Coaching Plan and Summary
Beginning Date:
Ending Date:
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Instructions:
Section A: Upon receiving a coaching request, contact the supervisor to begin the process of clarifying skills needing to be further developed and document the
skill area and competencies in this section. In some cases, the RTC has already provided this information.
Section B: After gaining clarity regarding the skill(s) needing further developed, arrange a meeting with the supervisor and learner to collaboratively identify
desired practice behaviors and ask the supervisor and learner to rank current behavior.
Section C: Develop a coaching plan by completing Section C. The plan becomes the blueprint for your coaching activities. As with case plans, they may need to be
revised or renegotiated.
Section B and D: Upon completion of the coaching plan. Have the supervisor, learner and you rank desired behaviors in Section B to indicate progress and
provide a developmental plan for skills still needing further development.
Section A:
Coach:
Learner:
Learner Position:
Supervisor:
County:
Choose an item.
Skill Area to Be Addressed:
Corresponding Competencies (Link to competencies here):
OCWTP Coaching Program
Coaching Plan and Summary (revised 8/28/2014)
Using behavioral language, please identify desired practice behaviors below. Once you have
determined the practice behaviors, please use the key to determine which rating best describes
the current behavior. Use the drop down boxes on the right of the table to select the number that
corresponds with the appropriate rating. When the coaching event is complete, please return to
this section and provide “after” ratings for each of the practice behavior(s).
1
2
3
4
5
Does not perform behavior
Attempts to perform behavior; at times does
not achieve
Performs some, but not all, of the behavior
Performs behavior most of the time
Performs behavior with ease
Section B:
Desired Practice Behavior(s) for the Learner
(The behavioral statement must be specific enough that its absence or presence can be determined.)
Desired Practice Behavior(s) for the Supervisor
(The behavioral statement must be specific enough that its absence or presence can be determined.)
OCWTP Coaching Program
Coaching Plan and Summary (revised 8/28/2014)
Before
After
(Coach)
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item.
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Before
After
(Coach)
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After
(Supervisor &
Learner)
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item.
After
(Supervisor &
Learner)
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Section C:
Coaching Plan
(Before the coaching event begins)
Please list action steps to be completed during the coaching event:
Actions
Estimated Time Needed
Who Will Do This
Date to be Completed
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Section D:
Developmental Plan
(After the coaching event ends)
Please list recommendations for further skill development:
OCWTP Coaching Program
Coaching Plan and Summary (revised 8/28/2014)
Responsibilities of the Coach
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Demonstrate respect for the learner’s perceptions and learning style
Help the learner clarify skills needing to be developed
Provide objective assessment and observations
Maintain documentation of coaching activities
Maintain confidentiality
Provide notification if unable to keep appointments and reschedule at learner’s earliest convenience
Responsibilities of Learner
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Collaborate with coach and supervisor in the development of the coaching plan
Make all appointments on time, or attempt to reschedule ASAP if an unavoidable conflict arises
Complete all assignments and activities as outlined in the plan
Utilize the tools, concepts, models and principles provided by the coach to enhance identified skills
Assume full responsibility for personal decisions and actions
Responsibilities of Learner’s Supervisor
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Collaborate with coach and learner in the development of the coaching plan
Make all appointments on time, or attempt to reschedule ASAP if an unavoidable conflict arises
Support the learners ability to complete all assignments and activities as outlined in the plan
Encourage the learner to utilize the tools, concepts, models and principles provided by the coach to enhance identified skills
By checking the boxes below, parties indicate they agree to the activities outlined on this coaching plan and summary.
☐Learner
☐Supervisor
☐Coach
*Copies of this document should be provided to the coach, the learner, the supervisor, and the RTC.
OCWTP Coaching Program
Coaching Plan and Summary (revised 8/28/2014)