A structured template for presenting a case formulation in supervision. Covers case overview, presenting problems, provisional formulation (4 Ps), treatment plan, and specific supervision questions.
Case Formulation Discussion Template
PreviewBrief demographic and referral information. Use case codes only.
Case code
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Age range
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Gender
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Referral reason (1–2 sentences)
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Sessions completed
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Main presenting problems and current symptom picture
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Relevant outcome measure scores (if available)
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Use the 4 Ps framework or your preferred formulation model.
Predisposing factors — early experiences, vulnerabilities, developmental history
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Precipitating factors — what triggered the current difficulties
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Perpetuating factors — what maintains the current difficulties (cognitions, behaviours, avoidance, safety behaviours)
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Protective factors — strengths, resources, resilience factors
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Current treatment plan and interventions being used
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Progress so far — what has worked and what has not
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Specific questions or dilemmas I want to discuss with my supervisor
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What kind of help would be most useful? (e.g. alternative formulation, technique suggestions, emotional support, normalisation)
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For the supervisor to complete during or after the discussion.
Supervisor feedback and recommendations
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Agreed next steps
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This is a read-only preview. Sign up to assign it and let clients complete it on any device.
A structured preparation worksheet based on the Padesky supervision model. Helps supervisees organise their agenda, case discussions, and learning goals before each supervision session.
Self-rate your CBT competencies using the Cognitive Therapy Scale — Revised (CTS-R) framework. Designed for supervisees to reflect on their own session performance before supervision.
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.