Lesson Plan

Outcome Matrix Setup

Trainees will create and customize an Outcome Insight Matrix from scratch to monitor client outcomes in real time, then apply it to a brief sample case.

Real-time outcome tracking sharpens feedback, informs treatment adjustments, and ensures measures guide clinical decision-making effectively.

Audience

Time

Approach

Materials

Prep

Review and Prepare Materials

5 minutes

Step 1

Introduction & Objective

1 minute

Step 2

Matrix Overview

2 minutes

Step 3

Template Setup

3 minutes

Step 4

Hands-On Population

3 minutes

Step 5

Reflection & Next Steps

1 minute

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Slide Deck

Outcome Insight Matrix Overview

Welcome the trainee. Introduce the Outcome Insight Matrix as a simple table for capturing client outcome measures over time. Emphasize its role in sharpening feedback and guiding treatment decisions.

Matrix Columns & Definitions

Walk through each column one at a time. Clarify any trainee questions on definitions or where they might capture data in their own system.

Example Entry

Show an actual filled-in row and explain how each field was determined. Highlight how notes add context to raw scores.

Color-Coding Scheme

Explain why color-coding speeds up visual scanning. Encourage trainees to customize thresholds based on their population.

Quick Tips for Real-Time Tracking

Offer practical pointers to integrate the matrix into daily workflow. Suggest reviewing it at the start of each session to prime treatment decisions.

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Activity

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Journal

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Outcome Insight Matrix

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Adam Sipes

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