Begin with the person’s own answers: What matters to me this month? What do I want to do more independently? How do I want people to communicate with me? Who do I want at the meeting? What would I like to change?
A caregiver or support worker can bring concise observations about what helped and what remains difficult, using ordinary descriptions rather than labels such as “noncompliant.” Ask: What is the next step? Who owns it? When will we check back? How will the person say that a support is working or needs to change? End with a short accessible action summary that the person can review. This is a discussion aid, not an assessment, behavior plan or substitute for individualized clinical advice.