About this resource
This template brings planning and notes together, so that data is taken as you go. It works for individual sessions and small groups.
Purpose
A one-page plan for a session, with goals, activities, prompts, data and next steps.
Who it is for
Primary profession: Speech pathologists. Also relevant for educators and school support staff, allied health and multidisciplinary teams.
Client or participant group: Speech pathologists and students.
Practice setting: Speech pathology practices and schools.
Suggested uses
- Daily therapy
- Student supervision
- Tracking NDIS goals
Instructions for practitioners
- Add your details and delete what does not apply.
- Check it against your professional requirements.
- Explain it to the person in plain language.
- Store completed copies securely.
Accessibility considerations
Clear headings and tables. The Word version can be edited and filled in on screen.
Scope and limitations
A template. Follow your record-keeping requirements.
Research basis
Specific goals, if-then plans and regular progress monitoring all improve the chances of reaching goals.
- 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
- 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 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. Written for Practitioner Plus from the sources in the research basis.






