All-in-One Employee and Manager coaching plan template for an organization

Coaching Toolkit for Planning, Implementing, and Managing Your Coaching Activities


A Top Coaching Toolkit with Defined Plans, Templates, and Dashboards for Coaching Managers, Teams, Clients, & Employees

Using the best coaching tool and templates that are structured for all types of coaching enables you to increase the success of your coaching while easily keeping track of your coaching activities.

This best coaching template is suitable for coaching managers, leaders, and employees in the workplace as well as coaching teams, coaching individuals, and providing any type of coaching (leadership, executive, lifestyle, change management, etc.).

An effective coaching program results in improved individual, manager, leadership, or employee performance, productivity, and behavioral changes.

The sections below present OCM Solution’s top coaching tool, which includes a top coaching plan, best coaching templates, and a step-by-step guide that is based on best coaching practices.

Pricing & Checkout – Coaching Management Software

Coaching Plan Template Software Pricing

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coaching plans

Centralize your coaching planning & tracking in the cloud!


Our goal is to place this toolkit at the hands of any professional who is involved in any kind of coaching – to help increase your success & performance.


Coaching Planning & Tracking Made Easy

There are many moving parts to coaching individuals and groups, as well as change management and leadership coaching. You have to identify your coaching mentees, learn their level of competency, create a strategy for each coaching session, and more!

OCM Solution Portfolio provides you with everything you need to plan and implement a successful coaching strategy.

OCM Solution’s Coaching Management Toolkit is equally suited to newbies and experienced Coaches. These comprehensive coaching tools and templates are designed to help those new to coaching management ramp up the learning curve with expert guidance as well as give seasoned coaching managers and consultants tools that are truly time-saving.


Pricing & Checkout – Coaching Management Software

View Pricing for This Change Manager as Coach Toolkit

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Features to Boost Coaching Success

Using OCM Solution coaching management software, you have one centralized plan to keep track of coaching Mentees/Coachees, tasks, detailed notes, and progress to increase the success of your coaching activities.change management coaching planCoaching Planning Template

Do you know all the helpful factors that need to be assessed to increase your coaching success? If not, no worries, our “change manager as coach” templates include a simplified and optimized structure with pre-defined coaching planning columns and even have sample data.coaching plansCoaching Tracking Template with Interactive Analytics

OCM Solution’s Coaching Management Toolkit includes an advanced, interactive, reporting dashboard that provides quick and meaningful insights into your coaching targets and allows you to view data any way you like.

coaching plan exampleReady to Go from Sign-In

Our 360° Change Manager as Coach – Coaching Management software is ready to use from when you sign-in. The Template columns are designed according to coaching best practices, so you can get started using the software right away.

coaching plan for employeesYou Can Also Customize!

Don’t see a column for an attribute you’d like to capture? You can add your own columns, edit the dropdown lists, and move columns wherever you like on the template. There are multiple customizations you can make.employee coaching planIntegrated Task Management

Task tracking is a core part of any coaching plan. You won’t have to use a separate task management app with OCM Solution tools. All our Templates incorporate a task management section. Everything stays together in one place!

prosci coaching planCollaborate Anywhere

OCM Solution Portfolio is in the cloud and accessible from any device (desktop, tablet, smartphone). Add as many team members as you like to your account. You can even add guests with view-only access.coaching planFree Surveys

Save time gathering coaching KPIs from your Mentees/Coachees with free surveys and questionnaires. These are ready to use and can be edited per your needs. Surveys are in MS Word and MS Forms formats.

individual coaching planInternal & External Coaching Templates

We understand that Coaches gather different information for internal audiences and for external ones. So, we’ve included two templates for the price of one! You get both internal and external coaching templates!change management coaching plan templateCoaching Plans & Guides

As a Coach, you get detailed coaching plans and step-by-step guides to make your life easier and eliminate the guesswork on how to organize your coaching activities. Includes an employee coaching template for group coaching, as well as a one-on-one coaching plan template.change management coaching plan


Pricing & Checkout – Coaching Management Software

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What are Users Saying About OCM Solution Change Management Toolkits?

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New to Coaching Management?

Our Toolkit includes a step-by-step tutorial to walk you through best practices for coaching planning, tracking, and management.


Generate Masterful Coaching Analytics Reports

coaching plan template for employees

Do you need to view coaching activities by department? By company? By geographic location? By success level? You can do all that and more with the interactive analytics in OCM Solution’s Coaching Management Toolkit.

You get real-time insights that can help you make strategic decisions on your coaching tasks and planning, and you can drill down deeper into the details as you like.

Looking for Mentees/Coachees that aren’t hitting their target and those that have low availability? Just click on the number on the OCM Solution Portfolio report and you’ll see exactly which Mentees/Coachees you need to proactively engage with to keep your coaching plan on track.

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Scroll Through OCM Solution Coaching Analytics Screenshots


Contact us if you have any questions about OCM Solution toolkits, products, or services. As pioneers of best change management practices, we believe in supporting the global change management community.


Affordable, No Hassle Pricing

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Prices range $15 - $130 / month.


Are you an individual or small team?

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Are you a group (3-30 users)?

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Time-Saving Coaching Management Template That Captures What You Need

Using your coaching management tool from OCM Solution, you can easily segment your coaching audience based on their level of coaching needed or their receptiveness to being coached. Apply geographical location views to effectively identify and engage Mentees based on localization attributes.

This is going to save you tons of time because you can start your coaching planning and tracking right away. You don’t have to spend time coming up with your own columns, be afraid you’re missing something important, or wonder why certain information is needed.

Our tooltips guide you every step of the way as you use your coaching template!

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Scroll Through OCM Solution Coaching Template Screenshots


Video Tutorial of OCM Solution Coaching Implementation and Management Tool

Click below to view end-to-end video reviews of our coaching tool.

OCM Solution (formerly AGS) Coaching Tool Templates

OCM Solution (formerly AGS) Coaching Tool Analytics

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Getting Started with OCM Solution Coaching Tools and Other Toolkits

If you subscribe to one or more OCM Solution Toolkits, here’s how you get started!

Once you’ve subscribed, you’ll sign in and be taken to the Main Dashboard page. To begin using your Toolkit(s), you would follow these steps:

  • Create a new project.
  • Name your project.
  • Add additional project members (if you wish)
  • Check the box(es) to enable your purchased or free OCM Solution Toolkit(s) for that project.
  • Save your project.
  • Click to go to the Home Page of your project.
  • Your OCM Solution Toolkits will be there on the Project Home Page waiting for you to dive in!

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FAQs

Multi-prong question about sharing the Coaching Toolkit with other team members

Questions: Can I share the group and the one-on-one coaching templates with others? What are the requirements for the single-use license?

Answer: Yes, you can share the employee coaching plan template with employees and managers when conducting your coaching activities. However, note that the OCM Solution Coaching Toolkit product is offered on a per-user basis. You can add users to your coaching account to collaborate with you and use your coaching tools and templates to coach others, and they should be added through your User Management dashboard. Users can be added when you build your plan at checkout or any time after you’ve subscribed.

Can I cancel at any time?

Answer: Absolutely! We’d hate to see you go, but we understand things come up. Subscription plans for our coaching plan templates for managers and employees are recurring but can be canceled anytime by the Account Owner by visiting My Account > Subscription. We have a no-questions-asked simple-click cancellation policy—no hoops for you to jump through.

Does the OCM Solution Portfolio Coaching Toolkit include guides and tutorials?

Answers: Yes, it does. And more. It also includes video tutorials that provide you with a step-by-step walk-through on using the Coaching Toolkit’s coaching tools, templates, guides, surveys, and plans.

Can I upload (import) data into the executive coaching plan template. For example, can I upload employee rosters vs having to re-enter the data?

Answer: Yes, you can. We’ve made it easy with a simple click to import existing data into your employee and executive coaching plan template. Automatically import your data from other databases or spreadsheets in minutes and instantly bring your team together.

I am in a different region, will this sample coaching session template still work for me?

Answer: Yes. This tool was developed for the U.S., as well as for practitioners in Australia, the U.K., Canada, Philippines, India, Africa, Europe, LATAM, Middle East, APAC, and in any region. It is truly a global Coaching platform.

Can I remove OCM Solution branding and use my branding or firm’s logo on your coaching tools? What about other customization?

Answer: Yes, you can replace OCM Solution branding on your purchased coaching templates, when you add the rebrand value-add service to your order.

For a cloud subscription, you’ll be able to add your company logo yourself to the tool and even use individual project logos if you like. We also offer other customizations through our customization service to personalize the toolkit for your needs.

Can I upgrade at any time? Can I add more products later on?

Answer: You can add OCM Solution Toolkits, users, and projects at any time. Our solution is extremely scalable instantly, there’s no waiting to use a new toolkit you’ve added or to enable a new user in the tool.

How are future enhancements/changes handled for this Coaching Tool?

Answer: Future upgrades and changes to your Coaching Tool will be done periodically. Upgrades and future enhancements will always be free to customers.


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OCM Solution (formerly AGS) Coaching Tool Templates

OCM Solution (formerly AGS) Coaching Tool Interactive Reports (Analytics)


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