Universal Members

Weekly Reflection & Planning

A weekly review worksheet covering wins, challenges, lessons and gratitude, plus three if-then intentions for the next week and an overall rating.

1-page fillable PDF · US Letter (prints on A4) · Goal setting · Reflection

Key facts

Approach / concern
Universal
Technique
Goal setting · Reflection
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 Weekly Reflection & Planning?

A weekly reflection combines review of the past week with planning for the next. Implementation intentions (if-then plans) specify when and where actions will happen, increasing follow-through.

Why it works

Specific goals improve performance (Locke & Latham, 2002), and implementation intentions have strong effects on goal attainment (Gollwitzer, 1999).

When to use it

  • Ongoing therapy homework
  • Maintenance after therapy
  • Coaching and wellbeing
  • Students and professionals

How to use it in session

  1. Schedule a regular weekly time.
  2. Reflect on the four areas.
  3. Set up to three intentions.
  4. Write if-then plans.
  5. Review intentions next week.

Clinician tips

  • Keep intentions small and specific.
  • Celebrate wins, however small.
  • Bring to sessions to guide focus.

Worked example

Went well: walked three times. Hard: poor sleep Thursday. Intention: If it’s 10 p.m., then I’ll start my wind-down routine.

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’s an if-then plan?

A plan that links a situation to an action, such as “If it’s Monday after work, then I’ll go to the gym.”

How long should a weekly review take?

About 10-15 minutes is usually enough.

References

Locke, E. A., & Latham, G. P. (2002). Building a practically useful theory of goal setting and task motivation: A 35-year odyssey. American Psychologist, 57(9), 705-717.

Gollwitzer, P. M. (1999). Implementation intentions: Strong effects of simple plans. American Psychologist, 54(7), 493-503.

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.