A client-side pre-session sheet: what happened since last time, what needs attention now, the win, the blocker and the question the session should answer.
Quick answer
A client-side pre-session sheet: what happened since last time, what needs attention now, the win, the blocker and the question the session should answer.
The first ten minutes of a session are usually spent reconstructing the last week. This worksheet moves that work to before the call: the client records progress against last session's commitment, the win worth keeping, the blocker that appeared, what they have avoided and the single question they want answered. You open the session already holding their agenda rather than extracting it.
| Template | Session Preparation Worksheet |
|---|---|
| Category | Coaching & Consulting |
| Format | Structured form with copy-ready fields |
| Time to complete | About 10 minutes per response |
| What you get | Structured, timestamped responses you can review, export or keep for audit |
| Best for | Busy practitioners · Reflection-averse clients · Package holders |
| Cost | Free to copy and customize on FormLM |
Sample form preview (fillable once the app is published).
What you get when you copy this template.
Did last session's action happen, and if not, what got in the way.
One of each, written before the call.
The topic the client is circling around.
The one thing they want answered today.
Four steps from copy to a usable result.
Automatic link or a nudge in your reminder.
Short prompts, no essay required.
Session opens on their stated question.
New action recorded against this session.
Where this fits in a coaching practice.
Recover the reconstruct-the-week minutes per session.
A structure that makes prep a five-minute job.
Keep session quality steady across ten sessions.
What makes it work as a professional deliverable.
Real items from the template - every field stays editable in your workspace, and responses are archived per submission.
