The Practice-Based Coaching (PBC) Process Outline details the specific steps that should be accomplished during each part of PBC to ensure the entire process is implemented with fidelity. The form indicates what the structure and agenda should be for the orientation and each consecutive session, as well as tasks the coach should be completing between the sessions.

The Coaching-Coachee Agreement can be shared prior to the first meeting and should be reviewed during the first coaching session. This agreement outlines the collaborative roles and responsibilities of district mental health clinicians (coaches) and school-based threat management team members (coachees) in implementing the Florida Model threat management process with fidelity. It ensures all participants in the coaching process understand what will be done, how it will be done, and what roles participants have in making the coaching process successful.

The Practice-Based Coaching (PBC) Needs Assessment is designed to help the SBTMT identify critical areas in comprehensively completing the threat management process and whether such areas have been completed accordingly. SBTMTs will notice that each main area of the needs assessment contains a bold title in the following domains: Team Composition, Roles and Responsibilities, Team Training and Competencies, Record Review, Educational Plan, SBTMT Monthly Meetings/SSMP Review, Threat Management Processes, and Student Support Management Plan (SSMP). Under each of these domains, the needs assessment outlines various tasks that comprise the domain and whether the SBTMT has addressed them. Once the SBTMT has completed the forms individually, indicating (Yes/No) whether the SBTMT addresses the statement components, a total score is developed. The initial needs assessment may be used as a baseline measure to guide the identification and development of goals and action plans. At the end of coaching, the needs assessment may be re-administered to gauge changes in knowledge and threat management process alignment

The Observation and Records Review Form is provided as a road map to conduct reviews of completed or in-progress TMs filed in EdPlan effectively and efficiently. Coaches should review the form prior to conducting the review or observation to ensure they understand what details are to be evaluated. Important components on the form include evidence to support the determined classification of the threats, participants in the review, strengths and areas for growth, follow-up/postvention support, and notes for debriefing and feedback. Coaches should be as detailed as possible when taking notes on the records to best inform their feedback process with the SBTMT.

The SBTMT Goal Planning Form is designed to help the SBTMT identify areas of threat management that they feel confident in, need improvement in, or find difficulty with, and would like further support in. Consequently, the SBTMT Goal Planning Form asks team members questions in each of the aforementioned areas.

The Coach Action Planning Form helps the SBTMT identify strengths, areas for improvement, and potential focal areas for coaching. It is designed to be used during the goal-planning session. In particular, the form is broken into three sections for team members to complete. The first section has the team identify three strengths of the SBTMT. The section has the team list three areas for improvement identified by the needs assessment. The third section has the team identify two to three goals that they think would be appropriate and relevant for the team, and how they will be measured

The SBTMT Action Planning form is designed to assist the team in both outlining a goal and taking actionable steps to complete the goal on time. Consequently, the action planning form is divided into seven sections, which the SBTMT will complete together. In the first section, the team will outline and define the main goal they want to obtain in specific, measurable, achievable, relevant, and time-bound terms. The second section of the Action Planning Form inquires about what steps will be taken for the team to achieve their goal. The third section asks the team about what materials or resources will be needed to complete the goal. The fourth section has the team outline a timeline in which the goal will be completed. The fifth section requires the team to identify when they will know their goal has been completed. The sixth section has a time outline that includes the dates when each action step will be completed. Finally, section seven has the team detail who will complete each action step.

The Practice-based Coaching (PBC) for SBTMT Fidelity Team Member General Checklist Form (used for all sessions following Session 1) serves as a guide for the fidelity observer to use when observing PBC to ensure the practices and procedures are implemented as intended. The items included on the fidelity checklist form align with the core components of the PBC model, which includes Collaborative Partnership, Shared Goals and Action Planning, Focused Observation/Records Review, and Reflection and Feedback. These items are rated on a scale from 0 to 2 scale, with 0 indicating “not started”, 1 indicating “partial implementation”, and 2 indicating “full implementation.” The checklist has the criterion for ratings as well as a section where the fidelity observer can input questions, comments, and feedback for the coach. This quantitative and qualitative information collected encourages improvements and adjustments to be made to the coaching process as needed.

The Frequently Asked Questions Form is designed to provide quick and concise answers to commonly asked questions by coaches about the PBC process. These questions and answers are to help provide clarity to coaches so they better understand their role and how to implement the PBC process.