Made for Clinical Psychologists
Convert Broad Concerns Into Workable Treatment Goals
Also useful for: Therapists, people in Healthcare
Turn loosely defined concerns into two to four treatment goals that reflect what matters to the client, how change may show up, and when you will review progress together.
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Use this when
Use this after intake or assessment, when starting a new phase of treatment, when goals feel vague, or when the client and clinician seem to be working toward different outcomes. It also works when an existing goal needs to be revised without making a new diagnosis.
You'll need
- Broad concerns
- Client language and preferred outcomes
- Baseline information
- Context and preferences
- Supports and constraints
- Risk considerations
- Shared responsibilities
- Review timing
You'll get
- Two to four goals reviewed with the client; each goal includes a meaningful outcome, baseline, observable signs of change, responsibilities, and a review date
- You can explain why each goal matters, what information remains uncertain, how cultural context was considered, and what would lead you to revise the plan
- Any required safety action outside this Playbook completed
By the end of this playbook
You will have:
- Two to four goals reviewed with the client; each goal includes a meaningful outcome, baseline, observable signs of change, responsibilities, and a review date
- You can explain why each goal matters, what information remains uncertain, how cultural context was considered, and what would lead you to revise the plan
- Any required safety action outside this Playbook completed
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Broad concerns: The client reports evening worry, poor sleep, avoidance of meetings, and canceled social plans. Client language: "I want my evenings back and I don't want fear making every decision." Baseline: About five hours of sleep on work nights, evening worry rated 8 out of 10 most nights, and three of four recent social plans canceled. Context: The client values privacy and family responsibility, dislikes clinical jargon, and doesn't want daily app tracking. Constraints: Shift work and caregiving make daily assignments difficult. Risk: No disclosed current intent or plan, increased hopelessness noted, required review completed, reassessment planned. Responsibilities: Clinician will offer structured options; client will choose manageable practices; no family coordination agreed. Review: 4 weeks.
Sample assembled prompt
Priority goal 1: Reclaim a steadier... Why it matters: The client wants... Baseline: The client reports evening worry... These are self-reported estimates and should... Signs of change: - The client... - Work-night sleep becomes more consistent... - The client reports that worry... Progress check: Use a brief weekly... Review what changed, what helped, and... Clinician responsibility: Offer several low-burden strategies,... Client responsibility: Choose one manageable evening... Review date: Four weeks, or earlier... Revision trigger: Revise if the goal... Status: Provisional until discussed and agreed...