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50 changes: 18 additions & 32 deletions src/handbook/peopleops/coaching-plans.md
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Expand Up @@ -4,53 +4,40 @@ navTitle: Coaching Plans

# Coaching Plans

A Coaching Plan is tool for managers to aid in development of their team
A Coaching Plan is a tool for managers to aid in development of their team
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A Coaching Plan is a tool for managers to aid in development of their team
A Coaching Plan is a tool managers use to support a team member’s development.
It helps them grow in their role through a structured plan, built and completed together with their manager’s mentorship.

members, helping them grow in their role and improve their performance through a
structured plan to be completed with the managers mentorship. Unlike
[Performance Improvement Plans (PIPs)][pip], coaching plans are proactive, focus
on growth, and come without the formal burden of a PIP.
structured plan to be completed with the manager's mentorship. Coaching plans can
be used both proactively for career development and when addressing performance
concerns, always with a focus on growth, support, and clear expectations.
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structured plan to be completed with the manager's mentorship. Coaching plans can
be used both proactively for career development and when addressing performance
concerns, always with a focus on growth, support, and clear expectations.
Coaching Plans can be used proactively for career development and role growth, and they can also be used to address performance concerns with support and clear expectations.


## Purpose and Philosophy

Coaching plans are built on the principle that all team members have potential
for growth. Either in their job skills, company value alignment, or the
operational execution of their role. Coaching plans are a positive force that
will be deployed for team members to prepare them for career advancement, job
role changes, and other changes.
Coaching Plans are built on the belief that all team members have potential for growth — in their job skills, alignment with company values, or execution of their role.

Coaching Plans are a positive, intentional investment. They are used to help team members prepare for career advancement, role changes, and evolving expectations as the company grows.

## When to Use a Coaching Plan

A coaching plan should be initiated by a team members manager when:
A coaching plan should be initiated by a team member's manager when:
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A coaching plan should be initiated by a team member's manager when:
A Coaching Plan may be initiated by a team members manager when:


- A team member shows potential for growth
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- A team member shows potential for growth
- A team member shows potential for growth or expanded impact

- The growth area is specific and coachable
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- The growth area is specific and coachable
- The growth area is specific, observable, and coachable

- The identified area for growth isn't a role deficiency, and a [PIP][pip] is in
order
- Minor performance areas need attention but don't warrant formal PIP
intervention
- Performance issues need to be addressed with clear expectations and support
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- Performance issues need to be addressed with clear expectations and support
- Expectations need to be clarified and supported through structured development

- Minor performance areas need attention and structured improvement
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- Minor performance areas need attention and structured improvement
- One or more performance areas would benefit from focused improvement

- A team member expresses interest in expanding their responsibilities or transitioning to a new role with additional responsibilities
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- A team member expresses interest in expanding their responsibilities or transitioning to a new role with additional responsibilities
- A team member expresses interest in expanding responsibilities or transitioning to a role with additional scope

- The team member is to be prepared for future role progression
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- The team member is to be prepared for future role progression
- A team member is preparing for future role progression

- You observe behaviors or skills that could benefit from focused development
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- You observe behaviors or skills that could benefit from focused development
- A manager observes behaviors or skills that could benefit from intentional development


## Coaching Plan vs. Performance Improvement Plan

**Coaching Plans** are:

- **Proactive** - Focused on development and growth
- **Supportive** - Emphasize mentorship and guidance
- **Opportunity-based** - Address areas for improvement before they become
problems
- **Growth-oriented** - Aimed at expanding capabilities and preparing for
advancement or addressing problems before they grow too big
- **Collaborative** - Employee actively participates in goal-setting
## Coaching Plan Characteristics

**Performance Improvement Plans** are:
FlowFuse's Coaching Plans are designed to be:

- **Reactive** - Address existing performance deficiencies
- **Formal** - Structured process with documented consequences
- **Problem-focused** - Correct performance that falls below standards
- **Corrective** - Aimed at bringing performance up to acceptable levels
- **Prescriptive** - Clear expectations with defined outcomes
- **Development-focused** - Centered on growth and improvement, whether proactive or addressing performance concerns
- **Supportive** - Emphasize mentorship and guidance from managers
- **Opportunity-based** - Address areas for improvement with a positive, forward-looking approach
- **Growth-oriented** - Aimed at expanding capabilities and bringing performance to expected levels
- **Collaborative** - Employee actively participates in goal-setting and development activities
- **Clear and structured** - Defined expectations with documented goals and timelines
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- **Development-focused** - Centered on growth and improvement, whether proactive or addressing performance concerns
- **Supportive** - Emphasize mentorship and guidance from managers
- **Opportunity-based** - Address areas for improvement with a positive, forward-looking approach
- **Growth-oriented** - Aimed at expanding capabilities and bringing performance to expected levels
- **Collaborative** - Employee actively participates in goal-setting and development activities
- **Clear and structured** - Defined expectations with documented goals and timelines
- **Development-focused** Centered on growth and learning, whether proactive or in response to changing expectations
- **Supportive** Emphasize mentorship, guidance, and partnership from managers
- **Opportunity-based** — Frame areas for improvement as opportunities for growth and skill-building
- **Growth-oriented** Aimed at expanding capabilities and supporting team members in meeting and exceeding role expectations
- **Collaborative** — Team members actively participate in goal-setting and development activities
- **Clear and structured** — Shared expectations with documented goals, milestones, and review points


## Creating a Coaching Plan

Expand Down Expand Up @@ -91,5 +78,4 @@ While coaching plans are less formal than PIPs, it's important to:
- Coaching plans are only shared with: the team member, manager, the managers'
manager, and HR
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- Coaching plans are only shared with: the team member, manager, the managers'
manager, and HR
- Coaching Plans are only shared with the team member, their manager, the manager’s manager, and HR


[pip]: /handbook/peopleops/organization/#performance-improvement-plan-(pip)
[smart]: https://www.atlassian.com/blog/productivity/how-to-write-smart-goals
29 changes: 15 additions & 14 deletions src/handbook/peopleops/organization.md
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Expand Up @@ -99,29 +99,30 @@ All cases of underperformance must be documented by the manager through email to
the CEO and CTO with the timespan of a potential plan created by the employee's
manager.

### Performance Improvement Plan (PIP)
### Coaching Plan for Performance Issues
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### Coaching Plan for Performance Issues
### Coaching Plan for Performance Support


After the plan formulated by the manager has not returned the employee to performance
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After the plan formulated by the manager has not returned the employee to performance
When additional structure or support is needed to help a team member meet the

that is considered on par with the expectations of their role the CEO and manager
will create a PIP for the employee.
that is considered on par with the expectations of their role, the CEO and manager
will create a formal [Coaching Plan](/handbook/peopleops/coaching-plans/) for the employee.
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that is considered on par with the expectations of their role, the CEO and manager
will create a formal [Coaching Plan](/handbook/peopleops/coaching-plans/) for the employee.
expectations of their role, the manager may create a [Coaching Plan](/handbook/peopleops/coaching-plans/) in partnership
with the employee.


**A PIP is a genuine opportunity from FlowFuse to the employee to get where they need to be.** While other companies
use PIPs solely to provide the legal documentation for termination, at FlowFuse a
PIP is intended to set the bar for both the manager and employee and have transparency
around expected performance.
**A Coaching Plan is a genuine opportunity from FlowFuse to the employee to get where they need to be.**
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**A Coaching Plan is a genuine opportunity from FlowFuse to the employee to get where they need to be.**
**A Coaching Plan is a genuine investment by FlowFuse in supporting a team member’s success.**

FlowFuse believes in supporting team members through structured development and clear expectations.
A Coaching Plan is intended to set the bar for both the manager and employee and have transparency
around expected performance, while providing the support and mentorship needed to succeed.
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FlowFuse believes in supporting team members through structured development and clear expectations.
A Coaching Plan is intended to set the bar for both the manager and employee and have transparency
around expected performance, while providing the support and mentorship needed to succeed.
FlowFuse believes in supporting team members through structured development and clear expectations.
A Coaching Plan sets shared expectations for both the manager and team member, while providing the support, feedback, and mentorship needed to succeed.


The PIP will outline the specific areas of underperformance, the specific steps
the employee must take to improve, and the timeline for improvement. The employee
will be required to sign the PIP and agree to its terms.
The Coaching Plan will outline the specific areas of underperformance, the specific steps
the employee must take to improve, the support and resources provided, and the timeline
for improvement. The employee will be required to sign the Coaching Plan and agree to its terms.
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The Coaching Plan will outline the specific areas of underperformance, the specific steps
the employee must take to improve, the support and resources provided, and the timeline
for improvement. The employee will be required to sign the Coaching Plan and agree to its terms.
The Coaching Plan will outline the areas for improvement, the actions to be taken, the support and resources provided, and the expected review timeline.


If an employee has been on a PIP before and for the same reasons enters this stage
of the underperformance policy again the CEO and manager can opt for not providing
a PIP. This ensures that a PIP is a genuine change.
If an employee has been on a Coaching Plan before for performance issues and for the same
reasons enters this stage of the underperformance policy again, the CEO and manager can opt
for not providing another Coaching Plan. This ensures that a Coaching Plan is a genuine
opportunity for change.
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If an employee has been on a Coaching Plan before for performance issues and for the same
reasons enters this stage of the underperformance policy again, the CEO and manager can opt
for not providing another Coaching Plan. This ensures that a Coaching Plan is a genuine
opportunity for change.
If an employee has previously completed a Coaching Plan for the same concerns and re-enters
this stage, the company may determine that a different approach is appropriate.
This helps ensure Coaching Plans remain a meaningful tool for growth.


### Termination

If an employee's performance does not improve, or if they violate the terms of
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If an employee's performance does not improve, or if they violate the terms of
If performance does not improve despite sustained coaching and support, or if serious
policy violations occur, termination may be considered.

their PIP, they may be terminated. Termination will be based on a documented
their Coaching Plan, they may be terminated. Termination will be based on a documented
pattern of underperformance or unacceptable behavior.
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their Coaching Plan, they may be terminated. Termination will be based on a documented
pattern of underperformance or unacceptable behavior.
Termination will be based on a documented pattern of underperformance or unacceptable behavior.


## CEO underperformance
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2 changes: 1 addition & 1 deletion src/handbook/peopleops/performance-review.md
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Expand Up @@ -13,7 +13,7 @@ employee can still grow. This text is shared with each individual employee.
While this performance review is written down, each manager should be communicating
feedback regularly to minimize the chance for surprises during the written review.

The performance review process will be skipped in the following circumstances; new employees who have been with the company for less than 6 months at the time of the review cycle, employees who have been on extended leave, employees who are currently on a [Performance Improvement Plan (PIP)](/handbook/peopleops/organization/#performance-improvement-plan-(pip)),
The performance review process will be skipped in the following circumstances; new employees who have been with the company for less than 6 months at the time of the review cycle, employees who have been on extended leave, employees who are currently on a [Coaching Plan](/handbook/peopleops/coaching-plans/) for performance issues,
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The performance review process will be skipped in the following circumstances; new employees who have been with the company for less than 6 months at the time of the review cycle, employees who have been on extended leave, employees who are currently on a [Coaching Plan](/handbook/peopleops/coaching-plans/) for performance issues,
The performance review process will be skipped in the following circumstances: new employees who have been with the company for fewer than 6 months at the time of the review cycle, employees who have been on extended leave, and employees who are currently engaged in a [Coaching Plan](/handbook/peopleops/coaching-plans/) where focused development work is already underway.

or employees who are in the middle of role transitions or organizational changes that would make a standard review inappropriate. In cases where the formal review is skipped, managers should still provide informal feedback and check-ins to ensure ongoing communication and support.
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or employees who are in the middle of role transitions or organizational changes that would make a standard review inappropriate. In cases where the formal review is skipped, managers should still provide informal feedback and check-ins to ensure ongoing communication and support.
In cases where the formal review is skipped, managers should still provide informal feedback and check-ins to ensure ongoing communication and support.


## Structure
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