Checkmate BDC Operating System · XBM Suite V3

XBM-106 — Coaching and Performance Operating System - Operational Toolkit / Kit Operativo

XBM-106 · Publication Edition / Edición de Publicación

Call Review Form / Formulario de Revisión de Llamada

Purpose: Use this field tool during live operations, coaching, review, or certification.

interaction: ______________________________________________

standard: ______________________________________________

strength: ______________________________________________

priority gap: ______________________________________________

critical error: ______________________________________________

evidence: ______________________________________________

score: ______________________________________________

Evidence attached: ______________________________________

Owner signature: ________________________________________

Coaching Session Plan / Plan de Sesión de Coaching

Purpose: Use this field tool during live operations, coaching, review, or certification.

behavior: ______________________________________________

example: ______________________________________________

impact: ______________________________________________

demonstration: ______________________________________________

practice: ______________________________________________

commitment: ______________________________________________

verification date: ______________________________________________

Evidence attached: ______________________________________

Owner signature: ________________________________________

Calibration Worksheet / Hoja de Calibración

Purpose: Use this field tool during live operations, coaching, review, or certification.

reviewer scores: ______________________________________________

differences: ______________________________________________

controlling standard: ______________________________________________

decision: ______________________________________________

future guidance: ______________________________________________

Evidence attached: ______________________________________

Owner signature: ________________________________________

Recognition and Accountability Log / Registro de Reconocimiento y Responsabilidad

Purpose: Use this field tool during live operations, coaching, review, or certification.

employee: ______________________________________________

behavior: ______________________________________________

impact: ______________________________________________

response: ______________________________________________

follow-up: ______________________________________________

result: ______________________________________________

Evidence attached: ______________________________________

Owner signature: ________________________________________