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Friendly Formulation

Case conceptualizations (formulations) help therapists and clients come to a shared understanding of a problem. This simple CBT formulation worksheet explores the origin and maintenance of a problem in an approachable and engaging format.

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Notice: The 'Fillable PDF' format has been retired. For resources with form elements, both the 'Professional' and 'Client' versions are now available as fillable PDFs by default.

Professional version

Offers theory, guidance, and prompts for mental health professionals. Downloads are in Fillable PDF format where appropriate.

Client version

Includes client-friendly guidance. Downloads are in Fillable PDF format where appropriate.

Fillable version (PDF)

A fillable version of the resource. This can be edited and saved in Adobe Acrobat, or other PDF editing software.

Editable version (PPT)

An editable Microsoft PowerPoint version of the resource.

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Techniques associated with this resource

Introduction & Theoretical Background

A case formulation (case conceptualisation) can be thought of as any way of helping a client to understand what their difficulties are, where they originated, and what keeps them going. CBT case formulations often have 5 ingredients:

  • Presenting problem(s)
  • Predisposing factors which made the individual vulnerable to the problem
  • Precipitating factors which triggered the problem
  • Perpetuating factors such as mechanisms which keep a problem going or unintended consequences of an attempt to cope with the problem
  • Protective factors

This Friendly Formulation diagram presents all of the these 5 p's in an accessible way, framed by the question "How did the problem develop?".

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Therapist Guidance

This is a Psychology Tools case formulation (case conceptualization) diagram. Put simply, case formulation is one method of a client and therapist coming to shared understanding of a difficulty. The formulation contextualizes the difficulty, making its origin and maintenance understandable. Case formulations are best completed collaboratively, with clients positioned as the 'experts in themselves'.

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References And Further Reading

  • Eells, T. D. (Ed.). (2011). Handbook of psychotherapy case formulation. Guilford Press.
  • Johnstone, L., & Dallos, R. (2013). Formulation in psychology and psychotherapy: Making sense of people's problems. Routledge.
  • Kuyken, W., Padesky, C. A., & Dudley, R. (2008). Collaborative case conceptualization: Working effectively with clients in cognitive-behavioral therapy. Guilford Press.
  • Persons, J. B. (2012). The case formulation approach to cognitive-behavior therapy. Guilford Press.
  • Tarrier, N., & Johnson, J. (Eds.). (2015). Case formulation in cognitive behaviour therapy: The treatment of challenging and complex cases. Routledge.

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