Core Processes/Metaphors Tracking
Core Processes/Metaphors Tracking
Have you ever had this situation: You are meeting with your sixth patient of the day and, in the therapeutic moment, you see a perfect opportunity to present a particular ACT metaphor....but you can't quite remember if you had done that other metaphor which sets the stage for this one.....and you ask "have we talked about the person in the hole yet?" Now, many of the perfect therapists on this list surely would never do this. However, for the rest of us, how do you keep track of what you have covered?
I designed the attached form (see bottom) for jotting down what I have covered. I sometimes review it prior to sessions along with progress notes from those earlier sessions. Now, granted, I still occasionally check-in about whether we covered an exercise/metaphor (no big deal), though less often and less awkwardly. You will note that the exercises and metaphors often target multiple core processes, so this form is just a coarse tracking guide. But I find it helpful.
Content of the Attachment
Page 1 is the form. Page 2 is an example of what it might look like after multiple sessions (metaphors/exercises would be hand-written, of course). Upon review, the sample on Page 2 contains far more actual content than the completed forms I have used with patients.
Using the Form
Time proceeds from middle (1st session) to out (in my use of it). Going from out to in results in much crowding of the content in the middle. It also makes it more difficult to get a sense for the progress of therapy (at a glance).
Using the Form for Self-Assessment
The form can also be used as a tool for ongoing self-assessment, revealing your therapy habits. For example, even a casual glance at some of my completed forms quickly revealed that I favor Values work and Cognitive Defusion, using a handful of mindfulness techniques, mostly for getting clients and myself into the Present Moment, less so in the service of promoting Self-As-Context. While this evident pattern may merely reflect my personal style in using ACT, it also challenges me to do some self-examination about processes that I may avoid (one's style is always a work in progress, right?). I also find it useful to compare completed forms to my responses on the ACT Core Competency Self-Assessment, an excellent learning tool available on this site.
Improvements and Revisions
Feel free to edit, change, and improve the Core Processes/Metaphors Tracking Form to fit your needs. If others have similar tools/guides or improve upon this form, please share the work!

Comments
This looks really great. I'm
This looks really great. I'm gonna try it out with my next new client and I'll post again in a few months after I've tried it out with a few. I've been thinking of something like this for a long time, but wasn't able to come up with something as elegant. Thanks.
processes/metaphor tracking
Joel you beauty!
I have been struggling with this problem for a while, and have often thought of putting something together to serve as a quick reminder to myself, which I have never done. What I was thinking of would have been more form like (columns, rows etc) I like your arrangement, and will experiment with using it.
Thanks
Jim Hegarty
Thanks, Jim. Please improve
Thanks, Jim. Please improve it and post the improvement!
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Joel Guarna, Ph.D.
Licensed Psychologist
joel@whitepinepsych.com
16 Fifth Street, Dover, NH 03820; Ph:603-749-4462x23
25 Middle Street, Portland, ME 04101; Ph:207-272-8500
This is beautiful!
Thanks very much for developing this tool, Joel. As one who often uses the same metaphor or exercise with three clients one day, but forgets what we did last week, I can see a lot of use for this.
Next week I'll experiment with some further developments of it - even if that is only turning it into a Word file.
Good work 8),
Julian