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Task Planning And Achievement Record

The Task Planning and Achievement Record can be used to plan daily tasks and record goal attainment. It is most suited for encouraging frequent or repeated activities such as exercise or self-care and can be helpful as part of a program of behavioral activation.

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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.

Fillable version (PDF)

A fillable version of the resource. This can be edited and saved in Adobe Acrobat, or other PDF editing software.

Editable version (PPT)

An editable Microsoft PowerPoint version of the resource.

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Languages this resource is available in

  • Chinese (Simplified)
  • English (GB)
  • English (US)
  • French
  • Hebrew
  • Italian
  • Spanish (International)

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Introduction & Theoretical Background

Use the Task Planning and Achievement Record to plan daily tasks and record goal attainment. This worksheet can be helpful as part of a program of behavioral activation to encourage consistent behavior. It is most suited for encouraging frequent or repeated activites such as exercise or self-care. It can also be very useful for patients suffering with pain or fatigue where helpful behaviors may have become sporadic.

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Therapist Guidance

For activity monitoring clients should be instructed to record their activity in the 1 hour time slots throughout the day.

For activity scheduling clients should be instructed to plan and schedule desired activities in advance, and to record whether the scheduled activities were completed.

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References And Further Reading

  • Beck, A.T., Rush, A.J., Shaw, B.F., & Emery, G. (1979). Cognitive therapy of depression. New York: Guilford.
  • Jacobson, N. S., Martell, C. R., & Dimidjian, S. (2001). Behavioral activation treatment for depression: Returning to contextual roots. Clinical Psychology: Science and Practice, 8(3), 255-270.

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