Create a Coaching Plan

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Overview

Sample Development Area Root Cause Analysis

Employees often target general skills in their development plans (e.g., “I have problems getting projects in on time. I need to work on my project management skills.”). The problem confronting managers is that these skills are usually just symptoms of the root cause. While treating the symptoms can create some improvement, the returns on your coaching efforts are maximized when you focus on the root cause itself. The diagram below provides an example of how different components can actually impact a particular development area:

Sample Root Cause Analysis of an Employee’s Difficulty in Managing Projects

Coaching Plan Template

Coaching plans serve two purposes: they create a foundation for consistent coaching efforts across the development cycle, and they ensure that the manager’s coaching activities are supporting their employees’ development goals. To that end, the coaching plan outlines the responsibilities of both the employee and the manager. The employee’s responsibilities—such as activities and success measures—are generally pulled from his/her development plan to ensure targeted development. The manager’s responsibilities center on the specific coaching activities he/she will perform over the course of the coaching plan, and milestones ensure that coaching obligations are being met. The success of a coaching plan is ultimately decided by the employee’s improvement.

|Sample Coaching Plan | |Employee Name: Loren |Manager Name: Ryan |Date: August 8 | |Employee Responsibilities |Manager Responsibilities | |Development Areas | |Employee Name: |Manager Name: |Date: | |Employee Responsibilities |Manager Responsibilities |

Development Areas |Employee Activities |Success Measures |Manager Activities |Milestones |Target Dates | | | | | | | | | | | | | | | | | | | | | | |
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CLC LEARNING AND DEVELOPMENT™

Creating a Coaching Plan Toolkit

NOTE TO MEMBERS
This project was researched and written to fulfill the research request of several members of The Corporate Executive Board Company and as a result may not satisfy the information needs of all member companies. The Corporate Executive Board Company encourages members who have additional questions about this topic to contact the Member Support Center at EXBD_Support_CLC@executiveboard.com for further discussion. The views expressed herein by third-party sources do not necessarily reflect the policies of the organizations they represent.

PROFESSIONAL SERVICES NOTE
CLC Learning and Development has worked to ensure the accuracy of the information it provides to its members. This project relies upon data obtained from many sources, however, and CLC Learning and Development cannot guarantee the accuracy of the information or its analysis in all cases. Furthermore, CLC Learning...
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