Step 1: Preparation
Whether your coaching is done on the spot or at scheduled times you should first understand the situation and the person as well as the person’s strengths and weaknesses. This is best achieved through positive and direct observation. Look for the impact that this behavior is having on other team members and their ability to achieve their personal goals.
Step 2: Discussion
As you prepare, be clear about the purpose of the discussion, the important issues and the consequences of not addressing those issues. When you’re properly prepared, you’re empowered to develop improvement strategies, overcome performance problems and to enhance existing skill sets.
Step 3: Active Coaching
Start coaching as soon as you have understood your candidate and have an effective personal coaching plan in place. A good coach will offer ideas and advice and explain these in such a way that the recipient listens intently, feels motivated and appreciated and then compelled to act.
Step 4: Follow-up
Ongoing behavior, activity and results MUST be monitored if the candidate is to stay on an improvement trajectory. This requires knowing what’s going well AND what’s not going well. Follow-up on a regular basis is a great opportunity to praise progress and to maintain coaching where it is needed. If an agreed action plan needs modifying, then a follow-up meeting is the place to do it.
And remember:
Sometimes the coach needs coaching – don’t be afraid to seek personal guidance and direction from elsewhere because when you take on the coaching role you are taking on a task of great responsibility…to yourself and your candidate. Coaching is an interactive process at all times as you seek to solve performance problems and develop capability, after all, this is what makes it so worthwhile.

