Goals For Therapy Worksheets

Download our goals for therapy worksheets and help your clients visualize desired outcomes, consider possible obstacles, and design an effective plan to achieve their goals.

By Wynona Jugueta on Jun 20, 2024.

Fact Checked by Ericka Pingol.

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Goals For Therapy Worksheets PDF Example
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What Are Goals For Therapy Worksheets?

Despite the significant variation in different types of therapeutic treatment, there is one intervention method that is used across all therapies: goal-setting. In order for a client to achieve desired clinical outcomes, they have to have an understanding of what these goals are. When clients first begin therapy treatment, it is common practice for the therapist to determine what exactly the client is hoping to achieve. With this in mind, the therapist and client can collaboratively design a treatment plan that targets the client’s goals, helping them achieve good clinical outcomes.

Because the specific goals of each client will vary widely, it’s important that therapists have an effective method in place that will allow clients to visualize and explain what they are hoping to achieve. This is why we have created a goals for therapy worksheet that can be downloaded and distributed to patients to be completed in their own time. The responses that the client includes on the worksheet will give the therapist valuable insight, as well as being a resource that effectively informs a treatment plan. In this guide, we’ll introduce you to our worksheet, explain how it can be implemented, and highlight some of the advantages it will lead to. Let’s get started!

Printable Goals For Therapy Worksheets

Download these Goals For Therapy Worksheets to improve your client's therapeutic journey and treatment outcomes.

How To Use This Goals For Therapy Worksheet 

The process of accessing and using this worksheet is very simple. In order to make the most of the resource, just follow these steps: 

Step 1. Access and download the worksheet

Naturally, the first thing you need to do is access and download the template. We’ve included a link to the PDF template alongside a completed goals for therapy worksheet example to give you greater insight into how the resource works. If you click on the link it will open the worksheet in your device’s PDF reader and from there, it can be downloaded and saved. 

Step 2. Give to your patients to complete

The next part of the process involves giving the worksheet to your clients. We recommend distributing the worksheet during the early stages of treatment, so you can use the responses to devise an effective treatment plan. You can either print the worksheet and give your client a physical copy, or you can send them a link to the electronic PDF. 

Step 2A. The client completes the worksheet

We’ve tried to ensure that the worksheet is as intuitive as possible, and the prompts should be reasonably self-explanatory. The worksheet asks the client to think about their goal, the obstacles that may obstruct them from achieving this goal, and how they can overcome these challenges. You may find that your client is struggling to complete the worksheet by themselves, and that is completely fine. Feel free to go over it together and/or skip over any questions that don’t feel applicable to your client. 

Step 3. Use the completed worksheet during therapy session 

After the client has completed the worksheet, you should encourage them to bring it into the next session. You can go over their answers together, discuss next steps, and collaboratively develop a treatment plan.

Goals For Therapy Worksheet Example (Sample)

Although every client will have their own therapy goals, we’ve created a sample worksheet so you can check out what the template may look like when completed. We have also included a link below that will take you to the PDF version of the worksheet, so you can download and save it to your device.

Download these Goals For Therapy Examples (Sample) here: 

Goals For Therapy Worksheet Example (Sample)

Who Can Use these Printable Goals For Therapy Worksheets (PDF)?

As the title suggests, this worksheet has been designed to be used by clients receiving therapeutic care. The prompts included in the template are reasonably generic, meaning they can be used by clients who are in therapy for a broad range of reasons. These may include mental disorders like:

  • Anxiety
  • Depression 
  • Addiction/Substance Abuse
  • Post-Traumatic Stress Disorder
  • Obsessive Compulsive Disorder 

Or more general issues, including:

  • Relationship Issues/Divorce
  • Grief
  • Loss
  • Isolation/Loneliness
  • Financial Stress

Why Is This Form Useful For Therapists?

This goals for therapy worksheet has a range of different uses for therapists, including:

Saves time

Using our goals for therapy worksheet will help you save a lot of time. Rather than having to structure and/or design a new template every time you are treating a new client, you can simply distribute this pre-formatted worksheet. Additionally, because the worksheet can be simply and easily accessed online, you won’t have to worry and printing and storing physical copies of worksheets before they are completed.

Go paperless

Keeping the worksheet online will also allow your practice to go paperless. In addition to having positive environmental impacts, going paperless makes organization much easier. 

Insight into client’s needs

This worksheet is designed to gain insight into each client’s specific therapy goals. Obtaining this information during the early stages of treatment will ensure that the subsequent plan is uniquely tailored to the client’s specific needs, increasing the likelihood of achieving good clinical outcomes.

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Benefits of Goals For Therapy Worksheet Template

In addition to having a range of uses, implementing this goals for therapy worksheet will also lead to advantages, for the therapist, client, and healthcare practice. Some of these benefits include:

Client engagement 

Engaging clients in their own care is one of the best ways that you can increase the likelihood of good clinical outcomes. Distributing this worksheet encourages clients to consider and visualize their own goals and desired outcomes, ensuring that they are motivated throughout the entirety of their treatment process. 

Prioritize client needs 

As you know, every single client has their own wants and needs. Figuring out how to effectively differentiate between these and prioritize each individual client can be a time-consuming process. Having access to a document that outlines each of your client’s goals and what they are hoping to achieve will simplify this, allowing you to develop tailored intervention strategies. This worksheet will also indicate to your clients that you genuinely care about their motivations and desires, improving loyalty and satisfaction.

Develop a more effective treatment plan

With the insight obtained from completed goals for therapy worksheets, you will be able to design more effective treatment plans that target each of your clients. Clients are encouraged to explain their own desired outcomes, as well as consider some of the ways they can achieve these. This data can inform your treatment plan and you and your clients can collaboratively begin working toward desired outcomes.

Inform session plans

In addition to assisting the treatment plan, the answers included on this worksheet can also help you plan your sessions. Depending on where the client is in regard to achieving their goal, you can implement new interventions or identify specific areas that may require further work.

Track client progress

Although the goals for therapy worksheet hasn’t been specifically designed to track patient progress, it is nevertheless effective at doing so. You and your client can construct a timeline that dictates when they want to have achieved certain goals, and you can work your toward these. It’s important to celebrate even small achievements, and this worksheet will allow you to identify what these achievements may be.

Why Use Carepatron For Goals For Therapy Worksheet Software?

Using practice management software like Carepatron is one of the best decisions you can make for your healthcare business. As technology becomes increasingly prominent within the healthcare industry, finding platforms that elevate your administrative and clinical processes will save you both time and money. Carepatron offers a robust suite of features, designed to improve automation. In addition to this goals for therapy worksheet, Carepatron has a broad range of available templates and resources, all of which can be accessed at no cost. The system is additionally integrated with the following tools:

  • Clinical documentation tools and note templates.
  • An entirely HIPAA-compliant storage platform.
  • Mobile health solutions, including secure video conferencing.
  • Medical billing and coding features, designed to reduce claim rejections and denials and help you get reimbursed faster.
  • Online appointment scheduling and automated reminders, optimizing workflow.
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When to use Goals For Therapy Worksheets?
When to use Goals For Therapy Worksheets?

Commonly asked questions

When to use Goals For Therapy Worksheets?

Although the goals for therapy worksheet can essentially be used any time during a client’s treatment, we would recommend asking your patient to complete it as early as possible. This will help ensure that the treatment plan you develop is as effective as possible from an early date, enabling your client to immediately begin working toward their goals.

Who completes Goals For Therapy Worksheets?

This specific worksheet has been designed to be completed by the client, but if have clients who may struggle with doing this independently, feel free to assist them. The most important thing is that the answers to the prompts genuinely reflect the client’s wishes, but as long as this is the case, then you can definitely help them complete it.

Where should I store a completed Goals For Therapy Worksheet?

These worksheets will contain confidential information regarding a client and their medical condition when completed, so need to be stored according to HIPAA guidelines. You can either choose to store them in a physical location or using an electronic EHR system. Both of these options are perfectly fine, provided there are secure safeguards in place to protect patient privacy. Because you will most likely refer back to the worksheets, it is also a good idea to store them somewhere they can be easily accessed.

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