Coaching Operations Tool

Coaching Operations Guidance Tool

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.

Next

Select your role:

Client Project ManagerCoach Coordinator

Coach

Additional Resources:

Coaching Log FAQ: CLICK HERE

Coaching Log LOOM: CLICK HERE

Select the action: Coach

Coachee cycling back into coaching

Coaching log change needed

New coachee receiving coaching

Other

Change in coach for a Coachee already being coached

Coachee not populating on the coaching log

Changes in a Coachee's info

Coachee cycling out or discontinuing coaching

Form Links

Form Links

Coaching Participant Roster

Shared Operations (FTE) Support Request Form

Coaching Participant Roster Board

Shared Operations (contractor) Support Request Form

Select Another Action

Coachee name not populating on the coaching log form: Coach

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

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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

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

Change in coach for coachee already being coached: Coach

Notify CPM/Coach Coordinator

Pick another action

Coaching log change needed: 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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New coachee receiving coaching: 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.

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Changes in coachee info: 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.

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Other: Coach

1. Complete the Shared Operations Contractor Support Request form

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Select the action: Client Project Manager or Coach Coordinator

Changes in a coachee info

Coachee cycling back into coaching

Project launch initial (bulk) upload of coachees

Coachee not populating on the coaching log

Change in coach for a coachee already being coached

Coaching log error

Coachee cycling out or discontinuing coaching

New coachee receiving coaching

Form Links

Other

Form Links

Coaching Participant Roster

Shared Operations (FTE) Support Request Form

Coaching Participant Roster Board

Shared Operations (contractor) Support Request Form

Select Another Action

Project launch initial (bulk) upload of coachees

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

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

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

Pick another action

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

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 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

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

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

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

Pick another action

Coaching log error: 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

New coachee receiving coaching: 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

Changes in coachee info: CPM/Coach Coodinator

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

Other: CPM/Coach Coodinator

1. Complete the Shared Operations Contractor Support Request form

Pick another action