Employee Coaching Form

Team Member Name: Miranda Date: 18 August 2023

Title/ Position: Collections Agent Supervisor: Fezi

Coaching Topic / Area Information 14 – 17 August

Telephone Usage – 604 calls made
44 Acme Bank book calls
Reason for call – No selection made 546
Make payment arrangement – 46

Login
15 & 16 logged in late
15 Aug – logged out 15 mins before shift ends

Matters – 955

16 August
Arrived late, no communication, still made food and only on the phones after 15mins

Cellphone use
Can’t be used while on phones

Desired Outcome (List desired behaviors, knowledge, skills, etc)

Benefits of Change (How will employee actions or performance be positively impacted?)

Action Plan (What actions can be taken to achieve these goals?)

1. Maranda will be communicating more

2. We will be having coaching sessions going forward
3.

Timeline (Write out a timeline for the plan and when to follow up)

Employee Signature

Date:

Supervisor Signature

Date:
18 August 2023