External meetings

Coaching session meeting template

Help someone define their goals and work through blockers with this focused list of coaching questions.

Template author

International Coach Academy [Source]

About this template

While every coach has their own style, this template from the International Coach Academy provides a helpful structure to follow, highlighting six key areas of goal-setting: the agreement, goal/outcome, exploration, commitment to action, key outcomes, and accountability.

By moving through this structure, you’ll get to a place of clarity with defined next steps you can record, share, and follow up on. Feel free to add or remove questions depending on who you’re coaching and the stage you’re at in the coaching relationship.

Coaching Session 1-1 Agenda

1. Establish Coaching Agreement

  • What is the issue/goal you’d like to focus on today? 

  • What is important about this for you?

2. Set the Goal or Outcome for the Session

  • How will you know you achieved what you want to accomplish today? 

  • What will that look like or feel like? (subjective or objective) 

  • Where are you now regarding what you wanted to achieve today?

3. Coach the Client (Exploration)

  • What is the BEST solution for you in this situation?

  • What changes or differences might you or others notice?

4. Identify and Commit to Action

  • What might get in the way of accomplishing this? 

  • How will you support your commitment to this action?

5. Record Key Outcomes 

  • What are your take-aways from this session? 

  • What new awareness or learning happened today? 

  • How will this support you going forward?

6. Set Accountability 

  • How will you hold yourself accountable to the goal(s) you set today? 

  • How can I partner with you to enhance your accountability? 

Source: International Coaching Academy

When to use this template

Whether you coach people for a living, or you’re a manager who’s holding a coaching session with a direct report, use this template to get clear on the specific issue you’re targeting in the allotted time.

Then work through the relevant questions to determine how the “coachee” can get to the desired outcome, identifying blockers and support systems along the way.

Tip: Recording a coaching session is super powerful, as the person can revisit the meeting at any time to stay accountable. Do this on Vowel!

Run better meetings with Vowel

Connected icon

Prepare

Create an agenda (or use a template!) so everyone is on the same page before the meeting.

People icon

Meet

Vowel has one-click recording and transcription, so you can stay focused on the discussion.

Checkmark icon

Act

End every meeting with shared notes, links, and action items — all in a post-meeting recap.


Related agendas

Back to index

Customer Check-In Meeting Agenda 

Welcome + Goal
Project Status 
  • Updates - Summarize 1-5 updates here with 1-3 bullet points each

  • Timeline - Include high-level deadlines/milestones (if applicable) 

Training or Product Updates 
  • Add any notes about training or product updates

Action Items 
  • Include the name of the person responsible, the task, and the due date. 

Summarize & Commit
  • Call back to the goal of the meeting to show how together you have achieved the goal.

Source: Hubspot

External meetings

Customer check-in meeting template

A customer check-in meeting agenda for account managers to keep projects and milestones on track.

Freelancer Onboarding/Kick-Off Meeting Agenda

1. Introductions Introduce relevant team members to the freelancer so they understand their role in the company. Ask the freelancer to give a quick intro to build trust.

2. Goals Review the goals of hiring the freelancer and what KPIs they’ll be meeting or helping your team meet. 

  • Goal 1 

  • Goal 2 

  • Goal 3 

3. Tools overview Help the freelancer get set up on the tools they need, providing logins or email invites before the meeting if possible.

  • Tool 1

  • Tool 2 

  • Tool 3

4. Processes overview Walk the freelancer through the processes that they’ll be a part of to give them context on their role and their deliverables.

5. Communication Cover the best ways for the freelancer to communicate with you and the team if they have questions or need information — e.g. Slack, email, weekly calls? — and share key contacts. 

  • Project updates:

  • Questions:

  • Deliverables:

6. Questions + next steps

 

External meetings

Freelancer onboarding/kick-off meeting template

Use this template to onboard new freelancers, give them clarity, and help them deliver great work.