Building Forms: How to Go From Blank to Beautiful

Topics covered:  Types of forms relevant for your life and practice, how to find ideas for forms, how to use forms, and common platforms for creating forms. Length: 9:55

(This is a three-part masterclass.  The link to parts two and three is found at the bottom of this page.)


Class Notes


How I Use Forms (on Family Therapy Basics and our network):

  • Help readers go a little bit deeper into the information that I was sharing on my blog
  • Provide a summary of the information that that I had written and
  • Invite readers + members to apply information offered in posts/masterclasses

Sometimes, I simply get an idea for something that I think might be useful, and I create it and pop it in the RTN resource library.

How You Can Use Forms

  • Create additional streams of income via downloads, resources, + ebooks
    • Teachers Pay Teachers, Etsy shops where they solely sell downloads or of course you can have a download, or Downloadable product on your website and sell it right on your website
  • Organize your client processes
    • Checklists for yourself 
    • Worksheets for clients
  • Grow your email list:  Offer downloads in exchange for a reader's email address
  • Organize yourself + keep track of important tasks
  • Self-care/Soul-care (e.g., journal templates, planners, reflections, etc.)

Types of Forms

  • Worksheets (for client homework)
  • Cheat sheets (summaries or step-by-step guides)
  • Checklists
  • Assessments
  • Resource lists (resources you recommend often)
  • Diagrams/Genograms/Visual Fill-Ins

How to Find Ideas for Forms

Find ideas by paying attention to what you do on a daily basis

  • Questions that you ask frequently so again going back to those assessments or
  • Homework or take-home reflection that you assign on a regular basis, that you think would be helpful to take clients, or that take clients deeper into a next step they can do at home, in between sessions
  • Templates
  • Reviews or summaries of steps that you've covered in session or perhaps that you find yourself covering a lot with particular types of clients (e.g., with couples)
  • Resources you use and/or recommend often
  • Theory explanations, or intervention ideas

The purpose of forms is to simplify your work and/or aid clients.

How to Create Forms

  • Canva (canva.com): graphic design
  • Google Docs (docs.google.com): for documents with lots of text, or requiring precise alignment
  • Additional platforms to try: Keynote, Pages, Google slides, and Adobe InDesign and illustrator


>>> Download the Part 1 Slides, or find them in the library resources.


Part 2:  Platforms--Using Canva + Google Docs

Part 2:  Platforms--Using Canva + Google Docs

How to Create a Beautiful Form (Video Tutorial)

How to Create a Beautiful Form (Video Tutorial)