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Treatment Planning Checklist

Some clients find it difficult to generate treatment goals for therapy. This simple handout presents problems that some people bring to therapy. It can be used as a good starting point for a discussion.

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Notice: The 'Fillable PDF' format has been retired. For resources with form elements, both the 'Professional' and 'Client' versions are now available as fillable PDFs by default.

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.

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Languages this resource is available in

  • Chinese (Simplified)
  • Dutch
  • English (GB)
  • English (US)
  • Greek
  • Romanian

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Introduction & Theoretical Background

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 worksheet was submitted by Alan Taylor.

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Therapist Guidance

This worksheet can be used as a talking-point during an assessment and goal-setting phase of therapy.

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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.

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