CBT Case formulation worksheet

On this page, we will provide you with a CBT case formulation worksheet that will help you to formulate psychological and clinical cases.

What is a CBT Case formulation worksheet about?

CBT is a short-term therapeutic approach that seeks to identify the relationship between beliefs, thoughts, emotions, feelings, and the resulting behaviour. CBT has proven to be useful over the years in treating mental health conditions such as anxiety, trauma, and depression. A CBT case formulation aids therapists in understanding a client’s presenting problem. It seeks to find out what are the factors that made the client vulnerable to the problem, what started the problem, what sustains the problem and what protects the client from the problem. This is also known as case conceptualisation.

How will the CBT Case formulation worksheet help?

A case formulation worksheet helps the therapist and client come to a mutual agreement about the factors contributing to and sustaining a problem. It also helps a therapist to plan for treatment, subsequent sessions and termination.

Instructions on how to use the CBT Case formulation worksheet.

Answer the questions provided on the worksheet to complete the case formulation worksheet.

You can download this worksheet here.


On this page, we provided you with a CBT case formulation worksheet that we hope helped you to understand the factors that make up a clinical case.

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

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