6 step performance coaching model

The Ultimate Contact Center Coaching Toolkit

Your team leads and supervisors are coaching, but do you know if they're doing it well?

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Our coaching toolkit pulls together all the resources you need to ensure your contact center's team leads and supervisors are maximizing their coaching effectiveness.
  • How to coach top performers
  • Tips for coaching remote workers
  • 6-step model for performance coaching
  • And more...
The Ultimate Contact Center Coaching Toolkit
Resources
COACHING

1. Prepare

Observe performance or review work product

Determine if previous commitments were attempted, completed, and how. Decide strengths and opportunities. Capture behavioral and contextual details.

2. Connect & Establish Goal of the Conversation

Greet and initiate

Demonstrate interest, help them relax. Set the conversation’s purpose.

3. Discuss Reality (3 Parts)

  • Strengths or Progress
  • Transitions
  • Corrective or Constructive Opportunities

How to Supercharge Contact Center Agent Performance

4. Consider Options & Plan

Ask for possible solutions

Going forward, how might you handle that differently?

Ask how to implement solutions

How do you think you can make that change / implement that?

5. Commit to the Way Forward

Ask for verbal agreement

Will you try that/do that/work on that next time?

Ask for written agreement

Ask they write out WHAT they are doing, HOW, and by WHEN

6. Follow-Through

Coach Commitment

What and When you will do to support their commitment

Log & Track

Track your and their commitments for what you will each do and when

Coaching Skills

Answer Selection

Points = 0, 2, 5

1. Coach was prepared?

Data/prior commitments/progress/observed performance
Opportunity +0
Acceptable +2
Strength +5

2. Coach warmly connected?

Verbally and body language
Opportunity +0
Acceptable +2
Strength +5

3. Coach praised/appreciated first and genuinely.

Words + facial agreement + detail/examples
Opportunity +0
Acceptable +2
Strength +5

4. Coach addressed a single corrective behavior?

Opportunity +0
Acceptable +2
Strength +5

5. Coach addressed the highest-value corrective behavior?

Opportunity +0
Acceptable +2
Strength +5

6. Coach asked questions about causes/impacts and solutions?

Asking, not telling!
Opportunity +0
Acceptable +2
Strength +5

7. Coach avoided judging / mistrusting / aggressive language?

Verbally and body language
Opportunity +0
Acceptable +2
Strength +5

8. Coach addressed objections and get buy-in?

Resistance/objections
Opportunity +0
Acceptable +2
Strength +5

9. Coach asked for agreement/commitment for a specific action/behavior?

Opportunity +0
Acceptable +2
Strength +5

10. Coach offered actions/commitment to take in support of Agent's commitment?

Opportunity +0
Acceptable +2
Strength +5

11. Coach ended on a high-note?

Encouragement/positive expectations
Opportunity +0
Acceptable +2
Strength +5

Commitments & Follow Up

Answer Selection

Points = 0, 2, 5

1. Coach got a specific, behavioral commitment for how Agent will improve?

Opportunity +0
Acceptable +2
Strength +5

2. Agent's commitments were incremental/step goals, not just a mirror of the end goal?

Opportunity +0
Acceptable +2
Strength +5

3. Coach's commitment actions were appropriate/supportive of Agent's commitment?

Opportunity +0
Acceptable +2
Strength +5

4. Coach's follow-up date/timeline matches urgency/severity of Agent's opportunity.

Opportunity +0
Acceptable +2
Strength +5

Procedures

Answer Selection

Points = 0, 2, 5

1. Coach conducted session in appropriate location?

Opportunity +0
Acceptable +2
Strength +5

2. Coach conformed to acceptable amount of time for coaching session?

Opportunity +0
Acceptable +2
Strength +5

3. Coach followed prescribed coaching methods?

Opportunity +0
Acceptable +2
Strength +5

4. Coach captured session details and notes if/as/where required?

Opportunity +0
Acceptable +2
Strength +5

5. Coach recorded follow-up tasks/actions?

Opportunity +0
Acceptable +2
Strength +5

The higher the score, the more effective the coaching.

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