The Foundation Setting Meeting: A Coach's Guide

The Foundation Setting Meeting is where every great Business Operating System implementation begins. This course teaches you how to run it with confidence from the first agenda item to the final action step.

  • Format

    Online Course

  • Duration

    10 Hours

  • Level

    All Experience Levels

  • Certification

    Builder Program

Why should I take this course?

As a coach, your ability to lead the Foundation Setting Meeting well isn't just a skill. It's a competitive advantage. It's what gets clients bought in, aligned, and moving fast. And it's one of the strongest ways to position your coaching engagement as a non-negotiable investment.
This course walks you through everything you need to prepare, facilitate, and position a Foundation Setting Meeting so you can deliver a high-impact first experience for every new client.

By the end of this course, you'll be able to:

  • Prepare for and set up the Foundation Setting Meeting with professionalism and clarity
  • Facilitate each section of the meeting using proven frameworks and facilitation strategies
  • Guide your client's Senior Leadership Team through the essential Concepts, Tools, and Disciplines of their Business Operating System
  • Handle common challenges and real-world friction points in the room
  • Position the Foundation Setting Meeting as a must-have first step for every new client engagement
This course is for coaches and consultants who are new to the Foundation Setting Meeting or want to sharpen how they run it. Whether you're preparing for your first client or looking to level up your facilitation, this course gives you the practical foundation you need to show up ready.

What's included?

  • Video lessons
  • Coaching Reflections
  • Facilitation Scenarios
  • Knowledge Checks
  • Downloadable guides and templates

Facilitate Confidently

Walk into every Foundation Setting Meeting prepared, focused, and in control of the room.

Compelling Communication

Position the Foundation Setting Meeting with clarity so every client sees it as a must-have.

Prepared Coaching

Know exactly what to do before, during, and after the meeting, with the tools to back it up.

Start Faster

Reduce the time between signing a client and running your first high-impact session.
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