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Case Formulation Sheet Worksheet

Amanda Knowles
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On this page we will provide you with a Case Formulation Sheet Worksheet, it will help you to conceptualize a case.

What is Case Formulation Sheet Worksheet?

Case formulation is a very useful conceptual and clinical tool in psychotherapy. Case formulation can fill the gap between diagnosis and treatment, with the potential to provide insights into the integrative, explanatory, prescriptive, predictive, and therapist aspects of a case. A case formulation should provide a coherent summary and explanation of a client’s symptoms and problems. (Persons, 2008)

How Case Formulation Sheet Worksheet will help?

The case formulation bridges the assessment and treatment plan and informs a clinician’s treatment choices. It has the following components

  • Problem list 
  • Triggers / precipitants for the current problem – Identify anything which may have acted as a relatively recent trigger for the identified problem
  • Hypothesised mechanism(s) – 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
  • Treatment plan – Consider treatment goals, symptoms which need to be monitored, which problems or mechanisms need to be prioritised (or could lead to ‘quick wins’), and which therapeutic techniques could be helpful.

Instructions on how to use the Case Formulation Sheet Worksheet

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

You can download this worksheet here.

Other  worksheets you may be interested in

Below are links to a few more worksheets which are closely related to the worksheet above.

Cognitive Case Formulation Worksheet

CBT Case Formulation Worksheet

5 Ps formulation worksheet


On this page, we provided you with a Case Formulation Sheet Worksheet which hopefully helped you to conceptualize a case.

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


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.

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Amanda Knowles

Amanda Knowled 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.