Universal Members

Looking Back on Therapy: Progress Review

A collaborative review worksheet for therapy milestones or endings, covering starting point, changes, helpful elements, ongoing goals and a maintenance plan.

1-page fillable PDF · US Letter (prints on A4) · Termination · Relapse prevention

Key facts

Approach / concern
Universal
Technique
Termination · Relapse prevention
Format
Fillable PDF, 1 page (US Letter / A4)
Access
Pro and Advanced plans (3-day free trial)
For
Licensed clinicians to use with clients
Updated
October 2026

What is the Looking Back on Therapy: Progress Review?

Reviewing progress at therapy milestones or endings consolidates learning and supports relapse prevention. A collaborative ending process helps clients recognize change and plan for the future.

Why it works

A collaborative approach to termination, including reviewing progress and planning for the future, is recommended to support lasting outcomes (Goode et al., 2017).

When to use it

  • Planned endings of therapy
  • Mid-therapy progress reviews
  • Transitions between clinicians
  • Step-down from intensive programs

How to use it in session

  1. Invite the client to complete the sheet before a review session.
  2. Discuss each section collaboratively.
  3. Highlight the client’s role in change.
  4. Build a maintenance plan.
  5. Agree on when to return for support.

Clinician tips

  • Begin discussing endings well before the final session.
  • Validate mixed feelings about ending.
  • Provide written copies of key skills and plans.

Worked example

Started: daily panic, avoiding the bus. Now: taking transit to work, rare panic. Helped: exposure ladder and breathing. Warning signs: avoiding again. Reach out: if panic returns weekly for a month.

Sharing with clients

Members can download the PDF to print or email, or copy a private client link from the download box. Your client opens the link and downloads the worksheet on any device. No client account is needed, and nothing your client writes is stored on TherapyAid.

Frequently asked questions

When should I start thinking about ending therapy?

Ideally a few sessions before the planned ending, so there’s time to review and plan.

Can I come back after ending?

Many clinicians welcome booster sessions. Discuss this in your ending plan.

References

Goode, J., Park, J., Parkin, S., Tompkins, K. A., & Swift, J. K. (2017). A collaborative approach to psychotherapy termination. Psychotherapy, 54(1), 10-14.

This worksheet is an educational tool for use by, or under the guidance of, a licensed or registered mental-health professional. It is not a diagnostic instrument or a substitute for clinical judgement. If a client is in crisis in Canada, call or text 9-8-8 or call 9-1-1.