Clemens Health | Support-team meeting agenda and actions
Updated 2026-10-05 | (651) 354-1196

Download this editable worksheet, add your notes, and bring it to the relevant planning conversation. Leave unknown details blank and identify who can confirm them.

Person’s priority
What do they want this meeting to resolve?
Your notes: ________________________________________

Participation
Who will attend and what format or support will help the person participate?
Your notes: ________________________________________

Decision needed
What specific choice or unresolved question is on the agenda?
Your notes: ________________________________________

Information and options
What needs checking before the person or responsible team can decide?
Your notes: ________________________________________

Actions
What is agreed, who owns each action, and how will progress be communicated?
Your notes: ________________________________________

Illustrative example
A meeting about changing visit times starts with several unrelated updates. The person asks to settle the schedule first. The team identifies the proposed change, who checks staffing and how the person will receive confirmation.

Next step
Use the agenda for your next discussion. If the meeting concerns a service change, identify who must confirm the change before anyone relies on it.

This is an optional discussion worksheet, not an official assessment, authorization, service plan, or emergency plan. Keep completed copies private and share through an agreed channel.