Coaching Assessment & Management Toolkit

for Planning, Implementing, and Managing Your Coaching Activities

A Top Coaching Toolkit with Defined Plans, Templates and Dashboards for Coaching Managers & Employees

Using the best coaching tool and templates that is structured for coaching managers, leaders, and employees in the workplace enables you to increase the success of your coaching programs.

An effective coaching program results in improved manager and employee performance, productivity, and behavioral changes. Coaching individuals to empower them through a change allows organizations to increase the success of business changes, and to sustain an organizational culture that is receptive to change.

The sections below present AGS’ top coaching tool, which includes a top coaching plan, best coaching templates, and a step-by-step guide that is based on best coaching practices.

Our goal is to place this toolkit at the hands of any professional who is involved in any kind of change – to help increase your change success & performance.

Try it for 30 days. Money back guarantee.

Video Review: AGS Cloud’s Coaching Tool

Coaching and Change Management Made Easy

There are many moving parts to change management and leadership coaching. You have to identify your coaching mentees, learn their level of change competency, create a strategy for each coaching session, and more! AGS Cloud provides you with everything you need to plan and implement a successful coaching strategy.

AGS Cloud’s Coaching Management Toolkit is equally suited to newbies and experienced change managers. These comprehensive coaching tools and templates are designed to help those new to coaching management ramp up the learning curve with expert guidance as well as give seasoned coaching managers tools that are truly time-saving.

Try it for 30 days. Money back guarantee.

Coaching Plan, Tools, and Templates for Coaching Managers & Employees

AGS’ top-ranking coaching toolkit includes an employee coaching template for group coaching, as well as a one-on-one coaching plan template.

It is flexible and scalable, and it simplifies the time and steps that need to be spent in coaching managers and employees.

This coaching tool comes with a structured step-by-step coaching template that guides you through every step of the way to effectively coach business leaders, managers, employees, supervisors, and change champions to empower them through any type of organizational change, and it helps you increase your overall coaching successes.

The coaching templates include an end-to-end well-structured coaching audience matrix that allows you to gather the right levels of coaching information, and also includes sample coaching data.

Leadership coaching tools and template

Do you know all the pieces of coaching information that need to be gathered and assessed? If not, no worries, this coaching template includes a simplified and optimized structure with pre-defined columns.

You’ll spend less time trying to figure out what you need to gather, which will allow you to better focus your time in planning and implementing your coaching activities.

Watch the Video Tutorial of this Coaching Management Tool

Coaching Management Tool – Details

Flexibility & Scalability

Your AGS coaching management software’s template is scalable, meaning you can use it for any type of program, from small projects that will impact only a few groups to large transformations that will impact thousands of employees, managers, customers, and external users.

No Risk
Try it for 30 days. Money back guarantee.

Coaching Analytics & Reporting Dashboard

Your AGS Cloud coaching toolkit comes equipped with an advanced analytics dashboard for monitoring, analyzing, and reporting your coaching activities. This allows you to get faster insights that you can use in developing, revising, and optimizing your coaching activities for Mentees (managers, leaders, and employees that are part of your coaching audience).

This is going to save you tons of time when it comes to analyzing and presenting your data. Instead of having to spend hours pouring over your inputted information and trying to chart it into comprehensive insights – AGS Cloud has done it all for you!

One on one coaching template Management coaching tools Coaching tools in the workplace

Video Tutorial & DEMO: Coaching Management Tool

Don’t hesitate to contact us if you have any questions or requests about any AGS product. AGS offers a wide range of organizational change management and project management products, including templates and tools. 

Video Tutorial of AGS Coaching Implementation and Management Tool

Click below to view end-to-end video reviews of our coaching tool.

AGS Coaching Tool – Video Review: Cloud Version

AGS Coaching Tool – Video Review: Excel Version

AGS Cloud’s business coaching templates and toolkit review

Why Use AGS Cloud’s Coaching Toolkit?

  • Saves you tons of time on all aspects of your coaching management and planning
  • Based on industry-standard change methodologies
  • Can be used by both beginners and experienced coaching managers
  • Change management, project management, and coaching teams can collaborate together online
  • Automatic mentee reporting that is always current with your data
  • Keeps you from dropping any balls 
  • Makes you look good to senior leaders and clients with smart analytics!

Try it for 30 days. Money back guarantee.

What’s Inside the AGS Cloud Coaching Management Module?

  • Free coaching management templates & roadmaps
  • Guides, best practices, a coaching plan & tutorial
  • Instant analytics as you input data into your coaching template (no spending hours trying to create reports)
  • Ability to upload your data from a spreadsheet or key it into the cloud coaching template interface
  • Ability to add on special features like knowledge library access or a live dedicated Senior Coaching Lead as a resource for you to bounce ideas or for Q&A on best coaching practices
  • and more!

What are Customers and Users Saying about Using AGS’ Change Management Toolkits?

“I have been doing change management for a while and have never ever seen a comprehensive set of tools like the AGS All-in-One Change Toolkit. I love the fact that I can see everything in one place.”
Change Management Director (Large US Banking Firm)

“Saves me a lot of time. No one else has the full package like AGS”
Consulting Partner (Top 5 Australia Consulting Firm)

“I appreciate all the capabilities the toolkit has and impressed that it has everything my team and I need. We don’t have to try to find other tools or spreadsheets to fill in the blanks. I like how easy the Organizational Readiness survey looked for gathering data.”
Change Consultant (Change Management Team – Global Semi-conductor Organization)

“This toolkit provides me with a great way to share data with stakeholders and senior executives in real time. As I input data, the analytics reporting dashboard automatically refreshes.”
Project Manager (UK Government Agency)

“I’ve been doing change management for years and have never seen a comprehensive set of tools like these before. This is a great way to share data with stakeholders in a real-time and collaborative way.”
Business & Change Consultant (Consulting Firm Partner)

“I certainly love having all these change templates and dashboards at my team’s disposal, rather than re-inventing the wheel every time we start new project, or using some of the ones we created on Excel for other projects.”
HR Director and Senior Change Manager (Global Semi-Conductor Technology Firm)

Don’t hesitate to let us know if you have any questions or feedback about this article or any of our products.


We’ve created this Coaching Assessment and Management Toolkit in the Cloud, which allows you to access the tool using any device. In addition, everything is saved in one place and available to come back to whenever required on any device you see fit. No more having to switch between tools! Or worrying about siloed spreadsheets or Excel limitations.

Single-User / Single-Project
Multi-User / Multi-Project
Excel Download

Cloud Version

Cloud Version

Download Version

Single Project
(But you can c
lear the toolkit when done with a project, and reuse it for another project)

Multiple Concurrent Projects.

Single Project

Single User
(But team members can subscribe to your account and collaborate with you on your project)

Single or Multiple Users
(Work together or separately on multiple projects.)

Single User

Best for individuals and also for 2-3 member teams

Best for teams within an organization, and also for consultancies

Best for individuals who prefer the Excel version, and want to download the toolkit.

  • Monthly billing
  • Admin Role: Add/Remove/Manage Users
  • Team user role (Use/Edit/Manage)
  • Robust change functions
  • Streamlined change templates
  • Real-time analytics reporting
  • Enhanced automation
  • Integrated change management data
  • 10% – 35% discount: multi-user / multi-project subscriptions (3, 6 or 12-months subscription)
  • Just one invoice – Simplify your purchase by having just one invoice for all the users on your account/team.
  • Manage Access: Hiring someone new? Easily add and remove users from your subscription.
  • Team user role (Use/Edit/Manage)
  • Robust change functions
  • Streamlined change templates
  • Real-time analytics reporting
  • Enhanced automation
  • Fast load speed
  • Integrated change management data



Icon - Enablement

360o Free Onboarding & Enablement

  • We provide you /your team with 1-2 weeks of free enablement support and in-person virtual training to help you successfully adopt our toolkit and increase your change performance.
  • Followed by months of ongoing customer success touchpoints to ensure you continue to be fully supported.



30-days money back guarantee

30-days money back guarantee 

Sales are final

Bank-level security protocols and military-grade AES data encryption

(AGS Security Policies and Processes.)

Bank-level security protocols and military-grade AES data encryption

(AGS Security Policies and Processes.)


Recurring payment. Cancel anytime

Recurring payment. Cancel anytime

One-time purchase

Centralized | Everything in one place.

Centralized | Everything in one place.



Ongoing enhancements & free upgrades.

(Because the application is in the Cloud and we own the technology, we’re free to continuously innovate, enhance, and upgrade the platform)

Ongoing enhancements & free upgrades.

(Because the application is in the Cloud and we own the technology, we’re free to continuously innovate, enhance, and upgrade the platform)

No entitlement to free future enhancements or improvements for the Downloadable versions

N/AIcon - Engagement

Dedicated AGS Engagement Lead and Team Support



Recurring payment. USD / user / month. Cancel anytime before your next recurring billing. 

Icon - group account

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One-time payment only. Sales of our downloadable toolkits are final.

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Request a Free 30-Minutes Demo


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AGS Coaching Tool - All-in-One Change Management Software

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Multi-prong question about sharing the Coaching Toolkit with other team members

Questions: Can I share the group and the one-on-one coaching templates with others? What are the requirements for the single-use license? 

Answer: Yes you can share the employee coaching plan template with employees and managers when conducting your coaching activities. However, note that the AGS Coaching Toolkit product is offered on a per user basis. You can add users to your coaching account to collaborate with you and use your coaching tools and templates to coach others, but they need to subscribe. Subscribing gives them their own single-user coaching license. After you purchase the AGS Coaching Tool, we will follow-up with additional details on the 3 quick steps for adding teammates and other users to sharing your coaching tools in the Cloud with you.

Can I cancel at any time?

Answer: Absolutely! We’d hate to see you go, but we understand things come up. Subscription plans for our coaching plan templates for managers and employees are recurring but can be canceled before the next renewal period on your My Account > Subscriptions page. We have a no-questions-asked simple-click cancellation policy—no hoops for you to jump through.

Does the AGS Cloud Coaching Toolkit include guides and tutorials?

Answers: Yes, it does. And more. It also includes video tutorials that provide you with a step-by-step walk-through on using the Coaching Toolkit’s coaching tools, templates, guides, and plans.

Can I upload (import) data into the executive coaching plan template. For example, can I upload employee rosters vs having to re-enter the data?

Answer: Yes, you can. We’ve made it easy with a simple click to import existing data into your employee and executive coaching plan template. Automatically import your data from other databases or spreadsheets in minutes and instantly bring your team together.

I am in a different region, will this sample coaching session template still work for me?

Answer: Yes. This tool was developed for the U.S., as well as for practitioners in Australia, the U.K., Canada, Philippines, India, Africa, Europe, LATAM, Middle East, APAC, and in any region. It is truly a global Coaching platform.

Can I remove AGS branding and use my branding or firm’s logo on your coaching tools? What about other customization?

Answer: Yes, you can replace AGS branding on your purchased coaching templates, as well as request other types of customization when you add a customization or a value-add service plan to your order. Request changes to the headers in your coaching templates, where and how columns are placed, custom branding, additional enhancements, reports, and more!

If acquiring the Excel version of the Coaching Toolkit, add our Customization Service plan.

If acquiring the Cloud version of the Coaching Toolkit, add the “Value-Add Service – Premium” plan. Let us know if you have any other questions.

Can I upgrade at any time? Can I add more products later on?


You can add products or upgrade at any time, but some products may need to scale together with this Coaching Toolkit. Check out our All-in-One Toolkit for more details

How are future enhancements/changes handled for this Coaching Tool?


• Future upgrades and changes to your Coaching Tool will be done periodically. Upgrades and future enhancements will always be free to customers.
• If you decide to go with the Excel version of this Coaching Toolkit, please note that our Excel products are considered final sales, meaning there are no upgrades or changes to them after purchase. See also: Which Version Should I Go With? Cloud or Excel?

Additional Details on the Coaching Template Database

Video DEMO: AGS Coaching Management Tool

There are several more columns in the employee coaching plan template, which are covered in the tutorial document that will be provided after purchasing our coaching tools, templates, and guides. But two key columns that should be highlighted are the Change Mgt Competency Level and Level of Coaching Needed columns.

Coaching Matrix

Use the Change Mgt Competence Experience to flag the change experience level of each Mentee. It is very important to identify and document the change management experience level so you’ll know how best to plan your coaching to ensure that you are providing the right level of coaching for each Mentee.

Most managers are great at executing their regular daily operational managerial functions, but they don’t often have the right expertise, knowledge, change management tools or change management experience to be great change agents. To increase the implementation success of a program, project, or initiative, managers and leaders need to be coached to be active sponsors and supporters of the change, which makes assessing their experience with change methodologies, a key factor for you to assess.

Use the Level of Coaching Needed column to flag the effort that will be needed to coach a Mentee. This column uses a drop-down from which you can choose: High, Mid, or Low for the level of effort needed. Those individuals that have low and mid-level experience will require more coaching, hand-holding, and support than those with a high level of change management experience, and so should be flagged using a “High” or “Mid” flag.

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