Describe your coaching rhythm and outcomes. Makeform creates a structured planner for agendas, progress, notes, decisions, and follow-up actions while leaving each conversation room to develop.
Send session records to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, tailor it to your practice, or send it to the builder. The example structure helps you define the form.
Audience
Leadership coaches preparing recurring client meetings
Format
Pre-session agenda and decision record
Prompt size
283 chars
Example form structure
Pre-session agenda and decision record
Which leadership priority matters today?
Progress since the last session
Rank today's agenda items
Decision and options discussed
Action owner and due date
Suggested routing tags
Session planned
Follow-up due
Goal review
Separate client commitments from coach follow-ups, and give every action an owner and due date for the next review.
Step 1
Prepare
review context, progress, and client priorities
Step 2
Focus
agree on the outcome and ordered agenda
Step 3
Capture
record insights, decisions, and commitments
Step 4
Follow up
assign owners, dates, and next-session review
Why use a session planner
A structured form creates repeatable checkpoints while leaving room for the conversation to change direction.
Ask what would make the session useful, then rank agenda items so coach and client share the same focus.
Open with prior actions, status, evidence, and obstacles before introducing new goals.
Give each action an owner, due date, and completion signal; separate client and coach follow-ups.
Flexible coaching workflows
Adjust one core structure for the engagement's prompts, scoring, and follow-up.
Carry goals, commitments, obstacles, and the next milestone into each client record.
Gather questions, time-box the agenda, and capture each participant's commitment.
Use ratings, status, and evidence to discuss movement without relying on a score alone.
Record private patterns, questions, promised resources, and next-session preparation.
Build the workflow
Shape the generated form around when information is collected and reviewed.
State who completes the planner, meeting frequency, recurring goals, and required preparation.
Use your language, require essential questions, and add conditional sections by session type.
Send clients a check-in link or keep the form internal, then route the context.
Open the next session with action owners, dates, evidence, and blockers.
Planner vs notes vs questionnaire
Compare records that gather context with one that connects preparation, discussion, and follow-through.
Field guide
Start with six sections that help coach and client prepare, focus, decide, and follow through.
Session context
Use structured client, coach, date, session number, and program fields so the record remains findable.
Previous commitments
Review prior actions with status, evidence, obstacles, and learning before setting new work.
Outcome and agenda
Ask for the desired outcome, rank topics, and estimate time so lower priorities can be deferred.
Discussion and insight
Capture observations, reframes, options, and questions with labels instead of transcribing the call.
Actions and accountability
Give actions an owner, date, completion signal, and dependency. List coach promises separately.
Close and next focus
End with the takeaway, usefulness reflection, and next focus to seed the following review.
Related tools
Pair planning with intake, scheduling, reflection, reporting, and feedback.
Collect availability, session type, and meeting reason.
Open toolGather background, expectations, priorities, and starting context.
Open toolReflect on progress and define goals for later sessions.
Open toolOrganize practical details and expectations for new clients.
Open toolFAQ
Answers for coaches creating a repeatable meeting record.
It is a structured record for the desired outcome, prior progress, agenda, notes, decisions, actions, owners, dates, and next focus. Unlike a blank page, it prompts consistent checkpoints.
A client can submit a pre-session check-in while the coach completes notes and follow-up. The coach can also keep one internal form. Clearly label client-facing and coach-only fields.
Require only the meeting identifier, prior progress or obstacles, desired outcome, and highest-priority topic. Complete discussion, decisions, and actions during or after the call.
Store each action with an owner, date, status, and evidence. Review those fields next time, including blockers and learning. Keep client actions separate from coach follow-ups.
Yes. Choose discovery, check-in, milestone review, or closeout, then reveal relevant sections with conditional logic. Keep shared identifiers consistent for filtering.
A client summary can include agreed outcomes, decisions, actions, and dates. Keep private reflections in a separate labeled section, and collect only details needed for coaching.
Yes. Makeform offers unlimited free forms and responses, so you can generate, edit, publish, and reuse the planner without a response cap. The paid tier removes the Makeform badge; it is not required to keep collecting session plans or records.
Add participant names, advance questions, timed agenda blocks, individual commitments, and a parking lot. Collect private check-ins separately from the shared agenda and recap.
Give every coaching conversation a useful next step.
