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Run: Driver Coaching Session Form

Document a driver coaching session with observed behavior, corrective guidance, a practice demonstration, and employee acknowledgment. Use it to create a cle...

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Session Overview

Select the date the coaching session took place.
Optional: record the time the coaching session occurred.
Select the primary reason this coaching session was held.
Optional: enter the location where the coaching occurred.
Enter the name of the supervisor, fleet manager, or safety lead conducting the session.
Enter the employee ID or driver ID. Avoid collecting additional PII unless needed.

Observed Behavior

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

Corrective Coaching

Summarize the coaching conversation, including the key points discussed and the corrective guidance provided.
Describe the correct driving practice, procedure, or behavior that was demonstrated or reviewed.
Indicate whether the coach demonstrated the proper practice.
If a demonstration was provided, describe what was shown and any driver questions or responses.

Follow-Up and Acknowledgment

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

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