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Copy file name to clipboardExpand all lines: src/handbook/peopleops/coaching-plans.md
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# Coaching Plans
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A Coaching Plan is a tool for managers to aid in development of their team
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A Coaching Plan is a tool managers use to support a team member’s development.
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It helps them grow in their role through a structured plan, built and completed together with their manager’s mentorship.
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members, helping them grow in their role and improve their performance through a
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structured plan to be completed with the manager's mentorship. Coaching plans can
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be used both proactively for career development and when addressing performance
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concerns, always with a focus on growth, support, and clear expectations.
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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.
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## Purpose and Philosophy
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## When to Use a Coaching Plan
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A coaching plan should be initiated by a team member's manager when:
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A Coaching Plan may be initiated by a team member’s manager when:
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- A team member shows potential for growth
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- The growth area is specific and coachable
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-Performance issues need to be addressed with clear expectations and support
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-Minor performance areas need attention and structured improvement
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- A team member expresses interest in expanding their responsibilities or transitioning to a new role with additional responsibilities
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-The team member is to be prepared for future role progression
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-You observe behaviors or skills that could benefit from focused development
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- A team member shows potential for growth or expanded impact
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- The growth area is specific, observable, and coachable
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-Expectations need to be clarified and supported through structured development
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-One or more performance areas would benefit from focused improvement
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- A team member expresses interest in expanding responsibilities or transitioning to a role with additional scope
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-A team member is preparing for future role progression
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-A manager observes behaviors or skills that could benefit from intentional development
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## Coaching Plan Characteristics
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FlowFuse's Coaching Plans are designed to be:
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-**Development-focused**- Centered on growth and improvement, whether proactive or addressing performance concerns
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-**Supportive**- Emphasize mentorshipand guidance from managers
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-**Opportunity-based**- Address areas for improvement with a positive, forward-looking approach
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-**Growth-oriented**- Aimed at expanding capabilities and bringing performance to expected levels
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-**Collaborative**- Employee actively participates in goal-setting and development activities
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-**Clear and structured**- Defined expectations with documented goalsand timelines
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-**Development-focused**— Centered on growth and learning, whether proactive or in response to changing expectations
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-**Supportive**— Emphasize mentorship, guidance, and partnership from managers
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-**Opportunity-based**— Frame areas for improvement as opportunities for growth and skill-building
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-**Growth-oriented**— Aimed at expanding capabilities and supporting team members in meeting and exceeding role expectations
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-**Collaborative**— Team members actively participate in goal-setting and development activities
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-**Clear and structured**— Shared expectations with documented goals, milestones, and review points
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## Creating a Coaching Plan
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- Record achievements and milestones
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- Maintain confidentiality while sharing appropriate updates with HR and
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management
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- Coaching plans are only shared with: the team member, manager, the managers'
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manager, and HR
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- Coaching Plans are only shared with the team member, their manager, the manager’s manager, and HR
Copy file name to clipboardExpand all lines: src/handbook/peopleops/organization.md
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the CEO and CTO with the timespan of a potential plan created by the employee's
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manager.
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### Coaching Plan for Performance Issues
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### Coaching Plan for Performance Support
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After the plan formulated by the manager has not returned the employee to performance
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that is considered on par with the expectations of their role, the CEO and manager
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will create a formal [Coaching Plan](/handbook/peopleops/coaching-plans/) for the employee.
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When additional structure or support is needed to help a team member meet the
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expectations of their role, the manager may create a [Coaching Plan](/handbook/peopleops/coaching-plans/) in partnership
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with the employee.
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**A Coaching Plan is a genuine opportunity from FlowFuse to the employee to get where they need to be.**
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FlowFuse believes in supporting team members through structured development and clear expectations.
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A Coaching Plan is intended to set the bar for both the manager and employee and have transparency
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around expected performance, while providing the support and mentorship needed to succeed.
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**A Coaching Plan is a genuine investment by FlowFuse in supporting a team member’s success.**
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FlowFuse believes in supporting team members through structured development and clear expectations.
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A Coaching Plan sets shared expectations for both the manager and team member, while providing the support, feedback, and mentorship needed to succeed.
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The Coaching Plan will outline the specific areas of underperformance, the specific steps
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the employee must take to improve, the support and resources provided, and the timeline
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for improvement. The employee will be required to sign the Coaching Plan and agree to its terms.
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The Coaching Plan will outline the areas for improvement, the actions to be taken, the support and resources provided, and the expected review timeline.
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If an employee has been on a Coaching Plan before for performance issues and for the same
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reasons enters this stage of the underperformance policy again, the CEO and manager can opt
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for not providing another Coaching Plan. This ensures that a Coaching Plan is a genuine
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opportunity for change.
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If an employee has previously completed a Coaching Plan for the same concerns and re-enters
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this stage, the company may determine that a different approach is appropriate.
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This helps ensure Coaching Plans remain a meaningful tool for growth.
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### Termination
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If an employee's performance does not improve, or if they violate the terms of
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their Coaching Plan, they may be terminated. Termination will be based on a documented
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pattern of underperformance or unacceptable behavior.
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If performance does not improve despite sustained coaching and support, or if serious
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policy violations occur, termination may be considered.
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Termination will be based on a documented pattern of underperformance or unacceptable behavior.
Copy file name to clipboardExpand all lines: src/handbook/peopleops/performance-review.md
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While this performance review is written down, each manager should be communicating
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feedback regularly to minimize the chance for surprises during the written review.
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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,
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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.
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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.
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