Building Bridges / Original planning sheet

A shared conversation

Keep observations separate from assumptions. Prepare only the information needed for this conversation.

Topic: ____________________________ Date (optional): __________________

What the person said or communicated

What I noticed (describe the situation without guessing a cause)

Questions I want to ask

What did we agree?	Who will follow up?	When will we check back?

What can be shared, and what should stay private?

A blank communication and organization tool—not an assessment or treatment plan. Use only the sections the person wants to share. Keep completed copies in your own secure files.