Prioritizing Client Sessions Template

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In the demanding field of counseling, ensuring that high-risk clients receive timely attention is crucial. This template uses the Quadrants method to help LPC-Associates prioritize their client sessions effectively. By focusing on urgent and important tasks, counselors can enhance client satisfaction and outcomes.

Use this template to organize your sessions, delegate less critical tasks, and ensure that the most important clients are attended to first.

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Prioritizing Client Sessions for Priority Matrix

Prioritizing Client Sessions in Priority Matrix

Prioritize counseling sessions to ensure high-risk clients receive timely attention using the Quadrants method.

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Proposed Tasks

Urgent & Important

  • Client Session 1: High Risk (Due in 1 day)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 3: High Risk (Due in 1 week)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 6: High Risk (Due in 1 month)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 8: High Risk (Due in 6 weeks)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 11: High Risk (Due in 3 months)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 13: High Risk (Due in 4 months)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 16: High Risk (Due in 6 months)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 18: High Risk (Due in 8 months)
    ☐ Prepare for session ☐ Conduct session ☐ Document session

Important, Not Urgent

  • Client Session 2: Regular (Due in 3 days)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 4: Regular (Due in 2 weeks)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 5: Low Risk (Due in 3 weeks)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 7: Regular (Due in 5 weeks)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 9: Regular (Due in 2 months)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 10: Low Risk (Due in 10 weeks)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 12: Regular (Due in 14 weeks)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 14: Regular (Due in 18 weeks)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 15: Low Risk (Due in 5 months)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 17: Regular (Due in 7 months)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 19: Regular (Due in 9 months)
    ☐ Prepare for session ☐ Conduct session ☐ Document session
  • Client Session 20: Low Risk (Due in 10 months)
    ☐ Prepare for session ☐ Conduct session ☐ Document session