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Basic Formulation Worksheet

Amanda Knowles

On this page we will provide you with a Basic Formulation Worksheet, it will help you find out the factors that contribute to a person’s mental illness and personality development. 

What is a Basic Formulation Worksheet?

Basic Formulation is the term which is used in Psychology for the case conceptualization , it is done when you want to make sense of a person’s difficulties in the context of their relationships, social circumstances, life events, and the effect that they have of them. It is like a personal story or narrative that a psychologist or other professional draws up with an individual to figure out and understand the dynamics of the person. A basic formulation should provide a coherent summary and explanation of a client’s symptoms and problems, in simple words it is a way of finding out why and how the person is what he is. What made him the way he is. 

How will the Basic Formulation Worksheet help?

By using this worksheet you will be able to formulate  a basic profile of the person suffering from illness, it will give you a wholesome picture. The basic formulation bridges the assessment and treatment plan and informs a clinician’s treatment choices. It has the following components

  • Past Experiences: Past events, trauma or any other abusive relationships / history
  • Situation: Triggers / precipitants for the current problem – Identify anything which may have acted as a relatively recent trigger for the identified problem
  • Core Beliefs– Brainstorm potential mechanisms by which the problems may be being maintained. 
  • Origins of mechanisms – Consider factors which may have predisposed this individual to develop this problem, Thought, Emotions, feelings and outcome of the negative thought

Instructions on how to use the Basic Formulation Worksheet

The worksheet has all the essential components that are required to formulate a basic case.

You can download this worksheet here.

Conclusion

On this page, we provided you with a Basic Formulation Worksheet, which hopefully helped you find out the factors that contribute to a person’s mental illness and personality development. 

If you have any questions or comments please let us know.

Resources

The worksheets on this site should not be used in place of professional advice from a mental health professional. 

You should always seek help from a mental health professional or medical professional. We are not providing any advice or recommendations here.

There are various resources where you can seek help.

You could use Online-Therapy if you feel you need counselling.

If you live in the UK then this list of resources from the NHS may help you find help.

If you live in the USA then you could contact Mental Health America who may be able to assist you further.

Amanda Knowles

Sara Quitlag is an Applied Psychologist, with a deep interest in psychopathology and neuropsychology and how psychology impacts and permeates every aspect of our environment. She has worked in Clinical settings (as Special Ed. Counselor, CBT Therapist) and has contributed at local Universities as a Faculty member from time to time. She has a graduate degree in English Literature and feels very connected to how literature and psychology interact. She feels accountable and passionate about making a "QUALITY" contribution to the overall global reform and well-being. She actively seeks out opportunities where she can spread awareness and make a positive difference across the globe for the welfare of our global society.