Coach’s journal · Organization & HR · Engagement guide
A practical starting point
HR does not need to diagnose every problem or assess a leader’s commitment. Start with known work situations, hoped-for changes, participant numbers, timing and the support the organization can provide.
Describe what you already know
Note observed or reported challenges such as a new manager’s transition, overload or recurring delegation difficulties. Include strengths. Unknowns can remain questions for the initial conversation; HR need not collect private concerns in advance.
Separate leader practice from organizational conditions
Translate a broad aim such as performance-management capability into an observable action: agreeing expected outcomes and review points with a colleague. Discuss staffing, workload and decision authority alongside it, without making the individual solely responsible.
Contract, agreement and orientation
After the company contract is completed, the coach sends and collects an individual coaching agreement directly with each leader. It addresses purpose, roles, confidentiality, information sharing and operating arrangements. A 30-minute individual orientation follows agreement collection.
Agree survey and reporting responsibilities
The coach guides and collects the leader pre-survey. HR helps distribute and collect team pre- and post-surveys and passes responses to the coach. Agree the timing, contents and recipients of the mid-program and leadership growth reports before starting. Protect private coaching conversations and team responses.
Frequently asked questions
Do we need leader and team surveys before the initial discussion?
No. The pre-engagement review uses what HR knows. Participant surveys follow engagement agreement.
Does HR collect individual coaching agreements?
No. The coach sends and collects them directly after the company contract is completed.
Does HR receive session conversations?
No. Sharing covers agreed goals, progress, practice changes and support needs, not private session discussions.