Agenda setting helps to enhance patient-educator relationships by respecting the time and expectations of both educators and patients. Please review the information below in order to better manage topics and issues covered in client appointments. An added bonus, is that these skills assist in time management.
- Helps you and your client focus on priorities
- Respects both your clients expectations as well as your own
- Helps with time management
An agenda includes the following:
- Your name and position
- Length of the appointment
- General purpose of the visit
- Educator agenda items
- Client agenda items
- Plans for how to address items if time runs out
- Asking "How do you feel about that?"
- An agenda is both verbal and written.
- It requires re-negotiation throughout the appointment, as needed.
Negotiate and triage priorities on the agenda. It’s important to recognize that both you and the client have a responsibility to set and re-negotiate the agenda during the visit. Try the following if there are too many agenda items to address during the visit, or if time is running short:
“You’ve said that ____client issue________ is your priority today. However, I notice that _____ clinician priority_____________, and I’m concerned for you. Would you agree to discussing that first”?
“If time runs short, I’ll give you some information on ____client issue_____ either with a handout, online education website, class or I’ll refer you to an appropriate resource. Of course, we can also book another appointment soon, just to discuss your topic.”
Try one of the following:
- "Would you like to add "B" to the agenda for later, so we don't run out of time for "A"?
- "Would you like to talk about that now instead of your original agenda item?"
- "I can give you handouts or schedule more time on another day for your original agenda item if you'd like to talk about this new item instead."
Meeting priorities may mean:
- Do it: Address the issue today
- Defer it: Book time another time
- Refer it: Refer to another resource (handouit, website, person, class, service...)