Step

What you say

1. Gather for a pre-meeting

Let’s decide who will talk about what.

Could I propose a way to structure the meeting?

When the meeting ends, what would be a constructive outcome?

2. Introduce everyone and the agenda

Let’s start with introductions. My name is [x], and my role is [y].

The purpose of this meeting is to talk about [z].

Is there anything that you would like to cover in addition?

3. Explain what’s happening

Tell me what you took away from our last conversation.

Could I hear from everybody?

Here is the most important piece of news.

4. Empathize with each person

I can see you are concerned about [a].

I am impressed that you have been here to support [patient’s name]

5. Highlight the patient’s voice

If [patient’s name] could speak, what do you think she would say?

How would she talk about what is important to her?

6. Plan the next steps together

Based on what we’ve talked about, could I make a recommendation?

I’d like to hear everyone’s thoughts about the plan.

7. Reflect post- meeting

 What did we learn?
Copyright VitalTalk 2017