Recreated template · People leadership

Coaching Observation Sheet

Choose coaching support based on observed behavior rather than a quick assumption about the person.

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PDF for printing. Word for editing. Prefer plain text? Download Markdown (.md).

Free to adapt. Newly created for Ruff Justice, not a former-employer document. The example below is fictional.

When to use it

Use in a development conversation when a capable colleague is struggling with a particular behavior or task.

Work the questions in order

  1. Describe the behavior neutrally and ask for the colleague’s view.
  2. Explore capability, confidence, clarity, and constraints before deciding on support.
  3. Agree on a small practice opportunity, useful feedback, and a review point.

Your working notes

Use these prompts in your own document, or print this page and write in the spaces.

Observed behavior

What happened in a specific situation? Avoid personality labels.

Colleague’s perspective

How do they describe the difficulty and the support they need?

Working hypothesis

Is this about skill, confidence, unclear expectations, workload, or another constraint?

Evidence and alternatives

What supports the hypothesis? What else could explain the behavior?

Support to try

Would demonstration, practice, clearer expectations, peer observation, or removing a blocker help?

Agreed practice

What will they try, and what will the manager do to support them?

Progress and review

What observable behavior will you discuss at the next check-in?

See a fictional worked example

Fictional example: a colleague hesitates to send proactive customer updates. After discussing the concern, the manager agrees to review an initial draft and give specific feedback, then revisit whether that support is still needed.