A longitudinal formulation for bipolar disorder — mapping life events, episode patterns, and maintaining factors across time.
Bipolar Longitudinal Formulation
PreviewVulnerability Factors
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Core Beliefs About Self & Mood
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Episode Triggers & Patterns
What typically triggers episodes?
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What is the typical pattern of your episodes?
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Maintaining Factors
Thoughts
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Emotions
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Physical / Sleep
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Behaviours
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Protective Factors & Strengths
What resources, strengths, and supports might help in recovery?
Protective factors
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Strengths & resources
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This is a read-only preview. Sign up to assign it and let clients complete it on any device.
The Bipolar Longitudinal Formulation is an interactive cognitive behavioural therapy (CBT) worksheet, most often used in CBT for bipolar disorder.
It is designed to be used within therapy rather than as a standalone self-help tool: a therapist introduces it, works through it collaboratively, and helps make sense of what it surfaces. You can preview the full worksheet above, then assign it digitally for clients to complete between sessions on any device — or download it as a print-ready PDF.
The Bipolar Longitudinal Formulation is a guided formulation canvas: you trace a difficulty over time — from early experiences, through the core beliefs and assumptions that developed, to the situations that trigger it today — to build a developmental picture.
Completed on the Formulate platform, your client's answers are saved automatically and shared straight back to you, so you can review them before the next session rather than waiting for a paper copy to come back.
In common with other CBT methods, the Bipolar Longitudinal Formulation works by mapping how the parts of a problem connect and keep it going (formulation). The aim is not positive thinking but a clearer, shared understanding of what keeps a difficulty going — and practical, testable ways to change it.
Because it is a CBT tool it stays focused on the here-and-now links between thoughts, feelings, the body and behaviour, and it works best as one part of a wider course of therapy rather than as advice or a diagnosis.
This worksheet is grounded in established cognitive behavioural therapy theory and practice. Key sources include:
Formulate provides educational CBT resources for use with a qualified therapist. They are not a substitute for professional assessment, diagnosis, or crisis care.
If you need urgent help now:
Sign up free and send your client a link. They complete it on any device — you review their responses before the next session.
No credit card required. 10 free worksheets every month.
Track daily mood on a depression-euthymia-hypomania/mania scale alongside sleep, medication, and key events.