Session Opening Check-In Card

A short check-in card clients complete at the start of a session to reflect on the week, set the focus for today and flag anything urgent.

Preview of the first page of Session Opening Check-In Card
Download PDF (2 pages)

Free to download. Plus members also get an editable Word version. See 399 more with Plus

Log in to save this resource

Primary profession
Counsellors and therapists
Also relevant for
Psychologists
Client group
Adolescents and adults in ongoing counselling.
Practice setting
The first few minutes of individual counselling sessions, in person or by telehealth.
Format
Printable worksheets
Details
A4 PDF, printable
Pages
2
Editable version
Word (.docx), for Plus members
Demographics
Teens, Adults
Age groups
Adolescents, Adults
Access
Free
Resource code
PP-CT-010
Version
1.0

About this resource

The first few minutes of a session set its direction. This check-in card invites clients to rate their week, note what went well and what was hard, choose what they most want to focus on today and flag anything urgent, so the session starts with their priorities.

Purpose

To help clients arrive, reflect and shape the session agenda, so time is used for what matters most.

Who it is for

Primary profession: Counsellors and therapists. Also relevant for psychologists.

Client or participant group: Adolescents and adults in ongoing counselling.

Practice setting: The first few minutes of individual counselling sessions, in person or by telehealth.

Suggested uses

  • Starting each session with the client's priorities
  • Reviewing between-session practice
  • Noticing patterns across weeks
  • Building collaborative agendas

Instructions for practitioners

  1. Offer the card at the start of the session, or read it aloud on telehealth.
  2. Use the client's focus to agree the agenda together.
  3. Respond to anything flagged as urgent first, following your procedures if there is risk.
  4. Keep cards to notice patterns over time.

Instructions for clients or participants

  1. Rate your week.
  2. Write what went well and what was hard.
  3. Choose what you want to focus on today.

Accessibility considerations

Can be completed verbally. The week rating can use faces.

Scope and limitations

A session structuring tool. It is not a risk assessment or outcome measure.

Research basis

A strong working alliance and routine progress feedback are among the most consistent predictors of good outcomes in therapy.

  • 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
  • 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

What is included

A 2-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.

Members also use

Go further with Plus

Plus members get 399 more practical resources like these, each with practitioner notes, a research basis and an editable Word version, from $11.99 a month billed yearly ($143.88 a year).

See Plus membership
Plus membersReflection activities

For Counsellors and therapists

End-of-Session Reflection

A brief end-of-session reflection for clients covering what was useful, what they will take away, how the session felt and anything to raise next…

Session feedback · Session planning and structure

Plus membersTemplates and planning tools

For Counsellors and therapists

Counselling Goals Agreement

A collaborative agreement for the start of counselling that records the client's hopes, two or three goals, how sessions will work, confidentiality and when…

Goal setting · Session planning and structure

Plus membersPrintable worksheets

For Social workers

My Safe and Calm Places: A Drawing Activity

A drawing activity for children to show places where they feel calm, at home, at school, outside and in their imagination, and the safe…

Co-regulation · Creative activities

Practitioner Plus membership

Spend less time searching and more time with people.

Start with a free account, then upgrade to Plus for the full premium library, favourites and new releases.