Free Mental Health Coaching Plan Format Template

Mental Health Coaching Plan Format


Prepared by: [Your Name]

Date: [Date]


I. Client Background

  • Personal History: Overview of the client's mental health history, including any diagnoses, treatments, or challenges.

  • Current Situation: A description of the client's current emotional, psychological, and behavioral state.

  • Strengths and Resources: Key strengths the client can draw upon during the coaching process.


II. Goals

  • Short-Term Goals: Specific, measurable objectives the client aims to achieve shortly (e.g., managing stress, improving communication).

  • Long-Term Goals: Broader, more comprehensive objectives for the client's mental well-being over an extended period (e.g., developing resilience, achieving emotional stability).


III. Action Plan

  • Interventions and Techniques: Specific coaching methods, therapies, or strategies to be used (e.g., mindfulness exercises, cognitive-behavioral techniques).

  • Client's Responsibilities: Tasks the client needs to complete between sessions (e.g., journaling, practicing coping strategies).

  • Professional Support: Additional support or referrals the coach may provide (e.g., therapist referrals, support groups).


IV. Timeline

  • Short-Term Timeline: Expected timeframes for achieving immediate goals (e.g., 1-3 months).

  • Long-Term Timeline: Projections for achieving long-term goals (e.g., 6-12 months).

  • Check-In Dates: Scheduled times to review progress and adjust the plan as necessary.


V. Progress Tracking

  • Regular Check-Ins: Frequency of sessions (e.g., weekly, bi-weekly) to track progress.

  • Metrics for Success: Clear indicators for measuring progress (e.g., mood tracking, stress levels, coping skills assessment).

  • Adjustments: Plans for modifying the coaching approach if goals are not being met.


VI. Evaluation

  • Success Criteria: How the achievement of goals will be evaluated (e.g., client feedback, observable behavioral changes).

  • Review and Reflection: A process for reflecting on progress and setbacks at the end of the coaching period.

  • Next Steps: Recommendations for continuing mental health maintenance or additional support after the coaching plan ends.


VII. Support Resources

  • External Resources: Information on support groups, online tools, or mental health professionals that may help the client.

  • Emergency Contact Information: Contacts for urgent mental health needs, such as crisis hotlines or emergency services.


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