Insights On Developing A Coaching Plan (2024)

One of the critical characteristics of good business leaders is their ability to be great coaches.

As a business leader, your main goal is to make employees and those under you better at what they do.

But to do this, you’ll need to have a well-thought plan to help you motivate and mentor employees to better their performance.

This article will guide you on how to develop such a plan. In this post, we discuss several insights on developing a coaching plan. This includes:

  • What a coaching plan is
  • The importance of having a coaching plan
  • How to create a coaching plan.

But before we get into the details of what a coaching plan is, let’s first understand why it’s important to have coaching within the workplace.

What is the Role of Coaching Within an Organization?

The primary role of a coach within the workplace is to help employees improve their performance and reach their goals.

This type of coaching entails mentoring and motivating individual employees to improve their job performance.

With proper coaching, a business is able to ensure a successful change in group culture, increased adoption and acceptance of technology and organizational changes, and enhanced employee loyalty.

Other benefits of coaching include:

  • Practical learning of new technologies, skills, and processes.
  • Decrease in employee stress.
  • Increase in employee morale and productivity.

An important point to note is that employee coaching shouldn’t be confused with training, which focuses on teaching new skills required for the job role.

With coaching playing such an essential role within the workplace, it’s crucial to have a coaching plan.

But what is a coaching plan?

What is a Coaching Plan?

A coaching plan is a strategy that effective entrepreneurs and managers use to train, motivate, and improve employee performance.

This roadmap outlines how a leader will coach their employees.

It includes the goals you want to achieve with coaching, the steps you’ll take to reach those goals, and who will be responsible for each step.

Your coaching plan should be tailored to your specific needs as a leader and your team’s requirements.

A well-thought-out coaching plan provides feedback and encouragement meant to motivate employees to continue performing exceptionally.

Coaching plans aren’t only limited to employees. You could also have a leadership coaching plan to support managers and help them increase performance and coaching skills.

And these aren’t the only benefit of coaching plans.

Keep reading to learn why it’s crucial to have a coaching plan.

coaching plan

Why is Having a Coaching Plan Important?

A coaching plan is vital because it provides a clear structure and guidance for managers to coach their employees.

It also helps ensure that coaching is consistent across the organization.

Coaching plans also allow managers to provide feedback on areas employees can improve.

It makes building and strengthening relationships between managers, immediate supervisors, and individual employees easier.

A coaching plan also helps to promote a collaborative work environment between employees and managers.

Now that you know why It’s Important to create a coaching plan, let’s get into creating one.

Related: How To Make a Life Plan Worksheet That Succeeds

How to Create a Coaching Plan for Managers

If you’re a business owner, you’ll first need to coach your managers before they can coach employees.

Here’s how to create a coaching plan for managers.

If you’re a manager or immediate supervisor looking to create a coaching plan for employees, you can skip this section and go to the how to create a coaching plan for employees section.

Step 1: Identify Leaders That Need to Be Coached

The first step to creating a coaching plan for managers is identifying leaders who are prime for coaching.

This includes managers of groups with low morale, poor productivity, and high resistance to change. Leaders managing teams with a tremendous workload also make prime candidates for coaching.

In case of organization-wide changes, you’ll need to choose critical managers who impact other lower-level managers and employees.

Step 2: Capture and Describe Problems to Be Solved with The Coaching

While you may have an initial idea of the problem, it’s always a good idea to clearly articulate these problems on paper.

This will help you focus coaching on the right areas and ensure that the coaching goals support your organization’s objectives.

Some common problems you may capture among the different managers you hope to coach could include:

  • Poor employee motivation and productivity in teams
  • High resistance to change among employees in groups
  • High workload for specific teams
  • High employee turnover for certain groups.

You could also ask individual managers to evaluate themselves and identify issues they think affect their performance.

Involving managers in their evaluation helps create a more positive coaching relationship between the coach and mentee.

Related: A Goal Without A Plan Is Just A Wish: 9 Steps For Effective Planning

Step 3: Identify Skills Required to Solve the Problem

Once you’ve captured the problems, it’s essential to identify the skills required to solve these problems.

This will help you create coaching goals that focus on developing the necessary skills in your leaders.

Some of the skill sets you may want to develop among leaders coaching include:

  • Leadership and management skills
  • Delegation and decision-making skills
  • Problem-solving and critical thinking skills
  • Coaching skills

Step 4: Determine Obstacles That May Keep Managers from Succeeding

As with any coaching plan, it’s important to consider obstacles that may get in the way of coaching success.

These include a lack of time and resources or even resistance from managers themselves.

In some cases, coaching demands a lot of planning, follow-up, and feedback sessions, which can be difficult if you’re coaching several managers at once.

coaching plan
Photo by Daria Shevtsova from Pexels

Step 5: Develop Long-Term and Short-Term Goals and Objectives

Once you’ve identified the skills required, obstacles, and the managers to be coached, it’s time to develop coaching goals and objectives.

Your coaching goals should align with your organization’s objectives while helping managers solve specific problems they’re facing.

Some coaching objectives you may want to consider include:

  • Helping managers develop leadership and management skills
  • Teaching managers how to delegate and make decisions
  • Helping managers solve problems more effectively
  • Improving managers’ coaching skills

Related: 9 Steps To A Lean Life Coach Business Plan

Step 6: Build an Action Plan to Achieve Goals and

Now that you have a coaching plan in place, it’s time to build an action plan to achieve your goals and objectives.

This will help ensure that managers are held accountable for their coaching goals and ensure the coaching process is effective.

An example of an action plan for a manager with a low-motivated team could include teaching the manager to allow employees some freedom and autonomy to work. You could also teach the manager how to appreciate well-performing employees.

Step 7: Set Up Check-In and Follow Up Dates

It’s essential to set up regular check-in and follow-up dates to ensure coaching is effective and on track.

This will help coaches determine if managers are making progress towards their goals and identify any potential obstacles.

These check-ins could also be used as an opportunity for coaching reflection, where the coach and mentee discuss what went well and what could be improved during coaching sessions.

Other than check-ups, it’s equally crucial to set up dates for the first coaching session and subsequent sessions.

Related: 13 Tips When Using Coaching As A Leadership Development Tool

How To Create a Coaching Plan for Employees

This section is for you if you’re a manager or immediate supervisor looking to help employees increase performance, adopt new skills, and enhance productivity.

This employee coaching plan can apply to either individual coaching sessions or group coaching sessions. 

Here are steps to creating a coaching plan for your employees

Step 1: Evaluate Each Employees’ Strengths, Interest and Career Goals

Before coaching any employee, it’s vital to understand their strengths and goals.

This helps the coaching process by helping you identify coaching goals that align with both your organization’s goals and individual employees’ career aspirations.

One way to do this is through an employee survey or a one-on-one coaching session to ask employees about their interests and career goals. This will help you develop a coaching plan tailored specifically for each employee.

Step 2: Identify Areas That Need Improvement

With an idea of your employee’s strengths, it becomes easier to identify areas of weakness.

These are things that your coaching plan should focus on improving. This may include time management, problem-solving skills, communication skills, or leadership qualities, depending on the job role of each employee.

Step 3: Hold Meeting with Employees and Ask Them to Evaluate Themselves

One of the best coaching strategies is self-evaluation.

This helps employees develop a deeper understanding of their strengths and weaknesses so they can be more proactive in improving them. It also healps strengthen the coaching relationship between you and your employees

Self-evaluations also provide coaching managers with insights into which coaching methods are most effective for individual employees. A self-evaluation will also allow you to see how employees view themselves and their contributions within the organization.

coaching plan
Photo by Christina Morillo from Pexels

Step 4: Create Short-Term and Long-Term Goals

Once you have a good understanding of your employee’s strengths and weaknesses, it’s time to create short-term and long-term coaching goals.

These goals should focus on areas that you and the employee discussed as needing improvements.

Make sure to keep these goals realistic and achievable, as coaching plans that are too ambitious can be discouraging for employees.

Step 5: Create an Action Plan to Achieve Goals

With coaching goals in mind, it’s time to create an action plan.

This will outline the steps that need to be taken to achieve each goal and help keep you and your employees accountable.

It’s important to remember that coaching plans should be flexible as situations may change and new opportunities might arise. Be sure to update coaching plans accordingly.

Related: Proven Strategies To Take Massive Action

Step 6: Identify Potential Obstacles to Success

It’s vital to identify coaching obstacles in the coaching plan so that you can proactively help employees work through them.

Some common obstacles that may keep your employees from improving their performance include:

  • Lack of resources that employees can use to educate themselves on improving performance.
  • Limited knowledge on how to use specific work tools
  • Lack of time.
  • Lack of support from coworkers or management.

Step 7: Provide Solutions to Obstacles

Once you have identified coaching obstacles, it’s essential to provide solutions.

This could mean providing employees with the resources they need to overcome every obstacle identified.

And don’t just provide solutions.

Ask the employees for their opinion on how they believe they can overcome the obstacles identified. By simply asking for their opinion, you’re able to improve the coaching relationship you have with the employees.

With solutions in place, you can now encourage employees to overcome obstacles independently.

Step 8: Set up Follow-Up Dates

What doesn’t get measured doesn’t get better.

This is why it’s essential to come up with follow-up dates to check the progress.

For your follow-up dates, make sure to schedule one-on-one meetings where you and the employee discuss any improvements and obstacles that may come up.

These follow-up meetings could also act as motivational sessions to provide positive reinforcement when you feel as if employees are discouraged.

Step 9: Celebrate Successes Along the Way

It’s important to celebrate successes along the way.

This will help employees feel encouraged and motivated to continue working towards coaching goals.

Be sure to acknowledge any progress made, no matter how small it may seem. This could mean providing employees with certificates of appreciation or simply telling them “Job well done.”

coaching plan
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Insights In Developing A Coaching Plan FAQ

What are the Steps in Coaching?

Employee coaching takes five significant steps. These are:

  1. Establish the purpose of coaching and objectives
  2. Understand problems the employee is undergoing
  3. Provide feedback on problems
  4. Identify and set goals to be achieved
  5. Follow up and offer support.

What is an Effective Coaching Plan?

An effective coaching plan should identify coaching goals, create an action plan to achieve coaching goals, follow up on coaching progress.

Does Employee Coaching Actually Work?

Coaching works if it is done right. However, organizations that do not have a proper coaching program may fail to see its benefits.

A good coaching program can help employees learn new skills, improve their performance, and even help with career growth.

Any Further Questions?

There you go.

All you need to know about creating a coaching plan for both employees and managers.

Which of these coaching plans will you use in your business?

Which of these coaching plans have you previously tried within your business? What was the impact? Please tell us in the comment section below.

And if you have any questions on developing a coaching plan, please ask in the comment section below. I’ll be happy to answer any question asked.

About The Author

Bijan Kholghi is a certified life coach with the Milton Erickson Institute Heidelberg (Germany). He helps clients and couples reach breakthroughs in their lives by changing subconscious patterns. His solution-oriented approach is based on Systemic- and Hypnotherapy.