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coaching checklist

5 of the Best Coaching Forms

Coaching forms are essential tools that can help guide supervisors and managers in conducting effective employee coaching sessions. Employee coaching templates can allow leaders to document and keep track of the commitments they made together with their direct reports to make sure they follow through and that the action plans are aligned with company policies.

We offer 5 coaching templates we constructed and converted using iAuditor. Browse our templates and select which among these customizable forms you’d like use for your next employee coaching session.

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1. Employee Coaching Form

Use this One on One Employee Coaching Form to conduct coaching with direct reports and document areas of concerns or issues and note agreed actions. You can select the possible concern/s from the dropdown and provide notes for the description. Finish the coaching with the signature of the employee and the supervisor or manager. Use iAuditor to cascade coaching templates to other leaders and limit access and editing permissions if needed.

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2. 360 Leadership Assessment

This 360 Leadership Assessment template is an excellent guide for observing how leaders or management apprentices coach their direct reports and make sure the action plans formulated with the employee are S.M.A.R.T.. Begin by observing how the coaching started then check the steps taken during root cause analysis, action planning, and how the coaching was concluded. Provide some recommendations and include the signature of the coach and the observer. Use Analytics to keep track of frequent failed items and use the scoring feature and data gathered to help the coach improve.

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3. Quarterly Coaching Template

Use this for your Quarterly Coaching Template with direct reports and document key results achieved and/or missed during the quarter. Record what the employee considers as best traits and contributions to the company. Note expectations for the next quarter to set goals and provide feedback on what may be needed from the management. You can use iAuditor on your mobile device, iPad, or tablet to conveniently conduct your coaching and instantly generate and submit reports.

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4. Annual Coaching Template

Use this Annual Coaching Template for the crucial annual coaching and document what the employee considers as the best traits or contributions within the year. The recorded data from the Quarterly Coaching Template can be used as reference if needed and, with iAuditor’s cloud-based storage, data retrieval will not be an issue.

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5. Employee Coaching Feedback Template

Employees can use this Coaching Feedback Template to rate the overall coaching experience using the sliders (viewable upon download of the template). Direct reports can provide comments and fill out the optional name and signature field at the end before completing the form.

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Analytics provides insightful dashboards and detailed reports on your business operations so that you can make data-driven decisions.

iAuditor gives you the flexibility to power any inspection you require - onsite, underground, and across the globe. Inspect construction sites, restaurants inspections for food safety, conduct temperature checks, pre-flight checks, toolbox talks and more. It is the mobile forms inspection solution for all industries.

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Follow these 5 steps to start performing mobile inspections

  1. Create a free iAuditor account to get started
  2. Download a template above and modify it for your workplace or browse other checklist topics
  3. Install the iAuditor app on your mobile or tablet and perform an inspection
  4. Take photos, create actions and generate reports on your device
  5. Invite your teammates. Save time, save lives
Click here to get started
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