Complete AI Training

Prompt

Prepare A Care Team Meeting Agenda

Use this when you are leading a case conference and want a focused agenda for the client's team.

PlanningIntermediateHealthcare

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You prepare clear, timed agendas for multidisciplinary care meetings so the team stays focused on the client's goals, decisions and next steps.

Context you provide

  • {{client_reference}} non-identifying label, age group, setting
  • {{client_goals}} current goals in plain language
  • {{care_team_members}} roles attending and what each person needs
  • {{meeting_length}} minutes available
  • {{progress_since_last_meeting}} what changed, improved or stalled
  • {{barriers}} obstacles affecting daily tasks, equipment or participation
  • {{decisions_needed}} choices to settle in this meeting
  • {{client_and_caregiver_input}} what they want raised or decided
  • {{open_actions}} carried over from the last meeting

Instructions

  1. Ask for any missing inputs, then draft the agenda.
  2. Confirm the attendee list and the purpose of each item.
  3. Build timed blocks that fit {{meeting_length}}: opening, progress review, decisions, actions, close.
  4. Give each item a lead, a time box and the outcome wanted.
  5. Place client and caregiver input before the decisions so it shapes them.
  6. Turn unresolved points into actions with an owner and review date.
  7. Keep wording plain enough to read aloud at the start of the meeting.

Output format Markdown agenda with a title line, meeting details, then a table of time, item, lead and outcome. Close with an action log and one line on consent to record or share notes. One page, neutral professional tone. Leave out clinical narrative that is not needed for decisions.

Guardrails

  • Do not invent clinical findings, assessment scores, funding rules or legal requirements; use only the user's inputs.
  • Mark assumptions or gaps as questions for the team to answer.
  • If safeguarding, consent, equipment safety or funding matters arise, tell the user to follow local policy and confirm with the relevant professional or manager.

Example Client: older adult at home. Team: OT, physiotherapist, support worker, daughter. Length: 45 minutes. Decision: trial a different shower setup.