Appendix E
Appendix E — Social-Worker Review Meeting Pack
Arrive prepared, leave with an understood next step
Use with: Chapters 4, 9, and 11.
This pack follows the recurring meeting’s purpose: hear different accounts, preserve uncertainty, agree appropriate actions, and review whether the support helped. A social worker may facilitate within their role; clinical questions stay with the appropriate clinicians.
E1. Prepare the conversation
Field | What to bring |
|---|---|
The person’s priorities | What they want to discuss or decide, and how they wish to take part. |
The caregiver’s priorities | Their needs and questions, with a separate route for matters not appropriate for the shared meeting. |
Chosen participants | Who is invited, for what role, and with what appropriate permission. |
Relevant accounts | Dated, attributed observations and reports; identify where people describe the situation differently. |
Professional guidance | Current, relevant instructions and the professional responsible for them. |
Decisions and open questions | What might be agreed today, what requires someone else, and what will not be decided here. |
Access and preparation | Language assistance, format, timing, accessibility, and any support needed to participate comfortably. |
Use the familiar rhythm: notice → ask → understand together → agree → support → review. A concern needing prompt professional attention follows its appropriate route; it does not wait for the next routine meeting.
If AI helps prepare a draft, label the sources and review it before the conversation. Conflicting accounts are information to discuss, not a problem for the assistant to erase.
Select meeting evidence from the shared plan, not automatically from the caregiver’s private assessment. Obtain the relevant authorization for any specific disclosure; a shared meeting invitation is not blanket access to individual-session records. See Chapter 11 and Appendix C.
E2. The meeting closeout
For each decision, record what was agreed; by whom; what remains unresolved; the person accepting the next action; the due or review point; who may receive the summary; and how an error can be corrected.
A proposed closing question is:
Before we finish, is anything in this summary different from what you understood? What is the next thing each of us has actually agreed to do?
Do not label a conversation successful merely because nobody objected. Offer a suitable route for later questions. An unanswered concern retains a responsible follow-up route, not an empty field.
E3. Separate staff and volunteer support plan
For the people delivering the service, record the work expected; time and staffing required; preparation or supervision needed; the person who responds when help is needed; absence coverage; work that can be removed or shared; and the date for reviewing workload and usefulness.
Keep this separate from family-private records. Ask staff and volunteers what the process makes easier or harder, and how they want useful contributions acknowledged. Support is not a hidden individual ranking. This develops Chapter 11’s separate staff-support plan.
Decision this tool supports: What have people understood and accepted, and what support makes those commitments realistic?