Coaching Toolkit

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Monitor and enhance the performance of the team in the areas of productivity, quality of work, Customer Satisfaction, and technical expertise by providing individual Coaching feedback sessions that focus on improving performance, communication skills and technical abilities.

More Uses of the Coaching Toolkit:

  • Interpret key objectives and process strategies of the Competency Assurance Program defined by the management of Training and Competency, providing Coaching and general guidance to assigned Training and Competency Coordinators.

  • Ensure the team has the resources and opportunities to grow, and sustain a healthy engineering culture through constant Learning And Development, Coaching, mentorship, and training.

  • Be accountable for enabling teams to be successful by being committed to Coaching, developing, providing feedback, encouraging, recognizing, and facilitating brilliant outcomes, all in the name of helping direct reports, the teams, and creating a highly engaged team.

  • Manage work with direct reports to identify proper structure to leverage talent and capabilities throughout the operations function while Identifying, Coaching, and mentoring current and future leaders.

  • Assure your strategy motivates the staff to perform consistent, quality work and maintains high staff satisfaction through regular communication, individual Coaching, celebration of achievement, and learning from mistakes.

  • Manage service assurance frontline support operations, driving operating improvements and quality performance through productivity measurement and monitoring, staff Coaching and training.

  • Set clear Performance Expectations and provides thoughtful and timely Coaching and feedback to ensure department, business and organization Procedures And Standards are met.

  • Facilitate Open Communications with staff and manage performance and Professional Development through Coaching, constructive recognition, rewards, feedback, training, and appraisals.

  • Consult with leaders to execute people related strategies around Performance Management, employee relationships, Coaching, Organizational Development and Learning And Development.

  • Ensure your planning develops and motivates sales team by providing ongoing Training and Development and by giving specific and constructive feedback and Coaching to foster development of skills.

  • Manage: frequent communication to staff and clients about the change and the impact of the change, advocacy, Coaching, and mitigation of resistance to minimize disruption and achieve desired results from initiatives that are triggered/enabled by technology.

  • Devise: champion Design Thinking methodology, Data Driven decisions, and a Continuous Improvement mindset by deploying best practices and via regularly Coaching of peers and colleagues.

  • Ensure you champion; lead delivery of Coaching, mentorship, facilitation, and training at the line of business, portfolio, program, and team levels in an emerging Agile environment practicing Scrum at the team level and scaling via SAFe.

  • Provide personnel development guidance matching needs of your organization with the abilities and interests of the Quality staff by providing timely and effective Coaching and guidance.

  • Confirm your organization provides consultative guidance and Coaching to managers and employees on Human Resources related matters, ensuring alignment with organization policies, goals, and objectives.

  • Be accountable for supporting your organizations daily, weekly, monthly KPIs by administering, Coaching, and consulting the appropriate individuals to ensure effective execution of all reporting, forms, tasks, and audits in order to meet organization guidelines.

  • Confirm your business provides leadership, guidance and Coaching to all direct reports to maintain an engaged and productive workforce, partnering with Human Resources on employee relations issues.

  • Oversee the development of Advocates to highest potential by ensuring appropriate Coaching and training, from the Program Management team, in support of improving the employees performance.

  • Provide direct support, guidance and Coaching across functional boundaries to initiative leads, front line managers/supervisors, and teams to drive adoption of organizational changes.

  • Ensure you unify; understand business context, issues, and challenges to provide Coaching to managers and team members leveraging business knowledge to provide effective solutions that evolve with Business Needs.

  • Govern: work closely with department heads to develop a positive customer oriented service, by providing training, support, Coaching, recognition, methods for engagement, and Performance Feedback.

  • Serve as your organizations Continuous Improvement champion, supporting the Supply Chain and partner functions, providing leadership, mentoring, and Coaching in the implementation of Continuous Improvement methodologies.

  • Perform Continuous Monitoring of the operation for compliance adherence, providing Coaching to Technicians and administering on the spot Corrective Actions for all observations possible.

  • Engage and develop salespeople, helping to grow core competencies through training, Coaching, mentoring, and consistent Performance Feedback in order to grow your people and your overall business.

  • Provide Coaching and Professional Development opportunities for Special Projects and Communications team members to ensure a high performing team that is consistently delivering the best results for your organization and your organization.

  • Provide direct support, guidance and Coaching across functional boundaries to project leads, front line managers/supervisors, and teams to drive adoption of organizational changes.

  • Manage work with the team to identify and mitigate delivery risks and serves as a point of escalation for Coaching opportunities/issues to ensure appropriate solutions are developed and recommended.

  • Orchestrate: human Resource Management assesses training needs, provides training to staff, evaluate employee performance, provide feedback and Coaching, employee relations Disciplinary Action.

  • Be certain that your strategy builds and oversees a team of employees for assigned technology support area through ongoing execution of recruiting, development, retention, Coaching and support, Performance Management, and managerial activities.

  • Ensure you invent; lead and influence cross functional teams to adopt and follow through on initiatives aimed at driving profitability and advise business leadership by Coaching and providing support on commercial and strategic pricing matters.


Save time, empower your teams and effectively upgrade your processes with access to this practical Coaching Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Coaching related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Coaching specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Coaching Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Coaching improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you plan for the cost of succession?

  2. Did you tackle the cause or the symptom?

  3. How do you track customer value, profitability or financial return, organizational success, and sustainability?

  4. Risk Identification: what are the possible risk events your organization faces in relation to Coaching?

  5. What are the Coaching tasks and definitions?

  6. Who qualifies to gain access to data?

  7. Is special Coaching user knowledge required?

  8. Is scope creep really all bad news?

  9. If no one would ever find out about your accomplishments, how would you lead differently?

  10. When is Root Cause Analysis Required?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Coaching book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Coaching self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Coaching Self-Assessment and Scorecard you will develop a clear picture of which Coaching areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Coaching Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Coaching projects with the 62 implementation resources:

  • 62 step-by-step Coaching Project Management Form Templates covering over 1500 Coaching project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Coaching project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Coaching project team have enough people to execute the Coaching project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Coaching project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Coaching Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Coaching project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Coaching project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Coaching project with this in-depth Coaching Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Coaching projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Coaching and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Coaching investments work better.

This Coaching All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.