Effective Family Meeting Worksheets Worksheet A: Planning Outline
Why meet? (Objective/s for an upcoming family meeting)
1. 2. 3.
What do we want to cover at the meeting?
Agenda Item Informational Discussion Decision
Who needs to be included? (Persons to invite) What are their roles?
When can we meet and for how long? Where can we meet?
Meeting Date Meeting Times Location
How can we create a safe and productive meeting space? (Ground rules/meeting agreements)
Problem 1. Agreement
Materials developed by Tara Zagofsky & Beatrice Briggs (www.iifac.org)
Worksheet B: Agenda Format
Meeting date & time:
Minutes Start time Lead person/s Notes Activity? Expected outcome?
Opening & Objectives for the meeting Review objectives, agenda, & meeting agreements.
ItemA: _______________ (light) Informational? Discussion? Decision?
Item B: _______________ (medium-heavy) Informational? Discussion? Decision?
Break / meal *Take breaks every 90 minutes.
Item C: _______________ (medium-light) Informational? Discussion? Decision?
Review action items Define & record all action items. Define next meeting and roles.
Close Can include appreciations/family rituals.
Date & time:
Materials developed by Tara Zagofsky & Beatrice Briggs (www.iifac.org) Materials developed by Tara Zagofsky & Beatrice Briggs (www.iifac.org)
Worksheet C: Proposal Format
Scheduled for discussion
Scheduled for decision
Opportunities to generate resources Resources needs
Action items to follow
Possible benefits Potential difficulties Alternatives