Safety Planning Worksheets

Safety Planning Worksheets will help your clients keep themselves safe during difficult situations. Download this template and help them create a safety plan!

By Matt Olivares on Mar 06, 2024.

Fact Checked by RJ Gumban.

Use Template

What Is A Safety Planning Worksheet?

A Safety Planning Worksheet is a valuable tool that mental health professionals use to help individuals create a plan for coping with and managing difficult emotions and situations. The worksheets usually include triggers or warning signs, steps to take during the crisis or breakdown, and other coping strategies to ease the situation.

are used to help treatment of various mental health conditions, such as depression, anxiety, and bipolar disorder. This is also for individuals with self-harm tendencies, suicidal ideations, substance use disorder, or anger management problems.

Printable Safety Planning Worksheets

Download this Safety Planning Worksheet and help your clients develop an effective plan to manage distressing situations.

How To Use This Safety Planning Worksheet

If you don’t know how to use this Safety Planning Worksheet, here is a step-by-step guide and you’ll see a Safety Planning example later.

Step one: Download the PDF

You must access the PDF and download it to your device before using it. 

Step two: Explain to your clients

Before answering the worksheet, it’s important for your clients to understand the purpose of the Safety Planning Worksheet. Explain how it can help them and what steps they need to take to put this plan into action during a crisis.

Step three: Answer the worksheet 

You can answer this worksheet with your clients to guide them. Help them identify their triggers or warning signs, provide possible coping strategies, and include professionals they can contact during breakdowns or crises. 

Step four: Store the worksheet 

Keep a copy of the worksheet for you and your client to refer to. If some of your clients are experiencing domestic violence, make sure it’s stored securely to prevent their abusive partners from having access to it.

Safety Planning Worksheets Example (Sample)

The worksheet is pretty easy to use. Here’s a Safety Planning sample to guide you through each section of the worksheet.

Download this Safety Planning Worksheet Example (Sample) here:

Safety Planning Worksheet Example (Sample)

Who Can Use these Printable Safety Planning Worksheets (PDF)?

Any individuals can use these printable Safety Planning worksheets if they’re having trouble managing difficult situations or have experienced traumatic situations. They can do it with a professional, a family member, or a trusted friend.

Mental health professionals can also use this Safety Planning Worksheet when conducting counseling sessions and therapy. Using this worksheet can give a structured approach to how clients will keep themselves safe during challenging situations.

Why Is This Form Useful For Counselors?

The Free Safety Planning Worksheets are beneficial for counselors because they can:

Keep clients safe

The purpose of the Safety Planning Worksheet is to identify triggers and provide a guide of coping strategies they can do. There are also contact persons they can get in touch with in case of an impending crisis to keep them safe.

Establish trust

Filling out the Safety Planning Worksheet can make your clients feel supported. That can strengthen your relationship with your client and make them feel comfortable in opening up about their emotions.

Provide resources for support

Your clients can find support through the Safety Planning Worksheets. If they think there will be an impending crisis, there are resources available that can help them. There are contact persons they trust, professional hotlines, and coping strategies they can use as a reference.

Counseling Software Feedback

Why Use Carepatron For Safety Planning Software?

The safety plans of your clients are meant to be safe. With Carepatron, you can store documents safely. It’s a secure platform that will store sensitive information about your clients and make the documents accessible at all times. It’s also HIPAA-compliant to protect your practice and clients.

But Carepatron is not just perfect for keeping your documents safe. It’s an efficient software management system that will streamline your business operations. Let’s be honest, administrative tasks can take your time.

You do what you do best, and Carepatron will take care of the rest. Let Carepatron help you with boring tasks, so you have more time to take care of your clients.

Counseling Software
What is a Safety Planning Worksheet?
What is a Safety Planning Worksheet?

Commonly asked questions

What is a Safety Planning Worksheet?

A Safety Planning Worksheet is a document that contains the safety plans of an individual in case of challenging situations.

How do I write Safety Planning Worksheets?

Using this worksheet, you can answer the prompts and questions to create a safety plan. Some of the things you can write are the warning signs or triggers, internal and external coping strategies, and lists of trusted people or organizations to reach out to.

Who uses Safety Planning Worksheets?

Mental health professionals can use Safety Planning Worksheets when working with individuals who are experiencing mental health crises and want to actively take steps in keeping themselves safe during tough scenarios.

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

One app for all your healthcare work