Template

360 Leadership Assessment Template

by Christine Petit, from the Community

10+

Assess and improve leadership coaching with this 360 Leadership Assessment template. Observe how managers coach direct reports from preparation through follow-up, using techniques such as 5 Whys root cause analysis, SMART action planning, and structured check-ins. Capture observations, identify behavioral opportunities, align on target behaviors, and set measurable actions. Schedule early progress reviews and next coaching sessions to drive sustained performance and better customer outcomes.

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
360 Leadership Assessment
This 360 leadership assessment template helps supervisors and management apprentices evaluate how they coach direct reports. It guides observations from opening the conversation and setting expectations, through root cause analysis using the 5 Whys, action planning against SMART criteria, and follow up. Prompts cover calibration on quality, identifying behavioral opportunities, aligning on target behaviors, and scheduling progress reviews. The checklist also captures recommendations and signatures for accountability. Use analytics and scoring to spot frequent failed items and track improvement over time.
by Adam Flowers, from the Community
Downloads: 0
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Template
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.
by SafetyCulture
Downloads: 200+
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Template
Manager, AM and Supervisor 360 Form
This 360-degree performance review template helps teams collect balanced feedback for managers, assistant managers, and supervisors. Assess key areas such as leadership and team development, communication, organization and time management, teamwork, and accountability. Use it to run structured reviews, capture comments, and identify strengths and improvement opportunities. Customize items to fit your operations and deploy digitally to streamline HR workflows across hospitality and other workplaces.
by Charlotte Bannon, from the Community
Downloads: 20+
Get
Template
Call Observation Coaching Form - NSC
This Call Observation Coaching Form (NSC) helps managers and coaches structure effective coaching sessions. Capture session details, set SMART goals, and conduct detailed call observations covering planning, introductions, legal requirements, business discussion quality, rapport, selling outcomes, upsell opportunities, objection handling, and wrap-up. Record notes, next steps, route actions, and follow-up tasks to drive continuous improvement in customer experience and sales performance.
by Tim Arnold, from the Community
Downloads: 10+
Get

360 Leadership Assessment

This 360 leadership assessment template helps supervisors and management apprentices evaluate how they coach direct reports. It guides observations from opening the conversation and setting expectations, through root cause analysis using the 5 Whys, action planning against SMART criteria, and follow up. Prompts cover calibration on quality, identifying behavioral opportunities, aligning on target behaviors, and scheduling progress reviews. The checklist also captures recommendations and signatures for accountability. Use analytics and scoring to spot frequent failed items and track improvement over time.

by Adam Flowers, from the Community

Get

Template

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.

by SafetyCulture

200+

Get

Template

Manager, AM and Supervisor 360 Form

This 360-degree performance review template helps teams collect balanced feedback for managers, assistant managers, and supervisors. Assess key areas such as leadership and team development, communication, organization and time management, teamwork, and accountability. Use it to run structured reviews, capture comments, and identify strengths and improvement opportunities. Customize items to fit your operations and deploy digitally to streamline HR workflows across hospitality and other workplaces.

by Charlotte Bannon, from the Community

20+

Get

Template

Call Observation Coaching Form - NSC

This Call Observation Coaching Form (NSC) helps managers and coaches structure effective coaching sessions. Capture session details, set SMART goals, and conduct detailed call observations covering planning, introductions, legal requirements, business discussion quality, rapport, selling outcomes, upsell opportunities, objection handling, and wrap-up. Record notes, next steps, route actions, and follow-up tasks to drive continuous improvement in customer experience and sales performance.

by Tim Arnold, from the Community

10+

Get

360 Leadership Assessment Template

About author

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360 Leadership Assessment

360 Leadership Assessment

Manager, AM and Supervisor 360 Form

Call Observation Coaching Form - NSC

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360 Leadership Assessment

360 Leadership Assessment

Manager, AM and Supervisor 360 Form

Call Observation Coaching Form - NSC