Everything teams need to work safely, meet higher standards, and improve every day.
Protect remote workers in real-time
One-stop shop for workplace safety equipment
SafetyCulture Care, combining risk management, tech, and insurance
SafetyDocs, trusted workplace health, safety, and quality documents
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, with SafetyCulture's cloud-based storage, data retrieval will not be an issue.
About author
Free 1,000+ Workplace Checklists & Templates created by the SafetyCulture team.
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 SafetyCulture on your mobile device, iPad, or tablet to conveniently conduct your coaching and instantly generate and submit reports.
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 SafetyCulture to cascade coaching templates to other leaders and limit access and editing permissions if needed.
This Employee Appraisal Template converted using SafetyCulture can be used by managers to evaluate employees during their 1:1 coaching session. Use this template to document employees' annual objectives, best traits or contributions, and performance summary within the year. This will help identify if the employee meets or exceeds management expectation and what additional training is needed.
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.
