Driver Coaching Session Form

Document a driver coaching session, including observed behavior, corrective coaching, demonstration of proper practices, and employee acknowledgment.

Session Overview

• Session Date
  Select the date the coaching session took place.
• Session Time
  Optional: record the time the coaching session occurred.
• Reason for Coaching
  Select the primary reason this coaching session was held.
• Location
  Optional: enter the location where the coaching occurred.
• Coach / Facilitator Name
  Enter the name of the supervisor, fleet manager, or safety lead conducting the session.
• Driver Identifier
  Enter the employee ID or driver ID. Avoid collecting additional PII unless needed.

Observed Behavior

• Observation Source
  Select all sources that led to this coaching session.
• Observed Behavior Summary
  Describe the observed behavior in clear, factual terms. Include what happened, when it occurred, and any relevant context without unnecessary personal details.
• Policy, Rule, or Standard Referenced
  Optional: reference the specific company policy, fleet rule, or safety standard involved.
• Risk Level
  Select the assessed risk level of the observed behavior.

Corrective Coaching

• Corrective Coaching Discussion
  Summarize the coaching conversation, including the key points discussed and the corrective guidance provided.
• Proper Practice Reviewed
  Describe the correct driving practice, procedure, or behavior that was demonstrated or reviewed.
• Was a Demonstration Provided?
  Indicate whether the coach demonstrated the proper practice.
• Demonstration Details
  If a demonstration was provided, describe what was shown and any driver questions or responses.

Follow-Up and Acknowledgment

• Follow-Up Actions
  Select any follow-up actions that are required after this coaching session.
• Follow-Up Due Date
  Optional: set a due date for follow-up actions.
• Employee Acknowledgment
  Confirm whether the driver acknowledged the coaching discussion. This is not a disciplinary admission.
• Employee Comments
  Optional: capture the driver's comments, questions, or additional context.
• Coach Signature
  Signature of the person completing the coaching record.
• Employee Signature
  Optional: driver signature acknowledging the discussion. If not signed, record the acknowledgment status above.