Coaching Engagement Template

Program

Program Name

Background

This is the background. Why is the program reaching out for assistance?

Observations

Over a short period, about 2 weeks, what can the coach observe and analyze to gain more understanding of the program to meet the needs?

Observation techniques

• Program member interviews
• Ceremony observation
• JIRA board analysis (feature and user story analysis)
• JIRA metrics analysis
• Customer interviews
• Agile Maturity Assessment
• Social Contract evaluation

Recommended Coaching Approach

This is the recommendation. What actions does the coach recommend the program to take to solve their problems?

• Agile/Scrum/SAFe training for program members
• JIRA board reconfiguration
• Value Stream Mapping
• Ceremony changes
• Social contract creation/modification

Timeframe

How long will the coach be engaged with the program? At the end of the timeframe, another coaching engagement agreement can be created if the program has additional coaching needs.