Therapy Goals Worksheet (Free PDF Download)

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Discover the power of goal setting in therapy. This goal setting worksheet provides valuable insights and practical goals to help identify goals, track progress, and achieve lasting change.

Setting clear and achievable goals is a crucial step in the therapy process. Mentalyc’s Therapy Goals Worksheet guides your clients through this important process.

This Goal Setting Worksheet will help to:

Identify the areas of improvement
Ensure goals are Specific, Measurable, Achievable, Relevant, and Time-bound.
Divide larger goals into smaller, more manageable steps.

Why Mentalyc’s Therapy Goals Worksheet Essential:

This worksheet will help your clients:

Stay motivated and engaged in therapy.
Track progress and celebrate achievements.
Stay accountable to the therapeutic process

What is the Therapy Goals worksheet?

The therapy goals worksheet moves a client from a stated reason for coming to two goals written in SMART form. It opens with two questions: ‘What is your main reason for seeking therapy?’ and ‘What specific changes would you like to see?’. Page two then leaves Goal #1 and Goal #2 blank.

How to use the Therapy Goals worksheet

Use this sheet both in session and as homework. Do the two opening questions in session, since a client’s first answer is usually a complaint about someone else rather than a goal. Setting SMART Goals then gives the worked anxiety example to translate. Your clients can draft Goal #1 alone, but read the Measurable and Time-bound lines yourself before the next session. Most drafts fail there and stay intentions.

Therapy Goals Worksheet Download – What’s Included

The download is two printable pages, not fillable. Page one holds Identifying Your Therapy Goals with its two questions, followed by a short account of what SMART stands for. One worked example builds on ‘I want to manage my anxiety better’. Page two is the working space: Goal #1 and Goal #2, each under the five SMART lines spelled out one at a time.

Frequently asked questions

What are examples of therapy goals?

The sheet works from one: ‘I want to manage my anxiety better’, rewritten as 15 minutes of daily mindfulness tracked in a journal for three months. That rewrite is the point. The first version cannot be measured, so neither client nor therapist can say later whether it happened.

How do you determine therapy goals?

Start with the two questions on page one, then test each answer against the five SMART lines. Relevant is the one to press on, since a goal that belongs to a partner or a manager will not survive. Rewrite until the client can say what will be different, and by when.

Used this worksheet in a session?

Mentalyc writes the note for you, including the homework you assigned.

Record or upload the session and get a compliant progress note, treatment plan, and client summary in minutes. More time for the clinical work these worksheets support, less time on paperwork after hours.

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Your Author

Tracy Collins, LCP

Tracy Collins is a licensed clinical psychologist with over six years of direct clinical experience in outpatient and telehealth settings. She specializes in cognitive behavioral therapy, structured treatment planning, and measurable therapy outcomes. Tracy has extensive experience writing SOAP and DAP notes, developing insurance-compliant treatment plans, and aligning documentation with ICD-10 and DSM-5-TR diagnostic criteria. Her clinical approach integrates cognitive behavioral therapy techniques, behavioral activation, exposure-based interventions, and mindfulness-based strategies to create structured and outcome-driven therapy plans. At Mentalyc, Tracy supports therapists by creating educational resources that simplify documentation workflows and improve treatment plan defensibility during audits.