Family Meeting Agenda

Provide your patient's or client's family with a family meeting agenda template to improve their family bond or during times of turmoil.

By Patricia Buenaventura on May 15, 2024.

Fact Checked by Ericka Pingol.

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What is a Family Meeting Agenda?

A is a list of points and topics to discuss that one can use as a guide during family meetings. The agenda may be anything and everything under the sun, and the family members will decide what must be discussed.

Creating a family meeting agenda is essential so the family doesn’t miss a discussion on important points that may strengthen the family’s bond or solve a problem the family may or is currently facing. It is convenient when the family members are establishing a new routine or dealing with a new change affecting most of them.

Suppose you’re a practitioner caring for a patient who has just had a child or was diagnosed with a lifelong condition/disorder/mental illness and has a supportive family that will care for them at home for the first time. In that case, you may help them out by giving them a family meeting agenda template. Moreover, you may recommend that they utilize it during their family meetings to make the transition from hospital to home, establish a routine, or deal with a new change easier for them and other family members.

Printable Family Meeting Agenda

Download this Family Meeting Agenda to guide your family sessions.

How does it work?

Access the Template

Access and download our printable family meeting agenda template by either:

  • Clicking the “Download Template” or “Use Template” button above
  • Searching for “Family Meeting Agenda” in Carepatron’s template library on our app or website.

Explain the Template

Though the template is straightforward and easy to understand, it’s best to explain how the family may utilize it and provide examples of what they may write down using our sample template as a reference. 

Fill Out the Template

Provide your patient or client with a copy of the template and have them fill it out whenever they need to conduct family meetings. 

Review and Proceed with Next Steps (Optional)

If, during their family meetings, they reach out for help concerning information, brainstorming coping strategies, etc., you may review what they’ve come up with so far and proceed with helping them out in the best way possible. 

Family Meeting Agenda Example (sample)

We created a Family Meeting Agenda PDF template example featuring a fictional family plan. We provided this example so you can give your client or their family an idea of how to complete the worksheet. 

Feel free to download our example for educational purposes or as an offline reference by viewing the example below or clicking the “Download Example PDF” button above.

Download this Family Meeting Agenda Example:

Family Meeting Agenda Example (sample)

When would you use this Form?

Medical practitioners such as general physicians, caregivers, therapists, and counselors caring for patients whose families will be heavily involved in caring for them can give it to the family to utilize during family meetings. 

The family, in turn, can use it whenever they have a family meeting to schedule the activities or responsibilities for the week/month or plan how to handle a big change in their lives. 


Easy to Use

Our free family meeting agenda template was designed to be utilized by family members of any age. We made it as easy to understand and use as possible. Each section is labeled, and ample spaces are provided where the form holder can write notes. 


Since a family meeting can be about anything, we ensured the template could be customized accordingly. Aside from having the freedom to choose which sections one can fill out, there are also blank section labels for anything else one wants to discuss. 

Encourages Communication 

If conducting family meetings isn’t a norm, it can be confusing and intimidating for the members to start. With the family meeting agenda template, the family has a guide they can follow when discussing a topic, and the other family members can write their thoughts on the empty boxes before sharing. Furthermore, the template can be used as a document where they can take down notes for future reference. 

Fully Digital and Accessible

One of the best features of the family meeting agenda template is that it’s entirely digital and accessible. This means anyone can whip it out on their mobile devices whenever needed and fill it out on the Carepatron app or any local PDF editor they have on hand. 

Who uses the Family Meeting Agenda?
Who uses the Family Meeting Agenda?

Commonly asked questions

Who uses the Family Meeting Agenda?

Family members who need to conduct family meetings to strengthen their bond or are looking for a way to navigate challenging times may use the templates. Practitioners caring for the aforementioned family can use a completed template when conducting family counseling or therapy sessions.

When do you use the Family Meeting Agenda?

Patients provided with a copy of the family meeting agenda can use it whenever they’re planning a family meeting. For specific circumstances when they can use the family meeting agenda template, refer to the “When would you use this Form?” section above.

How is the Family Meeting Agenda used?

It’s used similarly to any agenda maker that one can find online.

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