Field Technician Ride-Along Coaching Evaluation

Supervisor-completed coaching form used during a field technician ride-along to assess professionalism, customer interaction, and technical execution, then document development actions and follow-up.

Ride-Along Session Details

• Evaluation date
• Supervisor name
• Technician name
• Work order or route ID
  Optional identifier for the ride-along session or service call.
• Ride-along type
• Was customer interaction observed?

Performance Ratings

• Professionalism
  Consider punctuality, appearance, communication tone, and respect for the customer and workspace.
• Customer interaction
  Consider active listening, clarity, courtesy, and ability to explain work in plain language.
• Technical execution
  Consider diagnostic approach, tool use, workmanship, and completion of the task to standard.
• Safety and procedure adherence
  Consider PPE use, lockout/tagout or other site procedures, and adherence to company standards.

Observed Strengths and Coaching Opportunities

• Observed strengths
  List specific examples of what the technician did well during the ride-along.
• Coaching opportunities
  Describe specific behaviors that should be improved and the observed impact.
• Customer feedback observed or shared
  Capture any direct customer comments or reactions relevant to the coaching discussion.
• Is follow-up coaching needed?

Development Plan

• Primary development focus
• Agreed action steps
  Document the specific coaching actions, practice steps, or resources the technician will use.
• Support needed from supervisor or team
• Target follow-up date
  Choose a date for the next coaching check-in.

Acknowledgment and Submission

• Supervisor acknowledgment
  Supervisor confirms the evaluation reflects observed behaviors during the ride-along.
• Technician acknowledgment
  Optional acknowledgment that the technician reviewed the coaching feedback. This is not a disciplinary admission.
• Additional notes
  Use this space for any context that helps explain the coaching discussion or follow-up plan.