Before you begin
Prepare a short agenda for a vocational rehabilitation or support-services meeting.
Have these ready
- Know the meeting's purpose and who is expected to attend.
- Check the relevant notice and ask about access or communication arrangements if needed.
Preparation only. Creating, downloading, or printing this worksheet does not file, serve, or send anything, prove agency receipt, or extend a deadline. Keep a separate record of any actual submission.
- An agenda or personal note does not establish that another person agreed.
- Do not assume a meeting changes an appeal deadline or authorizes recording. Verify the applicable requirements separately.
How to use it
Choose up to three priorities for this meeting.
Pair each priority with a question, request, or decision needed.
Select only the records needed to explain those priorities.
At the end, distinguish agreements from proposals and record responsibilities and follow-up.
Fictional example
A participant's three priorities are course access, transportation options, and a missing progress report. Their agenda asks who will check each issue and how the answers will be confirmed.
Your worksheet
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Your draft — review before using
Nothing has been sent or filed. Check the content, applicable procedure, recipient, and any deadline.
Your next action
Review the agenda, share it through an appropriate channel if useful, and keep your own accurate meeting notes.