Agenda:

• Introductions and Welcome
• Setting yourself up for success engaging consumers in plan development
• Establishing the Vision - Focusing on what matters to the consumer.
• Connecting the Vision to Treatment Goals
• Closing Matters

Agenda:

• Introductions and Welcome
• Self-reflection – exploring your organizational and conversational styles and matching them with interviewing strategies
• Putting things in perspective and differences between assessment activities and big-picture assessment processes
• Coordinating and collaborating to improve consumer engagement and data accuracy
• Closing Matters

Agenda:

• Introductions and Welcome
• The “presenting problem” i.e. what inspired consumers to start services and how they explain their symptoms, illnesses and challenges
• Exploration of functional impairments connecting what is going on in consumers lives with their symptoms as an essential component of documenting medical necessity
• Using data gathered to identify areas of need including taking into account Social Determinants of Health and strategies for identifying priorities
• Closing Matters

Agenda:

• Introductions and Welcome
• Exploring strengths in concrete and actionable ways that balance hope with realism
• Resolving differences in perception of what helps and what hinders e.g. when a symptom has a silver-lining
• Putting strengths to work - leveraging strengths to overcome identified barriers and challenges
• Closing Matters

Agenda:

• Introductions and Welcome
• Writing Interpretive/Narrative Summaries with practice making connections between consumer’s experiences, explanations of illness, and inspirations to work on goals
• Developing hypotheses about what you know and where you might need to dig deeper
• Strategically matching treatment recommendations and connections to services with consumer’s motivations for change
• Closing Matters

Agenda:

• Introductions and Welcome
• Negotiating shorter-term stepwise goals or steps that that build to progress on larger treatment goals
• Including objectives that address the behavioral health needs that contribute to needs and thus are the foundation of medical necessity 
• Making smart SMART-ish Objectives SMARTer
• Closing Matters

Agenda:

• Introductions and Welcome
• Psychoeducation and shared decision-making about interventions as a means of increasing consumer buy-in to the plan and likelihood to follow through
• Problem-solving strategies for identifying interventions that target the barriers and challenges identified in assessments and demonstrate medical necessity
• Including interventions that foster collaboration among treatment providers, consumers, and natural supports 
• Closing Matters

Agenda:

• Introductions and Welcome
• Agenda-setting practices using planned interventions and objectives to stay on track, especially in meetings with consumers with multiple needs and priorities
• Addressing “non-compliance” more effectively – for when the best laid plans are not being followed
• Efficient documentation of contacts and meetings including substance for what is needed and minimizing what is not
• Closing Matters