Schema-Based Formulation and Planning A Course of Therapy

Formulation skills are essential in all clinical practice. Important in both planning and in steering the direction of therapy – and in the development of a collaborative, working, therapeutic relationship. This is particularly so when clients struggle with schema-driven problems

The need to develop a schema based formulation and treatment plan often occurs following a series of failed therapy interventions or a period of standard CBT for presenting problems which have achieved limited success. Unhelpful schemata and underlying assumptions appear to block progress. Therapy then needs to “go up a gear”, and introduce and consider the impact of schema related issues in the client’s life and presenting problems. The imperative is to do this in a collaborative, positive way, often with limited sessions available.

This experiential workshop will focus on ways of developing a variety of useful schema based case formulations that accommodate the client’s complexity & their strengths, and which guide therapeutic interventions whilst paying close attention to evidenced based theory and research.

Relevant Reading:

Collaborative Case Conceptulisation; working effectively with clients in CBT. (2011) Kuyken, W; Padesky, C & Dudley, R. Guilford Press

Treating Complex Cases: the CBT approach (1998) Tarrier, N; Wells, A & Haddock, G (Eds) Wiley Press

Schema based process’s in cognitive therapy (1994) Padesky, C. Clinical Psychology & Psychotherapy, Vol 1 (5) 267-278. Wiley

Schema Therapy: a practical guide . (2003) Young, JE; Klosko, JS & Weishaar M. Guilford Press. New York


Joy McGuire , Consultant Cognitive Behavioural Psychotherapist


Joy McGuire is a Psychiatric Nurse by profession with over 25 years working within the NHS in a variety of mental health clinical settings. For the last 18 years she has worked as a specialist CBT therapist, trainer and supervisor in the NHS. This includes working as a research therapist on clinical trials, led by Professor Paul Salkovskis at the Institute of Psychiatry, London, examining the effectiveness of CBT for OCD & Health Anxiety and leading a multi modal Psychological Therapies service on the Isle of Wight for several years. Joy has been accredited as a CBT therapist with the BABCP since 1998. She currently works as a CBT trainer, therapist and supervisor at OCTC. Her professional interests include supervision training and working with complex cases using a transdiagnostic, formulation driven approach to therapy. Joy also has a private clinical practice locally.

Additional Information

Cancellation & changes policy

If you cancel more than 14 days prior to your booked event, we will refund your fee minus a charge of 15% to cover our administration costs. We regret that cancellations 14 days or less before the booked event cannot be refunded or changed/transferred.

If you wish to change/transfer your booking after confirmation we will do our best to accommodate you if you notify us 14 days prior to your booked event, and if there is space to do so. However there will be an administration charge of £15 per change/transfer.


Workshops often contain clinical material. This is always anonymised as far as possible but delegates are none the less reminded to respect confidentiality.

All that is discussed in your therapy sessions will be treated as confidential, with the following exceptions.
We are required to seek supervision by our professional body (The British Psychological Society or equivalent) as a means of ensuring good practice. We will usually inform your referrer of your progress, but the details that we disclose will be discussed with you. We do have a statutory obligation to break confidentiality under rare circumstances, namely, if we believe that a client is of danger to themselves or to others (under the Mental Health Act, 2001) or if we believe that a child is at actual risk of physical or sexual abuse (The Children Act, Section 47, 1989).

If we felt that it would be helpful to request additional medical, social or legal information, we could only do this with your consent. Similarly, should another medical, social or legal professional request information from us, we would not release this without your consent.


OCTC makes every effort to ensure that this programme is delivered as advertised. However, should a presenter have to cancel, we will endeavour to find another suitable presenter. We will inform attendees as soon as is reasonably practical and, if requested, will offer a refund. In the rare event that we are unable to substitute a presenter, we may cancel a workshop and refund payments already made by attendees. OCTC will not refund travel and accommodation costs that attendees may incur.
All the workshops in this programme are carried out by highly experienced therapists and trainers. The individual presenter is responsible for the content of the workshop and any views expressed do not necessarily represent those of OCTC.
Although highly informative, none of the open workshops or workshop series confer a formal qualification or assurance of competence in CBT (or a specialist area of CBT) since we are unable to assess attendee competency within the training event. However, credit and award-bearing courses that lead to formal qualifications are offered by OCTC in conjunction with the University of Oxford. More about these courses is available on our website

Levels of competence

Before booking a place on a workshop, please ensure that it is pitched at the appropriate level of competence for you. The guide to levels is as follows:


Basic workshops are for people from a variety of backgrounds, who have at least one year’s clinical experience. Cognitive behavioural knowledge is not necessary for attendance at these workshops, though in practice, a number of attendees will have some skills in the area, and are refreshing/updating their knowledge.


Intermediate workshops are directed towards people who already have knowledge of CBT, and experience in using cognitive formulations and treatment methods – for instance, they are able to identify and test automatic thoughts, and design behavioural experiments. Most participants will be using CBT as part of their clinical practice, and may still be acquiring new CBT skills.


Advanced courses are directed towards those professionals who use CBT routinely as part of their clinical practice. They have probably undertaken a significant number of training courses and/or workshops, and use a broad range of cognitive behavioural strategies to work with a range of presentations at varying levels of complexity.

Making reservations

Bookings can only be considered confirmed after we have received your online registration or application form and payment (or invoicing details, including an official purchase order document). Please note that registration to workshops closes 7 days prior to the event date.

If you are booking a workshop place for someone else, you must complete your own details in the billing field, but ENTER THE WORKSHOP PARTICIPANTS NAME/ADDRESS in the shipping field. If you wish to order items using a paper order form instead of online, you can view or download an order form in Adobe Acrobat (PDF) format. Once downloaded, print it out, fill it in, and send off with your payment [cheque made payable to OXFORD HEALTH NHS FOUNDATION TRUST] to the address on the form.


The cost of the workshops includes hot drinks on arrival, mid-morning and mid-afternoon, but not usually lunch unless stated. However, for workshops that do include lunch, if you have any special dietary requirements please let us know at the time of application.

Special needs

We welcome applications from diverse backgrounds. If you have any particular needs, please contact us
prior to booking.