PRE-WORK:
1. Set clear goals/expectations (identify the experience skill level and how you need to help. Does the person need more training or support?).
2. Do your homework and review current performances.
3. Provide regular performance feedback. Recognize and reward progress and achievement.
THE COACHING MEETING:
1. Set aside time and build a warm, friendly environment/relationship. Review goals/expectations.
2. Assess the current level of performance with the person’s input and from your observations/analysis/past performance. Ask five key questions and be an active listener. Your goal is to help the person solve his or her own problem not to have all of the answers:
- How’s it going?
- What’s working?
- What isn’t working?
- What do you need to do better or differently?
- How can I help?
3. Develop action plans with the person’s input (Gain agreement).
4. Provide feedback and guidance (Add to the action plan).
- Send written “Letter of Agreement.”
5. Establish follow-up steps (Coaching efforts require additional sessions).
