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