Any time we head into a new season (literally and figuratively), it’s time to evaluate where we’ve been, and where we’re headed. As you approach a new year, a new quarter, a new milestone you may want to reflect on what went well, what didn’t, and what needs to change for you to move forward intentionally.

In The Refreshed Therapist Network, members go through a quarterly and yearly goal-setting and reflection process. Today, I'm bringing you a few of the questions and strategies I use to guide members through clarifying their goals.

Let's get started!

1 | Reflect On Your Quarter 1 Goals

What are you proud to have accomplished this quarter?
On what project, or area (self, relationships, spiritual growth, work/business, health, etc.), did you spend most of your time?
What had you hoped to complete/do/accomplish that you did not? Why not?
- Do you want to carry this goal forward, or let it go, for now (or forever)?
What strategies served your focus and your overall wellness?

2 | Define Your Priorities, Intentions, and Goals

Oftentimes, our understanding of values, priorities, and goals overlaps, which can result in confusing and unclear goals. Generally, goals will only motivate you if they are aligned with your priorities. And, priorities are typically chosen because they align with your values. When I sit down to set goals for the quarter, it helps me to remember the meaning of each term.

Priority: What matters most to you.

Intention: How you want to be/engage in a specific area of your life.

Goal: An accomplishment tied to your priority and intention that requires consistent action.

For example, if your priority for the next three months is to be an accessible mentor to your team, an example of an intention and goal are:

Intention: I will engage as a caring leader who listens fully and guides with generosity.

Goal: I will be proactive about developing each member of my team, by meeting with them weekly.

Goals can be further delineated into action plans. For example, the leader in this scenario can begin to collect positive observations from others on the team, or in the organization, and commit to writing them down. S/he can also ask each team member for feedback, or evaluate her management skills with a coach. Action plans include specific steps that will lead to your goal over time.

3 | Refine Your Goals with Resources

Once you are clear on your priorities and intentions, refine your ideas by reviewing information on the topic of goal-setting. Here are a few resources to get you started:

In this article, Dean Bokhari defines S.M.A.R.T. and Stretch goals, and gives examples of how to pair them for success.
Check out The Chalkboard Method for goal setting.

If you're creating sales or marketing goals for your business, remember to attach them to a revenue goal. Also, consider the Return on Investment (ROI) of your goals. Link your goals and vision to your investment, by using this guide.

4 | Set Your Goals

What are your top three priorities for the next three months?

If three priorities are too many, choose one. Set your intention and goal, and create your action plan.

5 | Celebrate Your Progress!

Tying accomplishments to appropriate rewards is one way to help you stay motivated. When your focus is on the goal, it can become habit to notice the gap between where you are today and where you want to be. Commit to celebrating your small steps weekly. Show kindness to yourself, by recognizing your efforts. It turns out, for most of us, recognition is a huge motivator.

Let's Chat

Let me know in the comments below, or contact me.

What is one goal you've set for yourself for this upcoming quarter?

How to Keep Your Therapy Communications Secure, While Working Remotely: An Interview with iplum CEO Pankaj Gupta

Pankaj Gupta, CEO of iPlum, joins me for this post. I interview him about iPlum’s mission, the services the company offers, as well as why iPlum is the right fit for therapists in private practice.

If you haven’t already read Part 1 of my partnership with iPlum, see the five benefits of using a HIPAA-compliant phone solution.

5 Ways Vicarious Trauma Can Sneak Up on You as a Psychotherapist

Vicarious trauma is a term that is not unfamiliar to most therapists. Many of us were warned about VT in grad school, have attended self-care workshops that promised to resolve the effects of VT, or have simply resigned ourselves to white-knuckling it through each day. But do you really know how to identify vicarious trauma? Can you pick up on sneaky warning signs that VT is already present in your life?

When You Don’t Want To Do Therapy Anymore: Ten Tips for Rekindling Career Energy, for Therapists Who Are Burned Out

Recently, I published two articles on the topic: Reasons why therapists are leaving the mental health field. In them, I covered ten of the most common reasons therapists are choosing to change their career path. (If you’d like to read those posts, here are the links to part one and part two.)

There are many therapists who are living through challenges in their work and career, and yet have not chosen to, or do not want to, leave the field. If this describes you, then keep reading for ten steps that will help you rekindle some career energy.

Five More Reasons Why Therapists Are Leaving The Mental Health Field

In this post, I continue listing reasons why therapists are considering leaving the mental health field, because there are many. And, if you are one of the therapists considering leaving the field, please know: You are not alone. If you missed the first post on this topic, head here, and read that first.

Five Reasons Therapists Are Leaving the Mental Health Field

Each week, I coach at least one therapist who mentions that they are considering leaving the therapy field. This sentiment seems to have increased among psychotherapists in the past two years with challenges related to COVID (for therapists and clients), including a) sickness, b) working from home, c) relational and family transitions, among others.

Of course, each therapist has their own particular reasons for their desire to leave their profession. Also, from my interaction with thousands of therapists each week, I have noticed several common challenges emerge in conversations about leaving the field.

How to Find and Live The Refreshed Therapist Life

As a clinical supervisor and consultant to therapists, I meet many clinicians who find themselves burned out, bored, or numb after years of showing up for their clients, and neglecting, to some degree, to show up for themselves. The reality of our work is that in order to sustain and enjoy it, we must intentionally deal with the nuances of what it means to function as a therapist inside and outside the therapy room.

As therapists, we have the opportunity to be vocal about the ways we live out the intersection of life and work. Our voices generate more expansive and encouraging conversations that can lead to a sense of flow in navigating our personal and therapist selves.

How To Engage In Social Media Self Care: Eight Steps For Therapists

Social media posting is a must if you’re a therapist marketing a private practice. Even if you’re not a business owner, you may find that your social media is taking up more time than you’d prefer (gentle nudge: How’s your screen time report looking this week?).

Hey—like therapy, this is a judgment-free zone. It is also a “let’s be our best selves” zone. And, to show up as our best selves, self care is essential.

Technology-Assisted Clinical Supervision: Benefits, Challenges, and Regulations

If you’re a clinical supervisor navigating the delivery of supervision right now, you may have encountered some challenges, including state, institutional, and technological limitations. The information I present in this post is intended to encourage the legal and ethical use of technology-assisted (distance) supervision in a variety of settings.

Dr. AnnaLynn Schooley and I recently discussed this subject as it relates to our experiences and our development as supervisors. Dr. Schooley is a LMFT and LMHC in the state of Florida, and carries licenses in additional states. She serves as a supervisor for master and doctoral-level MFT students in her role as professor for Capella University.

Start on Time, End on Time: HOW TO MANAGE Your Private Practice THERAPY Sessions

Whether you’re 6 or 60, there’s one thing everyone hates when going to the doctor; and no, it’s not getting pricked with needles. It’s waiting to get pricked with needles. Your appointment is at 2, but as 2, 2:05, 2:10 rolls by, you ruminate “I had an appointment. If the doctor wasn’t going to be available, why schedule at this time? Apparently, my time isn’t valuable.”

As our lives are perhaps more rushed than ever, waiting for any appointment or meeting is a hassle. However, a tardy counseling session is qualitatively worse than other late meetings. Getting started late is a broken promise in a relationship that needs trust in spades.

The Problem With Loving Your Work: The Role Of Expectations, Wages, and Passion

Recently, I’ve been thinking about the role of work in my life, as well as how I relate to work. This train of thought naturally leads to evaluating how well I am doing engaging with people (and myself) as more than a worker.

How much time and mental energy does my work take from me, or give to me?

How much of my drive and motivation does my work inspire?

These are a few of the questions I am asking in order to continue my mission for myself and other therapists: To live and work well.

Three Ways to Be A Leader Who Lasts

What does it take to be a leader? Thousands of words have been written on the topic. Here’s the truth: there’s no magic formula. But I do suggest three important elements to work on over time: Know yourself, know your purpose, and know your people. How to live that out will differ for every leader and every setting.

Mindfulness Tips for Therapists, for Work and Life

Mindfulness is popular.

You likely have worksheets, lessons, techniques, and theories that help your clients understand mindfulness and its benefits.

You understand mindfulness and its benefits.

But, as we therapists know, sometimes understanding doesn’t foster motivation, or change. The fact is, therapists struggle to implement mindfulness, along with a “self-caring” lifestyle (Kissil and Niño, 2017).

10 Therapist (and Child)-Approved Activities to Support Kids with Anxiety

If you’re a mental health professional working with children, you will probably agree that many of the calls you receive from parents have something to do with anxiety or stress. Child therapists have the amazingly important yet challenging task of educating and supporting kids in a therapeutic setting that is both productive and fun. When working with children as young as preschool age, it can be a very daunting task to keep things fresh and exciting week after week! So, how do we help children develop the coping skills they need while keeping them engaged (and not glancing at their watch)? Here are ten therapist (and child!)-approved, fun activities that address anxiety-based disorders and promote relaxation and stress reduction in children:

The Art and Science of Therapy as Craft, Part 2: Crafting Questions

For this week's video chat, Dr. AnnaLynn Schooley returns to discuss therapy questions as an intentional craft, and she covers four basic question types: single answer, open, closed, relational, and circular.

Therapist Self-Disclosure Simplified

Self-disclosure is a touchy subject among therapists. Some therapists never self-disclose, while others feel stifled by having a rigid boundary around self-disclosure. As I consider self-disclosure in therapy, I ask myself, “When is self-disclosure appropriate?” “How does self-disclosure deepen the therapist-client connection?"

Solution Focused Brief Couples Therapy Tips, with Elliott Connie

Elliott Connie is a Solution Focused Brief Therapy (SFBT) practitioner, author, and speaker. He developed an approach to couples work that distills the essence of SFBT into guiding principles for working with couples.

As a therapist who loves working with couples, I am always interested in ways to enhance my couples therapy skills. For this reason, I invited Elliott to explain the reasons why SFBT is his choice for working with clients, as well as how it creates a contrasting experience for couples that have a history in therapy.

Family of Origin Exploration for the Therapist: How to Create Your Genogram

In article three of the Family of Origin for the Therapist series, you learned 3 simple steps for how to begin family of origin (FOO) exploration: 1) read Bowen’s chapter, 2) observe your FOO experience, and 3) reflect on what you learned. Hopefully, your curiosity has led to significant understanding.

Understanding is the foundation of Bowen Family Systems Theory (BFST). Bowen (1985) believed that if clients could understand themselves as members of their FOOs and as created by their histories, they could begin and continue significant change.

In today’s post, I offer the next step in developing understanding: Creating your genogram. I explain how to create a basic genogram that you can expand as you continue your exploration.

5 Tips for Keeping Up with Therapy Paperwork

In my interaction with therapists as a mentor and supervisor, I’ve learned that one of the main struggles therapists face is having too much work and not enough time. Many therapists find themselves overwhelmed by documentation responsibilities, in particular; this includes completing client notes, referrals, billing, treatment plans, etc.

In today’s post, I offer several strategies for keeping up with paperwork, so that you can stay on track and avoid the stress of falling behind.

Solution-Focused Brief Therapy Client Types, and Their Relevance To Every Session

In her 1989 article, Of Visitors, Complainants, and Customers, Insoo Kim Berg details three types of “client-therapist relationships” (p. 21). Her wording is significant, because she is not labeling clients; she is describing them in terms of their relationship to the therapist, the process of therapy, and the problem. These three relationships have undergirded Solution-Focused Brief Therapy theory and interventions over the years, although they are not consistently discussed in newer works. The client relationship types are widely applicable to therapy, regardless of theoretical orientation, making them one of the most useful concepts in marriage and family therapy.

In this post, I present a review of these client types, and I explain their relevance to and usefulness for all therapeutic sessions.

How to Ethically Offer Coaching as a Licensed Therapist: A Step-By-Step Guide

One of the most common professional goals for my clients is expanding their private practice to include life coaching services. As professionals with a depth of knowledge in personal development and goal achievement strategies, therapists are ideal candidates for the coaching profession. Despite this near perfect fit, there are some important ethical consideration for therapists when offering coaching services alongside therapy, or when choosing to become professional coaches. In this post, I focus on offering solutions for these complications, in an effort to help you ethically practice coaching.

5 Step Plan for De-escalating an In-Session couple Argument

Most of us, therapists, have been there: A simple disagreement turns into an all-out screaming match in the middle of a therapy session. This is, thankfully, not a common scenario for most therapists, but it’s also not rare--especially for therapists who specialize in couple therapy.

In this post, I cover steps for disrupting an argument occurring in a couple therapy session. Intervention on the part of the therapist is necessary during some conflicts, because the arguments can cause further damage in the couple relationship. And, if therapists allow arguments to continue for too long, they can affect the couple’s sense of safety when in therapy.

The main goals of intervention in this case are to: