Task Planning And Achievement Record

Help clients plan daily tasks and record goal attainment using the task planning and achievement record.

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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.

Fillable version (PDF)

A fillable version of the resource. This can be edited and saved in Adobe Acrobat, or other PDF editing software.

Editable version (PPT)

An editable Microsoft PowerPoint version of the resource.

Overview

The Task Planning And Achievement Record can be used to plan daily tasks and record goal attainment. It is most suited for encouraging frequent or repeated activities such as exercise or self-care and can be helpful as part of a program of behavioral activation.

Why Use This Resource?

This worksheet is a useful tool for encouraging adherence to therapeutic tasks and goals through structured daily planning.

  • Encourages clients to plan activities in advance.
  • Helps clients to implement scheduled tasks.
  • Provides information about blocks to planned activities.

Key Benefits

Structure

Provides a clear framework for planning and recording daily tasks.

Motivation

Encourages clients to set and achieve personal goals.

Flexibility

Suitable for a variety of activities and therapeutic goals.

Who is this for?

Depression

Encourages engagement in rewarding activities to improve mood.

Chronic Pain

Supports the introduction of manageable activities to alleviate pain through action.

Anxiety

Helps structure daily routines to reduce feelings of overwhelm.

Fatigue

Facilitates gradual re-engagement with life tasks to manage energy levels.

Integrating it into your practice

01

Identify

Help the client identify activities they want to implement.

02

Schedule

Encourage clients to plan desired activities in advance.

03

Evaluate

Ask clients to note if they completed planned activities to identify patterns and obstacles.

04

Review

Review the record and progress made the following week.

Theoretical Background & Therapist Guidance

Use the Task Planning And Achievement Record to plan daily tasks and record goal attainment. This worksheet can be helpful as part of a program of behavioral activation to encourage consistent behavior. It is most suited for encouraging frequent or repeated activites such as exercise or self-care. It can also be very useful for patients suffering with pain or fatigue where helpful behaviors may have become sporadic.

For activity monitoring clients should be instructed to record their activity in the 1 hour time slots throughout the day. For activity scheduling clients should be instructed to plan and schedule desired activities in advance, and to record whether the scheduled activities were completed.

What's inside

  • An introduction to task planning.
  • Therapist guidance for using the resource with clients.
  • Key references and suggestions for further reading.
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FAQs

The worksheet encourages clients to engage in rewarding activities, helping to increase positive reinforcement and reduce depressive symptoms.
Yes, it is especially useful for clients with chronic pain by promoting engagement in manageable activities that can contribute to improved function and well-being.
Work with clients to modify their goals, focusing on smaller, more achievable tasks, and problem-solve possible barriers to completion.

How This Resource Improves Clinical Outcomes

Integrating the Task Planning and Achievement Record into therapy can lead to:

  • Increased client engagement in meaningful activities.
  • Awareness of factors that block activation.  
  • Enhanced client accountability and insight into their patterns of behavior.

Therapists benefit from:

  • A practical tool for tracking client progress and tailoring interventions.
  • A structured method for facilitating discussions around goal setting and achievement.

References And Further Reading

  • Beck, A.T., Rush, A.J., Shaw, B.F., & Emery, G. (1979). Cognitive therapy of depression. New York: Guilford.
  • Jacobson, N. S., Martell, C. R., & Dimidjian, S. (2001). Behavioral activation treatment for depression: Returning to contextual roots. Clinical Psychology: Science and Practice, 8(3), 255-270.