Depression - Self-Monitoring Record

The Depression - Self-Monitoring Record worksheet is designed to help clients capture information about situations where they experienced significant feelings of depression.

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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.

Editable version (PPT)

An editable Microsoft PowerPoint version of the resource.

Editable version (DOC)

An editable Microsoft Word version of the resource.

Overview

Developing self-monitoring skills teaches clients to systematically observe and record specific targets such as their own thoughts, body feelings, emotions, and behaviors. Though it’s usually introduced early in the therapy process, it can continue to provide an inexpensive and constant measure of problem symptoms and behaviors throughout treatment.

The Depression Self-Monitoring Record aims to support clients in identifying and recording situations in which they experience depressive symptoms. By systematically capturing contextual information—such as triggering events, associated thoughts, behaviors, and mood ratings—this tool can aid clients and therapists in recognizing patterns, clarifying contributing factors, and informing targeted interventions.

Why Use This Resource?

This self-monitoring record can help with:

  • Increasing client awareness of depressive symptoms and associated triggers.
  • Case conceptualization and evaluating treatment hypotheses.
  • Treatment and intervention planning.

Key Benefits

Structure

Provides a systematic method for recording symptoms of depression.

Accessible

Easy for clients to understand and use.

Flexible

Available in both regular and extended versions depending on clients' needs.

Who is this for?

Depression

Clients gain insight into how thoughts, emotions, and behaviors contribute to their depression.

Depressive Rumination

Useful for those engaging in repetitive, negative thinking patterns.

Integrating it into your practice

01

Identify

Select a single, well-defined target for monitoring.

02

Record

Clients should document thoughts, emotions and bodily sensations, and behaviors immediately or shortly after they occur.

03

Review

Review the collected data with clients to identify patterns and triggers.

04

Repeat

Use ongoing self-monitoring to inform treatment and monitor progress.

Theoretical Background & Therapist Guidance

Self-monitoring functions as both an assessment method and an intervention, and is routinely used in cognitive behavioral therapy (CBT). It is comprised of two parts. Discrimination consists of identifying and noticing the target phenomena. Recording is the process of documenting occurrences, usually through some kind of written record. Using a record allows clients to self-monitor: to discriminate the target (e.g., a feeling of anxiety), record it (e.g., when it occurred, how long it lasted, where they were and what they were doing), and review it (e.g., how often did it happen in a week, what was common across different episodes).

Self-monitoring is often taught during the assessment stage of therapy. It can be particularly useful when the target phenomenon is covert and cannot be observed by anyone but the clients themselves (Cohen et al, 2013). Examples of covert targets include depressive rumination or self-criticism. During the early stages of therapy, clients may be asked to complete simple self-monitoring tasks, such as noting the frequency of particular behaviors or emotions. This can then develop into more sophisticated records that explore the triggers, thoughts, and consequences linked to specific events. As the intervention progresses, self-monitoring can be used to track adherence (e.g. how often a client uses a new strategy or adaptive coping technique) and the effectiveness of an intervention (e.g. how often the client now experiences problem symptoms, or implements new responses).

This depression-focused self-monitoring record is specifically designed to help therapists and clients better understand the triggers, components, and impact of depressive symptoms.

What's inside

  • A comprehensive overview of self-monitoring in CBT.
  • An accessible worksheet for recording episodes of low mood.
  • An extended version that allows additional data to be collected about the consequences of client behaviors.
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FAQs

It helps increase awareness of key problems or symptoms, provides useful data for developing and testing hypotheses, and supports collaborative treatment planning.
Explain the rationale (e.g., developing a better understanding of how a problem works so it can be addressed most effectively) and practice with clients so they understand what self-monitoring entails.
Consider simplifying the targets for self-monitoring or offer additional in-session practice to build confidence.

How This Resource Improves Clinical Outcomes

This resource improves clinical treatment by:

  • Facilitating more accurate assessment.
  • Informing case conceptualizations.
  • Assisting with treatment planning.
  • Monitoring depressive symptoms throughout therapy. 

Therapists benefit from a structured resource that clients find easy to use.

References And Further Reading

  • Bornstein, P.H., Hamilton, S.B. & Bornstein, M.T. (1986). Self-monitoring procedures. In A.R. Ciminero, K.S. Calhoun, & H.E. Adams (Eds) Handbook of behavioral assessment. 2nd ed. Wiley.
  • Cohen, J.S., Edmunds, J.M., Brodman, D.M., Benjamin, C.L., Kendall, P.C. (2013). Using self-monitoring: Implementation of collaborative empiricism in cognitive-behavioral therapy. Cognitive and Behavioral Practice, 20(4), 419-428.
  • Kennerley, H., Kirk, J., & Westbrook, D. (2017). An Introduction to Cognitive Behaviour Therapy: Skills & Applications. 3rd Edition. Sage.
  • Korotitsch, W. J., & Nelson-Gray, R. O. (1999). An overview of self-monitoring research in assessment and treatment. Psychological Assessment, 11(4), 415.
  • Persons, J.B. (2008). The Case Formulation Approach to Cognitive-Behavior Therapy. Guildford Press.
  • Proudfoot, J., & Nicholas, J. (2010). Monitoring and evaluation in low intensity CBT interventions. Oxford guide to low intensity CBT interventions, 97-104.