The Vision
Setting Meeting: A Coach's Guide

The Vision Setting Meeting asks a leadership team to see their company's future clearly, together. This course teaches you how to facilitate that work with structure and confidence, from opening the meeting to closing it with a Vision the team actually owns.

  • Format

    Online Course

  • Duration

    6 Hours

  • Level

    All Experience Levels

  • Certification

    Builder Program

Why should I take this course?

A Foundation Setting Meeting gives a leadership team stability. A Vision Setting Meeting gives them somewhere to point that stability. As a coach, learning to facilitate this meeting well means you can guide a team from knowing where they stand to knowing where they're going, and that shift is often where clients start to see real value in the engagement.
This course walks you through everything you need to prepare, facilitate, and position a Vision Setting Meeting so your clients leave with a Vision their whole leadership team actually believes in and can rally around.

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

  • Prepare for and open a Vision Setting Meeting that builds on the Foundation Setting Meeting your client already completed
  • Facilitate each component of the meeting, from Core Values through Proven Process and Guarantee, using proven frameworks and facilitation strategies
  • Guide your client's Senior Leadership Team through defining their Compelling Why, Ideal Customer, and Compelling Value Proposition
  • Handle common challenges and real-world friction points, including teams that struggle to align on Vision
  • Position the Vision Setting Meeting as the natural next step after Foundation Setting, not an optional add-on
This course is for coaches and consultants who have completed Foundation Setting and are ready to guide their clients into the next phase of building their Business Operating System. Whether you're preparing to run your first Vision Setting Meeting or refining how you facilitate it, this course gives you the practical grounding you need to lead the room with confidence.

What's included?

  • Video Lessons
  • Coaching Reflections
  • Facilitation Scenarios
  • Knowledge Checks
  • Downloadable Guides and Templates

Facilitate Confidently

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

Compelling Communication

Position the Vision 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

Align your client's leadership team on Vision in a single meeting.
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