Toward effective service to individuals, divorcing families, and stepfamilies

Successful First Contacts - p. 2 of 2

Useful Assessment Questions,
and Guidelines for Closing Effectively

By Peter K. Gerlach, MSW

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The Web address of this two-page article is http://sfhelp.org/etx/basics/first_contact.htm

Continued...

        This page illustrates useful early-assessment questions, and options for ending the first meeting. See this for general perspective on assessing these complex client families over time.

  Useful First-meeting Questions

        Typical first face-to-face contacts with new clients move through four phases: welcoming and introductions, clients' venting and the clinician reacting, client questions, and closure. During the first (or any) meeting, client reactions to the clinician's observations and questions help to (a) further assess the client system, and (b) decide where to focus and how to proceed.

        Many clinician questions can be teaching and awareness-raising interventions - e.g. "On a scale of one to ten, how would you rank your recent problem-solving effectiveness as a couple?" The way participating clients respond verbally and non-verbally also reveals much about them to a process-aware clinician. Some questions pertain to all clients, and others to a specific client type. In a typical first meeting, there will only be time enough for a select few of questions like these. Some may have been answered during the intake process.

All Clients

1) "Who comprises / belongs to your family now?" A related probe is "Do each of the co-parents / caregiving adults agree on who comprises/belongs to your family now?" Another option is "Who would each of your kids say belongs to their family?" These start to test for loyalty, values, and membership conflicts, relationship triangles, and possible incomplete or blocked grief.

2) "Who leads your multi-home family now - who asserts their needs and opinions most forcefully and makes the major family decisions? This is an initial probe for family-structure problems, values conflicts,  co-parent awareness, and false-self distortions. 

3) "What do you (each) feel is causing this (presenting) problem?" "I don't know" is a common response. The way clients respond to this usually provides a rich harvest of assessment information.

4) "Who's problem is this (for each main presenting problem) - i.e. who do you feel is responsible for resolving this problem?" This tests for false-self wounds , process awareness , and structural alliances and hostilities among nuclear-family members.

5) "What have you already tried toward filling your needs (solving each main presenting problem)?" Response/s reveal more about the client family's structure and dynamics, and sets the stage for the clinician proposing new strategies.

6) "What's the worst thing that may happen if this (each presenting) problem isn't solved?" This assesses for false-self domination and reality distortions .

7) "From one to 10, how would you rate your family adults' recent ability to permanently solve major family problems?" Option: "Would one of you describe the main differences between fighting or arguing and problem-solving?" This is a teaching question (intervention), and a preliminary test for co-parent awareness of their communication effectiveness (Project 2).

8) To two or more conflicted family members: "In this situation, whose needs do you each feel are more important - yours or (the other person's)?" Unawareness of 1-up / 1-down attitudes and related R(espect) messages is a common major source of relationship conflict and ineffective communications. The "best" answer is "Our needs are of equal importance to me." 

9) To each co-parent: "What would you say your (and/or your partner's) top four priorities have been in  recent months?" This assesses for adult self-awareness, reality distortion, the probable shared  priority of co-parents' primary relationship, and possible adult difficulty bonding. The client's responses also may suggest whether either mate made one or more unwise re/marital choices. This multi-level assessment question is useful throughout the work. Kids' opinions are very helpful too!

10) "What resources do you feel your family members bring to solving these problems? - i.e. what do you see are your family's key strengths now?" Often, co-parents aren't used to thinking of - or intentionally using - their human strengths (personal traits, talents, knowledge, etc.) in defining and reducing their stressors - specially if they'/re dominated by reactive false-selves.

11) "How would you describe the effectiveness of recent communications (and/or ..."the quality of the relationships...") between the adults in your kids' several homes ?" This _ reinforces that their kids' "other parents" are full members of their nuclear stepfamily, and _ begins to assess for significant barriers to co-parenting teamwork among divorced parents and their new partners ( Projects 4and 10 ).

12) "How would you rate the ability of each adult in your family to grieve their losses  effectively?" This is an initial probe for significant co-parent wounds, knowledge of grieving basics, a toxic family grieving policy, and possible incomplete or blocked grief.

13) "Has anyone in your or your mate's family and/or ancestry had (a) significant trouble with the law, (b) any of the four addictions, or (c) medication or treatment for psychological problems? This is another initial assessment for inherited false-self wounds and low-nurturance childhoods for any co-parents.

14) "Which other family members would you wish to participate in our work?"; or "I need (name specific other client adults and kids) to participate with us. Do you see any problem with that?" This starts to evaluate the viability of working with all related co-parents , and possibly some or all children and key relatives.

Divorcing and Re/divorcing-family Clients

15) "Is anyone in your home or family thinking seriously about (re)divorce? If so - who?" If the implied or direct answer is "yes," a cluster of related questions like these may be relevant in the first meeting:

  • "Can you mates each name the specific key (re)marital needs you each aren't getting met well enough recently?" This can lead to a more detailed discussion (in another meeting?) of (re)marital needs, priorities, and how couples can use effective communication skills to get them met more often.

  • "What benefits do you each see to legal separation and/or divorce?"

  • Have you  agreed on what each of your (dependent) kids will  if you decide to (re)divorce? This can promote a discussion of typical kids' developmental and adjustment needs to parental divorce and re/divorce, and who is responsible for filling these needs adequately. The alternative is major co-parental neglect.

  • Do you each feel you've tried every possible option for avoiding re/divorce? Even if the couple says "Yes," you may give them a copy of these 29 alternatives with or without summarizing and discussing them.

  • "Do you have (a) a shared definition of a 'successful' (re)divorce and (b) a cooperative plan to achieve that?" Expect ambivalence, confusion, guilt, and "No" to either question; and decide if and how to begin outlining.

  • "As you know, psychological and legal divorce causes major changes and losses for everyone. Are you each aware of your personal and family grieving policies and whether they're healthy?"

  • "What supports do you and your kids have to help you all adjust to this major change?"

        Any of these and/or other factors may prompt further initial assessment questions. Unless all the participating adults are willing to focus on divorce in the first meeting, it may be a more respectful to leave this focus to a future meeting, after hearing more of their situation and needs.

Courting and Committed Stepfamily Clients

16)  "What brings you here?" or "What do you each need?" or "What would each of you like to leave here with, today?" In committed-stepfamily clients, the answer will suggest whether the co-parents are phase three (non-re/marital focus) or phase four (re/marital focus) clients.

17)  "Do your family adults and kids all agree that you are a multi-home stepfamily?" This begins to assess for (a) stepfamily-identity conflicts and/or denials, and (b) unrealistic family role and relationship expectations.

18)  Are you co-parents and your relatives and supporters aware that typical stepfamilies like yours differ from intact biofamilies in over 70 ways, and what all these differences can mean to your adults and kids? Co-parents are never aware of either of these, so a teaching question like this can raise their motivation to learn the answers if they're not trivializing their stepfamily identity. Option - follow this question up by providing copies of this and this, and inviting the co-parents to study, discuss, and apply them to their unique situation.

19)  "Have any of your adults studied how to create and maintain a high-nurturance stepfamily?" The usual answers are "No," or "Not much." This probes for stepfamily awareness, and begins to alert co-parents to (a) the concept of family nurturance levels and (b) how much typical stepfamilies differ from intact biofamilies.

        More sample questions for first clinician-client meetings...

20"Do all your co-parents have a mutually-agreed plan to merge your several biofamilies over time?" Typical co-parents and relatives have never identified the 16 categories of things they need to patiently merge and stabilize over time, specially if they discount or ignore that the new mates' commitment initiates forming a complex multi-home stepfamily together.

21)  "Are all your co-parents clear and agreed on the long-term purpose/s of your (step)family?" or "Are all your co-parents (and kids and relatives) clear on why your (step)family exists?" The common answer to this is superficial and vague, or "Not really." If so, these first-meeting questions can interest co-parents in (a) learning the concept and practical value of evolving a consensual family mission or vision statement, and (b) becoming motivated to use it together to resolve complex and conflictual family dilemmas. If client co-parents show little genuine interest in this, assess (a) for false self wounds and (b) the adults' true priorities.

22)  "How do your adults decide if your nuclear (step)family is 'working well'?"  This tests for adults' long-range vision, systemic awareness, and whether they're aware of and concerned about their multi-home family's nurturance level ("functioning"), See co-parent Projects 6 , 9 , and 10 .

23)  "What would you say are your stepfamily's most significant supports recently?" or "If you need (step)family support, what kind, and why?" Typical stepfamily adults lack informed support, and may not know they need it until major crises evolve. They also don't know how to critically evaluate stepfamily advice, counseling, support-groups, or materials. Option - introduce co-parent Project 11, and give co-parents copies of these linked articles as appropriate, and follow up to learn their reactions.

If Presenting Problems Focus on a Primary Relationship...

24) "On a scale of one to 10, in the last several months, how respected by your partner have you felt?" A common partnership problem is often disrespect, and mates not knowing what causes that, and how to talk about rebuilding respect.

25) "On a scale of one to 10, how well heard - vs. agreed with - by your partner have you felt in the last several months?" Typical dissatisfied couples have ineffective communication skills, including inabilities to hear each other, and to talk constructively about improving that (metatalk and problem-solve).

26) "When you two have a disagreement, how do you usually try to resolve it, and who's needs usually get met?" This introduces the idea that communication occurs to fill needs, and begins to illuminate marital communication blocks and unawarenesses.

27) "Right now, would you say you feel like partners or opponents?" This lays the groundwork for exploring what prevents the couple from acting cooperatively, rather than defensively or aggressively.

28) "When you have family conflicts over parenting issues, who do you feel your partner usually sides with?" This begins to test for probable stepfamily values and loyalty conflicts and relationship triangles.

29)  "In the last several months, what would you say your partner's top three or four priorities have been - as judged by his/her actions?" This begins a focus on how important the mates' relationship is to each of them. If the relationship is not consistently among their top several priorities, that can be a primary problem and/or the symptom of another primary problem (like psychological wounds in one or both mates).

        These represent the wide range of initial assessment / teaching questions a clinician can ask. The clients' need to vent will shape how much time will be available to ask and process them in this first meeting. Before beginning to close the meeting, a final summary question can be something like...

30) "After all that we've discussed, what do you feel is blocking the co-parents in your (step)family from resolving these problems?" Option: after the clients respond, summarize and illustrate the premise of surface and primary problems (unfilled needs), and the learnable skill of digging down to discern the latter. 

        Reflect on what you just read in relation to what you believe typical clients and clinicians need in their first meeting. How do these questions compare to the ones you're used to asking? Option - edit these questions into an intake questionnaire and/or a homework worksheet for co-parents to complete and discuss prior to the next meeting.

        Effective clinicians will reserve 10"" or 15" to close the first meeting comfortably. What usually needs to be covered?

Options for Ending the First Meeting

        As the first session ends, all involved want to feel their key needs were satisfied. A common challenge for the clinician is to monitor the time and direct the process to end on time, without rushing or omitting key goals. This can be hard if the clients haven't finished venting (which is likely). Option: alert clients at the start that "We may not have enough time to cover all that you want me to know, so let's help each other stay focused as we go, OK?"

        See how you agree that for an effective closure of the first meeting, the clinician will cover these things:

Ask if the participating client/s feel the clinician (a) empathically understands what they (each) need in their family, and from the clinical work; (b) why, and (c) can be trusted to not take sides between family members.

Hilight any factors that helped or hindered the client-clinician process; ("The street noise made it hard for me to focus at times." / "I liked how you summarized what I said.");

Raise clients' awareness of their process - e.g. ask "What felt different about how you were here, compared to when you're at home together?" and/or "Has anything changed for each of you since you walked in the door?"

Summary observations on (a) major presenting problems, (b) possible / probable primary needs causing the presenting problems, (c) apparent client strengths, and (d) key immediate and long-term suggestions to help the clients fill their primary (vs. surface) needs - i.e. to achieve desired second-order changes.;

Get agreement on the next steps - e.g. agree on a next meeting, who should attend, and a tentative agenda. And an effective first-meeting ending will include...

Any recommended "homework." Because a common stressor for these client families is unawareness and lack of knowledge, asking them to read and discuss key handouts and/or Web articles between sessions can be very cost-effective. Choosing which topics depends on the type of client and the adults' present knowledge and primary problems. Useful new information for average clients includes:

Recap

        This clinical model proposes that typical divorcing-family and stepfamily clients are significantly different structurally and developmentally, compared to other types of family system. These differences justify some unique goals and questions in the first intake and/or client-clinician contact. The prior page offers perspective on this, proposes what typical clients and clinicians need for an effective first contact, and adds specific suggestions to suit these clients, with and without a prior intake interview. This page adds an array of useful early-assessment questions to guide further work, depending on the type of client; and (b) suggestions on how and when to close the first client-clinician meeting, including some homework options.

        Pause and reflect: what have you learned here, and what does it mean to you as a person and a professional? Recall why you began to read this. Did you get what you needed? If so, what do you need to do next? If not - what do you need?

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Updated  January 04, 2009