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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.
Use this template to prepare a case for discussion in supervision. Use case codes, never client names or identifiable information. Focus on the formulation and your specific questions for your supervisor.
Use in supervision to structure the presentation and discussion of case formulations. Particularly valuable for trainees developing formulation skills and for complex cases requiring collaborative formulation refinement.
Frame as a structured way to present a formulation for discussion, ensuring key elements are covered and the supervisor can provide targeted feedback. The template should prompt the supervisee to articulate their formulation rationale, not just the formulation content.
For trainees, include prompts for identifying which CBT model they are using and why. For experienced practitioners presenting complex cases, focus on formulation dilemmas and alternative hypotheses. Adjust complexity based on the supervisee's training level.
The template should not constrain creative or integrative formulation thinking. If a case genuinely doesn't fit the template structure, adapt the discussion accordingly. Avoid formulaic presentations that prioritise template completion over genuine understanding.
Encourage supervisees to present: the formulation itself, the evidence supporting it, what alternative formulations were considered and ruled out, how the formulation informed intervention choice, and what would disconfirm the formulation. This develops the critical thinking skills essential for competent CBT practice.
Suitable for clients working with supervision, formulation, case-discussion. This tool can be used as a standalone worksheet or as part of a structured homework plan.
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