Lesson Plan

Formulation Toolkit Lesson Plan

Equip counselor trainees with hands-on practice using DSM-5 biopsychosocial formulation tools—completing templates, applying rubric criteria, and engaging in peer feedback for systematic case conceptualization.

Mastering DSM-5 formulations strengthens diagnostic clarity, enhances treatment planning, and builds trainee confidence through structured, collaborative learning.

Audience

Time

Approach

Materials

Prep

Teacher Preparation

15 minutes

Step 1

Introduction and Objectives

5 minutes

Step 2

DSM-5 Formulation Framework Overview

10 minutes

Step 3

Small-Group Case Formulation

15 minutes

Step 4

Group Formulation Swap Activity

10 minutes

Step 5

Debrief and Reflection

10 minutes

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Slide Deck

Formulation Toolkit Workshop

Workshop Objectives

Why Biopsychosocial Formulation?

DSM-5 Biopsychosocial Model Overview

Client Formulation Template

Biopsychosocial Criteria Rubric

Case Vignette

Small-Group Case Formulation

Group Formulation Swap

Debrief & Reflection

Resources & Next Steps

Thank You!

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Project Guide

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Rubric

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Activity

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Formulation Toolkit

Nikki Tekell

Tier 2
For Schools
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