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MANAGEMENT &
LEADERSHIP PROGRAM

Member's Workbook

ADMINISTRATION
H/R – EMPLOYEE DEVELOPMENT
EFFECTIVE COACHING
“Your gateway to success”
©2026 Portocol. All rights reserved
MANAGEMENT & LEADERSHIP PROGRAM
EFFECTIVE COACHING

TODAY'S AGENDA

  1. 1Success Stories30 min
  2. 2Introduction to Coaching – Exercise 120 min
  3. 3Employer/Employee Coaching Strategy25 min
  4. 4Employer/Employee Coaching Agenda20 min
  5. 5As a result of this lesson, I will . . .10 min
  6. 6Lessons Learned15 min
Seven Pillars of the Business
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SUCCESS STORIES

Capture what worked — the situation, the action you took, and the result.

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INTRODUCTION TO COACHING – EXERCISE 1

IN BREAKOUT GROUPS

Before we look at coaching inside the employer/employee relationship, settle what coaching is and what a coach actually does. At the end of your discussion, pick a spokesperson to report back to everyone.

1

What is coaching?

2

What type of people have coaches?

3

What is the role of the coach in these examples?

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EXERCISE 1 (CONTINUED) – COACHING, TRAINING AND MENTORING

What are the differences among . . .

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EXERCISE 1 (CONTINUED) – WHO SHOULD HAVE A COACH?

Who in your organization is being coached today, and who should be?

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COACHING AND EMPLOYEE DEVELOPMENT

Employee Development — employee role characteristics
©2014 Mike Tafoya. All Rights Reserved

Training, coaching and mentoring are all systematic elements that support ongoing employee development.

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COACHING AND THE EMPLOYEE LIFECYCLE

Employee Lifecycle — attitude against aptitude
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COACHING AND EMPLOYEE PERFORMANCE

Training, coaching and monitoring — systems and performance
©2014 Mike Tafoya. All Rights Reserved

Coaching in an employer/employee environment is about helping the person achieve peak performance in their job, as described by the job description. Coaching is not a performance evaluation, and it is not a disciplinary action.

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EMPLOYEE OBLIGATIONS

Identify an existing employee in your organization and use that employee as the example throughout the following questions.

1

What are your company's key expectations for this employee? Be specific and quantitative.

2

Estimate this employee's current performance in those same key areas.

3

What suggestions would you make to help the employee close the gap between expectations, or potential, and current performance?

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THE EMPLOYER/EMPLOYEE COACHING AGENDA

1

Compare current performance to performance expectations.

The employee reports up to the manager.

2

Define the gap, or the gaps.

Be specific by behavior or activity, and keep it quantitative.

3

Identify the challenges and obstacles.

Provide solutions, coach on skill sets, and identify the training needed.

4

Develop an action plan.

Detailed, quantitative and measurable, and oriented to a goal.

5

Establish the next meeting.

Set the date before this session ends, so the coaching cadence holds.

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AS A RESULT OF THIS LESSON, I WILL . . .

List what you will do to improve your employee coaching performance in the coming weeks and months.

FOR YOUR COACHING JOURNAL

Develop and implement an initiative to create and implement an effective coaching strategy that helps your employees achieve peak performance.

GoalAction ItemsTarget Date/Benchmark MeasurementResponsible Individual
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LESSONS LEARNED

What did you take away from today's session? What will you coach differently?

“Your gateway to success”
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