OCMS Portal - Coaching Managers and Employees Assessment Tool

Coaching Toolkit for Coaching Managers, Leaders, and Employees through a Change

Hi and welcome to OCMS Portal. Today we’ll provide you with an overview of the change management coaching assessment and management tool for coaching managers, leaders, and employees through a change. 

We’ll dive into the OCM coaching assessment and management tool’s core features that contribute to making OCMS Portal the best All-in-One organizational change management platform by simplifying and streamlining the change management process. 

The business change management coaching assessment and management tool is designed to help you assess and manage individuals that need mentorship or coaching. It is a free tool from OCMS Portal and can be found under Tools on the left sidebar then under Free tools. When you first open the Coaching Tool it will be empty until you choose the audience you are coaching. You can choose by stakeholder types, individual from your target audience, or choose by groups.

The quick populate function is one way that OCMS Portal has been designed to save you valuable time and keep you engaged in critical areas, leaving you with the ultimate freedom to tailor your assessments the way you want. OCMS Portal is also a companion while you conduct your change management activities and the coaching assessment and management tool is there to help you analyze and understand your target audience.

OCMS Portal has been designed with interconnectedness at its heart. That’s why if you see attributes already scored in the coaching managers and leaders tool, that means those scores have been automatically pulled in from another assessment, such as the stakeholder or change champions assessment.

1. Send out the OCMS Portal Coaching Assessment survey to have results automatically populate the tool

2. Gauge automatically calculated risk levels for each stakeholder – A high risk level indicates more intensive coaching is needed to align the individual with the needs of the project.

3. Review and edit an auto-generated change management coaching plan – The OCM coaching plan gives you deep detailed recommendations that are tailored to the individual’s assessment. This will help you minimize resistance and maximize support, leading to smoother project implementation.

Auto-generated Coaching Plan example:

free auto generated coaching plan

The outputs of the organizational change coaching assessment and management tool provide valuable insights into the needs of those being coached. It helps the change management team understand how to best engage with these individuals. By performing a coaching assessment you can tailoring your coaching strategies to meet the unique needs of each individual. Different people may require different types of support and interventions to navigate change effectively.

It’s also important to monitor the progress of the individuals including managers and leaders being coached as a coaching assessment establishes a baseline measurement of an individual’s skills, mindset, and readiness for change. Over time, coaches can use this data to track progress and adjust their coaching approach as needed.

In today’s fast-paced world, staying competitive is the key to success, and our coaching assessment and management tool in our cutting-edge OCMS Portal All-in-One suite is here to make your life easier.

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Are you searching for a game-changing solution to revolutionize your team’s change management process?

Discover the numerous advantages of enrolling in an OCMS Portal team account, a strategic step that can elevate your organization’s performance.

Don’t miss out on the opportunity to revolutionize your change management. OCMS Portal is your trusted partner for achieving seamless, successful change. Join us on this transformative journey and experience the difference for yourself.

OCMS Team Account

Big benefits that come with a team / enterprise account:

  • Centralized Benefits: With OCMS Portal team account, everyone in your organization will be on the same platform. This ensures seamless communication and collaboration, eliminating the chaos of juggling multiple tools and platforms. The efficiency gains from centralization alone can be a game-changer for your team’s productivity.
  • Dedicated Support: You won’t be navigating the challenges of adopting a new system on your own. OCMS Portal team accounts come with dedicated support specialists who are there to assist you every step of the way. Whether you need technical assistance, have questions, or require guidance, you’ll have experts at your fingertips.
  • Customization: Your organization is unique, and your branding should reflect that. OCMS Portal team accounts offer the flexibility to request customizations that align with your corporate branding. This ensures that your team’s experience is not just efficient but also tailored to your organization’s identity.
  • Cost-Efficiency: OCMS Portal team accounts come with cost-saving benefits compared to individual accounts. You can optimize your budget while providing your team with the best change management tools and support available.

OCMS Team Account

Are you ready to take your team’s productivity and collaboration to the next level? We’re excited to show you around and can’t wait to have you and your team using the best organizational change management software. Reach out today for a personalized quote or schedule a Zoom call

The OCMS Portal Team Account is designed to supercharge your team’s performance, streamline your workflow, and boost your bottom line. Make it your team’s competitive advantage.

OCMS Portal – Change Management, Simplified
Sign up for a free trial today to revolutionize your approach to change.

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What comes with your OCMS Portal subscription

The OCMS Portal subscription includes:

  • Access to all tools and sections of the platform
  • 1 free user license
  • 2 free project licenses
  • Unlimited Surveys
  • Advanced analytics and reports
  • Access to all OCMS Portal free resources (from topics such as OCM Metrics, Roadmaps, ITIL, Engagements & Briefings, and much more)

At any point you can add more project, user and guest licenses as well as the change management library and rebranding add-ons. 

Discover more benefits of a team account with multi user and enterprise discounts, stackable on top of an annual discount.  

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.

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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 tool 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.

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.

OCMS Portal Coaching Tool main features

Centralize your coaching planning & tracking in the cloud!

OCMS Portal – Change Management, Simplified
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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.

OCMS Portal Coaching Tool

Coaching 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 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.

Change Management Analytics

Ready 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.

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You 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.

Integrated 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!

Tasks Checklist

Collaborate 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.

OCMS Team Account

Free 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.

OCMS Portal - Coaching Analysis Survey

Internal & 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!

Coaching 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.

OCMS Portal – Change Management, Simplified
Sign up for a free trial today to revolutionize your approach to change.

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New to Coaching Management? No problem.

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

Sign up for our coaching management tool today.

OCMS Portal Learning

Change Management Learning

Don’t hesitate to let us know if you have any questions about this coaching management template.

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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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!

OCMS Portal – Change Management, Simplified
Sign up for a free trial today to revolutionize your approach to change.

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Getting Started with OCM Solution Online Coaching Management Tool

If you subscribe to OCMS Portal change management platform, you’ll immediately gain access to the coaching management tool, here’s how you get started!

Once you’ve subscribed, you’ll be automatically signed in and be taken to the Main Dashboard page of OCMS Portal. You can find your coaching management software under Tools on the left sidebar then under Free tools.

OMCS Portal - Coaching - Free Tools

Note that our software includes loads of free change management resources which contains Coaching Plan for coaching managers, supervisors, leaders as well as a coaching kick-off presentation deck. 

Don’t hesitate to let us know if you have any questions or feedback about this article or any of our products.


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 account to collaborate with you but they need to have their own license. You can purchase as many licenses as you need and assign it to your team members either right away or after you subscribe – it’s easy to add teammates and other users.

Can I cancel at any time?

Answer: Absolutely! We’d hate to see you go, but we understand things come up. Subscription plans are recurring but can be canceled before the next renewal period. 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. You’ll find coaching tool guides, tutorials, and video tutorials that provide you with a step-by-step walkthrough on using the communications tool. Surveys are also an added feature that saves you time and we have guides and video tutorials for those as well.

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.

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

Answer: Future upgrades and changes to your coaching template will be done periodically. Upgrades and future enhancements will always be free to customers using our cloud-based software.

OCMS Portal – Change Management, Simplified
Sign up for a free trial today to revolutionize your approach to change.

Get started with a free trial

Excellent ROI from the first month

Note: Content on OCM Solution's ocmsolution.com website is protected by copyright. Should you have any questions or comments regarding this OCM Solutions page, please reach out to Ogbe Airiodion (Change Management Lead) or the OCM Solutions Team today. OCM Solution was previously known as Airiodion Global Services (AGS).

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