CBT Case Formulation Toolkit

Develop clear, structured CBT case formulations with this practical toolkit designed for therapists and mental health professionals.

The CBT Case Formulation Toolkit provides a collection of ready-to-use worksheets and formulation tools to support case conceptualisation, collaborative formulation and treatment planning in clinical practice.

Based on Cognitive Behavioural Therapy (CBT), the toolkit helps clinicians organise information about a client's presenting difficulties, identify patterns across thoughts, emotions, behaviours and physiological responses, explore underlying beliefs and maintaining processes, and translate formulation into meaningful treatment targets.

The worksheets can be used collaboratively during sessions, incorporated into assessment and formulation work, or provided to clients as structured between-session tasks.

How This Toolkit Can Support Clinical Practice

Use the toolkit to:

• Develop structured CBT case formulations with clients
• Organise information gathered during assessment and therapy
• Map links between situations, thoughts, emotions, behaviours and physiological responses
• Identify triggers, maintaining factors and recurring patterns
• Explore automatic thoughts, cognitive distortions and core beliefs
• Identify avoidance, safety behaviours and reinforcement cycles
• Monitor symptoms, mood and behavioural patterns over time
• Develop shared treatment goals and intervention targets
• Support collaborative formulation and psychoeducation
• Translate formulation into an individualised CBT treatment plan

What's Included

• 23-page printable PDF
• Introduction to CBT Case Formulation
• How to Use This Toolkit guide
• CBT 5-Part Model worksheet
• CBT Case Formulation template
• Completed Case Formulation example
• Threat Prediction Map
• SMART Goals guide
• SMART Goals worksheet
• Identifying Symptoms worksheet
• Feelings Tracker
• ABC Analysis worksheet
• Self Monitoring worksheet
• Situation, Thought & Emotion Log
• Automatic Thought Log
• Thought Feeling Behaviour Record
• Identifying Triggers and Themes worksheet
• Thinking Trap Identification worksheet
• Mood Pattern Tracker
• CBT Maintenance Formulation worksheet
• Cognitive Process Mapping worksheet
• Behaviour Pattern Mapping worksheet
• Core Beliefs worksheet
• Treatment Targets worksheet

Designed For

This toolkit is designed for:

• Psychologists
• Therapists and psychotherapists
• Counsellors
• Social workers
• Mental health clinicians
• CBT practitioners
• Psychology and counselling students
• Clinicians developing their CBT formulation skills

Use in Therapy

The worksheets are designed to be flexible and can be selected according to the needs of each client rather than completed as a workbook from beginning to end.

Use individual tools to support assessment, explore specific maintaining processes, develop formulations collaboratively with clients, monitor patterns between sessions and identify appropriate treatment targets.

Worksheets can be printed for face-to-face sessions or used digitally during telehealth and online therapy.

Important Information

This resource is intended for psychoeducation and use within therapeutic and mental health practice. It does not replace appropriate professional training, clinical judgement, assessment or supervision.

This is a digital download. No physical item will be shipped.

Files are licensed for use by the purchaser with their own clients. They may not be resold, redistributed, shared with other practitioners or uploaded to shared resource libraries.

How You Will Receive Your File

Your file will be available for instant download immediately after purchase.

Download the PDF and print individual worksheets as required or use them digitally on your computer or tablet. Worksheets may be printed multiple times for use with your own clients.

This is a digital download. No physical item will be shipped.