Personal Needs Audit

Personal Needs Audit

This directive is designed for clients who present with generalized dissatisfaction or a feeling of being stuck, yet struggle to articulate the source. It introduces a systematic process for self-appraisal, helping them connect diffuse feelings of unease to specific, underlying deficits in their personal foundation. The tool organizes a client’s thinking and brings clarity to what might otherwise feel like a chaotic internal state, making ambiguous distress more manageable.

Use this tool during intake for a broad assessment or when a client’s reported issues seem unfocused. The exercise helps to pinpoint concrete areas for intervention, moving the client from a state of passive observation to active problem-solving. It effectively establishes a clear rationale for goal-setting and helps to prioritize the subsequent clinical work by identifying the most pressing points of leverage for change.


Personal Needs Audit

Physiological Needs: Your physical foundation. Assess the current state of your basic survival needs.

Need AreaCurrent Satisfaction (1-10)EvidenceAction Required
Sleep Quality
Nutrition
Physical Health
Shelter/Housing

Safety Needs: Your sense of security. Assess your need for safety, order, and stability.

Need AreaCurrent Satisfaction (1-10)EvidenceAction Required
Personal Safety
Financial Security
Employment Stability
Predictable Routine

Belonging Needs: Your social connections. Assess your connections with others.

Need AreaCurrent Satisfaction (1-10)EvidenceAction Required
Family Connections
Friendships
Group Affiliation
Intimate Relationships

Esteem Needs: Your sense of competence and recognition. Assess your need for self-respect and the respect of others.

Need AreaCurrent Satisfaction (1-10)EvidenceAction Required
Achievement
Competence/Mastery
Recognition from Others
Self-Respect

Self-Actualization: Fulfilling your potential. Identify specific areas for personal growth and contribution.

A personal talent I am not currently using is:

The specific activity that would develop this talent is:

A specific way this could contribute to something beyond myself is:

The first small, concrete step I will take is:

I will complete this step by (date):

Generated with Rapport7 — rapport7.com

Print it. Hand it over. See what changes.

Every directive in the library is printable — branded with your clinic name and logo, ready to go home with the client at the end of the session.

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