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Triad Template

This document contains a coaching form for an agent. It includes sections to document the type of coaching provided, whether the coaching session was effective, areas for improvement (AFIs) identified, whether the agent understands the AFIs, and spaces for signatures from the coach and agent.

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Andeng Gutierrez Dela Cruz
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537 views3 pages

Triad Template

This document contains a coaching form for an agent. It includes sections to document the type of coaching provided, whether the coaching session was effective, areas for improvement (AFIs) identified, whether the agent understands the AFIs, and spaces for signatures from the coach and agent.

Uploaded by

Andeng Gutierrez Dela Cruz
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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BMM Triad Coaching

Date

Supervisor Name

Agent Name

Performance Week / Month

Title

● Formal Coaching 1:1

● Compliance Coaching

● Performance Coaching

Type of Coaching
● Adherence Coaching

● Attendance Coaching

● Case Efficiency and Case Handling Coaching

● Met
Genuine Connection
● Not Met

● Yes
Coach exerted all possible effort to connect with the agent
● No

● Yes
Coach attention was focused on the agent majority of the time
● No

● Yes
Agent’s attention was focused on the agent majority of the time
● No

● Met
Agent was given an opportunity to assess self ● Not Met

Coach asked the agent for inputs on how to improve the latter’s ● Yes
AFIs ● No

Coach gave the agent the opportunity to identify his/her own ● Yes
opportunity ● No

● Met
Coach made use of agent’s time wisely ● Not Met

● Yes
Coach used the right coaching approach
● No

● Yes
Coach delivered the right message ● No

● Yes
Coach answered the agent’s questions correctly ● No

● Met
Focused Coaching Session ● Not Met

● Yes
Coach focused on the critical AFI ● No

● Yes
AFIs delivered to the agent are the critical one’s
● No

Coach emphasize the impact of the critical AFIs to the agent


● Yes
● No

● Met
Agent understood what the next steps are ● Not Met

● Yes
Agent was able to recap what his/her AFIs are
● No

The agent demonstrated understanding on how the AFIs ● Yes


discussed impacts his/her performance ● No

● Yes
The agent was able to recap what the nest steps are for him/her
● No

Stop

Start

Continue

● Yes
Feedback provided to coach
● No

Date entered

Entered by

Presented/Discussed By:

ANNE DIANE G. DELA CRUZ


________________________________________________________

Immediate Manager Signature

________________________________________________________

Date
Conformé/Acknowledged By:

________________________________________________________

Coach/Mentor Signature

________________________________________________________

Date

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