Cognitive Behavioral Model

A practical CBT worksheet that helps clients understand and explore the interplay between their thoughts, feelings, body sensations, and behaviors.

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Professional version

Offers theory, guidance, and prompts for mental health professionals. Downloads are in Fillable PDF format where appropriate.

Client version

Includes client-friendly guidance. Downloads are in Fillable PDF format where appropriate.

Overview

The Cognitive Behavioral Model worksheet provides a clear, descriptive formulation tool designed to introduce clients to core CBT concepts. Based on Beck’s cognitive theory, it focuses on the ‘here and now’ by helping clients identify and link triggering events to their cognitive, emotional, physiological, and behavioral responses.

This ‘here and now’ formulation supports early-stage therapeutic work by helping clients make sense of their experiences, understand maintaining processes, and identify potential areas for change. It facilitates collaborative exploration while providing a clear structure for guiding case conceptualization and intervention planning.

Why Use This Resource?

Formulation is a fundamental component of cognitive behavioral therapy (CBT), providing a bridge between theory and practice. This worksheet enables both therapist and client to map experiences in a way that feels personal, structured, and psychologically grounded.

  • Introduces clients to CBT concepts in a practical, accessible format.
  • Encourages collaborative understanding of presenting difficulties.
  • Clarifies interconnections between different components of experience.
  • Supports early-stage assessment and case conceptualization.
  • Facilitates the identification of intervention targets and therapy goals.

Key Benefits

Clarity

Breaks down complex emotional experiences into understandable components.

Insight

Helps clients gain insight into how their thoughts, feelings, and behaviors interact.

Engagement

Strengthens the therapeutic alliance through collaborative formulation.

Direction

Lays the foundation for further CBT work, including cross-sectional and longitudinal formulations.

Who is this for?

Depression

Supports clients in understanding and breaking patterns of negative thinking, low mood, and inactivity.

Panic Disorder

Allows highlighting of bodily responses and catastrophic misinterpretations linked to panic.

Generalized Anxiety Disorder

Helps identify worry patterns, somatic symptoms, and avoidance behaviours.

Post-Traumatic Stress Disorder (PTSD)

Facilitates exploration of trauma triggers, emotional responses, and protective behaviors.

Obsessive Compulsive Disorder (OCD)

Supports mapping of intrusive thoughts and compulsive behavioral cycles.

Social Anxiety Disorder

Encourages reflection on beliefs about social evaluation and associated avoidance.

Health Anxiety

Supports examination of how interpretations of bodily sensations affect reassurance-seeking behavior.

Eating Disorders

Clarifies the link between thoughts, feelings, and disordered eating behaviors.

Low Self-Esteem

Enables clients to visualise the impact of self-critical thoughts.

Behavioral Difficulties

Applicable in broader work with distress, anger, or impulsivity even without a formal diagnosis.

Integrating it into your practice

01

Identify

Encourage clients to identify a recent emotionally-triggering event to explore.

02

Explore

Help the client describe their thoughts, emotions, body sensations, and behaviors triggered by the event.

03

Review

Draw connections between components of the model to highlight hypothesized temporal or causal relationships, and to illustrate reinforcing cycles

04

Feedback

Reflect collaboratively and discuss where therapeutic change might begin.

Theoretical Background & Therapist Guidance

The Cognitive Behavioral Model worksheet is grounded in cognitive behavioral theory. In CBT, formulation is widely recognized as a core skill and an essential component of effective practice (Beck, 2011; Dudley & Kuyken, 2014; Muse et al., 2016). The resource supports therapists in developing descriptive formulations with clients – a collaborative process through which psychological difficulties are explored and understood in terms of cognitive, emotional, physiological, and behavioral responses to triggering events. Although simple in structure, this type of formulation plays an important role in early therapeutic engagement and in laying the groundwork for more complex conceptualizations as therapy progresses.

Formulation in CBT is more than a diagnostic alternative or case summary – it is a hypothesis-driven method for integrating psychological theory with a client’s lived experience (Butler, 1998; Johnstone & Dallos, 2014). According to Sperry and Sperry (2012), formulation provides clinicians with a clinical strategy for understanding maladaptive patterns, guiding treatment, and preparing for potential obstacles. Importantly, it also offers clients an opportunity to make sense of their difficulties in a psychologically coherent way, helping to understand the components of their distress and increase their hope that something can be done about it. As such, formulation serves both explanatory and strategic functions, shaping the direction of therapy. Formulation is also dynamic process that evolves over time. In the early stages of therapy, descriptive formulations can help clients see their experiences as understandable and manageable, rather than as overwhelming or inexplicable. As therapy continues, the therapist may return to the model to revise it in light of new experiences or therapeutic insights. For example, a client may notice recurring patterns across different situations, suggesting the presence of deeper beliefs or maintaining processes. This may lead to the development of more complex, cross-sectional formulations, such as functional analyses (Hayes & Follette, 1992) or problem-maintaining cycles (Bakker, 2008), or even longitudinal models that explore developmental antecedents and core beliefs (Beck, 2011; Kuyken et al., 2009).

The specific model introduced in this worksheet is a descriptive formulation – the simplest of three levels of formulation described by Kuyken and colleagues, 2009. Descriptive formulations capture how clients are responding to distressing events in the present moment. These formulations center on the interaction of five elements: the triggering situation or event, automatic thoughts, emotional responses, bodily sensations, and behaviors. As clients come to recognise how these domains are interconnected and reinforced, they can begin to understand the mechanisms that maintain their distress and identify points for change.

The value of a descriptive formulation lies not only in its theoretical coherence but in its practical accessibility. For clients unfamiliar with psychological models, it offers an immediate and intuitive way to begin thinking about their problems in structured terms. Rather than requiring historical exploration, the worksheet invites clients to focus on what they were thinking, feeling, and doing in response to a specific event. This here-and-now focus is particularly well suited to the early stages of therapy, where rapport is still being established and the emphasis is on building engagement and insight (Kuyken et al., 2009; Dudley & Kuyken, 2014).

This approach draws directly on Beck’s cognitive theory (Beck, 1976; Beck et al., 1979), which proposes that emotional distress arises not simply from external events but from the way individuals interpret those events. These interpretations known as automatic thoughts are often rapid and habitual, occurring outside of conscious awareness but shaping emotional and physiological responses. When individuals interpret situations in distorted or threatening ways, they are more likely to experience anxiety, sadness, anger, or shame, and to engage in unhelpful behaviors such as avoidance, withdrawal, or safety-seeking. Over time, these responses may form self-reinforcing cycles that maintain psychological difficulties (Persons, 2008; Salkovskis et al., 1996).

The Cognitive Behavioral Model worksheet is designed to make these patterns visible. Through guided reflection, clients are supported to identify a recent triggering event – such as a social interaction, intrusive thought, or bodily sensation – and to describe the thoughts, emotions, sensations, and behaviors that followed. In addition to mapping out individual responses, the worksheet prompts therapists and clients to consider how these responses influence one another. A common goal of this stage is to identify escalating patterns – for example, how a fleeting thought may trigger intense emotion, which then leads to physiological arousal and impulsive action. These insights are not merely descriptive but therapeutic: they open the door to intervention by revealing how change in one domain – such as thought, action, or body response – might lead to change across the entire system.

What's inside

  • Clear instructions for therapists to guide collaborative use
  • Structured worksheet capturing five key components: triggering event, thoughts, emotions, body sensations, and behaviors
  • Suggested prompts to facilitate exploration in each domain
  • Fillable PDF diagram supporting conceptual clarity
  • Questions for reflection and discussion of therapeutic change possibilities
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FAQs

Yes, it is ideal for early sessions as it introduces clients to the foundational components of the CBT model.
Yes, it includes therapist guidance and suggested prompts to support the articulation of different emotions and feelings.
The resource offers techniques such as guided imagery or role-play to help clients recall and describe experiences.
Yes, the model can be introduced in psychoeducational groups or therapy groups to build shared understanding.
Yes. It can help clients begin to understand the impact of trauma on their current thoughts, emotions, and behaviours.

How This Resource Improves Clinical Outcomes

This worksheet enhances clinical outcomes by:

  • Promoting shared understanding between client and therapist
  • Supporting client insight into the potentially cyclical nature of distress
  • Identifying areas of intervention and behavioral experimentation
  • Facilitating early engagement in therapy

The simplicity and clarity of the model enable therapists to work effectively with a wide range of client presentations.

References And Further Reading

  • Bakker, G. M. (2008). Problem‐maintaining circles: Case illustrations of formulations that truly guide therapy. Clinical Psychologist, 12, 30-39. DOI: 10.1080/13284200802069050.
  • Beck, A. T. (1976). Cognitive therapy and the emotional disorders. International Universities Press.
  • Beck, A. T., Rush, A. J., Shaw, B. F., & Emery, G. (1979). Cognitive therapy of depression. Guilford Press.
  • Beck, J. S. (2011). Cognitive behavior therapy: Basics and beyond (2nd ed.). Guilford.
  • Butler, G. (1998). Clinical formulation. In: A. S. Bellack and M. Hersen (Eds.), Comprehensive Clinical Psychology (pp.1–23). Oxford.
  • Clark, D. M. (1986). A cognitive approach to panic. Behaviour Research and Therapy, 24, 461–470. DOI: 10.1016/0005-7967(86)90011-2.
  • Division of Clinical Psychology [DCP] (2010). The core purpose and philosophy of the profession. The British Psychological Society.
  • Dudley, R., & Kuyken, W. (2014). Case formulation in cognitive behavioural therapy: A principle-driven approach. In: L. Johnstone & R. Dallos (Eds.), Formulation in psychology and psychotherapy: Making sense of people’s problems (2nd ed.), (pp.18–44). Routledge.
  • Hayes, S. C., & Follette, W. C. (1992). Can functional analysis provide a substitute for syndromal classification? Behavioral Assessment, 14, 345–365.
  • Hsu, L. G., & Holder, D. (1986). Bulimia nervosa: Treatment and short-term outcome. Psychological Medicine, 16, 65–70. DOI: 10.1017/S0033291700002543.
  • Johnstone, L., & Dallos, R. (2014). Introduction to formulation. In: L. Johnstone & R. Dallos (Eds.), Formulation in psychology and psychotherapy: Making sense of people’s problems (2nd ed.), (pp.1–17). Routledge.
  • Kennerley, H., Kirk, J., & Westbrook, D. (2017). An introduction to cognitive behaviour therapy (3rd ed.). Sage.
  • Kuyken, W. (2006). Evidence-based case formulation: Is the emperor clothed? In: N. Tarrier (Ed.), Case formulation in cognitive behaviour therapy: The treatment of challenging and complex cases (pp.12–35). Routledge.
  • Kuyken, W., Padesky, C. A., & Dudley, R. (2009). Collaborative case conceptualisation: Working effectively with clients in cognitive-behavioral therapy. Guilford Press.
  • Moorey, S. (2010). The six cycles maintenance model: growing a “vicious flower” for depression. Behavioural and Cognitive Psychotherapy, 38, 173–184. DOI: 10.1017/S1352465809990580
  • Muse, K., McManus, F., Rakovshik, S., & Thwaites, R. (2017). Development and psychometric evaluation of the Assessment of Core CBT Skills (ACCS): An observation-based tool for assessing cognitive behavioral therapy competence. Psychological Assessment, 29, 542–555. DOI: 10.1037/pas0000372.
  • Padesky, C. A. (2020). Collaborative case conceptualization: Client knows best. Cognitive and Behavioral Practice, 27, 392–404.
  • Padesky, C. A., & Mooney, K. A. (1990). Presenting the cognitive model to clients. International Cognitive Therapy Newsletter, 6, 13–14.
  • Persons, J. B. (2008). The case formulation approach to cognitive-behavior therapy. Guilford Press.
  • Persons, J. B., & Hong, J. J. (2016). Case formulation and the outcome of cognitive behavior therapy. In: N. Tarrier and J. Johnson (Eds.), Case formulation in cognitive behaviour therapy: The treatment of challenging and complex cases (2nd ed.), (pp. 14–37). Routledge.
  • Royal College of Psychiatrists [RCP] (2017). Using formulation in general psychiatric care: Good practice. Royal College of Psychiatrists.
  • Salkovskis, P. M., Clark, D. M., & Gelder, M. G. (1996). Cognition-behaviour links in the persistence of panic. Behaviour Research and Therapy, 34(5–6), 453–458.
  • Salkovskis, P. M., Warwick, H. M., & Deale, A. C. (2003). Cognitive-behavioral treatment for severe and persistent health anxiety (hypochondriasis). Brief Treatment and Crisis Intervention, 3, 353–367. DOI: 10.1093/brief-treatment/mhg026.
  • Spencer, H. M., Dudley, R., Johnston, L., Freeston, M. H., Turkington, D., & Tully, S. (2023). Case formulation – A vehicle for change? Exploring the impact of cognitive behavioural therapy formulation in first episode psychosis: A reflexive thematic analysis. Psychology and Psychotherapy: Theory, Research and Practice, 96, 328–346. DOI: 10.1111/papt.12442.
  • Sperry, L., & Sperry, J. (2012). Case conceptualization: Mastering this competency with ease confidence. Routledge.