How to Coach Yourself and Others How To Perform On The Job Coaching | Page 161

Coaching Checklist
The following checklist is a job aid to use
(1) as you are preparing to coach,
(2) while you are coaching, and
(3) for self-evaluation after coaching.
The checklist summarizes the coaching steps and gives you tips for completing each one
successfully.
Coaching Checklist
Use this form as a guide when preparing to coach, while coaching, and/or for self-evaluation.
Observers can also use the form when evaluating a coach.
Coach’s Name:

Observer’s Name:

Job Skill Taught:

Evaluation Date:

Step 1 –Focus:
Establish rapport, communicate your expectations, and find out what the trainee can do
Things to do:

Guidelines

Greet trainee

Shake hands, maintain eye contact,
and put trainee at ease.

Determine what
trainee knows

Comments

.

Ask questions to establish level of
knowledge or experience.

Encourage questions Let trainee know it’s OK to repeat steps.
Explain that training is paced to trainee’s
pri