The Family Meeting Playbook

The Family Meeting Playbook is the definitive guide to facilitating the most important-and most dreaded-conversation a family can have. Whether you are a professional (care manager, social worker, therapist, clergy) or the determined family member trying to unite your siblings, this playbook gives you the tools to navigate the complex terrain of aging with clarity and compassion.Inside this comprehensive guide, you will discover how to:Prepare for Success: Master the 'Pre-Meeting Assessment' with confidential 1:1 interviews to uncover hidden fears, map family dynamics, and identify the 'elephants in the room' before they trample the meeting.Master the Facilitator’s Mindset: Learn the three pillars of effective facilitation-Neutrality, Empathy, and Authority-and how to hold the space when emotions run high.Script Every Tough Topic: Use ready-to-go 'modules' to guide discussions on driving, home safety, the 'financial reality check,' and legal documents (Powers of Attorney, Advance Directives) without sparking a fight.De-Escalate Conflict: Identify the five most common family conflict patterns (The Sibling Rivalry Reboot, The Long-Distance Guilt Trip, etc.) and use proven verbal judo techniques to restore calm.Build an Action Plan that Sticks: Move from 'talking' to 'doing' with the 'Who, What, By When' matrix, ensuring accountability and turning good intentions into completed tasks.Navigate Special Scenarios: Adapt your approach for families facing cognitive decline, managing long-distance meetings via Zoom, or navigating blended and high-conflict family dynamics.Build a Sustainable Support System: Learn how to guide families in hiring the right professionals-Elder Law Attorneys, Fee-Only Financial Planners, and Geriatric Care Managers-to create a durable 'ecology of care.'Packed with sample scripts, email templates, meeting agendas, values-ranking cards, and the complete 'Action Plan Matrix,' this book is more than a guide; it is an indispensable toolkit. It replaces vague hope with a concrete plan, turning anxious, divided families into confident, united care teams.If you are ready to stop managing crises and start building consensus, this playbook is your essential resource.