Session Preparation · · 2 min
From case notes to session goals: observation to shared agenda
Turn scattered notes into observations, open questions and a possible session focus, with a fictional example for a goal to clarify together.
Author: SüpervizAI · Updated: 2026-10-05
Select observations linked to the shared goal, identify missing context and prepare a focus to discuss with the client. Not every note needs to enter the next meeting, and a prepared focus is not an agreed agenda until discussed.
Separate information types in the note
Identify direct observations, client reports and your interpretations, then consider their connection with the shared goal. The most striking event is not always the most useful focus.
“The client was angry with a friend” does not itself establish a session goal. Its connection with desired change and the client's understanding may still be unclear.
Observation → open question → possible focus
Fictional observation: The client wanted to speak in a meeting but stayed silent. Gap: Thoughts at the time and the meeting environment remain unexplored. Possible focus: Understand the context and expectations together.
Learning what is unknown may take priority over a broad goal such as reducing shyness. Understand the behavior's function before turning a ready-made explanation into a goal.
Three questions for choosing priorities
How does the focus connect with the shared goal? How important is it to the client today? Is it clear enough to explore? New information or current assessment needs may change priorities.
If several focuses exist, choose a starting point together and keep another as a follow-up question. Preparation clarifies the rationale for the conversation.
A limited task for SüpervizAI
With fictional text, ask: “Separate observations and interpretations. Write two possible focuses linked to the shared goal. For each, identify missing context and a question to clarify with the client.”
Correct any goal presented as the client's when it was absent from the input. Keep useful topics as drafts and decide on the work through your assessment and competence.
Frequently asked questions
Can AI choose the session goal?
It can generate options. The therapist remains responsible for evaluating shared goals, current context and suitability. Clarify the client's agenda together in the session.
SüpervizAI prepared this content for education and product information. Fictional examples are not clinical assessments or treatment protocols. Clinical decisions and professional responsibility remain with the therapist.