The First Session Checklist: Risk, Goals, and Boundaries

The First Session Checklist: Risk, Goals, and Boundaries

A Fail-safe Clinical Roadmap for First-year CBT Trainees on Initial Placement

A practical first-session roadmap for CBT trainees on initial placement.

Starting clinical work can feel overwhelming. You have a lot to remember while also trying to listen, build rapport, and stay present with the client.

This free guide provides a clear, practical framework for approaching an initial CBT session with greater structure and confidence.

Inside you'll explore:

• Preparing before the first session

• Opening the session and setting expectations

• Informed consent, confidentiality and boundaries

• Risk and safety conversations

• Identifying meaningful goals

• Developing an initial working understanding

• Agreeing next steps and between-session work

• Reflecting and preparing for supervision

Designed primarily for first-year CBT trainees and practitioners beginning supervised clinical work, this resource is intended as a learning and reflection aid alongside your placement procedures, supervision and local clinical guidance.

Free PDF guide — 25 pages.

Educational resource only. It does not replace clinical supervision, professional judgement, local policy or emergency procedures.