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CBT formulation models and templates

The formulation is the engine of CBT — the shared map that turns a client’s story into a testable plan. This page gathers every interactive tool on Formulate in one place: 19 referenced formulation models and 2 live worksheet demos, all free to explore in the browser.

Each model page reconstructs a published CBT model — Clark’s cognitive model of panic, Ehlers and Clark’s model of PTSD, Wells’s metacognitive model of GAD, Fennell’s model of low self-esteem and 15 more — as an interactive diagram, with plain-language psychoeducation and the primary sources it is drawn from. Explore the pre-filled model, switch to the blank template, then sign up free to build the formulation collaboratively with your client and export it as a PDF. Not sure which model fits? See how to choose a CBT formulation model.

The two worksheet demos show how Formulate’s interactive worksheets feel to complete: a seven-column thought record and a graded exposure hierarchy, exactly as your clients would see them.

Formulation models

How to choose a CBT formulation model

What a CBT formulation is

A CBT formulation is a shared, working explanation of a client’s difficulties: what keeps the problem going now and, where it helps, how it developed. It links the client’s own experience to a cognitive-behavioural model, so that the treatment plan follows from the explanation rather than from a generic list of techniques. A formulation is built collaboratively and revised as therapy goes on; it is a hypothesis to test, not a diagram completed once at assessment and filed away.

A useful formulation is simple enough for the client to recognise themselves in, specific enough to predict what should happen if one part of the cycle changes, and open to revision when new information does not fit.

Cross-sectional, longitudinal and disorder-specific models

Cross-sectional formulations map a single moment. The best known is the five-part hot cross bun formulation (Padesky & Mooney, 1990), which links a situation to thoughts, emotions, body sensations and behaviour and shows how each keeps the others going. The Five Areas model (Williams & Garland, 2002) has a similar shape but gives the client’s life situation, relationships and practical problems an area of their own. Both are quick to build, easy to explain and useful across presentations, which makes them good first formulations.

Longitudinal formulations add history. A longitudinal formulation traces how early experiences shaped core beliefs and rules for living, what critical incident activated them, and how the resulting maintenance cycle runs today. Beck’s cognitive model of depression is the classic source. A longitudinal view helps when problems are long-standing, when beliefs about the self are central, or when a client is asking “why me, and why now?”.

Disorder-specific models describe the maintaining processes identified for one presentation: the catastrophic misinterpretation of bodily sensations in panic (Clark, 1986), self-focused attention and safety behaviours in social anxiety (Clark & Wells, 1995), or the appraisals and nature of the trauma memory in PTSD (Ehlers & Clark, 2000). The disorder-specific CBT treatments are built on these models, so choosing one means the formulation and the intervention share a language.

Which model for which presentation

Every interactive model on Formulate, by presentation. Each page has a pre-filled example, a blank template and the primary references.

19 interactive CBT formulation models by presentation
PresentationModelSource
Panic disorderCognitive Model of PanicClark (1986)
Social anxiety disorderCognitive Model of Social AnxietyClark & Wells (1995)
Generalised anxiety disorderCognitive-Behavioural Model of Intolerance of Uncertainty and GADHébert & Dugas (2019)
Generalised anxiety disorderMetacognitive Model of GADWells (1995)
Health anxietyCognitive-Behavioural Model of Health AnxietyWarwick & Salkovskis (1990)
Specific phobiaTwo-Factor Model of Specific PhobiaMowrer (1960)
Obsessive-compulsive disorderCognitive Model of OCDSalkovskis (1985)
Body dysmorphic disorderCognitive-Behavioural Model of BDDVeale (2004)
Post-traumatic stress disorderCognitive Model of PTSDEhlers & Clark (2000)
DepressionCognitive Model of DepressionBeck et al. (1979)
DepressionBehavioural Activation Model of DepressionLewinsohn (1976)
Eating disordersCBT-E Transdiagnostic Model of Eating DisordersFairburn, Cooper & Shafran (2003)
Perfectionism (transdiagnostic)Clinical Perfectionism ModelShafran, Cooper & Fairburn (2002)
InsomniaCognitive Model of InsomniaHarvey; Espie (2002)
Chronic painFear-Avoidance Model of Chronic PainVlaeyen & Linton (2000)
Low mood, anxiety and stress (transdiagnostic)Five Areas ModelWilliams & Garland (2002)
Low self-esteem (transdiagnostic)Cognitive Model of Low Self-EsteemFennell (1997)
Emotion regulation (transdiagnostic process model)Three Systems Model of Emotion Regulation (CFT)Gilbert (2009)
AngerCognitive Model of AngerNovaco (1975)

How to choose

  • Start from the presenting problem, not the model. If one presentation is clear and a specific model exists for it, that model usually gives the most direct route to intervention.
  • Go cross-sectional when the picture is unclear. A hot cross bun or Five Areas map built from one recent, specific example is quick to draw, and it often shows which specific model fits.
  • Add a longitudinal layer when history matters — long-standing low self-esteem, recurrent low mood, or rules for living that show up across many situations.
  • Use a process model when one process runs through several problems, such as self-criticism, perfectionism or low self-esteem.
  • Keep it collaborative and test it. The client should recognise the formulation as theirs. Treat each link as a hypothesis, revise it when a behavioural experiment or new information does not fit, and use supervision to check the choice of model on a complex case.

Frequently asked questions

What is the difference between a cross-sectional and a longitudinal formulation?

A cross-sectional formulation maps one situation and the cycle that keeps the problem going now: thoughts, emotions, body sensations and behaviour. A longitudinal formulation adds the developmental layer: early experiences, core beliefs, rules for living and the incident that activated them. Many therapists start with a cross-sectional map and add the longitudinal layer when history helps explain the pattern.

Is the hot cross bun the same as the Five Areas model?

No, although they look alike. The hot cross bun, from Padesky and Mooney (1990), maps thoughts, emotions, body sensations and behaviour in one particular situation. Williams’ Five Areas model gives the client’s life situation, relationships and practical problems an area of their own, and it is widely used in guided self-help and low-intensity CBT.

Should I use a generic or a disorder-specific formulation?

A disorder-specific model is usually the better choice when one presentation is clear and a well-established model exists for it, because the treatment techniques are built on that model. A generic or transdiagnostic formulation suits a picture that is still emerging, several overlapping problems, or a client who engages more easily with a simpler map. Many therapists move from one to the other as therapy goes on.

Can I use these formulation templates with clients?

Yes. Each model page shows a pre-filled example and a blank template that anyone can explore for free. With a free account you can open any model in the formulation builder, complete it with your client in session and export it as a PDF. The choice of model, and how it is used, stays a clinical decision for you and your client.

Build these formulations with your clients

Create a free account to open any model in the interactive formulation builder, complete it collaboratively in session, and export it as a print-ready PDF.

No credit card required. Every model page is free to explore.