Case conceptualizations (formulations) help therapists and clients come to a shared understanding of a problem. This simple CBT formulation worksheet explores the origin and maintenance of a problem in an approachable and engaging format.
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A case formulation (case conceptualisation) can be thought of as any way of helping a client to understand what their difficulties are, where they originated, and what keeps them going. CBT case formulations often have 5 ingredients:
Presenting problem(s)
Predisposing factors which made the individual vulnerable to the problem
Precipitating factors which triggered the problem
Perpetuating factors such as mechanisms which keep a problem going or unintended consequences of an attempt to cope with the problem
Protective factors
This Friendly Formulation diagram presents all of the these 5 p's in an accessible way, framed by the question "How did the problem develop?".
This is a Psychology Tools case formulation (case conceptualization) diagram. Put simply, case formulation is one method of a client and therapist coming to shared understanding of a difficulty. The formulation contextualizes the difficulty, making its origin and maintenance understandable. Case formulations are best completed collaboratively, with clients positioned as the 'experts in themselves'.
Eells, T. D. (Ed.). (2011). Handbook of psychotherapy case formulation. Guilford Press.
Johnstone, L., & Dallos, R. (2013). Formulation in psychology and psychotherapy: Making sense of people's problems. Routledge.
Kuyken, W., Padesky, C. A., & Dudley, R. (2008). Collaborative case conceptualization: Working effectively with clients in cognitive-behavioral therapy. Guilford Press.
Persons, J. B. (2012). The case formulation approach to cognitive-behavior therapy. Guilford Press.
Tarrier, N., & Johnson, J. (Eds.). (2015). Case formulation in cognitive behaviour therapy: The treatment of challenging and complex cases. Routledge.
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