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Coaching Note Participant\'s Information: Jose Lim Name:___Software Engineer Role/Position:___ XYZ Corporation Company/Team:___joselim@xyzcorp.com Email:___(123) 4567890 Phone:___ August 7, 2023 Date
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How to fill out coaching note

01
Start by opening the coaching note template or document provided by your organization.
02
Fill out the basic details such as the date and employee's name for whom the coaching note is being filled.
03
Provide a brief summary or description of the coaching session or interaction.
04
Mention the specific goals or objectives discussed during the coaching session.
05
Document any key points or insights gained during the coaching session.
06
Note down any action steps or recommendations for the employee's growth and development.
07
Include any feedback or constructive criticism given to the employee.
08
Record any agreed-upon follow-up actions or next steps.
09
Sign and date the coaching note to indicate its completion and validity.
10
Save the coaching note in the appropriate location or submit it as per your organization's documentation procedures.

Who needs coaching note?

01
Coaching notes are typically needed by managers, supervisors, or human resources professionals.
02
Employees who receive coaching may also benefit from having access to their own coaching notes as a reference for their personal development.
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A coaching note is a document used to record feedback, observations, and guidance provided to an individual during training or performance review sessions.
Typically, managers, supervisors, or trainers who oversee the performance and development of employees are required to file coaching notes.
To fill out a coaching note, one should include the date of the session, the individual's name, specific feedback provided, areas for improvement, and any action items or follow-up tasks.
The purpose of a coaching note is to document performance, facilitate ongoing development, provide a record for future reference, and ensure accountability in the coaching process.
Information reported on a coaching note must include the date, names of the individuals involved, feedback given, observed behaviors, agreed-upon action items, and next steps.
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