Live Sessions Planning Flow

Carolina Poll

Report

The Live Session Planning Flow template helps facilitators, coaches and consultants plan, promote, run and follow up on workshops and webinars in one visual workflow.

What is the Live Session Planning Flow for facilitators?

A flowchart that maps every task from first idea to post-session recap, so busy facilitators never miss a promotion, tech or follow-up step.

How do coaches and consultants use the Live Session Planning Flow?

Pick a date, name and purpose.
Create visual assets, a Luma event page and emails.
Launch and promote on social media.
Plan the agenda, build the Miro board and run a tech check.
Run the session.
Upload the recording, gather insights and send a recap.

Live Session Planning Flow FAQs

Can I reuse this live session planning template?

Yes. Use the insights you gather to iterate on your next live event.

Carolina Poll

Designer & Workshop Facilitator

I’m a Strategic Product Designer and Workshop Facilitator with 17+ years of experience helping teams turn complexity into clarity. I create practical, user-friendly templates that support better collaboration, faster decision-making, and impactful product design. Let’s make teamwork smoother and more meaningful—one board at a time.