• 00:00 Introduction
  • 02:12 Common Therapist Boundaries
  • 02:40 Navigating Social Media and Public Encounters
  • 03:45 Proactive Communication and Transparency
  • 07:14 The Role of Silence in Therapy
  • 08:24 Dual Relationships and Boundaries
  • 10:36 The Importance of Not Giving Direct Advice
  • 12:32 Coaching vs. Therapy
  • 17:14 Respecting Client Autonomy
  • 17:56 Addressing Potential Ruptures
  • 20:35 Final Thoughts and Resources

The Essential Role of Ongoing Assessment in Therapy

Listen and Subscribe

Share

The Essential Role of Ongoing Assessment in Therapy

Hey there, fellow therapist! I don’t know about you, but one of the most rewarding aspects of our work is building these really close, long-term relationships with our clients. There’s something so fulfilling about seeing someone evolve and being with them through multiple stages of growth. But here’s the thing—I’ve learned over the years that as wonderful as these deep relationships are, they also come with a risk. When we’ve known a client for a long time, it’s easy to get a little complacent. We might assume we know everything about them, and sometimes stop assessing them as closely or frequently as we should.

That’s why I wanted to have this conversation today—about the importance of ongoing assessment in therapy. It’s a skill we sometimes forget about once we’ve been seeing someone for a while. But the truth is, continuously assessing our clients helps us uncover new layers of growth, challenges, and opportunities. And it’s essential if we want to stay in tune with where they are right now and where they’re headed.

Therapy is a Journey—Not a Destination

Think about it. When clients first start therapy, they often come in with specific issues—maybe it’s anxiety, depression, or a relationship problem. That’s where our focus is initially. And for the first few months, we’re doing a lot of assessing, diagnosing, and creating a treatment plan to help them work through those initial concerns. If we’re doing a good job, and they’re engaged in the process, they usually start to see real progress within a few months.

But here’s the thing—after a while, the initial crisis or issue starts to resolve. They start feeling better. And if we’re in a long-term therapeutic relationship, we need to remember that our clients’ goals and needs evolve over time. What we were working on in those first sessions may not be relevant anymore. And if we’re not careful, we might miss the subtle or even major shifts happening in their lives.

Ongoing Assessment: The Key to Staying Present

So, how do we avoid falling into that trap? By making ongoing assessment a regular part of our work with clients. This doesn’t have to be formal or rigid, but it does mean making time to check in—really check in—on where they are now. Are the goals we initially set still relevant? Is there something deeper we need to explore? Are there new challenges or stressors that we should be paying attention to?

One of the most ethical questions we can ask our long-term clients is this: “Is this work still beneficial for you?” It’s a tough question to ask sometimes, because let’s be real—no one likes to question the value of a therapeutic relationship that’s been going on for a while. But it’s so important. If we’re not checking in and reassessing, we might be holding on to clients who don’t actually need us anymore or who would benefit more from a different type of support. And that’s not fair to them or to us.

Diving Deeper into the Process

Another reason ongoing assessment is so critical is that our clients’ growth often happens in layers. We’ve all had those moments where a client comes in hot with an urgent issue—maybe they’re dealing with intense anxiety or depression—and we spend the first few months helping them stabilize. But once that immediate crisis is under control, that’s often when the real work begins.

Sometimes, it’s only after they feel more in control that deeper issues start to emerge. Maybe it’s trauma that they weren’t ready to confront in the beginning. Maybe it’s unresolved grief or a significant life change they haven’t fully processed. Or maybe they have undiagnosed ADHD. These deeper layers often take time to surface, and if we’re not paying attention, we might miss those signals. That’s why regular, intentional assessment is so important—it helps us stay aware of what’s happening beneath the surface, even when our clients might not be able to articulate it themselves yet.

Coaching Certification for Therapists: Enhance Your Practice

Take This FREE Two-Part Training!

Preventing Unhealthy Dependency

One of the trickiest aspects of long-term therapeutic relationships is managing dependency. Now, I’m all for clients forming a strong bond with us. In fact, at certain stages of therapy, a healthy level of dependency can be part of the healing process, especially if we’re doing reparenting work or helping someone through a particularly difficult time.

But here’s the thing: We’re not in this to create dependency. Our ultimate goal is to help our clients grow, individuate, and become functional, happy, and healthy on their own. That’s why it’s so important to assess where your client is in their process. Are they still leaning on you for things they should be managing on their own? Do they feel like they can’t make important life decisions without running it by you first? If so, it might be time to shift the focus of your work to help them develop more autonomy.

People Change—And So Do Their Goals

Another key reason to keep assessing is that people change. The client who walked into your office a year or two ago isn’t necessarily the same person sitting in front of you today. Their identity, values, and goals may have shifted in ways that are important for us to recognize. Regular assessment helps ensure that the work we’re doing with our clients is still aligned with who they are now, not who they were when we first started working together.

This is especially important if you’re doing coaching work alongside therapy. Goals will evolve, and new opportunities for growth will emerge as clients achieve their initial objectives. Staying attuned to those shifts will allow you to help your clients continue to grow and evolve in meaningful ways.

Hidden Addictive or Compulsive Behaviors

I also can’t stress enough the importance of keeping an eye out for addictive or compulsive behaviors that clients may not be ready to discuss early on. In my experience, many clients shield these behaviors from us—often out of shame or because they aren’t ready to change. But as trust builds, they may feel more comfortable opening up. By maintaining an ongoing, non-judgmental assessment process, we create the space for these behaviors to be brought to light, and then work with our clients when they are ready to address them.

Stay Connected, Stay Ethical

In the end, ongoing assessment is about staying connected to your client in the present moment and staying ethical in your practice. Therapy isn’t a one-size-fits-all, and it isn’t a static process. People grow, change, and evolve, and it’s our responsibility to meet them where they are every step of the way.

So, fellow therapist, I hope this has sparked some reflection for you. Are you keeping up with your clients’ evolving needs? Are you regularly assessing how the work is going and whether it’s still beneficial for them? If not, now’s the time to start.

And hey—if you enjoyed this conversation, please share it with someone else in your professional network. We need to keep these kinds of discussions alive in our community. And if you want to connect further, come find me on LinkedIn at Dr. Lisa Marie Bobby. Let’s stay connected, and let’s keep growing together.

Thanks for hanging out with me today, and I’ll be back next week with more on Love, Happiness, and Success for Therapists!

Warmly,
Dr. Lisa Marie Bobby


Lisa Marie Bobby:

Subscribe, Share & Follow

The Love, Happiness & Success
For Therapists Podcast

Apple PodcastsSpotifyYouTube

Let’s Grow Together
Join Our Collective

Leave a Reply

Your email address will not be published. Required fields are marked *