Coaching Checklist
4.8/5 with 136 votes
Table of Contents
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- Coaching
- Plan the approach before you start a coaching session.
- Hold a preliminary meeting with the learner to establish the ground rules.
- Identify and agree the learning needs.
- Determine the learning objectives.
- Agree success criteria.
- Review the options and make a detailed plan.
- Identify the learners learning style.
- Identify suitable opportunities for coaching.
- Carry out the session or program of sessions.
- Give a clear and easy-to-follow demonstration.
- Watch for signs that the learner has missed something.
- Build in summaries and reviews at appropriate points.
- Let the learner try out the task for themselves.
- Provide the encouragement all learners need.
- Provide honest feedback.
- Plan development activities for the learner to undertake between coaching sessions.
- Discuss and review the learner's success against the criteria and standards for acceptable performance.
- Discuss how well the learner handled the learning process.
- Plan more coaching if the task or the learning objectives haven't been met in full.
- Coach Skills
- Caring, supportive and patient.
- Have good listening skills.
- Aware of their own strengths and weaknesses.
- Have good verbal and non-verbal skills.
- Good observers and counsellors.
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Who it's for
This Coaching Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Coaching steps every time, regardless of who executes
- Save time - reuse a proven Coaching workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Coaching checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Coaching Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Coaching comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 136 votes