FORWARD COACHING

Do you need assistance structuring and documenting your employee development discussions? The Oculus Forward Coaching form can help you establish a goal, ensure accountability, and set specific actions.

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Team Member Name
Manager Name
If you would like the team member to receive the final copy of this coaching action plan, please enter their email address.

Part 1: Set The Goals and Expectations

FACE REALITY

What happened?
- What needs to change?
- Why is change required?
- How does it impact our team, customers, vendors, etc?
- Is this a recurring discussion?

Face Reality Rich Text

OFFER SUGGESTIONS

What are some of the changes you can make?
- What training is available?
- What tools are available?

Offer Suggestions

RETRY

What are the next steps?
- What will you do to change habits?
- How will you track your efforts?
- What will you do it you need extra help?

Retry Rich Text

ACCOUNTABILITY

The journey to success includes a stop for accountability. To ensure development, your manager will follow up to confirm the completion of agreed-upon action items and efforts.

Follow Up Date.
What is the date for our next review?
TIP: We recommend that follow up dates are less than 30 days from the initial discussion.

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Forward Planning 2022
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