Shared Goals Worksheet complete therapy resource page

Couples & Family · CF-09

Shared Goals Worksheet

Explore a possible shared goal while keeping consent, individual roles, and workload explicit.

Clinician-created · facilitator review required
Client group: Couples and families20-40 minutesActivityAdult professional use

For clinician-facilitated use

This is a professional resource, not a child-facing online service. A licensed clinician or other qualified adult must determine suitability, explain and adapt the activity, and supervise its use. Do not direct a child to access this webpage independently or enter client information.

Download for facilitated useView collection

The full-resolution WebP includes print-safe margins and should be downloaded by an adult professional. Read the guidance below before using the page.

How to use it

  1. Choose a possible goal and let each person decide whether it is truly shared.
  2. Describe why it matters, each person's optional role, resources, barriers, workload, and boundaries.
  3. Agree on a small checkpoint and how anyone can revise or withdraw consent.
  4. Keep separate goals or choose no shared goal when that fits better.

Reflection prompts

  • Whose priorities, labor, or risks are most affected by this goal?
  • What agreement would make roles and decision power clearer?
  • How will you respond if capacity, consent, or circumstances change?

Facilitator guidance

Check that agreement is freely given and that invisible, emotional, financial, and logistical labor are considered. Do not frame reluctance, limited capacity, or a separate goal as lack of commitment.

Adaptations & accessibility

  • Use individual lanes before a shared section.
  • Break the plan into visual tasks with owner, support, time, and opt-out markers.
  • Offer separate verbal, translated, AAC, or supported decision-making formats.

Professional-use review

Standard licensed-clinician and family-systems review required before use; enhance review when power or safety concerns are present.

This clinician-created resource is published for professional evaluation. Before client use, the treating clinician or other qualified adult must determine whether it is appropriate and complete every specialist, accessibility, safeguarding, and local-policy review named above. Publication does not represent individualized clinical approval.