Coaching Management Process

The Coaching Management app delivers a simple yet powerful way to manage coaching clients, defining and organizing coaching objectives and goals for each client, and tracking overall progress of individual clients and the overall client base. Use the application for management development, leadership development, or personal development coaching.

Contact us to customize this app for your enterprise.

Define Objectives

Define and organize your coaching objectives and goals.

Track Progress

Track overall progress of individual clients and the overall client base.

Save Time & Optimize Resources

Get going instantly with an easy, scalable process

Coaching Management Process App Features

Create and Manage Coaching Clients

Create Client Contacts

Click the Add New Client button to create a new card and add client details to the template. Even upload a photo to display on the card thumbnail.

Define Development Goals

Use the template to define specific development goals for each client.

Upload and Manage Supporting Files

Store supporting files and documentation specific to each client.

Track Client Progress

Track Development Progress

Track each client’s development using the Progress Summary option.

Track Overall Status

Track progress of each client using information in the status table.

Define & Track Goals for Client Coaching Meetings

Create a clear picture of each client’s goals to use as progress indicators during coaching meetings.

View the Coaching Dashboard

View Total Current Clients and Status

The Active Clients list contains detailed information all clients. To view or edit a client record, simply click on its link.

Track Archived Clients

View a list of archived clients to review or edit status anytime.

Export Client Coaching Data

Export the data anytime with the Excel export tool.

Use Expert Templates to Accelerate Success

Human Resources Templates

Instantly apply Human Resources best practices to your process

  • Get 100’s of out-of-the-box expert templates by adding a Praxie Pro subscription
  • Gain confidence you’re using proven tools & processes
  • Add, change, or customize your process to fit your exact needs

Our Customers Achieve Great Results

We're Human Resources Experts with Decades of Experience

Your Human Resources Practice Lead

Leslie Eveland has held positions as head of Organization Development at Applied Materials, Director of Organization Development at Charles Schwab, and Senior Manager at HP’s Strategic Change Services Group. Leslie has led complex enterprise projects and change management initiatives including leading manufacturing process transformations, designing organizational processes, and more. She has led change initiatives ranging from transformational organization redesign, to merger and acquisitions integration, to implementation of new technologies and systems. She has worked with Cisco, Chevron, Lockheed Martin, Blue Shield, Ebay, NetApp, Stanford University, and many other leading organizations.

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