Outcomes:

1. Create comfort among the planning group in a "no surprise" scenario.

2. Come to closure on past events.

3. Create plans or fine-tune planning on future events.

A. Setup – 5 Minutes.

Check-in&

Create an Agenda

Introduce new participants

B. Review Client C.H.A.R.T. (See CHART Technology) – 30 Minutes.

Review Changes on C.H.A.R.T.

Add calendar items to C.H.A.R.T.

C. Scheduling – 15 Minutes.

Client Additions and Modifications.

Consulting Team Additions and Modifications.

D. Review the Implications of Specific Upcoming Events – 45 Minutes.

Outcomes

Methods

Resources

E. Review Long-term Needs – 20 to 30 Minutes.

Outcomes

Methods

Resources

F. Closure - 5 Minutes.

Review Agreements

Clinic

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