Coaching Checklist
Table of Contents
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.
Download or Print this Coaching Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
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.