Helping Mom: Family Meeting Agenda Template

Use this printable template to guide your family meeting. Print it out, fill it in, and keep it handy for reference.

Meeting Details

  • Date: _______________________________
  • Time: _______________________________
  • Location: _______________________________
  • Participants: _______________________________

Opening

5–10 minutes
Share one positive or recent highlight
Set a calm, respectful tone

Hopes & Priorities

10–15 minutes
What matters most right now?
What does a good day look like?

Current Needs & Concerns

15–20 minutes
Any challenges or recent changes?
Safety, health, or daily tasks to discuss

Support & Solutions

15–20 minutes
What help would be most useful?
Small changes that could make things easier

Key Information Review

optional
Doctors & contacts
Medications
Important documents

Decisions & Next Steps

10–15 minutes
What did we decide?
Who is responsible for each action?
Timeline

Next Check-In

Date for follow-up conversation

Notes

Additional thoughts or observations