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Example Coaching Branch

The document outlines a performance coaching session for Abeba Ayalew, a Customer Service Manager at the Commercial Bank of Ethiopia, scheduled for December 30, 2024. The coaching aims to improve sales performance, particularly in cross-selling new products, and includes setting SMART objectives to achieve sales targets and enhance customer engagement. Key areas of focus include time management, client follow-ups, and developing a structured approach to customer segmentation.

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3 views2 pages

Example Coaching Branch

The document outlines a performance coaching session for Abeba Ayalew, a Customer Service Manager at the Commercial Bank of Ethiopia, scheduled for December 30, 2024. The coaching aims to improve sales performance, particularly in cross-selling new products, and includes setting SMART objectives to achieve sales targets and enhance customer engagement. Key areas of focus include time management, client follow-ups, and developing a structured approach to customer segmentation.

Uploaded by

b.gudisa01
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Coaching Template One

Commercial Bank of Ethiopia


Performance Coaching
Date: December 30,2024

Coachee´s Name : Abeba Ayalew Coach Name :Aman Abay


Coachee ID : 007266 Job position :Customer Service Manager-Sales assigned
Job position : Senior Branch Banking Officer Sales
Place of Assignment : _Gofa Sefer Branch
I. Coaching agreement (Employee Response) II. The coach / supervisor shall document
A. Introduction  The purpose of this session A. Background of  The coachee is responsible for achieving sales targets,
with coach is to discuss your current the developing client relationships, and promoting banking
(Introductory performance, identify key coachee/assesse products.
Conversation) areas for improvement, and s current  Recent performance:
outline steps to achieve performances  Met 90% of sales target.
those improvements  Converted 20% of potential leads into high-
effectively. value clients.
 Faced challenges in cross-selling new
products.
B. Main driver´s /  Achieving quarterly and B. Coachees  To receive guidance on improving sales strategies for
Motivators of annual sales targets. expectation from new product lines.
the coachee  Career growth the coaching  To develop a structured approach for customer
opportunities in sales program segmentation and lead prioritization.
leadership roles. (Coachee)  To enhance time management skills for balancing client
 Recognition for exceptional meetings and administrative tasks.
customer service and client .
retention.

C. What has gone  Successfully met 90% of the C. Next coaching February 1,2025
well(Strength) quarterly sales target. session schedule
 Developed strong
relationships with high-value
clients, leading to repeat
business.
 Recognized for maintaining
a 95% customer satisfaction
rate in 2024/25.
D. What can be  Struggled to meet upselling targets for new product lines, achieving only 70%.
better (Area of  Limited outreach to underutilized customer segments, resulting in missed opportunities.
improvement)  Time management challenges in balancing high-priority leads and administrative tasks.
E. Clarify the The session aims to:
Objective of the
Coaching  Identify the root causes of sales performance gaps.
Session:  Establish actionable steps to improve product knowledge and customer engagement.
 Develop a roadmap to achieve and exceed sales targets in the next quarter.

III. Define objective SMART objectives Evaluation Parameter Target Date


of the coaching 1. Improve cross-selling skills  Achieve 100% of 100% Jan 1-March 31,2025
session based on the for new products by the sales target accomplishment
assessment and set participating in a targeted for Q3, 2025 and
measurable SMART sales training program by increase new
goals for the January 30, 2025. product sales by
coaching process 15%.
2. Allocate 5 hours weekly to  Weekly reports 100% Jan 1-March 31,2025
client follow-ups and developed accomplishment
develop weekly reports.

3. Enhance customer value as  100% 100% Jan 1-March 31,2025


per the segmentation accomplishment accomplishment
of each segment

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