Step 1. Gather for a pre-meeting
What you say:
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Let’s decide who will talk about what.
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Could I propose a way to structure the meeting?
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When the meeting ends, what would be a constructive outcome?
Step 2. Introduce everyone and the agenda
What you say:
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Let’s start with introductions. My name is [x], and my role is [y].
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The purpose of this meeting is to talk about [z].
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Is there anything that you would like to cover in addition?
Step 3. Explain what’s happening
What you say or do:
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Tell me what you took away from our last conversation.
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Could I hear from everybody?
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Here is the most important piece of news.
Step 4. Empathize with each person
What you say:
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I can see you are concerned about [a].
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I am impressed that you have been here to support [patient’s name]
Step 5. Highlight the patient’s voice
What you say or do:
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If [patient’s name] could speak, what do you think she would say?
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How would she talk about what is important to her?
Step 6. Plan the next steps together
What you say:
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Based on what we’ve talked about, could I make a recommendation?
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I’d like to hear everyone’s thoughts about the plan.
Step 7. Reflect post- meeting
What you say:
- What did we learn?