The Case Formulation and Treatment Planning Templates and Guide has been fully revised and expanded, providing a structured, clinically sound framework to support the process from assessment through to intervention.
 
Updated in December 2025, this resource includes 56 pages of core content, along with a print-friendly black and white version of the templates, bringing the total to 96 pages.
 
Designed for psychologists and mental health clinicians, this resource supports you to integrate assessment information, develop clear and coherent case formulations, and create treatment plans that are both evidence-based and individualised. It provides a practical structure to guide clinical reasoning, decision-making, and ongoing case review.
 
Moving from understanding a client’s presentation to developing an effective treatment plan can feel complex and time-consuming. Many clinicians feel uncertain about how to organise information, prioritise target problems, and translate formulation into actionable intervention strategies. This resource offers a clear and consistent framework to support that process, without unnecessary complexity.
 
What’s included:
 
A structured clinician guide to case formulation
A step-by-step guide to developing formulations using contemporary, evidence-informed approaches. It supports you to organise clinical information, identify key maintaining factors, and develop a coherent understanding of the client’s presentation.
 
Case formulation templates
Clean, structured templates to support the development of clear, clinically meaningful formulations that integrate presenting concerns, history, and maintaining processes.
 
Treatment planning templates
Practical templates to guide the identification of target problems, development of treatment goals, and selection of appropriate interventions, ensuring alignment between formulation and treatment.
 
Prompts to support clinical reasoning and review
Embedded prompts throughout to support reflective thinking, ongoing case review, and adaptation of treatment over time.
 
Contemporary and responsive practice
This updated edition includes considerations to support trauma-informed, culturally responsive, and neurodiversity-affirming care, ensuring formulations and treatment plans are individualised and contextually informed.
 
Designed for real clinical workflows
The templates are practical, streamlined, and easy to implement in everyday clinical work. They are designed not as a one-off exercise, but as a framework you can return to throughout treatment to guide decision-making and support high-quality care.
 
Flexible format
This resource includes both a full-colour version for digital use and a black and white version of the templates optimised for printing, allowing you to use it across tablet, desktop, or handwritten formats.
 
Who this is for
 
This resource is designed for psychologists and mental health clinicians who want a structured, defensible approach to case formulation and treatment planning. It is suitable for early-career psychologists building confidence in formulation, as well as experienced clinicians seeking a more streamlined and consistent system.
 
Key features:
• 56-page comprehensive guide and templates
• Additional black and white print-friendly version of templates included (96 pages total)
• Structured case formulation and treatment planning templates
• Supports clear linkage between assessment, formulation, and intervention
• Promotes strong clinical reasoning and ongoing case review
• Aligned with contemporary, evidence-informed practice
• Flexible formatting for use across tablet, desktop, or print
 
Delivered as a digital PDF.
 
Available individually or as part of the Practice Tools Bundle for a discounted rate.