This workbook will help leaders to prepare and conduct counseling with the focus on improving work performance of their team members. 

Improving your own performance as a team manager on a corporate team starts with cultivating self-awareness and seeking regular feedback from both your team and peers. Focus on strengthening your communication—be clear, transparent, and intentional in how you set expectations, deliver feedback, and support collaboration. Prioritize active listening to understand team needs, challenges, and opportunities for development. Sharpen your decision-making and strategic thinking by aligning daily actions with broader organizational goals. Continuously invest in your own leadership skills through learning, reflection, and mentoring.

Here is an excerpt from Section 1

Foundations of Effective Coaching

The foundations of effective coaching are built on trust, active listening, clarity, and consistent feedback. Trust establishes a safe environment where individuals feel supported and open to growth. Active listening ensures that the coach understands the contributor’s challenges, goals, and motivations without jumping to conclusions. Clarity provides structure—setting expectations, defining objectives, and aligning on desired outcomes. Consistent feedback, both affirming and constructive, helps guide behavior, reinforce effort, and correct course when necessary. When these elements work together, coaching becomes a collaborative process that empowers individuals to take ownership of their development and drive meaningful progress.

What you'll get:

• An immediate downloadable PDF workbook to help you develop and prepare performance counseling
• The workbook is a fillable PDF meaning you can type in the responses to each workbook prompt, or print it out and write in the responses
• The workbook begins with the purpose of coaching with an in-depth explanation on the three types of performers: top performer, average performer, and the needs improvement performer
• A chart is provided to guide you on how to approach performance counseling for each type of performer
• Section 1 - Foundations of Effective Coaching 
• Section 2 - Preparing for the Conversation
• Section 3 - Preparing for the Conversation
• Section 4 - Key Focus Areas for Finance Roles
• Section 5 - Follow-Up & Accountability
• Section 6 - Building a Coaching Culture

No refund for this product once purchased.