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.
Plan Templates @ Template.net
