Client Meeting Prep

Client Meeting Prep

This form is intended to help me prepare for our weekly coaching calls. Each week, please submit a summary of your (your team's) wins & struggles and what you (your team) would like to focus our coaching session on.

Name
N/A

Required First Required Last
Team/Company Name
N/A
Email *
N/A
Next Call/Visit: *
N/A

dd-MMM-yyyy

Please provide the date of our upcoming call
Is this for a Leadership or Team Meeting? *
N/A

Key Leader Coaching
Leadership Meeting
Team Meeting
Individual/Team Member Coaching
Primary Goal/Focus *
N/A

What is your primary goal, focus, and desired outcome for this meeting?
Commitments from Last Week (C/I/NS)
N/A

Here, please list out your commitments from last week which include last week's commitments and any tasks assigned. Also state if they are Complete (C), In-Work (I) or Not Started (NS). No stories allowed!
Major Successes and Accomplishments
N/A

Here, please take a moment and list out your major successes and accomplishments. It's important to take time to celebrate victories
Challenges from Last Week
N/A

In this section, please list any challenges you had over the last week that you would like to discuss. This can be personal, professional or relational.
Help Needed for Next Week
N/A

What challenges to you anticipate for next week and what help do you need to keep moving forward?
People or Profiles
N/A

Here, please list any people you want to discuss and a brief synopsis on what you are wanting to talk about with respect to them (i.e. fit for role, communication problems, motivation issues...)
Additional Comments
N/A

Please let me know how you are progressing towards your goals and provide any additional comments, questions or wins in this section.

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