Counseling Practice Pro Toolkit
A complete toolkit with the ongoing services agreement and in-depth progress reviews for established counseling practices.
Get started with PocperA complete toolkit with the ongoing services agreement and in-depth progress reviews for established counseling practices.
Get started with PocperThis review is a chance to step back and reflect on how therapy has been going in your own words. There are no right or wrong answers — your honest sense of what has changed helps shape the next stage of our work. We will read it together at your next session.
Your name:
Date of this review:
Period of care under review (completed by your therapist):
Number of sessions so far (completed by your therapist):
For each area, rate how things feel now compared with when you started (1 = much worse, 5 = about the same, 10 = much better). Leave blank any area that does not apply.
Area | Rating (1-10) | Notes |
Overall mood | ||
Anxiety / worry | ||
Sleep | ||
Relationships / connection | ||
Work / daily functioning | ||
Coping / managing hard moments |
Looking back at what you hoped to work on, how much progress do you feel you have made?
What has helped most so far?
What still feels stuck or unresolved?
How well does our work together fit your needs (1 = not a fit, 10 = a great fit)?
Is the pace and frequency of sessions working for you?
Yes, it feels right
I would like more frequent sessions
I would like less frequent sessions
I am not sure and would like to discuss it
Is there anything you would like to change about how we work together?
What would you most like to focus on next?
How are you feeling about the road ahead?
I would like to continue as we are
I would like to set new goals
I feel ready to think about wrapping up
The reflections above are my own and honestly describe how I am doing.
I am comfortable discussing this review with my therapist.
Client printed name:
Date:
Therapist printed name:
Date reviewed together:
Optional — attach a journal page, questionnaire, or anything you would like to share:
Thank you for taking the time to reflect. Whatever you have written gives us a clear place to start — we will go through it together and decide the next steps at a pace that suits you.
The Therapy Progress & Outcome Review template is a ready-to-use form from Pocper's Counseling Practice Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.