Business
The Best Meeting Template for Coaches
Stefan Weiss
Coaching notes should not read like meeting minutes.
A good coaching session is about what the coachee noticed, said, avoided, reframed, committed to, and wants to test before the next session.
That is why the best coaching template makes room for reflection and exact language. The quote matters because the coachee's words often carry the real signal: a repeated belief, a new insight, a hesitation, a value, or a shift in confidence.
What the template should capture
The International Coaching Federation frames coaching around trust, active listening, evoking awareness, and cultivating learning and growth. Positive psychology coaching research also emphasizes strengths, resources, future-oriented goals, and action steps. Research on coaching questions shows that the right rephrasing and question sequence can invite self-reflection and a change of perspective.
In plain English: the template should help the coach remember the person, not just the topic.
Use five sections:
Focus
What does the coachee want from this session?Reflection
What are they noticing about themselves, the situation, or the pattern?Quotes
What did they say that should be remembered exactly?Insight
What shifted during the conversation?Commitment
What will they try, observe, or practice before next time?
Copy-paste into Weeve
Use this as your reusable Weeve meeting template for coaching sessions:
The coaching note should stay humble
Capture the words, the pattern, and the chosen action of the coachee.
That is especially important with AI-assisted notes. A tool like Weeve should help coaches stay present during the session and remember what matters afterward. It should not turn a reflective conversation into a clinical-looking report or pretend to know more than the coachee has actually said.
The best coaching notes are useful because they are faithful.
They help the next session begin with continuity: "Last time you said this. Does it still feel true?"
That one question can be more valuable than a perfect summary.
Sources
International Coaching Federation: ICF Core Competencies
Frontiers in Psychology: Positive Psychological Coaching Definitions and Models
PubMed: Coach questioning practices and client self-reflection
Tandfonline: Autonomy support, relationship satisfaction and goal focus in coaching
Gollwitzer and Sheeran: Implementation intentions and goal achievement
