Family Meeting Worksheet Template Page 2

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Worksheet B: Agenda Format
Meeting date & time:
Location:
Facilitator/s:
Agenda planner/s:
PROPOSED AGENDA
Minutes
Start
Lead
Notes
time
person/s
Activity? Expected outcome?
Opening &
Review objectives, agenda, & meeting
Objectives for
agreements.
the meeting
Item A:
Informational? Discussion? Decision?
_______________
(light)
Item B:
Informational? Discussion? Decision?
_______________
(medium-heavy)
Break / meal
*Take breaks every 90 minutes.
Item C:
Informational? Discussion? Decision?
_______________
(medium-light)
Review action
Define & record all action items.
items
Define next meeting and roles.
Close
Can include appreciations/family
rituals.
NEXT MEETING
Date & time:
Location:
Facilitator/s:
Agenda planner/s:
Other roles:
Materials developed by Tara Zagofsky & Beatrice Briggs ( )

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