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Psy

Treatment planning

SMART goal refiner

Turn broad therapeutic aims into specific, measurable, achievable, relevant, and time-bound goals.

Standard tool; account and usage limits apply. Review the current offer in the app before paying.

The task

When this tool helps

A broad aim needs turning into an observable, collaborative goal.

Why use a dedicated tool?

The dedicated form gives you named inputs for this task. Pro makes therapeutic orientation available in the current tool, so you can adjust those settings without composing a new instruction each time.

Pro access covers the settings marked Pro. Check the offer, usage limits, and renewal terms shown in your app before paying.

From input to draft

A concrete example

Fictional material

Sample input

What you bring

Fictional aim: I want work to feel less overwhelming. The client proposes taking a short lunch break on two workdays next week and noting what makes it easier or harder.

Settings: Client age band: Adult

Captured Psy output

Treatment Plan Draft

For clinician review and adaptation to the client’s presentation, workplace context, preferences, and level of functioning. This plan does not establish a diagnosis or determine risk.

Broad Aim

> “I want work to feel less overwhelming.”

SMART Goal

Over the next 4 weeks, the client will increase use of brief restorative strategies during the workday by taking a planned short lunch break on at least 2 workdays per week, as permitted by workplace expectations, and rating perceived work-related overwhelm before and after the break. The client will review the observations with the clinician to identify barriers, facilitators, and next steps.

Suggested Outcome Measure

- Before and after each planned break, rate work-related overwhelm on a 0–10 scale:
- 0 = not overwhelming
- 10 = extremely overwhelming
- Review weekly patterns in:
- Whether the break occurred
- Duration of break
- Pre-/post-break overwhelm ratings
- Factors that made the break easier or harder

Short-Term Objectives

1. Planning
- Within 1 week, the client will identify at least 2 feasible workdays and approximate times for taking a short lunch break, consistent with workplace policies and responsibilities.

2. Initial Practice
- During the next workweek, the client will take a short lunch break on at least 2 workdays, aiming for approximately 10–30 minutes or the duration available within workplace expectations.

3. Self-Monitoring
- Following each planned break during the next workweek, the client will record:
- Whether the break occurred and its approximate duration
- Work-related overwhelm before and after the break using a 0–10 rating
- At least one factor that supported or interfered with taking the break

4. Review and Problem-Solving
- At the next scheduled session, the client and clinician will review the log and identify at least 2 barriers or facilitators related to taking breaks.
- The client and clinician will develop at least one adjustment to improve feasibility, such as scheduling the break, using a reminder, selecting a lower-demand location, or communicating availability appropriately.

5. Progressive Maintenance
- By the end of 4 weeks, the client will report using a planned short lunch break on at least 2 workdays per week for 3 of 4 weeks, while continuing to monitor perceived overwhelm and factors affecting success.

Clinician-Review Considerations

  • Clarify what the client means by a “short” lunch break and whether this is feasible within workplace requirements.
  • Assess whether work-related overwhelm is associated with anxiety, mood symptoms, burnout, sleep problems, concentration difficulties, workplace conflict, or other concerns, without assuming a diagnosis.
  • Consider whether the client needs additional strategies for workload prioritization, boundary setting, communication, or coping with distress.
  • Revise the frequency or duration targets if taking breaks increases workplace risk, conflict, or functional impairment.

Produced by this tool on 15 October 2026 using fictional input. Output varies; professional review is still required.

Review point: The draft introduces a four-week timeframe and monitoring tasks beyond the supplied one-week goal. Confirm or remove these additions before using it.

In the application

Inputs and customization

Current fields for SMART goal refiner
InputChoices or guidanceAccess
Therapeutic orientationOptional
9 available choices
  • Integrative (default) Default
  • CBT
  • DBT
  • ACT
  • CFT
  • Schema therapy
  • Psychodynamic / psychoanalytic
  • Person-centred / humanistic
  • Systemic / family
Pro
Client age bandOptional
4 available choices
  • Child
  • Adolescent
  • Adult Default
  • Older adult
Standard
Broad aimsRequirede.g. feel less anxious, improve sleep, repair relationship…Standard

Region labels describe available settings, not legal or regulatory certification. Experimental options may change.

From context to a reviewed draft

  1. Open the tool. Use your existing account or the access options shown in Psy.
  2. Add the relevant context. Complete the required inputs and select the settings available to your plan.
  3. Generate and review. Check facts, omissions, wording, and suitability before saving or sharing.
Open SMART goal refiner

Before you begin

Questions about this tool

What do I need to provide?

Broad aims The current fields and available settings are listed above.

Does this need Pro access?

This is a standard tool with account and usage limits. The following settings are marked Pro: Therapeutic orientation. Check current access and payment terms in the app.

What must I check before using the result?

A measurable goal still needs to be realistic, meaningful, and agreed with the client. Avoid imposing targets the client has not chosen.

Can I enter identifiable client information?

Check your professional obligations and the product's documented data handling first. Remove direct and indirect identifiers and avoid unnecessary sensitive information. Review data handling and current policies.