How to Conduct a Skills Audit and Coaching Plan


A picture of a coach planning for a sports manoeuvre

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Marc Carriere shares tips and advice on how to conduct a skills audit and put together a coaching plan to improve staff quality.

It can be challenging figuring out the fastest and most effective way to get your team members up to speed on all the critical areas of call handling, systems and processes, as well as product knowledge, can’t it?

One of the biggest problems team leaders have is figuring out where to start, and where to get the best expertise for areas that they aren’t necessarily strong in themselves.

A way for team leaders to identify any skill deficiencies within their team members is to conduct a skills audit. A skills audit covers all the call handling skills of your coachable call structure, as well as product, systems or admin skills they need to be top performers.

Team leaders need to be coached to do this quarterly because conducting skills audits is a great way to identify the training and coaching priorities they need to implement to make sure their team have the skills they need to regularly hit their monthly targets and KPIs.

The other benefit of conducting regular skills audits is that it’s much easier to identify if there are any skills/areas that a number of team members need help in, so you can decide whether you should provide individual or group training or coaching sessions.

To help them get started, create simple skills audit and coaching plan templates that cover all the important skills/areas team leaders need to consider to identify areas where their team members are deficient, which naturally leads to developing coaching plans that turn underperformers into top operators.

Creating a Skills Audit Template

When you create your skills audit form, you want to break all the skills/areas you’ll audit into two areas – ‘Call Handling Skills’ and an ‘Other’ section that identifies Product, Systems and Administration skills, as shown in the image below.

Image showing a skills audit template

An example of a Team Member Skills Audit template by Marc Carriere

  • In the Call Handling Skills section, be sure to set out each element of your coachable call structure so you can audit each element individually. And list all the team members in the left column.
  • Next, simply go along the row for each team member and either place a tick in the cell under the skills/area, if you’re comfortable that they are on top of it, or place an X in the row if you’re not.
  • If you’ve placed an X against any skill/area, be sure to add a note to remind you of what you feel the problem is that needs to be addressed.

It might only take a little feedback to get your team member back on track, which you can do quickly, or you may need to conduct some on-the-job coaching or have them attend some specialized training if it involves product knowledge or working with your systems or processes.

And if a few of your team members need the same type of training or coaching, you’ll be able to quickly see that by looking at the ‘Team Members Needing Training’, ‘Coaching and the Percentage Needing Training’ or ‘Coaching’ rows at the bottom of the form and decide how to handle these needs with either one-on-one or group coaching or training.

Team leaders should do a skills audit every quarter and include it in any reviews and feedback sessions they have with their team members.

Team leaders should do a skills audit every quarter and include it in any reviews and feedback sessions they have with their team members. When new team members come on board the leader should wait a month to give the team member time to settle in before conducting a skills audit, unless they’ve been moved over from another team, in which case, be sure to get the last audit from their previous team leader.

Team leaders should also bring a copy of their audits to any performance reviews they have with their manager to discuss and demonstrate they’re on top of their team’s coaching needs and discuss any coaching or training plans to fill the gaps.

Creating a Coaching Plan Template

You’ll find that if you do a skills audit first, it will make developing a coaching plan so much easier.

The best thing about developing a coaching plan after conducting a skills audit is the confidence you’ll have knowing you’re taking a systematic approach that covers any skill deficiencies team members have and that you’ve got a plan to get the skills they need as soon as possible. They go together like peas and carrots!

Just imagine how relieved team members will be knowing you’ve got their best interests at heart with a coaching plan to turn them into one of the better performers. Not to mention, your manager is going to be pretty impressed when you show them what you’re doing to develop all your team members, right?

Here’s an example of a coaching plan template I created for one on my clients for their team leaders to use for their teams.

An image of a team member coaching plan

An example of a Team Member Coaching Plan Form by Marc Carriere

As you can see, here we have a column for each area of the coaching plan, and just under the team member’s name is where you’d put each of the skills/areas of your coachable call structure, and below that are rows for other areas like Product, Systems and Administration.

  • In each of the rows underneath the ‘Skills Need’ column, put a brief description of what skill/need is required relative to each of the areas on the left, and if the team member doesn’t need any coaching or training in any particular area simply put ‘No Action Required’ and highlight the rest of the row to the right.
  • If coaching or training is needed for any skills/area, under the ‘Action Required’ column, indicate what type of training delivery is required, either ‘Classroom’ or ‘On-the-Job Coaching’.

Depending on the skills/area, you might decide that classroom room training might be the best way to handle this area, particularly if you have a few team members that need help with the same thing, or you may also find that other team leaders have people who need the same help, so it would be more efficient to have a group session on this area.

  • Under the ‘Delivered By’ column, simply indicate who would be the best person to conduct the coaching or training.
  • If training would be best delivered one-on-one by yourself, put your name there, or in the case of a group training session, put the training team down to conduct it or another subject master who will do a quick class on that skills area.

Obviously, if you’re putting someone else down to conduct the class, you’ll need to speak with them about this first.

  • Next fill in the dates and times for any training sessions, whether you’re doing them yourself as on-the-job coaching or classroom training. Also be sure to add comments on each skills/area for anything that you might need to prep before the training or any follow-up that needs to done after the sessions have been completed.

A coaching plan can be created at any time; however, you should definitely develop one after you’ve conducted a skills audit on each of your team members at least every quarter, and include the plan, together with the skills audit, in any reviews and feedback sessions with team members.

As with your skills audit, bring a copy of your coaching plan to any performance reviews you have with your manager.

A headshot of Marc Carriere

Marc Carriere

And, as with your skills audit, bring a copy of your coaching plan to any performance reviews you have with your manager, so they know you’re on top of your team’s coaching needs and discuss any coaching or training plans to fill the gaps.

Thanks to Marc Carriere from Marketing Tactics.

For more information on how to develop staff and team leaders, read our articles:

Published On: 16th Jun 2021
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