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Practical worksheets, handouts, visual supports and guides for helping professionals. Search by keyword, filter by profession or topic, and preview each resource before you download.

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Plus membersTemplates and planning tools

For Social workers

Biopsychosocial Summary Template

A structured template for summarising assessment information across biological, psychological, social and cultural domains, with strengths, the person's view, a brief formulation and plan.

Assessment summaries · Formulation support

Plus membersTemplates and planning tools

For Psychologists

Collaborative Formulation Map

A clinician-facing template for building a shared formulation with a client using five areas: presenting concerns, background factors, triggers, maintaining factors and strengths.

CBT-informed tools · Formulation support

Plus membersTemplates and planning tools

For Psychologists

Problem List and Priorities

A collaborative problem list for early treatment, recording current problems, their impact and the client's priorities, linked to goals and the treatment plan.

Formulation support · Problem lists

Plus membersPractitioner and facilitator guides

For Social workers

Risk and Protective Factors Reflection

A practitioner reflection for case formulation, mapping risk and protective factors across individual, relationship, community and structural levels, and identifying where support can strengthen…

Formulation support · Person in environment

Plus membersPrintable worksheets

For Psychologists

Self-Criticism Cycle Map

A formulation worksheet mapping the self-critical cycle, from triggers and critical thoughts to feelings, behaviours and consequences, with points to introduce compassion.

Formulation support · Self-compassion

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