1. Introduce the Topic

    • What is it?
    • Why is is important for your client?
    • What will they be able to do after the session?
  2. Deliver the Topic

    • Use plain language and ask questions often
    • Practice using the tool with your client
    • Discuss how and where to keep the materials.
  3. Check for Understanding

    • Ask the client to repeat back what you said
    • Ask if they have any questions
    • Remind them you can return to this topic at any time