Practice management
Session Structuring Agenda for a Tangential Client
A practitioner needs a collaborative tool to help a client focus their time in session productively.
Some clients are natural storytellers, weaving from one topic to the next with ease. While this can build rapport, it often leaves you both at the end of the hour feeling like you’ve covered a lot of ground but resolved very little. The core issues that brought them to your office remain just out of reach, lost in the details of a week’s events.
This template provides a simple, collaborative structure for the beginning of each session. It helps the client prioritize their own talking points and identify a clear objective for the time you have together. The client walks away with a sense of accomplishment, knowing they have actively directed their own work and made tangible progress.
Session Structuring Agenda for a Tangential Client
Complete this form within the 24 hours before our next meeting. It will provide the structure for our time. Bring the completed form with you.
| Agenda Item | Your Notes |
|---|---|
| Primary Topic for This Session: (What is the one most important thing to address?) | |
| A Successful Outcome: (What would be different for you at the end of this session?) | |
| Related Points: (What else is connected to the primary topic?) | |
| Off-Topic Items: (What’s on your mind that we can schedule for a future session?) |
Generated with Rapport7 — rapport7.com