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Run: Coaching Conversation Template

A coaching conversation template for managers and employees to align on a goal, review current reality, choose support options, and lock in follow-up actions.

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Conversation Context

Conversation Date (required)

Date the coaching conversation took place.

Primary Focus Area (required)

Main topic for the coaching discussion.

Conversation Purpose (required)

Briefly describe why this coaching conversation is being held.

Business or Team Context

Capture any relevant workload, project, or organizational context affecting the discussion.

Goals and Desired Outcome

Goal Statement (required)

State the specific goal being coached.

Desired Outcome (required)

Describe the outcome the employee and manager want to achieve.

Success Measures (required)

List observable indicators that will show progress or success.

Target Date (required)

Date by which the goal or next milestone should be achieved.

Current Reality

Current Reality (required)

Describe what is happening now using specific, observable facts.

Observed Behaviors and Impact (required)

Capture specific behaviors and the impact they have on work, team, or customers.

Barriers or Constraints

List obstacles, dependencies, or constraints affecting performance or progress.

Employee Perspective

Capture the employee's view of the situation, including root causes or concerns.

Options and Support

Options Considered (required)

Document possible actions or approaches discussed during the coaching conversation.

Support Needed

Select the support types needed to help the employee succeed.

Resources or Commitments from Manager

Document what the manager will provide to support progress.

Accountability and Follow-Up

Action Plan (required)

Capture agreed actions, owners, timelines, and success criteria for follow-up.

Follow-Up Date (required)

Date for the next coaching check-in.

Accountability Notes

Summarize commitments, risks, and any agreed escalation path if progress stalls.

Employee Acknowledgement (required)

Employee confirms they reviewed and understood the coaching plan.

Manager Acknowledgement (required)

Manager confirms the coaching discussion and follow-up plan.

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