Assessor Resource

BSBLED806
Plan and implement a coaching strategy

Assessment tool

Version 1.0
Issue Date: April 2024


This unit describes the skills and knowledge required to plan and develop a coaching strategy and to monitor implementation of the coaching program within an organisational context. A coaching strategy may be:

an internal program forming part of the professional development activities of an educational organisation (such as a Registered Training Organisation) or an enterprise whose core business is not education

developed for an external client, for example as part of the range of learning services offered or conducted in a collaborative partnership with more than one organisation.

It applies to individuals working to ensure learning advances individual and organisational capabilities. Leaders in learning are typically required to develop and implement coaching strategies in a systematic manner, and to monitor, review and improve strategies to optimise learning outcomes for individuals and the organisation.

No licensing, legislative or certification requirements apply to this unit at the time of publication.

You may want to include more information here about the target group and the purpose of the assessments (eg formative, summative, recognition)


Evidence Required

List the assessment methods to be used and the context and resources required for assessment. Copy and paste the relevant sections from the evidence guide below and then re-write these in plain English.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Develop coaching strategy

1.1 Research and review need for and role of, coaching within an organisation

1.2 Establish a framework for coaching strategy based on organisational context and needs

1.3 Determine roles, responsibilities and outcomes for key individuals involved in coaching strategy

1.4 Develop timelines for coaching strategy implementation in consultation with stakeholders

1.5 Obtain organisational support for coaching strategy in accordance with organisational procedures

2. Prepare for coaching strategy implementation

2.1 Plan coaching program and coaching models to suit coaching strategy and the organisation’s worker and employer issues

2.2 Design induction and training requirements

2.3 Design tools and resources for coaches and trainees

2.4 Analyse legal, regulatory and organisational compliance requirements for coaches

2.5 Establish recruitment processes for coaches and trainees

3. Implement coaching strategy

3.1 Promote coaching program

3.2 Recruit and select coaches and trainees

3.3 Establish tools, mechanisms and procedures for matching and managing coachtrainee relationship

3.4 Induct, match and brief coaches and trainees

4. Monitor and support coaching strategy

4.1 Ensure coaching strategy is implemented consistently with work practices and operational requirements

4.2 Provide coaches with access to professional development and support necessary to acquit their role effectively and efficiently

4.3 Design techniques and practices for resolving differences and problems in coaching relationships

4.4 Monitor coaching relationships to ensure accordance with organisational policies and procedures

4.5 Recognise and acknowledge positive contribution individuals make to coaching activities

5. Review and report on coaching strategy

5.1 Collect, analyse and report data on coaching outcomes at individual or group level, in line with organisational context and needs

5.2 Identify and promote ongoing opportunities for coaching in accordance with individual and organisational context and needs

5.3 Evaluate coaching strategy, document findings and present recommendations for improvement to relevant others

Submission Requirements

List each assessment task's title, type (eg project, observation/demonstration, essay, assingnment, checklist) and due date here

Assessment task 1: [title]      Due date:

(add new lines for each of the assessment tasks)

Assessment Tasks

Copy and paste from the following data to produce each assessment task. Write these in plain English and spell out how, when and where the task is to be carried out, under what conditions, and what resources are needed. Include guidelines about how well the candidate has to perform a task for it to be judged satisfactory.

ELEMENT

PERFORMANCE CRITERIA

Elements describe the essential outcomes.

Performance criteria describe the performance needed to demonstrate achievement of the element.

1. Develop coaching strategy

1.1 Research and review need for and role of, coaching within an organisation

1.2 Establish a framework for coaching strategy based on organisational context and needs

1.3 Determine roles, responsibilities and outcomes for key individuals involved in coaching strategy

1.4 Develop timelines for coaching strategy implementation in consultation with stakeholders

1.5 Obtain organisational support for coaching strategy in accordance with organisational procedures

2. Prepare for coaching strategy implementation

2.1 Plan coaching program and coaching models to suit coaching strategy and the organisation’s worker and employer issues

2.2 Design induction and training requirements

2.3 Design tools and resources for coaches and trainees

2.4 Analyse legal, regulatory and organisational compliance requirements for coaches

2.5 Establish recruitment processes for coaches and trainees

3. Implement coaching strategy

3.1 Promote coaching program

3.2 Recruit and select coaches and trainees

3.3 Establish tools, mechanisms and procedures for matching and managing coachtrainee relationship

3.4 Induct, match and brief coaches and trainees

4. Monitor and support coaching strategy

4.1 Ensure coaching strategy is implemented consistently with work practices and operational requirements

4.2 Provide coaches with access to professional development and support necessary to acquit their role effectively and efficiently

4.3 Design techniques and practices for resolving differences and problems in coaching relationships

4.4 Monitor coaching relationships to ensure accordance with organisational policies and procedures

4.5 Recognise and acknowledge positive contribution individuals make to coaching activities

5. Review and report on coaching strategy

5.1 Collect, analyse and report data on coaching outcomes at individual or group level, in line with organisational context and needs

5.2 Identify and promote ongoing opportunities for coaching in accordance with individual and organisational context and needs

5.3 Evaluate coaching strategy, document findings and present recommendations for improvement to relevant others

Copy and paste from the following performance criteria to create an observation checklist for each task. When you have finished writing your assessment tool every one of these must have been addressed, preferably several times in a variety of contexts. To ensure this occurs download the assessment matrix for the unit; enter each assessment task as a column header and place check marks against each performance criteria that task addresses.

Observation Checklist

Tasks to be observed according to workplace/college/TAFE policy and procedures, relevant legislation and Codes of Practice Yes No Comments/feedback
Research and review need for and role of, coaching within an organisation 
Establish a framework for coaching strategy based on organisational context and needs 
Determine roles, responsibilities and outcomes for key individuals involved in coaching strategy 
Develop timelines for coaching strategy implementation in consultation with stakeholders 
Obtain organisational support for coaching strategy in accordance with organisational procedures 
Plan coaching program and coaching models to suit coaching strategy and the organisation’s worker and employer issues 
Design induction and training requirements 
Design tools and resources for coaches and trainees 
Analyse legal, regulatory and organisational compliance requirements for coaches 
Establish recruitment processes for coaches and trainees 
Promote coaching program 
Recruit and select coaches and trainees 
Establish tools, mechanisms and procedures for matching and managing coachtrainee relationship 
Induct, match and brief coaches and trainees 
Ensure coaching strategy is implemented consistently with work practices and operational requirements 
Provide coaches with access to professional development and support necessary to acquit their role effectively and efficiently 
Design techniques and practices for resolving differences and problems in coaching relationships 
Monitor coaching relationships to ensure accordance with organisational policies and procedures 
Recognise and acknowledge positive contribution individuals make to coaching activities 
Collect, analyse and report data on coaching outcomes at individual or group level, in line with organisational context and needs 
Identify and promote ongoing opportunities for coaching in accordance with individual and organisational context and needs 
Evaluate coaching strategy, document findings and present recommendations for improvement to relevant others 

Forms

Assessment Cover Sheet

BSBLED806 - Plan and implement a coaching strategy
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Assessment Record Sheet

BSBLED806 - Plan and implement a coaching strategy

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