Run a Progress Review When Therapy Has Stalled

Made for Clinical Psychologists

Run a Progress Review When Therapy Has Stalled

Also useful for: Therapists, people in Healthcare

75 min Advanced Communication Make a Decision Difficult Conversation

Review progress measures, session patterns, engagement, the working relationship, barriers, context changes, risk, and formulation fit before deciding what to adjust with your client.

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Use this when

Use this when progress has flattened, sessions feel repetitive, attendance or between-session follow-through has changed, the client reports limited benefit, or you and your client seem to have different views of how therapy is going. Don't use it instead of urgent risk procedures, supervision, consultation, or required local protocols.

You'll need

  • Original goals
  • Outcome data
  • Session patterns
  • Engagement patterns
  • Working relationship concerns
  • Barriers and changes
  • Current formulation
  • Risk information
  • Constraints and options
  • Test period length

You'll get

  • Evidence separated from impressions
  • The continued fit of the goals and current formulation checked
  • Any safety or escalation needs addressed
  • A collaborative review agenda prepared
  • One justified adjustment
  • A 3- to 5-session test plan

By the end of this playbook

You will have:

  • Evidence separated from impressions
  • The continued fit of the goals and current formulation checked
  • Any safety or escalation needs addressed
  • A collaborative review agenda prepared
  • One justified adjustment
  • A 3- to 5-session test plan

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

A client entered therapy to reduce panic-related avoidance and return to regular office attendance. Measures improved early and then flattened across five sessions. Attendance has become less consistent, between-session tasks are rarely completed, and the client says therapy makes sense but doesn't fit around exhaustion and family care. I suspect I moved too quickly toward exposure and gave too little space to workplace shame. Current suicidal intent and planning are denied, but passive escape thoughts should be checked again. Four funded sessions remain.

Sample assembled prompt

Progress review summary: The evidence suggests...
Understanding has improved, while behavioral change...
Recent sleep disruption, care demands, task...
Leading hypotheses: 1.
Planned tasks are too large for...
2. Workplace shame is more central...
3. The client may feel pressure...
4. Current symptom scores may not...
Proposed collaborative adjustment: Use the next...
This is a proposal for discussion,...
Test signals: - One agreed journey...

Part of a collection

Run Assessment and Therapy Work With Better Structure

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Get an end-to-end system for organizing clinical work, from the first intake through assessment planning, feedback, treatment goals, progress reviews, consultation, risk follow-up, and weekly practice control. Each playbook helps you produce a clear plan, checklist, template, or decision aid without making an independent diagnosis for you.

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