A meeting template gives one kind of working session a fixed shape: what to prepare, what goes on the board, how the time is split, and what everyone leaves with. Each of the twelve templates below comes with a step-by-step guide and examples, so you can use the method with or without Coommit. In Coommit, each one opens as a ready-made board you fill in live during the video call.
Templates for coaches and consultants
Coaching works best when every session builds on the last one. These three cover the first session, the regular hour and the decisions in between.
- Wheel of life template: eight areas of life scored out of ten on a live wheel, then the one area worth moving by a point and a dated first step.
- GROW model template: goal, reality, options and will, with the questions for each step, a vote on the options and a commitment scored out of ten.
- Coaching session template: a 60-minute structure in four steps, from what happened since last time to three dated commitments.
Templates for agencies and client projects
Client work goes wrong in the gaps: an unclear decision maker, feedback from four people at once, a file nobody can find. These four follow a project from kickoff to launch.
- Client kickoff meeting template: the goal, who decides, what is in and out of scope, the timeline and how you work, in one 60-minute call.
- Moodboard template: a visual direction a client can decide on, with a palette, the type, ten named image slots and a vote on the call.
- Client feedback round template: a 45-minute design review with a vote before the discussion and decisions with dates.
- Client portal room template: one link per client project for the status, the live site, the brief, the decisions and the calls.
Templates for product teams and founders
Small teams need to decide what matters, commit to it and check how the team holds up. These five go from strategy to the weekly review.
- Business model canvas template: the nine blocks in the order to fill them, a worked example, and the riskiest bets turned into tests.
- OKR template: a quarterly scorecard with three objectives, key results as live goal cards and a 15-minute weekly review.
- Now-next-later roadmap template: problems, bets and signals in three horizons, plus what the team said no to.
- Impact effort matrix template: a timed 2 x 2 session that ends with three ideas, each with an owner and a date.
- Team health check template: eight sentences scored by the whole team, a live wheel of the averages and one two-week experiment.
Which template for which meeting?
- A first session with a new coaching client: start with the wheel of life.
- A client who has to make a decision: the GROW model.
- A signed project that starts next week: the client kickoff meeting.
- A visual direction to agree on: the moodboard, then a feedback round for each design.
- A quarter to plan: the business model canvas if the model itself is in question, OKRs if the goals are.
- Too many ideas for the time you have: the impact effort matrix, then the roadmap.
- A team that feels tired or stuck: the team health check.
What every template has in common
Each template puts its method on the board itself, so nobody has to remember it. Most of them use a score or a vote to decide, so the result does not depend on who speaks first. And each one ends with something written down and dated: a first step, commitments or decisions, where everyone can see them.
How the templates work in Coommit
Coommit is a shared workspace where teams meet on video around their docs, designs and websites. The room stays available after the call. Every template on this page opens when you create a new room. Clients and guests join from a link, with no account, no download and nothing to pay. After each call, the built-in AI writes a recap with the decisions and the tasks, which you can send to Slack or Notion.
See Coommit for coaches and consultants, Coommit for product teams and the pricing: a 7-day free trial, no card required.