Start with the instruction
Identify what you must do, who you are speaking with and the setting. A request to explain is different from a request to assess.
Use the supplied record
Note the information already available and the questions that remain. Distinguish a given finding from something you will need to request.
Plan an opening, not a script
Prepare a clear first question and a few priorities. Leave room to respond to what the person says.
Carry linked reading forward
Where a case includes linked pre-reading or retained notes, use them in the following stage. In Learn and Practise, use Start Conversation When Ready; the suggested reading duration is not a mandatory wait. Exam Conditions and protected mocks instead follow their authored reading and transition rules.