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