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

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Worksheet

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Rubric

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Intake Essentials

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Odalis Perez

Tier 2
For Schools
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