SlideShare a Scribd company logo
Beginning and Ending
a Meeting
Brent Scobie, PhD
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Preparing for Work, Part 1
 Involves getting ready to meet with clients.
 Referral information, forms, and needed supplies are
gathered.
 Purpose or agenda for the meeting is clarified.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Preparing for Work, Part 2
 Appropriate physical arrangements for the meeting based
on the physical abilities of clients, size of group or family,
and culture of those involved.
 Emotional and physical safety of client is important.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Preparing for Work, Part 3
 Learn about the client’s culture.
 Consider client’s feelings about
meeting. Practitioners should take
time for preparatory empathy.
 Preparing mentally involves doing
whatever is necessary to put aside
possible distracting thoughts and
getting ready to focus fully on the
client.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Beginning a First Meeting,
Part 1
 Setting the tone
 Creating an atmosphere conducive to productive work starts with your first
contact with the client.
 The practitioner is responsible for beginning the meeting.
 Often in first meetings, people are judging and feeling judged.
 Clarify how names are to be used—either formally or informally.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Beginning a First Meeting,
Part 2
 Issues of privacy and confidentiality are important in how
you first meet your client.
 If you must identify a person in a waiting room and
cannot guess who your client might be you can say very
quietly, “I am Jesse Melendez. Are you Ms. Chen?”
 If a receptionist is able to identify your client you can just
identify yourself to the client.
 Be aware that many clients experience some shame in
seeking help so confidentiality is very important.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Beginning a First Meeting,
Part 3
 Practitioner is responsible for beginning the session.
 Explain the process of the meeting.
 Clients need to know what to expect.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Beginning a First Meeting,
Part 4
 Explaining the Process
 It is important for all participants to know what they are
going to do and what will be expected of them.
 The purpose of the meeting, limits of confidentiality, any
ground rules, length of meeting, etc., need to be clarified.
 Many clients will not have participated in this type of
meeting before.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Beginning a First Meeting,
Part 5
 Explaining the Process
 In beginning an initial meeting with a child or adolescent, it
is important to cover the essential material in a way they
can clearly understand.
 Beginning meetings with families and groups is similar to
beginning with individuals.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Beginning a First Meeting,
Part 6
 Explaining the Process
 In initial family meetings, it is particularly important to ask
about expectations.
 Some group practitioners open meetings with exercises that
invite members to get acquainted or check in with the
group.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Beginning Subsequent
Meetings
 Meetings can be started by the
practitioner or the clients.
 Statements such as “Where would
you like to start?” or “Let’s begin with
the progress you have made since
the last meeting” can be helpful.
 Summarizing the last meeting,
discussing difficulties since the last
meeting, or setting a goal for the
session are additional methods.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Explaining Confidentiality,
Part 1
 Assure clients that information shared with you will
be kept confidential, secure, and not shared with
others unless they sign a consent form.
 Mandated reporting is difficult for some clients to
understand.
 Covering the legal limits of confidentiality is
important.
 Informed consent and confidentiality statements
must be signed before the first appointment.
 How records are kept and the content of them needs
to be explained.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Explaining Confidentiality,
Part 2
 Minors and Confidentiality
 When the client is a minor, the parents/guardians usually have
a legal right to know what happens during meetings.
 The extent of the information revealed depends on laws,
agency rules, the practitioner, and the unique situation.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Explaining Confidentiality,
Part 3
 Confidentiality in Groups
 Confidentiality in groups is different and a group consensus
must be reached about sharing of information.
 Clients must be warned that information revealed in the
group might not be kept confidential.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Administrative Contracts
 Explain the various processes of
the organization.
 Payment, emergencies, telephone
or e-mail contact, confidentiality,
practitioner’s qualifications, etc.,
are often a part of these contracts.
 How contact between sessions will
be handled.
 Cancellation policies and length of
meetings.
 Practitioner qualifications.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Ending A Meeting
 Just as important as the opening.
 Discuss future meetings.
 A review of the current meeting.
 Indicating that the meeting will be closing helps clients.
 Asking clients what has been helpful and not helpful
about the meeting is important.
Copyright © 2018 Cengage Learning. All
Rights Reserved.
Ending A Meeting, Cont’d
 Supporting the clients’ courage in
attending the meeting and what they have
accomplished during the meeting is
valuable.
 Ending a session with a focus on client
strengths can help enhance a sense of
hope.
 To allow ample time to close a meeting,
the practitioner may interrupt the flow of
the meeting to begin the ending process.
 Different cultures have different
expectations about the opening and
closing of meetings.

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SAC330 Beginning and ending

  • 1. Beginning and Ending a Meeting Brent Scobie, PhD Copyright © 2018 Cengage Learning. All Rights Reserved.
  • 2. Copyright © 2018 Cengage Learning. All Rights Reserved. Preparing for Work, Part 1  Involves getting ready to meet with clients.  Referral information, forms, and needed supplies are gathered.  Purpose or agenda for the meeting is clarified.
  • 3. Copyright © 2018 Cengage Learning. All Rights Reserved. Preparing for Work, Part 2  Appropriate physical arrangements for the meeting based on the physical abilities of clients, size of group or family, and culture of those involved.  Emotional and physical safety of client is important.
  • 4. Copyright © 2018 Cengage Learning. All Rights Reserved. Preparing for Work, Part 3  Learn about the client’s culture.  Consider client’s feelings about meeting. Practitioners should take time for preparatory empathy.  Preparing mentally involves doing whatever is necessary to put aside possible distracting thoughts and getting ready to focus fully on the client.
  • 5. Copyright © 2018 Cengage Learning. All Rights Reserved. Beginning a First Meeting, Part 1  Setting the tone  Creating an atmosphere conducive to productive work starts with your first contact with the client.  The practitioner is responsible for beginning the meeting.  Often in first meetings, people are judging and feeling judged.  Clarify how names are to be used—either formally or informally.
  • 6. Copyright © 2018 Cengage Learning. All Rights Reserved. Beginning a First Meeting, Part 2  Issues of privacy and confidentiality are important in how you first meet your client.  If you must identify a person in a waiting room and cannot guess who your client might be you can say very quietly, “I am Jesse Melendez. Are you Ms. Chen?”  If a receptionist is able to identify your client you can just identify yourself to the client.  Be aware that many clients experience some shame in seeking help so confidentiality is very important.
  • 7. Copyright © 2018 Cengage Learning. All Rights Reserved. Beginning a First Meeting, Part 3  Practitioner is responsible for beginning the session.  Explain the process of the meeting.  Clients need to know what to expect.
  • 8. Copyright © 2018 Cengage Learning. All Rights Reserved. Beginning a First Meeting, Part 4  Explaining the Process  It is important for all participants to know what they are going to do and what will be expected of them.  The purpose of the meeting, limits of confidentiality, any ground rules, length of meeting, etc., need to be clarified.  Many clients will not have participated in this type of meeting before.
  • 9. Copyright © 2018 Cengage Learning. All Rights Reserved. Beginning a First Meeting, Part 5  Explaining the Process  In beginning an initial meeting with a child or adolescent, it is important to cover the essential material in a way they can clearly understand.  Beginning meetings with families and groups is similar to beginning with individuals.
  • 10. Copyright © 2018 Cengage Learning. All Rights Reserved. Beginning a First Meeting, Part 6  Explaining the Process  In initial family meetings, it is particularly important to ask about expectations.  Some group practitioners open meetings with exercises that invite members to get acquainted or check in with the group.
  • 11. Copyright © 2018 Cengage Learning. All Rights Reserved. Beginning Subsequent Meetings  Meetings can be started by the practitioner or the clients.  Statements such as “Where would you like to start?” or “Let’s begin with the progress you have made since the last meeting” can be helpful.  Summarizing the last meeting, discussing difficulties since the last meeting, or setting a goal for the session are additional methods.
  • 12. Copyright © 2018 Cengage Learning. All Rights Reserved. Explaining Confidentiality, Part 1  Assure clients that information shared with you will be kept confidential, secure, and not shared with others unless they sign a consent form.  Mandated reporting is difficult for some clients to understand.  Covering the legal limits of confidentiality is important.  Informed consent and confidentiality statements must be signed before the first appointment.  How records are kept and the content of them needs to be explained.
  • 13. Copyright © 2018 Cengage Learning. All Rights Reserved. Explaining Confidentiality, Part 2  Minors and Confidentiality  When the client is a minor, the parents/guardians usually have a legal right to know what happens during meetings.  The extent of the information revealed depends on laws, agency rules, the practitioner, and the unique situation.
  • 14. Copyright © 2018 Cengage Learning. All Rights Reserved. Explaining Confidentiality, Part 3  Confidentiality in Groups  Confidentiality in groups is different and a group consensus must be reached about sharing of information.  Clients must be warned that information revealed in the group might not be kept confidential.
  • 15. Copyright © 2018 Cengage Learning. All Rights Reserved. Administrative Contracts  Explain the various processes of the organization.  Payment, emergencies, telephone or e-mail contact, confidentiality, practitioner’s qualifications, etc., are often a part of these contracts.  How contact between sessions will be handled.  Cancellation policies and length of meetings.  Practitioner qualifications.
  • 16. Copyright © 2018 Cengage Learning. All Rights Reserved. Ending A Meeting  Just as important as the opening.  Discuss future meetings.  A review of the current meeting.  Indicating that the meeting will be closing helps clients.  Asking clients what has been helpful and not helpful about the meeting is important.
  • 17. Copyright © 2018 Cengage Learning. All Rights Reserved. Ending A Meeting, Cont’d  Supporting the clients’ courage in attending the meeting and what they have accomplished during the meeting is valuable.  Ending a session with a focus on client strengths can help enhance a sense of hope.  To allow ample time to close a meeting, the practitioner may interrupt the flow of the meeting to begin the ending process.  Different cultures have different expectations about the opening and closing of meetings.