Using one of the blank “Treatment or Service Plan” forms found in the back of your book, develop a plan that addresses the immediate or most important needs of the client you are following. Look at both strengths and weaknesses. 

This will be the tentative plan that you will take to the planning meeting. Make certain that you have addressed those areas of your client’s life that are most troublesome right now to the client. If one of your clients is facing a poverty situation, do not assign a DSM diagnosis. Remember, these are not the goals that will be developed at the provider agency. Your client is not there yet because you have not written a referral for that agency yet. Before you can do that, you must have the broad, general goals that should be pursued at this time with your client.