Lesson Plan

Pre-Session Prep Roadmap

Equip counselors with a structured 20-minute roadmap to prepare effectively for a 90-minute clinical intake session, ensuring all logistics, materials, and personal reflections are in place.

Thorough pre-session preparation boosts counselor confidence, reduces surprises, and lays the groundwork for a seamless, client-centered first meeting.

Audience

Time

Approach

Materials

Prep

Counselor Pre-Session Preparation

20 minutes

Step 1

Review Client Materials

5 minutes

Step 2

Set Up Physical Environment

3 minutes

Step 3

Technology Check & Materials Prep

4 minutes

Step 4

Self-Reflection & Goal Setting

8 minutes

Slide Deck

Rapport-Building Strategies

Why Rapport Matters

Non-Verbal Communication

Active Listening

Empathy & Validation

Cultural Sensitivity & Confidentiality

Practice Prompt: Role-Play

Key Takeaways & Next Steps

Script

Journal

Cool Down