Treatment Planning



A collaborative process in which professionals and the client develop a written document that identifies important treatment goals; describes measurable, time-sensitive action steps toward achieving those goals with expected outcomes; and reflects a verbal agreement between a counselor and client. At a minimum, an individualized treatment plan addresses the identified substance use disorder(s), as well as issues related to treatment progress, including relationships with family and significant others, potential mental conditions, employment, education, spirituality, health concerns, and social and legal needs.  Treatment planning is defined by the ICRC as the “process by which the counselor and the client identify and rank: problems needing resolution; establish agreed upon immediate and long term goals, and decide on treatment methods and resources to be used” (Herdman, 2001). “The goal of treatment planning is to integrate screening, assessment and treatment strategies into a working document” (ETP 1997, 1II.   It is the engine that drives the system and becomes a dynamic individualized plan for the client’s treatment as it addresses the six assessment dimensions outlined in the ASAM Criteria.

CSAT definition of treatment planning

A collaborative process in which professionals and the client develop a written document that identifies important treatment goals; describes measurable, time sensitive action steps toward achieving those goals with expected outcomes; and reflects a verbal agreement between a counselor and client. (CSAT, 2006a, p. 55)


  • Explain the need for effective treatment planning.
  • Explain the global criteria associated with this core function.
  • Construct an individualized treatment plan.
  • Identify problem statements that are dimension driven.
  • Identify “SMART” goals and objectives.
  • Identify individualized methods and resources.
Target Audience:  Addiction Counselors
Content level: Beginner to intermediate
2 CE hour credits approved by NAADAC & NBCC

Course Features

  • Lectures 2
  • Quizzes 1
  • Duration 2 hours
  • Skill level Beginner
  • Language English
  • Students 1001
  • Certificate Yes
  • Assessments Self
  • Video Recording 1

    • Lecture1.1
      Treatment Planning
  • Course Evaluation 1

    • Lecture2.1
      Treatment Planning
  • Quiz 1

    • Quiz3.1
      Treatment Planning 10 questions
Rawson Carlin, B.A., M.A., M. Div., D. Min.; Licensed Clinical Mental Health Counselor (North Carolina #LCMHC-5278); Licensed Clinical Addictions Specialist (North Carolina #LCAS-1086); Certified Clinical Supervisor (North Carolina #CCS-603); North Carolina Problem Gambling Provider; National Certified Counselor #NCC-209297; Master Addiction Counselor #MAC-507109; Distance Certified Counselor #1464; and a DOT registered Substance Abuse Professional; and Ordained Minister with over 30 years of counseling experience. He is the founder and president of E Care Counseling, PLLC in Mooresville, NC where he is in private practice providing addiction and mental health counseling, supervises substance abuse counselors, and presents NAADAC and NBCC approved education for counselors via webinars. Rawson completed a residential substance abuse treatment program over 40 years ago and has never had a slip or relapse. He directed Teen Challenge programs, faith-based therapeutic communities for clients with addiction disorders, for 11 years in three states, and has pastored churches. He has been active in substance abuse treatment for over 30 years including employed as an addiction therapist serving veterans for almost 8 years with the Department of Veterans Affairs, in-home crisis counselor, a counselor with Georgia Department of Corrections for 8 years, for 5 years as a counselor with a physician treating patients with opioid use disorders, and has also been providing distance counseling online for about 14 years. He is a public speaker making presentations at conferences, schools, and churches.