Supervisor Skills - Coaching Staff to Stay on the Right Track 2.5 CPE

Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive feedback, and otherwise getting the best performance out of engagement team members in the given situation. This module provides tips and techniques for critical coaching responsibilities.

Major Topics:

• Different ways to appropriately motivate others for performance, including nonmonetary awards
• Modifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for success
• Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients
• Giving constructive negative feedback to staff, including creating an action plan for improvement

Prerequisites

Prerequisite: Experience on audit engagements.
Designed For: Accountants with responsibilities for coaching staff for higher performance on audit engagements.

Learning Objective

• Discover and discuss how to motivate teams for engagement success.
• Explore and explain the appropriate use of different coaching styles appropriately matched to the circumstances.
• Identify and describe a process for engaging in difficult conversations.
• Discover and discuss a process for giving constructive feedback and creating professional development plans.

Last updated/reviewed: July 13, 2025