Treatment Planning Checklist

This exercise highlights common issues people face, serving as a useful starting point for therapy discussions.

Download or send

Professional version

Offers theory, guidance, and prompts for mental health professionals. Downloads are in Fillable PDF format where appropriate.

Client version

Includes client-friendly guidance. Downloads are in Fillable PDF format where appropriate.

Editable version (PPT)

An editable Microsoft PowerPoint version of the resource.

Overview

Some clients find it difficult to generate treatment goals for therapy. This simple exercise presents problems that some people bring to therapy. It can be used as a good starting point for a discussion. By presenting these problems in a clear format, the resource aims to facilitate deeper discussions about personal goals, guiding clients toward a more meaningful and focused therapy.

Why Use This Resource?

Using this checklist can enhance therapy by:

  • Highlighting difficulties individuals might be experiencing.
  • Facilitating discussions about potential therapeutic goals.
  • Informing treatment planning.

Key Benefits

Broad

Presents a variety of difficulties that might be relevant to clients.

Clear

Helps clients clarify their therapeutic goals.

Structured

Offers a structured method for identifying and organizing problems and goals.

Who is this for?

Anxiety

Difficulties related to worry and fear.

Depression

Persistent low mood and hopelessness.

Interpersonal Issues

Problems related to intimacy or communication.

Low Self-Esteem

Feelings of worthlessness.

Integrating it into your practice

01

Review

Encourage clients to explore various items on the checklist.

02

Discuss

Begin a dialogue about problems that are relevant to the client.

03

Set Goals

Guide clients in transforming checked items into SMART goals.

04

Review

Regularly review these goals as therapy progresses.

Theoretical Background & Therapist Guidance

The Treatment Planning Checklist is a list of common therapeutic goals. Good CBT is dependent upon the therapist and client identifying an appropriate treatment goal (SMART goal). However, some clients find it difficult to identify appropriate therapeutic goals. The canonical reference for treatment goals is the Bern Inventory of Treatment Goals (Grosse & Grawe, 2002). This exercise was submitted by Alan Taylor.

What's inside

  • An introduction to the resource.
  • Suggestions for using the resource with clients.
  • Key references and recommendations for further reading.
Get access to this resource

FAQs

The checklist is a structured tool to help clients and therapists identify key problems and set therapy goals.
By identifying specific areas for improvement, the checklist acts as a starting point for developing precise, achievable, and relevant goals.

How This Resource Improves Clinical Outcomes

Integrating the Treatment Planning Checklist into therapy:

  • Supports problem identification and goal-setting.
  • Enhances focus and direction in sessions.
  • Encourages clients to take an active role in their therapy.

References And Further Reading

  • Grosse, M., & Grawe, K. (2002). Bern Inventory of Treatment Goals: Part 1. Development and first application of a taxonomy of treatment goal themes. *Psychotherapy Research, 12*(1), 79-99.