Case Conceptualization Rubric for Theory and Treatment Planning in Counseling and Psychotherapy (Gehart, 2013; Brooks/Cole) With CACREP Career Counseling Competencies Rating Scale 5=Exceptional: Skills and understanding significantly beyond developmental level 4=Outstanding: Strong mastery of skills and thorough understanding of concepts 3=Mastered Basic Skills at Developmental Level: Understanding of concepts/skills evident 2=Developing: Minor conceptual and skill errors; in process of developing 1=Deficits: Significant remediation needed; deficits in knowledge/skills NA=Not Applicable: Unable to measure with given data (do not use to indicate deficit) Date: Student: Evaluator: Level of Clinical Training: Pre-clinical training; coursework only 0-12 months 12-24 months 2+ years 5 Introduction Presenting Concern; Stakeholders’ Views Background Information Client Strengths Detailed yet succinct intro that identifies client, age, ethnicity, occupation, grade, etc. Descriptions clearly set context for understanding problem. Description of problem provides sophisticated depiction of all stakeholders’ views; word choice conveys empathy with each perspective; descriptions clearly contribute to coherent conceptualization. Includes detailed yet succinct description of recent and past events and traumas. Selected information helps develop coherent conceptualization. Insightful identification of strengths; able to 4 3 2 1 Comps Score NA Complete intro that identifies client, age, ethnicity, occupation, grade, etc. Basic information related to age, ethnicity, occupation, grade, etc. included. Missing 1-2 identifiers. Missing, incorrect or significant problem with identifiers and/or significant involved parties. Description of problem provides useful description of all stakeholders’ views; word choice conveys respect for perspectives. Includes description of problem for each person and key stakeholders. Minor problems or lack of clarity with problem descriptions; missing stakeholders. Significant problems with problem descriptions; missing key perspectives; incorrect characterization. D1 NA Includes useful summary of recent and past events and traumas with time frames. Includes summary of key recent and past events and traumas. Insufficient, minimal or missing background information. Significant information missing; unable to identify significant events. C3 NA Clear articulation of useful strengths; able to Identifies several strengths as well as Underdeveloped description of strengths. Significant problems identifying clinically D1 E1 NA 1 & Diversity Psychodynamic and Adlerian HumanisticExistential CognitiveBehavioral Family Systems SolutionFocused identify subtle diversity resources and limitations and how these may impact counseling process. Sophisticated analysis that coherently and succinctly relates defense mechanisms, object relation patterns, developmental stages and style of life themes. Clear sense of core dynamics emerges. Sophisticated analysis that coherently and succinctly relates expressions of self, existential issues, and boundary disturbances. Clear sense of core issues developed. Sophisticated analysis that coherently and succinctly relates behavioral analysis, ABC analysis, and schemas. Clear sense of core themes emerges. Sophisticated analysis that coherently and succinctly relates assessment of family life cycle, family structure, and intergenerational patterns. Clear depiction of how family patterns relate to problem. Sophisticated analysis that reveals creativity in identifying solutions that did and did not work; behavioral, positively identify several key resources and limitations related to diversity, oppression, and marginalization. Thoughtful and coherent descriptions of defense mechanisms, object relation patterns, developmental stages and style of life themes. significant resources and limitations related to diversity. Missed one or more significant diversity limitation. relevant strengths and/or diversity issues. E2 E3 E4 Identifies key issues in defense mechanisms, object relation patterns, developmental stages and style of life themes. Minor errors or inconsistencies in descriptions of defense mechanisms, object relation patterns, developmental stages and/or style of life themes. Incorrect, poor characterization of defense mechanisms, object relation patterns, developmental stages and style of life themes. A5 NA Thoughtful and coherent descriptions of expressions of self, existential issues, and boundary disturbances. Identifies key issues in expressions of self, existential issues, and boundary disturbances. Minor errors or inconsistencies in descriptions of expressions of self, existential issues, and boundary disturbances. Significant problems with expressions of self, existential issues, and boundary disturbances; misidentified issues. A5 NA Thoughtful and coherent descriptions of behavioral analysis, ABC analysis, and schemas. Identifies key issues in behavioral analysis, ABC analysis, and schemas. Minor problems conceptualizing behavioral analysis, ABC analysis, and schemas. Significant problems identifying behavioral analysis, ABC analysis, and schemas. A5 NA Thoughtful and coherent descriptions of family life cycle, family structure, and intergenerational patterns. Identifies key issues in family life cycle, family structure, and intergenerational patterns. Misses minor issues in family life cycle, family structure, and intergenerational patterns. Misses significant issues related to family life cycle, family structure, and intergenerational patterns. A5 D1 NA Able to identified several useful exceptions to the problem; answers to miracle question behavioral and positively Provides examples of solutions that did and did not work; behavioral answers to miracle question. Solutions and miracle question not approached from a strengths perspective; lack usefulness and Significant problems with assessment of strengths and/or does not demonstrate understanding of miracle A5 NA 2 Narrative, Dominant Discourses, and Diversity Overall Conceptualiz ation stated, and easily implementable answers to miracle question. Thoughtfully identifies effect of dominant discourses in client’s life; able to meaningfully identify several cultural, SES, gender, and larger social discourse issues and outline how these intersect. Addresses oppression and marginalization. All elements of case conceptualization clearly fit to create a unified understanding to guide counseling process. Sophisticated conceptualization that identifies subtle issues. stated. practicality. question. Detailed description of the effect of dominant discourses in client’s life; able to meaningfully identify at least two cultural, SES, gender, and larger social discourse issues. Clear description of key diversity issues and broader social discourses affecting client and experience of problem. Minor issues with identification of social and dominant discourses. Misses one or more significant diversity issue and/or unable to usefully identify its effect on the client’s life. A5 E1 E2 E3 E4 NA Well developed conceptualization that enables reader to a have a clear sense of client and core issues. Provides a useful description of key issues for developing treatment plan. Few if any inconsistencies. Several minor inconsistencies that are not clearly reconciled. Significant problems with conceptualization, such as irreconcilable discrepancies or missing key issues. A5 NA ©2007. Diane R. Gehart, Ph.D. www.counselingcompetencies.org 3