How do you align your coaching report with the coachee's learning objectives and action plan?

1 Know your purpose

Before you start writing your coaching report, you need to clarify the purpose and audience of your report. Is it for your coachee, their manager, or a sponsor? What do they expect to learn from your report? How will they use it to support the coachee's development? Knowing your purpose and audience will help you tailor your report to their interests, needs, and preferences. It will also help you decide on the format, length, and tone of your report.

3 Summarize the progress

The main part of your coaching report is to summarize the progress that your coachee has made since the last report or session. This should include the key achievements, insights, feedback, and learnings that your coachee has gained from the coaching process. You can use examples, stories, or quotes to illustrate your coachee's growth and impact. You can also use data, metrics, or indicators to measure and demonstrate your coachee's progress. Be sure to highlight the strengths, successes, and areas of improvement of your coachee.

4 Identify the challenges

Another important part of your coaching report is to identify the challenges or difficulties that your coachee has faced or may face in achieving their learning objectives. These could be internal or external factors, such as mindset, skills, knowledge, motivation, resources, support, or environment. You should also describe how your coachee has dealt with or overcome these challenges, or what support or guidance they need from you or others. Be honest, respectful, and constructive in addressing the challenges.

5 Recommend the actions

The final part of your coaching report is to recommend the actions or steps that your coachee should take to continue their learning journey and achieve their objectives. These actions should be aligned with the coachee's goals, needs, and preferences. They should also be realistic, manageable, and actionable. You can suggest specific tasks, activities, resources, or tools that your coachee can use to improve their skills, knowledge, or performance. You can also agree on the timeline, frequency, and mode of communication for the next coaching session or cycle.

6 Seek feedback

After you have written your coaching report, you should seek feedback from your coachee and other relevant stakeholders. This will help you ensure that your report is accurate, comprehensive, and useful. It will also help you build trust, rapport, and collaboration with your coachee and others. You can ask for feedback on the content, format, tone, and style of your report. You can also ask for feedback on your coaching approach, methods, and techniques. Use the feedback to improve your coaching report and practice.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?