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Outcome Insight Matrix

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Lesson Plan

Outcome Matrix Setup

Trainees will create and customize an Outcome Insight Matrix from scratch to monitor client outcomes in real time, then apply it to a brief sample case.

Real-time outcome tracking sharpens feedback, informs treatment adjustments, and ensures measures guide clinical decision-making effectively.

Audience

Individual Counseling Trainees

Time

10 minutes

Approach

Guided demo and hands-on practice

Materials

Progress Tracking Grid Slide Deck, Populating Your Matrix Activity Sheet, and Reflective Outcome Notes Journal

Prep

Review and Prepare Materials

5 minutes

Step 1

Introduction & Objective

1 minute

  • Welcome the trainee and state the goal: set up an Outcome Insight Matrix
  • Briefly explain how the matrix captures client measures over time
  • Highlight importance for tailoring feedback and treatment

Step 2

Matrix Overview

2 minutes

Step 3

Template Setup

3 minutes

  • Guide trainee to draw a blank matrix on paper or in their EHR tool
  • Label columns and define measurement scales
  • Confirm trainee customizes columns to their typical intake measures

Step 4

Hands-On Population

3 minutes

  • Provide a brief sample case and ask trainee to record two sessions on the Populating Your Matrix Activity Sheet
  • Circulate feedback: check accuracy of entries and clarity of notes
  • Encourage use of color-codes or flags for score changes

Step 5

Reflection & Next Steps

1 minute

  • Ask trainee to jot insights in the Reflective Outcome Notes Journal
  • Prompt: What trends did you notice? How will you adjust treatment?
  • Summarize key takeaways and assign matrix use for next real client session
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Slide Deck

Outcome Insight Matrix Overview

The Outcome Insight Matrix tracks key client measures across sessions in a tabular format for real-time progress monitoring. Use it to identify trends quickly and inform treatment adjustments.

Welcome the trainee. Introduce the Outcome Insight Matrix as a simple table for capturing client outcome measures over time. Emphasize its role in sharpening feedback and guiding treatment decisions.

Matrix Columns & Definitions

  • Session Date: Date of the client session
  • Measure: Name of the outcome tool (e.g., PHQ-9, GAD-7)
  • Score: Raw or scaled result
  • Notes: Brief context or observations
  • Trend Alert: Flags significant change thresholds

Walk through each column one at a time. Clarify any trainee questions on definitions or where they might capture data in their own system.

Example Entry

09/15/2023 | PHQ-9 – Depression | Score: 10 | Notes: Reports better sleep and mood | Trend Alert: ↘️ 25% improvement

Show an actual filled-in row and explain how each field was determined. Highlight how notes add context to raw scores.

Color-Coding Scheme

Green: ≥20% improvement from prior score
Yellow: <20% change (stable)
Red: ≥20% worsening from prior score

Explain why color-coding speeds up visual scanning. Encourage trainees to customize thresholds based on their population.

Quick Tips for Real-Time Tracking

  • Update the matrix at session start
  • Use consistent measurement intervals
  • Flag rapid changes for deeper discussion
  • Review trend history before planning next steps

Offer practical pointers to integrate the matrix into daily workflow. Suggest reviewing it at the start of each session to prime treatment decisions.

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Activity

Populating Your Matrix Activity Sheet

Sample Case
Client: Alex (28-year-old) presenting with moderate depressive symptoms.

Session Results

  • Session 1 (10/01/2023): PHQ-9 score 14
    Notes: Reports low mood, disrupted sleep, difficulty concentrating.
  • Session 2 (10/08/2023): PHQ-9 score 9
    Notes: Improved sleep, more social engagement, mood described as “a bit better.”

Your Task

  1. Below is a blank Outcome Insight Matrix. Record both sessions using the columns: Session Date, Measure, Score, Notes, Trend Alert.
  2. Apply the color-coding thresholds from Progress Tracking Grid Slides:
    • Green ≥ 20% improvement
    • Yellow < 20% change (stable)
    • Red ≥ 20% worsening
  3. Calculate the percent change between Session 1 and Session 2 to determine your Trend Alert flag.
Session DateMeasureScoreNotesTrend Alert




Reflection Questions

  1. What trend do you observe in Alex’s scores and clinical presentation?





  2. Based on this trend, what adjustment(s) would you make to Alex’s treatment plan?
    (E.g., shift focus to coping skills, introduce behavioral activation, modify session frequency)





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Journal

Reflective Outcome Notes Journal

Reflective Prompts

  1. Describe the patterns you observed in the client’s outcome measures and what these trends suggest about their progress.





  2. How did using the Outcome Insight Matrix influence your understanding of the client’s needs and your treatment decisions?










  3. Identify two specific adjustments you would implement in the treatment plan based on the observed trends. Explain your rationale.





  4. Outline your plan for integrating the Outcome Insight Matrix into your next real client session. What steps will you take to ensure consistency and effectiveness?





Take a moment to set goals for your use of the Matrix and note any questions or support you might need.





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