and managers with an easy to use document to record notes.

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