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Brooke Castillo

Planning Long Term Work with Your Client


When you get a new client it is very good to have a long term plan for your work together.  I have a prework package I give to my clients before we start working together so I can understand what they most want to accomplish and what their current state of success is.

Before our first session, I create a long term strategy depending on how long we will be working together.  If I have the client for six weeks, I create a six session plan that includes session topics, homework, and tools I want to teach.

Here is an example of a Plan I would make for a Weight Loss Client:


Session #1 :  Review Prework with Client

Introduce Hunger Scale and Four Types of Eating

Review thought patterns around weight and the scale

HW: Keep food journal with hunger scale numbers

Session #2:  Detail Food Journal Work

Evaluate food journals, refine hunger scale, discuss common fog eating times and/or foods

HW: Journal instead of fog eat.  Journal at a 2 when you would have normally overeaten.

Session #3 Discuss Exercise

Review Clients current exercise thought patterns, introduce minimum baseline

HW:  Run an excuse list for exercise-complete strategy/obstacle for top five

Session #4:  Discuss Feelings

Start with Top Three Feelings Worksheet, discuss the concept of feelings, note client's feeling avoidance behaviors and what feeling typically leads my client to overeat.

HW:  Complete Sensation vs. Feeling Worksheet and Now Feeling Worksheet

Session #5:  Discuss Thought Work

Do a thought download on current weight/body image.  Discuss the concept of thoughts causing feelings.  Introduce idea of Better Feeling Thought.  Coach client on as many negative thoughts as possible

HW Have client listen to my SC101 recording and do daily thought download

Session #6 Introduce CTFAR Model

Show client how to use the model and how it affects their weight.  Demonstrate how I have been using the model to coach them the previous five weeks.  Have them run and work models with me on their current problems to demonstrate model and help client find options for negativity.


This is just one example and I might change it drastically based on my client's knowledge and preferred area of focus.  The idea is to create one just like this for each of your clients.

Then, be ready to chuck the whole thing and work on whatever your client brings to the session.  Being prepared also means being prepared to be flexible.