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Employee Coaching Form Template

Streamline Your Employee Coaching Process with This Effective Template

Tracking employee coaching effectively can be challenging, especially when striving for meaningful growth. This template is designed for HR professionals, managers, and team leaders who want to create clear objectives and structure for coaching sessions. By utilizing this coaching form, you can document discussions, set actionable goals, improve team dynamics, and enhance individual performance, all while ensuring WCAG-aligned communication. Discover how this template can simplify your coaching efforts.

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Employee full name
Work email
Job title
Session date
Session type
New coaching intake
Ongoing coaching session
Performance improvement focus
Career development focus
Wellbeing or stress management
Other
Please Specify:
Preferred contact method
Email
Phone
Video call
Messaging app
In person
No preference
What is the primary goal you want to achieve through this coaching session?
Desired timeframe for achieving this goal
This week
1-4 weeks
1-3 months
3-6 months
6+ months
Not sure
Briefly describe how these challenges impact your work or outcomes
Which challenges are currently affecting your progress?
Please Specify:
List 1-3 actions you are willing to take before the next session
What support or resources would be most helpful?
Training or course
Job shadowing or mentoring
Templates or checklists
Time with manager
Tools or software
Clearer expectations
Adjusted workload
Peer support
Other
Please Specify:
I feel confident I can follow through on the agreed actions
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
How will we measure progress or success between sessions?
Target date for next check-in
Type your full name as your signature
Signature date
I understand that coaching conversations are confidential except where disclosure is required by company policy or law
Yes
No
Coach session summary and key insights
Coach follow-up commitments
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paper art illustration depicting an employee coaching form template with various sections and fields for input

When to use this form

Use this employee coaching template when you need a clear, repeatable way to guide one-on-ones, set goals, and document next steps. It helps new hires who need ramp-up coaching, experienced staff closing a skill gap, and managers aligning expectations after a missed KPI. You capture objectives, strengths, obstacles, and a concrete action plan with due dates, so you and the employee leave the meeting with the same plan. If you run multiple sessions, pair it with the Coaching log form to track progress over time. Teams in high-volume environments can adapt the structure alongside the Call center coaching form to coach on quality, compliance, and customer tone.

Must Ask Employee Coaching Questions

  1. What is the primary performance goal for the next 30-90 days?

    Clear, time-bound goals focus the conversation and set expectations you can measure. When you agree on one outcome, you can choose the right tasks and avoid distractions.

  2. Which current strengths can you use to reach this goal?

    Starting with strengths builds confidence and shows how to apply what already works. It also keeps the plan realistic and personalized.

  3. What specific behaviors or metrics will show progress?

    Defining observable behaviors and KPIs makes coaching concrete and fair. It lets you track results, give precise feedback, and reduce debate later.

  4. What obstacles could block progress, and what support do you need?

    Surfacing blockers early helps you remove barriers like tools, time, or training. Naming support needs also clarifies your role and timelines.

  5. What are the next actions, owners, and due dates?

    Turning ideas into tasks with owners and dates creates accountability and momentum. You can also gather input after each session with the Coaching session client feedback survey form to improve your approach.

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