Skip to content

Commit a57366c

Browse files
Apply suggestions from code review
Co-authored-by: Jamie Strusz <5758031+allthedoll@users.noreply.github.com>
1 parent 6904dba commit a57366c

3 files changed

Lines changed: 33 additions & 39 deletions

File tree

src/handbook/peopleops/coaching-plans.md

Lines changed: 18 additions & 20 deletions
Original file line numberDiff line numberDiff line change
@@ -4,11 +4,10 @@ navTitle: Coaching Plans
44

55
# Coaching Plans
66

7-
A Coaching Plan is a tool for managers to aid in development of their team
7+
A Coaching Plan is a tool managers use to support a team member’s development.
8+
It helps them grow in their role through a structured plan, built and completed together with their manager’s mentorship.
89
members, helping them grow in their role and improve their performance through a
9-
structured plan to be completed with the manager's mentorship. Coaching plans can
10-
be used both proactively for career development and when addressing performance
11-
concerns, always with a focus on growth, support, and clear expectations.
10+
Coaching Plans can be used proactively for career development and role growth, and they can also be used to address performance concerns with support and clear expectations.
1211

1312
## Purpose and Philosophy
1413

@@ -18,26 +17,26 @@ Coaching Plans are a positive, intentional investment. They are used to help tea
1817

1918
## When to Use a Coaching Plan
2019

21-
A coaching plan should be initiated by a team member's manager when:
20+
A Coaching Plan may be initiated by a team members manager when:
2221

23-
- A team member shows potential for growth
24-
- The growth area is specific and coachable
25-
- Performance issues need to be addressed with clear expectations and support
26-
- Minor performance areas need attention and structured improvement
27-
- A team member expresses interest in expanding their responsibilities or transitioning to a new role with additional responsibilities
28-
- The team member is to be prepared for future role progression
29-
- You observe behaviors or skills that could benefit from focused development
22+
- A team member shows potential for growth or expanded impact
23+
- The growth area is specific, observable, and coachable
24+
- Expectations need to be clarified and supported through structured development
25+
- One or more performance areas would benefit from focused improvement
26+
- A team member expresses interest in expanding responsibilities or transitioning to a role with additional scope
27+
- A team member is preparing for future role progression
28+
- A manager observes behaviors or skills that could benefit from intentional development
3029

3130
## Coaching Plan Characteristics
3231

3332
FlowFuse's Coaching Plans are designed to be:
3433

35-
- **Development-focused** - Centered on growth and improvement, whether proactive or addressing performance concerns
36-
- **Supportive** - Emphasize mentorship and guidance from managers
37-
- **Opportunity-based** - Address areas for improvement with a positive, forward-looking approach
38-
- **Growth-oriented** - Aimed at expanding capabilities and bringing performance to expected levels
39-
- **Collaborative** - Employee actively participates in goal-setting and development activities
40-
- **Clear and structured** - Defined expectations with documented goals and timelines
34+
- **Development-focused** Centered on growth and learning, whether proactive or in response to changing expectations
35+
- **Supportive** Emphasize mentorship, guidance, and partnership from managers
36+
- **Opportunity-based** — Frame areas for improvement as opportunities for growth and skill-building
37+
- **Growth-oriented** Aimed at expanding capabilities and supporting team members in meeting and exceeding role expectations
38+
- **Collaborative** — Team members actively participate in goal-setting and development activities
39+
- **Clear and structured** — Shared expectations with documented goals, milestones, and review points
4140

4241
## Creating a Coaching Plan
4342

@@ -75,7 +74,6 @@ While coaching plans are less formal than PIPs, it's important to:
7574
- Record achievements and milestones
7675
- Maintain confidentiality while sharing appropriate updates with HR and
7776
management
78-
- Coaching plans are only shared with: the team member, manager, the managers'
79-
manager, and HR
77+
- Coaching Plans are only shared with the team member, their manager, the manager’s manager, and HR
8078

8179
[smart]: https://www.atlassian.com/blog/productivity/how-to-write-smart-goals

src/handbook/peopleops/organization.md

Lines changed: 14 additions & 18 deletions
Original file line numberDiff line numberDiff line change
@@ -99,31 +99,27 @@ All cases of underperformance must be documented by the manager through email to
9999
the CEO and CTO with the timespan of a potential plan created by the employee's
100100
manager.
101101

102-
### Coaching Plan for Performance Issues
102+
### Coaching Plan for Performance Support
103103

104-
After the plan formulated by the manager has not returned the employee to performance
105-
that is considered on par with the expectations of their role, the CEO and manager
106-
will create a formal [Coaching Plan](/handbook/peopleops/coaching-plans/) for the employee.
104+
When additional structure or support is needed to help a team member meet the
105+
expectations of their role, the manager may create a [Coaching Plan](/handbook/peopleops/coaching-plans/) in partnership
106+
with the employee.
107107

108-
**A Coaching Plan is a genuine opportunity from FlowFuse to the employee to get where they need to be.**
109-
FlowFuse believes in supporting team members through structured development and clear expectations.
110-
A Coaching Plan is intended to set the bar for both the manager and employee and have transparency
111-
around expected performance, while providing the support and mentorship needed to succeed.
108+
**A Coaching Plan is a genuine investment by FlowFuse in supporting a team member’s success.**
109+
FlowFuse believes in supporting team members through structured development and clear expectations.
110+
A Coaching Plan sets shared expectations for both the manager and team member, while providing the support, feedback, and mentorship needed to succeed.
112111

113-
The Coaching Plan will outline the specific areas of underperformance, the specific steps
114-
the employee must take to improve, the support and resources provided, and the timeline
115-
for improvement. The employee will be required to sign the Coaching Plan and agree to its terms.
112+
The Coaching Plan will outline the areas for improvement, the actions to be taken, the support and resources provided, and the expected review timeline.
116113

117-
If an employee has been on a Coaching Plan before for performance issues and for the same
118-
reasons enters this stage of the underperformance policy again, the CEO and manager can opt
119-
for not providing another Coaching Plan. This ensures that a Coaching Plan is a genuine
120-
opportunity for change.
114+
If an employee has previously completed a Coaching Plan for the same concerns and re-enters
115+
this stage, the company may determine that a different approach is appropriate.
116+
This helps ensure Coaching Plans remain a meaningful tool for growth.
121117

122118
### Termination
123119

124-
If an employee's performance does not improve, or if they violate the terms of
125-
their Coaching Plan, they may be terminated. Termination will be based on a documented
126-
pattern of underperformance or unacceptable behavior.
120+
If performance does not improve despite sustained coaching and support, or if serious
121+
policy violations occur, termination may be considered.
122+
Termination will be based on a documented pattern of underperformance or unacceptable behavior.
127123

128124
## CEO underperformance
129125

src/handbook/peopleops/performance-review.md

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -13,7 +13,7 @@ employee can still grow. This text is shared with each individual employee.
1313
While this performance review is written down, each manager should be communicating
1414
feedback regularly to minimize the chance for surprises during the written review.
1515

16-
The performance review process will be skipped in the following circumstances; new employees who have been with the company for less than 6 months at the time of the review cycle, employees who have been on extended leave, employees who are currently on a [Coaching Plan](/handbook/peopleops/coaching-plans/) for performance issues,
16+
The performance review process will be skipped in the following circumstances: new employees who have been with the company for fewer than 6 months at the time of the review cycle, employees who have been on extended leave, and employees who are currently engaged in a [Coaching Plan](/handbook/peopleops/coaching-plans/) where focused development work is already underway.
1717
or employees who are in the middle of role transitions or organizational changes that would make a standard review inappropriate. In cases where the formal review is skipped, managers should still provide informal feedback and check-ins to ensure ongoing communication and support.
1818

1919
## Structure

0 commit comments

Comments
 (0)