CBT Members

Problem List and Therapy Goals (CBT)

A CBT assessment worksheet listing current problems, translating them into specific observable goals and prioritizing them.

1-page fillable PDF · US Letter (prints on A4) · CBT assessment

Key facts

Approach / concern
CBT
Technique
CBT assessment
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 Problem List and Therapy Goals (CBT)?

Developing a problem list and SMART goals is a standard early step in CBT, guiding collaborative treatment planning and progress evaluation.

Why it works

Beck (2021) describes collaborative goal setting from a problem list. Case conceptualization links problems to goals and interventions (Kuyken et al., 2009).

When to use it

  • Early CBT sessions
  • Treatment planning
  • Progress reviews
  • Group programs

How to use it in session

  1. List problems.
  2. Translate into goals.
  3. Prioritize.
  4. Define signs of progress.
  5. Review regularly.

Clinician tips

  • Keep goals observable.
  • Include approach goals.
  • Revisit as therapy progresses.

Worked example

Problem: staying in bed till noon. Goal: up by 9 am five days a week. Priority: 1.

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

What makes a good therapy goal?

Specific, observable and meaningful to you.

Can goals change during therapy?

Yes. Goals often evolve as you learn more.

References

Beck, J. S. (2021). Cognitive behavior therapy: Basics and beyond (3rd ed.). Guilford Press.

Kuyken, W., Padesky, C. A., & Dudley, R. (2009). Collaborative case conceptualization: Working effectively with clients in cognitive-behavioral therapy. Guilford Press.

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.