Preplanning Process & Strategy Flashcards

What is the primary goal of the first meeting with a preplanning family?

Answer: Build rapport and understand the family's needs, values, and wishes

Discovery and trust-building come first so recommendations fit the family's actual wishes.

Which type of question best encourages a client to share their personal wishes?

Answer: Open-ended questions

Open-ended questions invite detailed answers that reveal values and preferences.

A client says, 'I'm not ready to think about this.' What is the best initial response?

Answer: Acknowledge their feelings and ask what concerns them most

Empathy and exploration of the concern respect the client and keep the dialogue open.

Why is it important to involve family members in the preplanning conversation?

Answer: It ensures wishes are known and reduces future conflict and guilt

Shared knowledge of wishes eases decision-making for survivors later.

Which document records a client's selections and is kept on file for use at time of need?

Answer: Preneed contract and personal information worksheet

The contract and worksheet document choices and vital information for future use.

During the preplanning process, which step typically follows needs discovery?

Answer: Presenting options and recommendations matched to needs

Options are presented only after the consultant understands the family's needs.

What is an appropriate way to handle a client's question you cannot answer?

Answer: Admit it and promise to find an accurate answer, then follow up

Honesty and follow-through preserve credibility and trust.