About this resource
Reviews work best when the person's view comes first. This template records how the person and the team each see progress on every shared goal, what has helped and what has got in the way, then agrees adjustments, new goals and an accessible summary.
Purpose
To make progress reviews collaborative, honest and focused on the person's goals rather than service activity.
Who it is for
Primary profession: Allied health and multidisciplinary teams. Also relevant for NDIS providers and support coordinators, occupational therapists.
Client or participant group: People receiving multidisciplinary support, and their teams and supporters.
Practice setting: Scheduled reviews in allied health, disability and community health services.
Suggested uses
- Scheduled goal reviews
- Preparing for plan reviews
- Reviewing therapy blocks
- Deciding whether to continue, change or close a goal
Instructions for practitioners
- Ask for the person's view of each goal before sharing the team's view.
- Talk openly about differences between the two views.
- Record what helped, including the person's own effort.
- Agree adjustments and new goals, and share an accessible summary.
Instructions for clients or participants
- Say how you think each goal is going.
- Tell us what has helped.
- Help choose what to work on next.
Accessibility considerations
Progress can be shown with a simple visual scale. Offer the summary in plain language or Easy Read.
Scope and limitations
A review template. It does not replace formal outcome measures, clinical documentation or reporting requirements.
Research basis
A strong working alliance and routine progress feedback are among the most consistent predictors of good outcomes in therapy. Specific goals, if-then plans and regular progress monitoring all improve the chances of reaching goals.
- Flückiger, C., Del Re, A. C., Wampold, B. E., & Horvath, A. O. (2018). The alliance in adult psychotherapy: A meta-analytic synthesis. Psychotherapy, 55(4), 316–340. https://doi.org/10.1037/pst0000172
- Gollwitzer, P. M., & Sheeran, P. (2006). Implementation Intentions and Goal Achievement: A Meta‐analysis of Effects and Processes. Advances in Experimental Social Psychology, 69–119. https://doi.org/10.1016/s0065-2601(06)38002-1
- Harkin, B., Webb, T. L., Chang, B. P. I., Prestwich, A., Conner, M., Kellar, I., Benn, Y., & Sheeran, P. (2016). Does monitoring goal progress promote goal attainment? A meta-analysis of the experimental evidence. Psychological Bulletin, 142(2), 198–229. https://doi.org/10.1037/bul0000025
- Lambert, M. J., Whipple, J. L., & Kleinstäuber, M. (2018). Collecting and delivering progress feedback: A meta-analysis of routine outcome monitoring. Psychotherapy, 55(4), 520–537. https://doi.org/10.1037/pst0000167
- Locke, E. A., & Latham, G. P. (2002). Building a practically useful theory of goal setting and task motivation: A 35-year odyssey. American Psychologist, 57(9), 705–717. https://doi.org/10.1037/0003-066x.57.9.705
What is included
A 3-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).
Originality
Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.
