The Orientation to Therapy Process

Orientation to Therapy Process for Clients

The orientation process for a client beginning therapy with a clinician who integrates multiple evidence-based approaches—including ACT, CBT, CFT, DBT, EFT, IFS, MBSR, MET, Somatic Experiencing, Polyvagal Theory, and Sensorimotor Psychotherapy—while being guided by feminist theory, narrative therapy, existential therapy, humanistic therapy, person-centered therapy, and psychodynamic therapy, follows a structured yet flexible approach. The therapist maintains a strengths-based, trauma-informed, multiculturally sensitive, values-oriented, recovery-oriented, and harm-reduction focused stance.

This orientation process is designed to foster trust, collaboration, and clarity while addressing the unique needs, values, and goals of the client. Below is a comprehensive outline of the orientation to therapy process:


1. Initial Contact and Intake

The process begins with initial contact, which may take place through a phone consultation, email exchange, or an online scheduling system. During this phase, the therapist provides an overview of their approach, areas of expertise, and general expectations for therapy. The client is encouraged to ask any questions they may have before scheduling an intake session. Upon scheduling, the client is provided with intake paperwork, which typically includes:

  • Informed Consent Forms: Explanation of confidentiality, limits of confidentiality (e.g., mandated reporting for harm to self/others), and client rights.
  • Therapist’s Approach and Modalities: A brief overview of how therapy will integrate various evidence-based practices.
  • Demographic and History Forms: Background information, presenting concerns, mental health history, medical history, family history, and strengths/resources.
  • Values and Goals Assessment: A questionnaire assessing core values, life priorities, cultural considerations, and therapeutic goals.

2. First Session: Establishing a Collaborative Foundation

During the first session, the therapist focuses on building rapport and setting a collaborative foundation. This session includes:

A. Understanding the Client’s Needs and Goals

  • The therapist explores what led the client to seek therapy, their past experiences with therapy (if any), and their expectations.
  • Discussion of short-term and long-term goals using a values-oriented and strengths-based framework (ACT, CFT, DBT, IFS).
  • Exploration of personal values and core beliefs to guide therapy (ACT, Narrative Therapy, Existential Therapy).

B. Psychoeducation on the Therapeutic Process

  • Explanation of how therapy works, what to expect, and the role of the therapist.
  • Overview of integrative approaches used in therapy, emphasizing flexibility, client empowerment, and tailored interventions.
  • Introduction to how mind-body practices (Somatic Experiencing, Polyvagal Theory, Sensorimotor Psychotherapy, MBSR) will be incorporated.
  • Discussion of how past experiences, including trauma, identity, culture, and relationships, may impact therapy (Psychodynamic Therapy, Feminist Therapy, Narrative Therapy).

C. Safety, Stability, and Readiness for Deep Work

  • If the client has a history of trauma, therapy begins with stabilization and self-regulation skills before delving into deeper work.
  • Introduction to grounding techniques and emotional regulation strategies (DBT, ACT, Polyvagal Theory, EFT, Somatic Experiencing).
  • Assessment of readiness for change and motivational factors (MET, DBT, ACT).

3. Setting Expectations and Therapeutic Agreements

To ensure a structured, yet client-centered experience, the therapist and client collaboratively set expectations regarding:

  • Session Structure: Frequency, duration, and structure of sessions (e.g., check-in, interventions, reflections).
  • Therapeutic Flexibility: Understanding that therapy is dynamic and may integrate multiple modalities.
  • Active Participation: Encouraging the client to engage in practices between sessions, such as journaling, mindfulness exercises, values-based action steps, or DBT skills practice.
  • Boundaries and Communication: Clarification on scheduling, cancellations, email/text policies, and emergency protocols.
  • Self-Compassion and Non-Judgment: Emphasizing that therapy is a process and growth takes time (CFT, Humanistic, ACT, Person-Centered).

4. Trauma-Informed and Multiculturally Sensitive Approach

The therapist ensures therapy is trauma-informed, culturally responsive, and identity-affirming by:

  • Recognizing and addressing systemic barriers that impact mental health (Feminist Therapy, Narrative Therapy, Multicultural Sensitivity).
  • Exploring how cultural background, identity, and life experiences shape the client’s worldview.
  • Addressing any power dynamics within the therapeutic relationship and ensuring a collaborative, client-empowered process.
  • Ensuring therapy aligns with the client’s lived experience, values, and personal definitions of healing and growth.

5. First Few Sessions: Developing a Treatment Plan and Adjusting Approach

Within the first few sessions, the therapist collaborates with the client to:

  • Develop an initial treatment plan tailored to the client’s unique needs and therapy goals.
  • Introduce specific interventions (CBT for thought patterns, ACT for values-based action, DBT for emotional regulation, EFT for relational healing, IFS for parts work, Sensorimotor for somatic processing).
  • Adjust interventions based on the client’s response, comfort level, and feedback.
  • Track progress using self-reflection, journaling, or structured assessments (ACT, MET, DBT).

6. Ongoing Therapy and Integration of Approaches

As therapy progresses, the clinician flexibly integrates multiple approaches:

  • CBT & ACT: Identifying cognitive distortions, restructuring unhelpful thoughts, and building a life aligned with values.
  • DBT & EFT: Emotion regulation, distress tolerance, mindfulness, and strengthening relational skills.
  • IFS & Psychodynamic Therapy: Understanding and integrating different parts of the self, addressing unconscious patterns.
  • Somatic & Polyvagal Theory: Deepening mind-body awareness and working with nervous system regulation.
  • MBSR & Narrative Therapy: Mindfulness-based stress reduction, rewriting personal narratives for empowerment.
  • Feminist & Humanistic Therapy: Validating experiences, exploring identity, and emphasizing self-compassion.

7. Recovery-Oriented and Harm Reduction Focus

Throughout therapy, the therapist maintains a recovery-oriented and harm reduction lens, especially for clients struggling with addiction, trauma, or high-risk behaviors. This involves:

  • Supporting incremental change rather than an all-or-nothing approach (MET, ACT, DBT).
  • Validating ambivalence toward change and fostering self-compassion (Motivational Interviewing, CFT, IFS).
  • Emphasizing harm reduction strategies, self-care, and crisis planning if needed.
  • Encouraging autonomy and client-led decision-making rather than imposing rigid treatment expectations.

8. Evaluating Progress and Adjusting Goals

Periodically, the therapist and client reflect on:

  • Changes in thoughts, emotions, behaviors, and relationships.
  • Adjustments to therapy goals and treatment plan based on progress.
  • Client’s overall sense of empowerment, well-being, and self-compassion.
  • Potential next steps, including continuing therapy, transitioning to a maintenance phase, or preparing for termination.

Conclusion: A Flexible, Empowering, and Transformational Process

This orientation process ensures that the client enters therapy feeling safe, supported, and understood while being actively engaged in their own healing journey. The therapist prioritizes a collaborative, strengths-based, trauma-informed, and culturally responsive experience that fosters meaningful change, resilience, and personal growth.