All templates

Live Sessions Planning Steps & Tools

Carolina Poll

6
0
0

Report

Plan, promote and run live sessions without the scramble. This template maps 12 live session planning steps across six phases, from picking a date to gathering insights, and pairs each task with the right tool.

What are live session planning steps & tools for facilitators?

A ready-made timeline and kanban board showing what to do, when and with which tool, from Create to Follow up.

How live session planning steps & tools help coaches and consultants

  • Avoid missed tasks before go-live

  • Fill seats with a built-in promotion plan

  • Turn every session into insights

How managers use the live session planning steps & tools template

  1. Set your session date.

  2. Adjust tasks in each phase.

  3. Swap in your own tools.

  4. Track progress on the kanban view.

Live session planning steps & tools FAQs

Which tools are included?

Luma, Miro, Figma, Notion, Claude, Flodesk, LinkedIn, Granola and Tally.

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.

Categories

Meetings & workshopsStrategy & planningConsultantsNew

Similar templates