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SOAR Skill Assessment                                            Coach:______________ Date: _________

Does the conversation focus on:                                                            Observations
□ Performance Improvement
   · gaining employee agreement and fixing the problem
   · sticking to observable behaviors – what is the employee saying or doing?
   · one or two specific behaviors at a time
□ Performance Reinforcement
   · the positive impact of the behavior
   · continuation of the behavior, especially for a recent improvement
   · celebration of achievement – this is a fun conversation!




                                    q Describe the performance expectation.
                                    q Correction: Describe the behavior your want to

    Specify the                       improve and how it aligns with/differs from the
                                      performance expectation.
                                    q Praise: Describe your observations and how it
   behavior and                       meets or exceeds the desired performance.

  consequences                      q Use specific examples from your observation.
                                    q Highlight the positive/negative consequences of
                                      the behavior.


                                    q   Ask questions to determine if employee
                                        understands and agrees with your observation(s).
                                    q
      Be                                Confirm employee understands how to
                                        demonstrate the desired behavior.
                                                                                           Coaching assessment
   Open to                          q   Ask what would help the employee meet the
                                        expectation?                                        a Exceeds
employee’s input                    Recent improvement:                                     __ Meets
                                                                                            __ Needs Improvement
                                    q   Confirm the employee’s confidence in continuing.
                                    q   Ask what the employee did differently this time.


                                    q   Identify specific and measurable actions to
                                                                                           Coaching skills coached:
                                        support performance improvement.
                                    q   Practice or ask agent to model desired behavior,
   Identify future                      if possible.
                                    q   Confirm your intention to follow up.
    Action and                      Recent improvement:

     follow up                      q   Identify if ongoing or additional actions are
                                        necessary reinforce performance improvement.
                                    q   Confirm your intention to follow up.
                                                                                           Next steps:

                                    q Show your respect for the employee with
                                      thanks for whatever they’ve put into the
                                      interaction – time, attention, effort, their
                                      improvement.
   Respect and                      q Demonstrate sincere encouragement.
     encourage                      q Encourage continuation of positive behavior.

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HDI 2013 - SOAR Job Aid

  • 1. SOAR Skill Assessment Coach:______________ Date: _________ Does the conversation focus on: Observations □ Performance Improvement · gaining employee agreement and fixing the problem · sticking to observable behaviors – what is the employee saying or doing? · one or two specific behaviors at a time □ Performance Reinforcement · the positive impact of the behavior · continuation of the behavior, especially for a recent improvement · celebration of achievement – this is a fun conversation! q Describe the performance expectation. q Correction: Describe the behavior your want to Specify the improve and how it aligns with/differs from the performance expectation. q Praise: Describe your observations and how it behavior and meets or exceeds the desired performance. consequences q Use specific examples from your observation. q Highlight the positive/negative consequences of the behavior. q Ask questions to determine if employee understands and agrees with your observation(s). q Be Confirm employee understands how to demonstrate the desired behavior. Coaching assessment Open to q Ask what would help the employee meet the expectation? a Exceeds employee’s input Recent improvement: __ Meets __ Needs Improvement q Confirm the employee’s confidence in continuing. q Ask what the employee did differently this time. q Identify specific and measurable actions to Coaching skills coached: support performance improvement. q Practice or ask agent to model desired behavior, Identify future if possible. q Confirm your intention to follow up. Action and Recent improvement: follow up q Identify if ongoing or additional actions are necessary reinforce performance improvement. q Confirm your intention to follow up. Next steps: q Show your respect for the employee with thanks for whatever they’ve put into the interaction – time, attention, effort, their improvement. Respect and q Demonstrate sincere encouragement. encourage q Encourage continuation of positive behavior.