Project Management & Coordination Flashcards

A family member objects to the client's chosen arrangements. What is the best coordination response?

Answer: Facilitate a conversation and document the client's own decision

The consultant should facilitate discussion while recording that the plan reflects the client's own informed choices.

Where should completed preplanning records be stored for reliable access when needed?

Answer: In a secure file with copies provided to the client and designated contacts

Secure storage plus copies for the client and designated contacts ensures the plan can be found at time of need.

Which communication practice best reduces errors among multiple providers?

Answer: Written confirmations of each agreed detail

Written confirmations create a verifiable record and prevent misunderstandings.

A client wants to pre-fund arrangements through insurance. What should the consultant coordinate?

Answer: Assignment, beneficiary designation, and funding documentation aligned with the contract

Proper assignment and beneficiary details must match the preneed contract so funds are available when needed.

What is the main purpose of a periodic plan review with the client?

Answer: To confirm the plan still reflects wishes, contacts, and circumstances

Reviews keep contacts, finances, and wishes current as life circumstances change.

If a client relocates to another state, what should the consultant do first?

Answer: Review portability and transfer provisions of the existing contract

Checking transfer or portability terms determines how the plan can be honored in the new location.

Which item belongs in a handoff packet for the family's designated contact?

Answer: Provider contact details and the location of the signed documents

The packet should give the family everything needed to execute the plan quickly.