How to use this guide: Write directly on a printed copy, type notes in a separate document, or use the questions as conversation prompts. Choose only the sections that are useful for your situation.
1. Name the purpose
- What is this meeting about?
- What decision, concern, support, or next step needs attention?
- Who will attend, and what is each person’s role?
- What would make this meeting feel worthwhile?
2. Identify your priorities
Choose no more than three priorities so the most important needs remain visible.
- Priority one:
- Priority two:
- Priority three:
3. Bring specific examples
- What is working well right now?
- Where is the child or family experiencing a barrier?
- When and where does the concern usually happen?
- What support, environment, communication, or strategy has helped before?
- What records, messages, work samples, reports, or observations may be relevant?
4. Prepare your questions
- What does the team believe is happening?
- What information supports that understanding?
- What options have been considered?
- How will the proposed support work in practice?
- Who is responsible for each next step?
- How and when will progress be reviewed?
5. Confirm the next steps
- Restate the decisions and responsibilities before the meeting ends.
- Ask when written notes, plans, or documents will be available.
- Record who will do what and by when.
- Identify the next check-in date or progress measure.
- Send a concise written follow-up if anything remains unclear.