1) hubby and I hadn't "decided" whether we wanted a triad relationship or each having an additional relationship outside of ours. My thought was we would see who we met, discuss what we all wanted and how we all got along (also including the gender of that person) however from what I have read so far this might need to be decided in advance?
Up DH and you to each decide what you are and are not up for. Then you ALSO talk to new person to see what they are and are not up for and figure out what lines up. It can be both/and. It doesn't have to be either/or.
I already know I'm not up for swinging. Nothing wrong with it, just not "me." And I don't want any more kids. And triads? I don't want any unless the form naturally over a long period of time
If this is first time? You might consider dating separately. That's 2 V's like an "N" or "Z" shape. Where a triad? Is 3 V's stacked up together with a lot of overlapping dynamics. It's one of the hardest models. Doing that WHILE learning poly skills as a newbie? That's a rough time.
It's more layers. And it might make you and DH compete for the attention of the new person. Maybe one of you might hit it off faster with the new person than the other. And what if the new person is more into one than the other and wants to change to a V and stop triad? Break up with one spouse but still see the other? Who you do you normally turn to for support -- spouse? Then you have to tell spouse about how your ex ( but still your meta and spouse's current) is off with their new partner (spouse) and how it stinks to see them happy while you are in break up misery?
That's just one example. But can you see how convoluted it can get when there's overlapping relationships?
Easier to skip some of that by not going there at this time when you are newbies. Date separate people rather than the same one.
Then spouse is just spouse and not your spouse/partner when you are the hinge in one V, and your hinge in one V because spouse sees both of you, and your metamour because then the new partner is the hinge in that V. 3 V's stacked up.
Your new partner is just your new partner. And not all these other things too.
Galagirl