My Goals OCD Worksheet

Enhance your mental health with the My Goals OCD Worksheet – a powerful tool for managing obsessive-compulsive disorder symptoms and setting personal objectives.

By Bernard Ramirez on Jul 15, 2024.


Fact Checked by Ericka Pingol.

Use Template
My Goals OCD Worksheet PDF Example
ToolbarShare uiAI Icon

What is Obsessive-Compulsive Disorder?

Obsessive-Compulsive Disorder is a debilitating mental health condition characterized by recurring, intrusive thoughts (obsessions) and repetitive behaviors or mental acts (compulsions) that an individual feels compelled to perform. These obsessions can be distressing and consume much of a person's time and energy.

Setting goals for someone with OCD is a crucial aspect of their treatment and recovery journey. These goals are designed to help individuals with OCD gain control over their symptoms, improve their quality of life, and work towards achieving a sense of normalcy. Here's how the goal-setting process can be tailored to OCD patients:

  • Assessment: The first step is to thoroughly assess the patient's OCD symptoms, including the specific obsessions and compulsions they experience. Understanding the severity and triggers of their OCD is essential for setting appropriate goals.
  • Identify Target Areas: Goals should focus on areas where OCD symptoms impact the patient's life most. This could include reducing the frequency or intensity of compulsions, managing triggers, or improving their ability to resist acting on their obsessions.
  • SMART Goals: Goals should be SMART (Specific, Measurable, Achievable, Relevant, and Time-bound). For example, a SMART goal could be, "Reduce the time spent on compulsive handwashing by 50% within three months."
  • Therapeutic Interventions: Goals should align with evidence-based therapeutic interventions. Cognitive-behavioral therapy (CBT) is often recommended for OCD, and goals can be integrated into the therapy process.
  • Gradual Exposure: Gradual exposure is a common technique in OCD treatment. Goals may involve systematically confronting feared situations or triggers with the guidance of a therapist.
  • Medication Management: If the patient is on medication, goals can include adherence to their prescribed treatment plan and monitoring side effects.
  • Progress Tracking: Regularly monitor and evaluate progress towards these goals. Adjust them as necessary to ensure they remain challenging but attainable.
  • Support System: Encourage patients to involve their support system, including family and friends, in their goal-setting process. This can provide invaluable assistance and motivation.
  • Celebrate Achievements: Celebrate even small victories to maintain motivation and reinforce positive behavioral changes.

Looking for other relevant resources? Feel free to watch this video:

How to use the My Goals OCD Worksheet:

The "My Goals OCD Worksheet" is a valuable tool designed to assist healthcare practitioners in guiding individuals with Obsessive-Compulsive Disorder (OCD) through setting and achieving meaningful goals in their treatment journey. This worksheet is a structured framework for collaborative goal-setting and monitoring, promoting a more targeted and practical approach to managing OCD symptoms.

Here's how healthcare practitioners can use this worksheet:

Step 1: Introduction

Begin by introducing the "My Goals OCD Worksheet" to your client. Explain that it is a tool to help them identify specific areas of concern related to their OCD, set clear and achievable goals, and outline strategies to work towards those goals.

Step 2: Symptom Assessment

Encourage the client to describe their current OCD symptoms comprehensively. This includes listing their obsessions and compulsions, allowing you to gain a clear understanding of the challenges they face.

Step 3: Identify Target Areas

Collaboratively identify the areas of the client's life most affected by their OCD symptoms. This could include work, relationships, daily routines, or emotional well-being.

Step 4: Set SMART Goals

Help the client formulate Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) goals to address their OCD symptoms. These goals should be personalized and directly related to the earlier target areas.

Step 5: Therapeutic Interventions

Discuss and document the therapeutic interventions that will be employed to work towards these goals. This may involve cognitive-behavioral therapy (CBT), exposure and response prevention (ERP), or other evidence-based techniques.

Step 6: Gradual Exposure

If relevant, explore and plan gradual exposure exercises that will help the client confront their OCD triggers in a controlled manner under therapeutic guidance.

Step 7: Medication Management

If the client is on medication for OCD, document the medication details and emphasize the importance of adherence and monitoring for side effects.

Step 8: Progress Tracking

Discuss how the client will track their progress towards their goals. Encourage them to maintain journals or other tracking mechanisms to monitor symptom severity and changes over time.

Step 9: Support System

Explore how the client's support system, including family and friends, can affect their goal achievement and recovery.

Step 10: Celebrate Achievements

Discuss ways to celebrate small victories, reinforce positive behavioral changes, and maintain motivation.

Step 11: Next Appointment/Check-In

Schedule the next appointment or check-in date, where you will review progress, adjust goals if needed, and provide ongoing support.

Incorporating the "My Goals OCD Worksheet" into your therapy sessions can enhance the effectiveness of your treatment approach by fostering collaboration, providing structure, and ensuring that goals are tailored to the client's unique needs and challenges. It also helps clients take ownership of their treatment plan and promotes a sense of agency in managing their OCD symptoms.

When would you use this My Goals OCD Worksheet?

The "My Goals OCD Worksheet" is a versatile tool that can be employed at various stages of the treatment process for individuals with Obsessive-Compulsive Disorder (OCD). Here are some of the most appropriate times and contexts to utilize this assessment:

Initial Assessment (Diagnosis and Goal Setting)

Mental health professionals, such as psychiatrists, psychologists, or licensed therapists, can introduce the worksheet during the initial assessment when diagnosing OCD. It allows them to gather detailed information about the client's symptoms and challenges. This early stage is crucial for setting the foundation for the treatment plan.

Treatment Planning

After diagnosis, the worksheet becomes a cornerstone of the treatment plan. Healthcare practitioners, including therapists and psychiatrists, can use it to collaboratively set SMART goals with the client. These goals help outline the desired treatment outcomes and the strategies to address OCD symptoms.

Therapy Sessions

Throughout therapy sessions, therapists can regularly revisit the "My Goals OCD Worksheet" to monitor progress, adjust goals, and assess the effectiveness of therapeutic interventions. It provides a structured framework for tracking changes in symptom severity and guiding treatment adjustments.

Medication Management

Psychiatrists prescribing medication for OCD can incorporate the worksheet to ensure clients understand the role of drugs, track adherence, and report any side effects. It helps maintain communication between the client and the healthcare provider.

Family and Support Involvement

The worksheet can also be used during family therapy or support group sessions. Loved ones can better understand the client's goals and challenges and how to offer practical support in the recovery process.

Ongoing Self-Management

Clients can use the worksheet independently between therapy sessions to record their progress, identify triggers, and celebrate achievements. It empowers them to take an active role in managing their OCD.

What are the benefits of using this My Goals OCD Worksheet?

The "free My Goals OCD Worksheet" offers several valuable benefits in the treatment of Obsessive-Compulsive Disorder (OCD):

Structured Goal Setting

The worksheet provides a structured framework for setting clear and specific goals. This clarity helps individuals and their therapists establish well-defined objectives for managing OCD symptoms.


It allows for individualized goal-setting, tailoring treatment to each person's unique OCD symptoms, triggers, and challenges. This personalized approach increases the likelihood of successful treatment outcomes.

Measurable Progress

By incorporating the SMART (Specific, Measurable, Achievable, Relevant, Time-bound) criteria, the worksheet helps track and measure progress over time. It offers a tangible way to assess the effectiveness of therapeutic interventions.

Enhanced Communication

The worksheet fosters open and effective communication between individuals with OCD and their healthcare practitioners. It encourages clients to articulate their concerns and treatment preferences, leading to a more collaborative therapeutic relationship.


Using the worksheet empowers individuals with OCD to actively participate in their treatment. It provides a sense of agency and ownership over the recovery process, which can be empowering and motivating.

Continuity of Care

The worksheet's format ensures that treatment goals and progress are documented consistently, facilitating continuity of care. This can be especially beneficial when multiple healthcare providers are involved in a client's treatment journey.

Who should use this worksheet?
Who should use this worksheet?

Commonly asked questions

Who should use this worksheet?

This worksheet is primarily intended for individuals with OCD and their healthcare professionals, including therapists, psychologists, psychiatrists, and counselors. It is a collaborative tool used in the treatment and management of OCD.

Is the My Goals OCD Worksheet customizable?

Yes, the worksheet is customizable to meet the specific needs and goals of each individual with OCD. Plans, interventions, and tracking methods can be tailored to the client's circumstances.

Can the worksheet be used for other mental health conditions or goals?

While the worksheet is designed with OCD in mind, its goal-setting and tracking principles can be adapted to address goals related to other mental health conditions or personal objectives.

Join 10,000+ teams using Carepatron to be more productive

One app for all your healthcare work