Title Page

  • Consultant Name

  • Patch Location

  • Conducted on

  • Manager Name

Coaching For Improvement

  • Reason for CFI:

  • Performance Requirements:

  • Is the consultant's understanding the same as the manager's?

  • If no - provide detail

  • Are the consequences of ongoing sub-performance understood?

  • If no provide detail

  • Can the tasks required be done to meet the standard?

  • If no provide detail

  • Has regular feedback on the performance standard been given?

  • If no provide detail

Action Plan

  • Actions to be taken by the consultant

  • Action 1.

  • Expected Outcome

  • Action 2.

  • Expected Outcome

  • Action 3.

  • Expected Outcome

  • Action 4.

  • Expected Outcome

  • Actions to be taken by Manager:

  • Follow Up Meeting Date

  • Manager Signature

  • Add signature

  • Consultant Signature

  • Add signature

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.