Coaching Operations Tool

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This tool will prompt you to select the action you are addressing and your role. It will then provide you with step-by-step guidance. NOTE: Images are clickable hyperlinks to the forms referenced in the directions.

Coaching Operations Guidance Tool

Additional Resources:

Coaching Log LOOM: CLICK HERE

Coaching Log FAQ: CLICK HERE

Coach

Client Project ManagerCoach Coordinator

Select your role:

Form Links

New coachee receiving coaching

Coaching log change needed

Other

Changes in a Coachee's info

Change in coach for a Coachee already being coached

Coachee cycling back into coaching

Coachee cycling out or discontinuing coaching

Coachee not populating on the coaching log

Select the action: Coach

Select Another Action

Shared Operations (FTE) Support Request Form

Shared Operations (contractor) Support Request Form

Coaching Participant Roster Board

Coaching Participant Roster

Form Links

Pick another action

After the initial bulk upload, any new coachees can be added using the Coaching Participant Roster Google Form. This automatically adds new coachees to the Coaching Participant Roster Board after about 10 minutes.NYC Reads, NYC Solves, and TSL: Coaches will use the Coaching Participant Roster Google Form to add new coaches to their roster. All other projects with coaching components: Notify the CPM

Coachee name not populating on the coaching log form: Coach

Pick another action

NYC Reads, NYC Solves, and TSL: Coaches will update the “Coaching Status” and “Coaching Status Date” on the Coaching Participant Roster Board. All other projects with coaching components: Notify the CPM.

Coachee cycling out or discontinued coaching: Coach

NYC Reads, NYC Solves, and TSL: Coaches will update the “Coaching Status” and “Coaching Status Date” on the Coaching Participant Roster Board. All other projects with coaching components: Notify the CPM.

Pick another action

Coachee cycling back into coaching: Coach

NYC Reads, NYC Solves, and TSL: Coaches will update the “Coaching Status” and “Coaching Status Date” on the Coaching Participant Roster Board. All other projects with coaching components: Notify the CPM.

Pick another action

Coachee cycling back into coaching: Coach

Pick another action

Notify CPM/Coach Coordinator

Change in coach for coachee already being coached: Coach

Delete it from the Coaching Log Board by using the “Delete” button at the far right of the bar. Re-submit your Coaching Log Form. If you have questions about this step, please complete a Shared Operations Support Request Form.

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Coaching log change needed: Coach

No action needed if the teacher was included in the initial (bulk) uploadIf the teacher does not populate in the coaching log:

1. Complete the Coaching Participant Roster Google Form

1. After completing the form, the teacher will populate about 10 minutes after refreshing the Coaching Participant Roster Board.

Pick another action

New coachee receiving coaching: Coach

NYC Reads, NYC Solves, and TSL: Coaches make the updates directly in the Coaching Participant Roster Board. All other projects with coaching components: CPMs make the updates directly in the Coaching Participant Roster Board.

Pick another action

Changes in coachee info: Coach

Pick another action

1. Complete the Shared Operations Contractor Support Request form

Other: Coach

Form Links

New coachee receiving coaching

Coaching log error

Other

Changes in a coachee info

Change in coach for a coachee already being coached

Coachee cycling back into coaching

Coachee cycling out or discontinuing coaching

Coachee not populating on the coaching log

Project launch initial (bulk) upload of coachees

Select the action: Client Project Manager or Coach Coordinator

Select Another Action

Shared Operations (FTE) Support Request Form

Shared Operations (contractor) Support Request Form

Coaching Participant Roster Board

Coaching Participant Roster

Form Links

CPM shares the bulk upload spreadsheet with Joe Kapustka, a Program team data entry consultant, who adds to the Coaching Participant Roster Board

NOTE: For some partnerships, this might include more educators than we're actually coaching.

CPMs complete the bulk coachee upload spreadsheet at the beginning of the partnership or school year, prior to the start of coaching services.

Pick another action

Project launch initial (bulk) upload of coachees

After the initial bulk upload, any new coachees can be added using the Coaching Participant Roster Google Form. This automatically adds new coachees to the Coaching Participant Roster Board after about 10 minutes. NYC Reads, NYC Solves, and TSL: Coaches will use the Coaching Participant Roster Google Form to add new coaches to their roster. All other projects with coaching components: CPMs will use the Coaching Participant Roster Google Form to add new coachees to their roster.

Pick another action

Coachee not populating for the coaching log: CPM/Coach Coodinator

Pick another action

NYC Reads, NYC Solves, and TSL: Coaches will update the “Coaching Status” and “Coaching Status Date” on the Coaching Participant Roster Board. All other projects with coaching components: CPMs will update the “Coaching Status” on the Coaching Participant Roster Board.

Coachee cycling out or discontinued coaching: CPM/Coach Coodinator

NYC Reads, NYC Solves, and TSL: Coaches will update the “Coaching Status” and “Coaching Status Date” on the Coaching Participant Roster Board. All other projects with coaching components: CPMs will update the “Coaching Status” on the Coaching Participant Roster Board.

Pick another action

Coachee cycling back into coaching: CPM/Coach Coodinator

Pick another action

CPMs will update the coach on the Coaching Participant Roster Board.

Change in coach for coachee already being coached: CPM/Coach Coodinator

Direct the coach to: Delete it from the Coaching Log Board by using the “Delete” button at the far right of the bar. Re-submit your Coaching Log Form. If you have questions about this step, please complete a Shared Operations Support Request Form.

Pick another action

Coaching log error: CPM/Coach Coodinator

No action needed if the teacher was included in the initial (bulk) uploadIf the teacher does not populate in the coaching log:

1. Complete the Coaching Participant Roster Google Form

1. After completing the form, the teacher will populate about 10 minutes after refreshing the Coaching Participant Roster Board.

Pick another action

New coachee receiving coaching: CPM/Coach Coodinator

Pick another action

NYC Reads, NYC Solves, and TSL: Coaches make the updates directly in the Coaching Participant Roster Board.All other projects with coaching components: CPMs make the updates directly in the Coaching Participant Roster Board.

Changes in coachee info: CPM/Coach Coodinator

Pick another action

1. Complete the Shared Operations Contractor Support Request form

Other: CPM/Coach Coodinator