Lesson Plan
Intake Roadmap
Equip counselor trainees with a structured framework and tools to conduct consistent, thorough clinical intake interviews, ensuring accurate client assessment and stronger rapport.
A standardized intake process promotes reliable data gathering, optimizes therapeutic engagement from the outset, and reduces overlooked risk factors or client needs.
Audience
Time
Approach
Materials
Prep
Review & Prepare Materials
5 minutes
Step 1
Introduction & Objectives
5 minutes
Step 2
Roadmap Overview
5 minutes
Step 3
Template Walkthrough
8 minutes
Step 4
Role-Play Practice
8 minutes
Step 5
Debrief & Quality Check
4 minutes

Worksheet


Rubric

