CBT Case Formulation Worksheet

A CBT case formulation helps organise assessment information into a clear understanding of how a person's difficulties developed and what factors continue to maintain them. Developing a formulation can guide treatment planning by identifying the key cognitive, behavioural, emotional and environmental processes that contribute to ongoing difficulties.

This evidence-based CBT worksheet provides a structured framework for developing a comprehensive case formulation. It guides you through presenting difficulties, predisposing and precipitating factors, maintaining mechanisms, core beliefs and treatment targets. A completed example case formulation is included to demonstrate how the worksheet can be used.

Whether you are working independently, alongside a therapist or supporting clients in therapy, this worksheet provides a practical and structured way to develop CBT case formulations and inform treatment planning.

How This Worksheet Can Help

This worksheet can help you:

• Develop comprehensive CBT case formulations
• Organise assessment information
• Identify predisposing and precipitating factors
• Understand maintaining mechanisms
• Identify core beliefs and assumptions
• Guide treatment planning
• Improve clinical formulation skills
• Strengthen CBT case conceptualisation
• Support evidence-based interventions
• Monitor treatment targets

What's Included

CBT Case Formulation Worksheets Featuring:

• CBT Case Formulation worksheet
• Example CBT Case Formulation

This worksheet has been designed using evidence-based CBT principles and can be used independently or alongside therapy.

Who This Resource Is For

This resource may be helpful for:

• Psychologists
• Counsellors
• Therapists
• Social workers
• Mental health clinicians
• Mental health students
• CBT practitioners
• Individuals completing CBT with a mental health professional

These worksheets are also suitable for therapists to use directly in sessions, as structured discussion tools, skill-building exercises, or between-session homework.

Product Details

CBT Case Formulation Worksheet

• 2 page PDF
• Instant digital download
• Printable PDF format
• A4 size
• Suitable for print or digital use
• Designed for personal or therapeutic use
• No physical item will be shipped

Important Information

This resource is designed for psychoeducation, therapy and professional development. It is not intended to replace professional psychological or medical advice, assessment or treatment.

How You Will Receive Your File

Your files will be available for instant download immediately after purchase. Simply download, print or use them digitally at home or during therapy sessions.

Copyright

Copyright © 2025 The Resource Library Limited. All rights reserved.

This resource is for personal and professional use with clients. Redistribution, resale, sharing, copying or commercial reproduction of these files is prohibited.