Introduction

Question 1

Introduction - What to cover off?

Answer 1

• Build rapport
• Describe the purpose and format of the meeting - using the agenda
• Ask how they are for time? Meeting should take 1 to 1.5 hours
• Reiterate that it’s just a chat - no decisions need to be made
• Be mindful of vulnerabilities

it’s a chance to work out how we might be able to work together.

Question 2

Four sections to the introduction

Answer 2

1. Introduction
2. Contracting
3. Setting expectations
4. Letting ask questions, consent to proceed.

Question 3

Contracting - what to cover off?

Answer 3

• Explain that everything and anything discussed is entirely confidential, and that they can stop the meeting at any point if they feel uncomfortable
• Encourage client to ask questions or challenge me on points, and expect me to press harder on areas that I feel are important to understand fully.
• Ask permission to take notes to help improve understanding and provide suitable advice

Question 4

Setting expectations - What to cover off?

Answer 4

• Ask what would be the best possible outcome for the meeting today? Or, what are they hoping to achieve by the end of the meeting.
• Ask what kind of working relationship they’d like to have

Question 5

What is the last part of the introduction section?

Answer 5

• Asking if they have any questions and are happy to proceed.