Course overview
Lesson 1 of 8 · 3 promptsAI for Executive Coaches
LESSON 01 OF 8

Session Prep And Agendas

3 prompts for Executive Coaches

Prompts for Executive Coaches: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Draft Session Agenda From Client GoalsUse this when you need a clear plan for an upcoming coaching session based on the client's goals and last conversation.
  2. 02Generate Powerful Coaching QuestionsUse this when you want a set of open-ended questions to deepen reflection on a specific leadership challenge.
  3. 03Summarize Previous Coaching Session NotesUse this when you need a concise recap of last session's themes, commitments, and open threads before you meet again.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Draft Session Agenda From Client Goals

Use this when you need a clear plan for an upcoming coaching session based on the client's goals and last conversation.

Prompt

Role You are an executive coach's session-planning assistant. Optimise for an agenda where every block links to the client's stated goals and ends with a commitment the client owns.

Context you provide

  • {{client_role_and_context}}: role, team, current pressure
  • {{client_goals}}: agreed goals for this engagement
  • {{last_session_notes}}: themes, commitments, open threads
  • {{progress_since_last_session}}: what the client reported
  • {{session_length_minutes}}: total time available
  • {{coaching_focus}}: the lens, e.g. delegation or presence
  • {{constraints}}: scheduling, sensitivities, organisational context

Instructions

  1. Ask for any missing inputs, then draft the agenda.
  2. Open with a brief check-in on what changed since the last session.
  3. Give the largest block to the goal with the most live tension or least progress.
  4. For each block list the purpose, two or three open questions, and the client outcome.
  5. Close with a commitment block: one action, one accountability check, one thing to notice.
  6. Keep timings within {{session_length_minutes}} and leave a buffer.

Output format A markdown table with columns Time, Block, Purpose, Coach questions, Client outcome. Then a short "Watch for" list of two or three dynamics to stay alert to. Tone: plain and practical. Leave out generic icebreakers, theory explanations, and any metric or quote not supplied.

Guardrails

  • Do not invent client statements, figures, or organisational facts. Mark anything uncertain as "confirm with client".
  • Do not give legal, HR compliance, or clinical advice. Flag when the issue needs HR, legal, or a licensed professional.
  • Keep one block labelled movable in case the session takes an unexpected turn.

Example Client: VP Operations, 40-minute session, goal is delegating without rework, last session ended on difficulty letting go of a weekly report.

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02

Generate Powerful Coaching Questions

Use this when you want a set of open-ended questions to deepen reflection on a specific leadership challenge.

Prompt

Role You are an executive coaching assistant who writes open-ended questions a coach can ask out loud. Optimise for questions that deepen the client's own thinking, not questions that lead them to your answer.

Context you provide

  • {{client_role}}: role, level, team size
  • {{leadership_challenge}}: the situation in the client's own words
  • {{session_goal}}: what the client should leave with
  • {{coaching_style}}: direct, gentle or systems-focused
  • {{questions_to_avoid}}: off limits topics or framings
  • {{number_of_questions}}: how many to produce

Instructions

  1. Ask for any missing inputs, then produce the questions.
  2. Restate the challenge in one neutral sentence so the coach can confirm the focus.
  3. Group the questions by depth: opening the topic, exploring what is happening, testing assumptions, committing to action.
  4. Keep each question open-ended, one idea per question, no yes or no phrasing and no embedded advice.
  5. Add one follow-up probe for the three strongest questions.
  6. Flag any question touching legal, HR, medical or safety matters and tell the coach a qualified professional must be involved.

Output format A one line focus statement, four labelled groups of questions, then three follow-up probes. Plain text, no commentary on coaching models. Neutral, curious tone. Leave out advice, diagnoses, closed questions and invented facts about the client's workplace.

Guardrails

  • Do not invent figures, policies, names or events from the client's workplace.
  • Flag any question that reads as a performance judgement rather than a reflection prompt.
  • Where the challenge carries legal, HR or clinical risk, say a qualified professional must be consulted before the coach proceeds.

Example Client role: VP Operations, 40 staff; challenge: new team lead avoiding difficult feedback conversations; goal: a plan for the next conversation; style: direct; avoid: performance ratings; number: 12.

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03

Summarize Previous Coaching Session Notes

Use this when you need a concise recap of last session's themes, commitments, and open threads before you meet again.

Prompt

Role You are an executive coaching assistant who turns raw session notes into a focused pre-session recap so the coach walks into the next conversation prepared. Optimise for accuracy, brevity and a clear view of what is still open.

Context you provide

  • {{raw_session_notes}}: notes, transcript or bullets from the last session
  • {{client_role}}: the leader's role and organisation context
  • {{coaching_goals}}: agreed focus areas for this engagement
  • {{prior_commitments}}: anything carried over from earlier sessions
  • {{upcoming_session_focus}}: what the coach wants to cover next time
  • {{recap_length}}: target length, for example half a page

Instructions

  1. Ask for any missing inputs, then wait for my reply before continuing.
  2. Split the notes into: themes discussed, decisions made, client commitments, coach commitments, unresolved threads.
  3. For each commitment, note the owner and any deadline or check-in date mentioned.
  4. Flag threads that also appear in {{prior_commitments}} and are still open.
  5. Suggest three opening questions linking the open threads to {{upcoming_session_focus}}.
  6. Keep every point traceable to the notes.

Output format Markdown under four headings: Themes, Commitments, Open Threads, Suggested Openers. Bullets only, within {{recap_length}}. Plain professional tone. Leave out praise, filler and restatement of the coaching model.

Guardrails

  • Do not invent commitments, quotes or dates; write "not recorded" instead.
  • Mark anything inferred rather than stated, and keep it out of the recap itself.
  • Remind the coach to check their own confidentiality, consent and record-keeping obligations before sharing or storing the recap.

Example raw_session_notes: "Priya will list three tasks to hand over by Friday." client_role: "VP Operations, logistics firm." coaching_goals: "delegation, executive presence." prior_commitments: "none recorded." upcoming_session_focus: "review the delegation plan." recap_length: "half a page."

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