Supervision Preparation Sheet
A structured preparation worksheet based on the Padesky supervision model. Helps supervisees organise their agenda, case discussions, and learning goals before each supervision session.
Written by Tarun Vermani, Trainee Clinical Psychologist Last reviewed
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Supervision Preparation Sheet
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Session Details
Agenda Items
List the topics you want to cover in supervision, in order of priority.
| # | Actions | |||
|---|---|---|---|---|
| 1 |
Case Discussion
Prepare a case you want to discuss. Use case codes, not client names.
Recording / Tape Review
If bringing a session recording, note the relevant section.
Learning Goals
Review of Previous Actions
| # | Actions | |||
|---|---|---|---|---|
| 1 |
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When to use the Supervision Preparation Sheet
The Supervision Preparation Sheet is a cognitive behavioural therapy (CBT) supervision and reflective-practice resource, designed to support therapists and trainees in developing their clinical skills rather than as a client-facing worksheet.
You can preview it in full above, then use it within your own practice, supervision or training — completing it on any device or printing it as a PDF.
How it works
Most people work through it in around 15 minutes. It moves through six short steps:
- Session Details
- Agenda Items — List the topics you want to cover in supervision, in order of priority.
- Case Discussion — Prepare a case you want to discuss. Use case codes, not client names.
- Recording / Tape Review — If bringing a session recording, note the relevant section.
- Learning Goals
- Review of Previous Actions
Every resource in the library shares the same clean, consistent layout, works on any phone, tablet or computer, and can be completed on screen or exported as a print-ready PDF.
The CBT approach behind it
In common with other CBT methods, the Supervision Preparation Sheet works by noticing the links between situations, thoughts, feelings, physical sensations and behaviour — and finding practical ways to change unhelpful patterns. The aim is not positive thinking but a clearer, shared understanding of what keeps a difficulty going — and practical, testable ways to change it.
Like the rest of the Formulate library it follows an evidence-based CBT structure, applied here to building and reflecting on clinical skill rather than to a specific presenting problem.
Evidence & sources
This worksheet is grounded in established cognitive behavioural therapy theory and practice. Key sources include:
- Beck, A.T., Rush, A.J., Shaw, B.F., & Emery, G. (1979). Cognitive Therapy of Depression. New York: Guilford Press.
- Padesky, C.A. & Mooney, K.A. (1990). Clinical tip: Presenting the cognitive model to clients. International Cognitive Therapy Newsletter, 6, 13-14.
For use alongside professional support
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:
- Emergency services: 999 — if you or someone else is in immediate danger
- Samaritans: 116 123 — free, day or night, 365 days a year
- SANEline: 0800 689 5555 — 4:30pm–10:30pm, every day
More Supervision worksheets
View all Supervision worksheets →Supervision
CTS-R Self-Assessment
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.
Supervision
Supervision Session Log
A structured log for recording supervision sessions. Tracks topics covered, competencies discussed, key learning points, and agreed actions. Builds an ongoing record of professional development.
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Case Formulation Discussion Template
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.
Supervision
Reflective Practice Log
A structured reflective practice log based on the Gibbs Reflective Cycle. Guides supervisees through systematic reflection on a clinical experience — description, feelings, evaluation, analysis, conclusion, and action plan.
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