• Please read
Chap. 5
• And complete Assignment 2 Assessment and Planning .
• ASSIGNMENT TOPIC #2: ASSESSMENT AND PLANNING SUMMARY
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• Objective: Upon completion of this assignment students will be able to interview, describe and evaluate a client’ presenting issue.
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• Instruction: Interview a client that has been approved by your site supervisor or interview a peer approved by the instructor.
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• Interviewer: Course Section:
• Field Instructor: Date Completed:
• Client Identifying information: Use client initials or pseudo name and provide client demographics: Age, Gender identity, Race/Ethnic Identity, Gender Identity, Sexual Orientation, Religious identity, Education level, Disability, Employment Status, Marital status, Living arrangement.
• Presenting Problem or Reason for Referral: Describe the client’s presenting concern(s). What reason(s) they have for seeking treatment at this time? Include one direct quote from the client describing how they feel about their identified issue i.e. “I am very frustrated with…”
• Family of Origin: Provide a summary of the client’s family background. Who they grew up with (family members), where they grew up and any history of immigration? Include the family’s socio-economic status, level of education and parent’s employment. Describe how the clients feel about their childhood and their family relationship overall.
• Significant Relationships: Describe the client’s current family status and identified significant others in their lives (i.e. spouse, children, significant others). Identify any loss of significant others (through displacement, death, or separation)
• Current Living Arrangement: Where does the client live? Who do they live with? How long have they lived there?
• Education History: Discuss the client’s current level of education. Overall schooling experience.
• History of Military Services: Discuss any history of military service and length of time.
• Employment History: Discuss the client’s history of employment and current employment. Identify Goals.
• Medical History: Also include family history.
• Mental Health History: Also include family history.
• History of Substance Use: Also include family history.
• Legal History: Also include family history.
• Social and Recreational Interests: What are the client’s social interactions (spending time with family, friends, sports, religious affiliations, hobbies, any interest)?
• Religious Activity and Affiliations/ Spirituality: Discuss client’s identified faith, religious affiliation, spirituality or worldview.
• Client Strengths and Resources: Identify the client’s strengths and resources. This could be personal outlook or motivations, social connections to family, friends, community, or institutions. This area can also include education level, or employment history or skills. Resources can include social or institutional or economic resources. Identify the client’s short and long-term goals and areas where the client has had past history of successes in their life and in reaching goals.
• Evaluation: Summarize the presenting concern and reason the client has sought services at this time. Summarize how the client presented throughout the interview (appearance, demeanor, body language, eye contact, speech and tone). Summarize client strengths and resources. Identify the client’s short-term and long-term goals. Offer recommendations for services and resources
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