Business
Coaching
Toolkit
Scaling Business Coaching Linked to Child Care Management Software (CCMS)
Business Coaching Toolkit
The adoption of new technology requires structured, high-quality coaching. This Toolkit is designed to support leaders in adapting and implementing Tech+, a comprehensive business coaching framework that integrates CCMS use with best practices in financial and human resource management. The resources, such as guidance, tools, and real-world examples reflect current best practices and will continue to evolve as new insights emerge.
Tech + Overview
Building on the Iron Triangle of early childhood education (ECE) finance as a foundational business management practice, Tech+ leverages CCMS as a key implementation tool for child care businesses and bolsters provider skill in the areas of budgeting, fiscal reporting, and human resources through structured, data-driven business coaching framework. Tech+ promotes stronger alignment between provider-level data and broader ECE systems by supporting data linkages between CCMS platforms and public data systems. Finally, the Tech+ framework includes evaluation tools and resources designed to support planning and data collection that will result in documented outcomes for participating providers.
The Tech+Toolkit is organized to guide implementation across key focus areas:
Each section begins with a foundational overview and key questions to support planning and decision-making
Additional resources include adaptable tools, templates, and sample documents to support real-world application
What is Tech+?
Tech+ Recruiting + Enrolling Providers
Tech+ Coaching Framework
Tech+ First + Second Coaching Sessions: Preparation + Tools
Tech+ Building Blocks Provider View PDF | Excel
Tech+ Building Blocks Coach View PDF | Excel
Tech+ Child Care Business Practices: Milestones Scale Worksheet Instructions
Small Group Coaching Calls to Action Email:
Tech+ Enrollment Email Template
Tech+ Financial Recordkeeping Email Template
more coming soon
Tech+ Supervising Coaches
Tech+ Supporting + Supervising Coaches
Sample Tech+ Business Coach Job Description
Sample Tech+ Coordinator Job Description
Sample Supervision Agendas:
Tech+ Bi-Weekly Supervision Agenda Template
Tech+ Monthly Supervision + Coach Caseload Review Agenda
Tech+ 60 Minutes Business Coaching Session Agenda Template
Tech+ Monthly Team Meeting Agenda
Tech+ Quarterly Coaching Performance Review Template
Case Study Assignment + Presentation Process
Tech+ ECE Tech Ecosystems Mapping + Data Integration
more coming soon
Tech+ Evaluation
more coming soon

