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Running head: UNDERSTANDING THE TARGET MARKETS
5
The following research is of a marketing plan for Apple Inc.’s
iPhone. An accurate report of numerous factors, which enlighten
Apple Inc.’s iPhone, along with the demographics of customers
who buy the product. Some of the crucial components created
in this paper consist of client analysis, opportunities of Apple
Inc., and their main threat, and awareness on the targeted
market.
Understanding Target Markets
Client Analysis
It is distinct that the desire for innovation and technology
motivates the customers to purchase Apple iPhones. Apple is a
corporation that has put its emphasis on technology innovation;
therefore, it has become a favorable choice of purchase from the
consumers. A majority of Apple’s clientele are fascinated by the
fact that the organization can uphold its position concerning
their innovative values as well as their leadership. The market
of the Apple iPhone comprises of the customers in the high-
social class (Khan et al., 2015).
Regarding this state, the customer’s pay rate permits them to
buy the merchandise. Another thing, which observed is that
many of Apple’s clientele are young adults who spend cash on
such items and relish on having extravagances like an iPhone.
Similarly, Apple Inc. can control the fascination of its clienteles
by steadily improving the technology associated with the
iPhone.
Opportunities
the organization has the opportunity of increasing its
market section and proliferating sales of the phones in the
market if it only makes use of the following commendations:
1. with a focus on the Asian and African markets, the middle-
class persons in Africa are vexing to shift their class and have a
better status; hence, they are chasing high-end gadgets that will
display their anticipated level (Khan et al., 2015).
2. The Asian market is growing to be important in Apple Inc.
Asian nations have gotten financial solidity over the previous
years, signifying that the inhabitants are more enthusiastic
about buying high-end merchandise like the Apple iPhone. Also,
the Asian market is one of the best markets that Apple Inc.
ought to survey since they will have the capability of selling
their products.
Present Threats
Chinese organizations display a strong presence in similar
market section as Apple Inc. Apple will require to do a lot
concerning advertising the iPhone. The probabilities of trades
in China duplicating Apple Inc.’s merchandise are high,
meaning Apple ought to have the capability to make the iPhone
striking to the developing market (Blenko et al., 2016).
Furthermore, Apple Inc.ought to persist in growing its market as
well as product to the precise target audience in order to remain
competitive. Apple Inc. should be dependent on increasing
technology and staying advanced; this will assist them in
becoming and remaining an essential product in overseas
markets. Generally, Apple Inc. has both innovation and
technology, but they should also utilize well-thought-out
strategies of marketing to remain modest in the market.
Target market
Demographics
Regarding the age of the persons who buy the phones, they
range from twenty to forty years; these customers are
additionally referred to as young adults (Blenko et al., 2016).
In many of the cases, these clients are well-thought-out to be
middle-class and desire to buy the products. This type of
customer has the cash to spend on iPhones. In many scenarios,
these persons have small families, hence permitting them to
have the additional cash to buy Apple Inc.’s products like
iPhone.
Psychographics
The consumers of Apple Inc. are constituted of individuals
who like to discover new advanced technology that Apple Inc.
provides with their phones; they are interested and desire to
possess the latest technological devices. Apple Inc. customers
enjoy hobbies like traveling that provides them an intensified
desire to take numerous pictures with the Apple iPhone. About
the customer’s sentiments, they wish for a phone that can be
utilized to distinguish them from others in public; this is the
reason why Apple presents a new iPhone from time to time
(Arndt & Ewe, 2017). Similarly, the iPhone is a criterion of the
social class in which the groups of persons are in.
Insight Explanation
The Apple iPhone is one company that associates with
young adults in the community. They are the persons who
believe owning a specific sort of phone is a method of making
their social class identified by anybody seeing her or him
operating the phone. Apple Inc. ought to explore new market
sectors and attempt to include new technology and ideas when
they launch a new sequence of the iPhones. The Apple iPhone is
exclusive and preferred by numerous persons, which offers
Apple an advantage in the market, which they should take
benefit of and linger in making developments.
Conclusion
Apple Inc. is a company that is innovative with products
that are sought out by several people. Apple Inc. should
continue upgrading the iPhone in line with the market trends in
order to stay modest and market to the targeted census. Besides,
the corporation is doing an excellent job with their marketing
and advances approaches, which demonstrates that they are an
innovative corporation.
References
Arndt, H. K., & Ewe, C. (2017). Analysis of Product Lifecycle
Data to Determine the
Environmental Impact of the Apple iPhone. Advances and New
Trends in Environmental Informatics (pp. 3-13). Springer
International Publishing.
Blenko, D., Waldron, K., Cornelius, J., Nespoli, G., & Lee, D.
(2016). Organizational
Analysis: Apple Retail Stores. Retrieved from
http://daenaleemsod.com/wp-content/uploads/2017/05/617-
Organizational-Analysis-Apple-12.2016.pdf
Khan, U. A., Alam, M. N., & Alam, S. (2015). A Critical
Analysis of Internal and External
The environment of Apple Inc. International Journal of
Economics, Commerce, and Management, 3(6), 955-961.
Case 8.1
Identifying Information Client Name: Nicole Gibson
Age: 25 years old
Ethnicity: African American
Marital Status: Single mother
Children: 2 children, ages 5 and 6
Background Information Nicole Gibson is a 25-year-old single
mother who has two children, a boy and a girl, aged 5 and 6,
respectively. Nicole works for a nonprofit organization
supported by AmeriCorp that offers self-improvement programs
for at-risk youth. Green House is an organization designed to
teach young people home-building skills while they earn
minimum-wage salary and an annual stipend of $4,000 to pay
for college tuition and books. Additionally, the program
provides paid time off to pursue a GED or high school diploma
along with individual or group counseling opportunities several
times a week. Nicole also participates in a program that allows
her to live independently in a low-income housing unit while
attending school and working. Nicole is raising her two children
on a salary of $800 per month and an infrequent child-support
check of $200 per month. She has no telephone or car and must
travel by public transportation to work and the day-care center.
Traveling from her apartment to work, including dropping her
children at the day-care center, requires her to take six buses
each way every day. Nicole must get up at 4:30 a.m. in order to
get her children to day care and herself to work by 8:30 a.m.
She gets home at 7:30 at night, despite the fact that she finishes
her work day at 4:30 in the afternoon. As a case manager at the
housing unit, you meet Nicole during a home visit. Nicole
expresses a desire to obtain counseling to assist her with her
life skills and family-of-origin issues that have made it difficult
for her to function well at work. You agree to see her for
counseling once a week for 2 hours. One hour will be used to
assist Nicole with life skills such as parenting and home
maintenance skills. The second hour will be utilized for
counseling.
Progress Note from Your First Session with Nicole: As a child,
Nicole lived in New Orleans with her parents and older sister,
Marcia. Nicole's parents remained married until she was a
teenager. Nicole's father sexually abused her from the time she
was 8 years old through her mid-teens. He forced her to have
sexual intercourse with him approximately three times a week.
Several of her father's friends were allowed to sexually abuse
her as well. Nicole's mother was physically, verbally, and
mentally abusive, often striking her, calling her names, reading
her private journals out loud to other family members, and
watching her in the bathroom. On one occasion, Nicole's mother
struck her across the face with a belt buckle, leaving a
permanent scar above her upper lip. On another occasion,
Nicole's mother took a poem that Nicole had written and
submitted it to a magazine under her own name. Her mother
claimed a prize but never acknowledged the fact that it was
Nicole's poem. Her older sister was also physically and verbally
abusive to her. Nicole left home when she was 18 years old and
married the father of her two children. She referred to this as
“getting married to escape hell,” stressing the fact that although
she couldn't stop the “torture” of her family situation, she could
leave it behind by getting married. She stated that she left the
marriage because her husband was a very “passive” person, and
she didn't want to turn into someone like her mother. Before her
marriage, she fell in love with a man named Douglas with whom
she now has an estranged relationship. Nicole and Douglas were
never sexually involved even though they have been intimately
involved on and off for about 8 years. Nicole stated that sex
makes her feel “dirty, ashamed, and sick to her stomach.” She
hasn't spoken with or seen Douglas for about 6 months, as he
will not return her calls. Nicole has severed all ties with her
family of origin since if she speaks with them she will only end
up “feeling like dirt and getting real mad.” Although Nicole is
not involved at the present time in an intimate relationship, she
does find support at her job with coworkers and has one close
friend, Vickie, in whom she can confide. Nicole has had
difficulties at her job, however. She stated that she gets very
upset when anyone gets “in her space.” When the pressures at
work become more than Nicole can handle, she feels angry and
panicky and “just wants to be left alone.”
During the first session, Nicole stated that she didn't want to do
anything but lie in bed. She stated that she often cries all
weekend, becomes easily angered by her children, and often
resorts to yelling and spanking them. Nicole also stated that she
was having difficulty doing chores (e.g., going to the
Laundromat or grocery store, cooking, cleaning). There were
piles of laundry in her bedroom and trash everywhere, including
old food, which reeked. She stated she has had difficulty
sleeping at night due to recurrent nightmares of “childhood
stuff” and always feels “too tired.” She avoids any situation that
reminds her of “family stuff” but is afraid that she's turning out
just like her mother. Nicole possesses a great deal of
intelligence and has the ability to seek out support and help
when it is needed. She also has a very good sense of humor that
she displayed throughout the interview.
**What diagnoses are you considering at this time?
**What will be your primary area(s) of exploration at the next
session?
Second Session with Nicole: Nicole begins the second session
with you by describing a situation that occurred during the week
at work. A male coworker asked her if she would like to go out
for dinner after work one evening, and when Nicole declined the
invitation, the coworker lightly touched her shoulder and said,
“Oh, come on Nicole, you need a little fun in your life.” Nicole
states that she overreacted to this gesture by swinging at the
man and striking him on his chest. She tells you she doesn't
know what came over her, but she felt like she was warding off
an attack of some kind and couldn't tolerate having this man
touch her. When you ask her if this type of thing has happened
on other occasions, she admits that she doesn't like to be
touched by anyone. “It even bothers me sometimes if my own
kids grab me when I'm not prepared for it.” Nicole states that
she was so upset by this incident that she stayed home from
work the next day because she was just “too tired” to get there
on time. “My supervisor gets real mad when I'm late, even
though I tell him I can't do anything about it if the bus isn't
running on time. I just didn't want to deal with it the other day.”
You ask her why she thinks she reacted so strongly to her
coworker's touching her the other day.
Nicole pauses for several moments and then sighs deeply. “I
think it's related to all that ‘childhood stuff’ with my father. I
just can't get it out of my head. I think it's going to haunt me for
the rest of my life.” Nicole describes several depressive
episodes to you in which she felt she just couldn't move because
it took too much energy. During those times, she would forget
to eat and would be unable to get to sleep until early in the
morning. Her children would constantly ask her, “What's wrong,
Mommy? Why can't you play with us?” Nicole states that her
children's comments made her feel like a “terrible mother.”
When you ask her about her goals for the future.
Nicole states that she really doesn't have any goals, although
she would like to go to college and become a teacher. She says
she isn't sure she'll live long enough to complete an education.
**What are some of Nicole's strengths?
**Are you concerned about the potential for Nicole to commit
suicide? If so, how would you assess the potential for danger in
her situation?
**What resources might be available to assist Nicole?
**What would be your preliminary diagnosis for Nicole?
**What cultural and psychosocial factors may be impacting this
diagnosis?
College of Social Sciences
Master of Science
in Counseling
Biopsychosocial Assessment
NAME(S):
DATE OF BIRTH:
PRIMARY LANGUAGE:
REFERRED BY:
INTAKE DATE:
EVALUATED BY:
DESCRIPTION OF CLIENT(S):
Write what you observe about the client—age, sex, ethnicity,
appearance, behaviors, and impressions.
PRESENTING PROBLEM:
Describe the problem as the client has presented it, including
perspective, function impairment, and symptoms.
HISTORY OF PROBLEM:
Describe the course of the problem and specific onset and
symptoms.
MENTAL STATUS:
Activity:
Mood and Affect:
Thought Process, Content, and Perception:
Cognition, Insight, and Judgment:
Suicidal and Homicidal Assessment
If a more thorough suicide/homicide evaluation is conducted, it
may be documented in a separate section.
SOCIAL HISTORY:
Describe the client's present living situation:
Family:
School:
Health:
Occupational/Work:
Spiritual/Religious:
Legal:
Social History (include history of abuse/trauma):
HEALTH & WELLNESS HISTORY:
Substance use (including alcohol, drugs, tobacco and caffeine
intake):
Sleep habits:
Exercise habits:
Eating habits and appetite:
PREVIOUS THERAPY / PSYCHIATRIC SERVICES:
nt
Name of Provider Clinic Year Diagnosis / Problem
_____________________________________________________
________________________________
_____________________________________________________
________________________________
_____________________________________________________
________________________________
Name of MD: _______________________________________
Clinic: _____________________________
Was any of your previous therapy related to substance abuse?
Have you ever had serious thoughts of suicide or homicide?
Explain: ____________________________
_____________________________________________________
________________________________
Explain: __________________________________
FAMILY RELATIONSHIP HISTORY:
Describe the client's current and historical family status and
relationships, including during childhood/adolescence.
STRENGTHS:
Describe assets that will facilitate progress and change, such as
motivation, intelligence, self-discipline, and willingness to
utilize resources.
CHALLENGES
Describe aspects’ of the client’s life circumstance that may
impede progress/change, such as homelessness, major
psychiatric disorder, financial hardship, etc.
DIAGNOSIS:
Using the information gathered thus far, make a diagnosis using
DSM 5.
DISCUSSION/CLINICAL FORMULATION:
Provide your rationale for the provided diagnosis. Describe the
appropriate theory to consider using with this client. Note the
basics of this theory and how it might apply to this client.
_________________________________________________
__________________
Student/Counselor in Training
Date
_________________________________________________
__________________
Supervisor Date

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Running head UNDERSTANDING THE TARGET MARKETS .docx

  • 1. Running head: UNDERSTANDING THE TARGET MARKETS 5 The following research is of a marketing plan for Apple Inc.’s iPhone. An accurate report of numerous factors, which enlighten Apple Inc.’s iPhone, along with the demographics of customers who buy the product. Some of the crucial components created in this paper consist of client analysis, opportunities of Apple Inc., and their main threat, and awareness on the targeted market. Understanding Target Markets Client Analysis It is distinct that the desire for innovation and technology
  • 2. motivates the customers to purchase Apple iPhones. Apple is a corporation that has put its emphasis on technology innovation; therefore, it has become a favorable choice of purchase from the consumers. A majority of Apple’s clientele are fascinated by the fact that the organization can uphold its position concerning their innovative values as well as their leadership. The market of the Apple iPhone comprises of the customers in the high- social class (Khan et al., 2015). Regarding this state, the customer’s pay rate permits them to buy the merchandise. Another thing, which observed is that many of Apple’s clientele are young adults who spend cash on such items and relish on having extravagances like an iPhone. Similarly, Apple Inc. can control the fascination of its clienteles by steadily improving the technology associated with the iPhone. Opportunities the organization has the opportunity of increasing its market section and proliferating sales of the phones in the market if it only makes use of the following commendations: 1. with a focus on the Asian and African markets, the middle- class persons in Africa are vexing to shift their class and have a better status; hence, they are chasing high-end gadgets that will display their anticipated level (Khan et al., 2015). 2. The Asian market is growing to be important in Apple Inc. Asian nations have gotten financial solidity over the previous years, signifying that the inhabitants are more enthusiastic about buying high-end merchandise like the Apple iPhone. Also, the Asian market is one of the best markets that Apple Inc. ought to survey since they will have the capability of selling their products. Present Threats Chinese organizations display a strong presence in similar market section as Apple Inc. Apple will require to do a lot concerning advertising the iPhone. The probabilities of trades in China duplicating Apple Inc.’s merchandise are high,
  • 3. meaning Apple ought to have the capability to make the iPhone striking to the developing market (Blenko et al., 2016). Furthermore, Apple Inc.ought to persist in growing its market as well as product to the precise target audience in order to remain competitive. Apple Inc. should be dependent on increasing technology and staying advanced; this will assist them in becoming and remaining an essential product in overseas markets. Generally, Apple Inc. has both innovation and technology, but they should also utilize well-thought-out strategies of marketing to remain modest in the market. Target market Demographics Regarding the age of the persons who buy the phones, they range from twenty to forty years; these customers are additionally referred to as young adults (Blenko et al., 2016). In many of the cases, these clients are well-thought-out to be middle-class and desire to buy the products. This type of customer has the cash to spend on iPhones. In many scenarios, these persons have small families, hence permitting them to have the additional cash to buy Apple Inc.’s products like iPhone. Psychographics The consumers of Apple Inc. are constituted of individuals who like to discover new advanced technology that Apple Inc. provides with their phones; they are interested and desire to possess the latest technological devices. Apple Inc. customers enjoy hobbies like traveling that provides them an intensified desire to take numerous pictures with the Apple iPhone. About the customer’s sentiments, they wish for a phone that can be utilized to distinguish them from others in public; this is the reason why Apple presents a new iPhone from time to time (Arndt & Ewe, 2017). Similarly, the iPhone is a criterion of the social class in which the groups of persons are in. Insight Explanation The Apple iPhone is one company that associates with young adults in the community. They are the persons who
  • 4. believe owning a specific sort of phone is a method of making their social class identified by anybody seeing her or him operating the phone. Apple Inc. ought to explore new market sectors and attempt to include new technology and ideas when they launch a new sequence of the iPhones. The Apple iPhone is exclusive and preferred by numerous persons, which offers Apple an advantage in the market, which they should take benefit of and linger in making developments. Conclusion Apple Inc. is a company that is innovative with products that are sought out by several people. Apple Inc. should continue upgrading the iPhone in line with the market trends in order to stay modest and market to the targeted census. Besides, the corporation is doing an excellent job with their marketing and advances approaches, which demonstrates that they are an innovative corporation. References Arndt, H. K., & Ewe, C. (2017). Analysis of Product Lifecycle Data to Determine the Environmental Impact of the Apple iPhone. Advances and New Trends in Environmental Informatics (pp. 3-13). Springer International Publishing. Blenko, D., Waldron, K., Cornelius, J., Nespoli, G., & Lee, D. (2016). Organizational
  • 5. Analysis: Apple Retail Stores. Retrieved from http://daenaleemsod.com/wp-content/uploads/2017/05/617- Organizational-Analysis-Apple-12.2016.pdf Khan, U. A., Alam, M. N., & Alam, S. (2015). A Critical Analysis of Internal and External The environment of Apple Inc. International Journal of Economics, Commerce, and Management, 3(6), 955-961. Case 8.1 Identifying Information Client Name: Nicole Gibson Age: 25 years old Ethnicity: African American Marital Status: Single mother Children: 2 children, ages 5 and 6 Background Information Nicole Gibson is a 25-year-old single mother who has two children, a boy and a girl, aged 5 and 6, respectively. Nicole works for a nonprofit organization supported by AmeriCorp that offers self-improvement programs for at-risk youth. Green House is an organization designed to teach young people home-building skills while they earn minimum-wage salary and an annual stipend of $4,000 to pay for college tuition and books. Additionally, the program provides paid time off to pursue a GED or high school diploma along with individual or group counseling opportunities several times a week. Nicole also participates in a program that allows her to live independently in a low-income housing unit while attending school and working. Nicole is raising her two children on a salary of $800 per month and an infrequent child-support check of $200 per month. She has no telephone or car and must travel by public transportation to work and the day-care center. Traveling from her apartment to work, including dropping her children at the day-care center, requires her to take six buses
  • 6. each way every day. Nicole must get up at 4:30 a.m. in order to get her children to day care and herself to work by 8:30 a.m. She gets home at 7:30 at night, despite the fact that she finishes her work day at 4:30 in the afternoon. As a case manager at the housing unit, you meet Nicole during a home visit. Nicole expresses a desire to obtain counseling to assist her with her life skills and family-of-origin issues that have made it difficult for her to function well at work. You agree to see her for counseling once a week for 2 hours. One hour will be used to assist Nicole with life skills such as parenting and home maintenance skills. The second hour will be utilized for counseling. Progress Note from Your First Session with Nicole: As a child, Nicole lived in New Orleans with her parents and older sister, Marcia. Nicole's parents remained married until she was a teenager. Nicole's father sexually abused her from the time she was 8 years old through her mid-teens. He forced her to have sexual intercourse with him approximately three times a week. Several of her father's friends were allowed to sexually abuse her as well. Nicole's mother was physically, verbally, and mentally abusive, often striking her, calling her names, reading her private journals out loud to other family members, and watching her in the bathroom. On one occasion, Nicole's mother struck her across the face with a belt buckle, leaving a permanent scar above her upper lip. On another occasion, Nicole's mother took a poem that Nicole had written and submitted it to a magazine under her own name. Her mother claimed a prize but never acknowledged the fact that it was Nicole's poem. Her older sister was also physically and verbally abusive to her. Nicole left home when she was 18 years old and married the father of her two children. She referred to this as “getting married to escape hell,” stressing the fact that although she couldn't stop the “torture” of her family situation, she could leave it behind by getting married. She stated that she left the marriage because her husband was a very “passive” person, and
  • 7. she didn't want to turn into someone like her mother. Before her marriage, she fell in love with a man named Douglas with whom she now has an estranged relationship. Nicole and Douglas were never sexually involved even though they have been intimately involved on and off for about 8 years. Nicole stated that sex makes her feel “dirty, ashamed, and sick to her stomach.” She hasn't spoken with or seen Douglas for about 6 months, as he will not return her calls. Nicole has severed all ties with her family of origin since if she speaks with them she will only end up “feeling like dirt and getting real mad.” Although Nicole is not involved at the present time in an intimate relationship, she does find support at her job with coworkers and has one close friend, Vickie, in whom she can confide. Nicole has had difficulties at her job, however. She stated that she gets very upset when anyone gets “in her space.” When the pressures at work become more than Nicole can handle, she feels angry and panicky and “just wants to be left alone.” During the first session, Nicole stated that she didn't want to do anything but lie in bed. She stated that she often cries all weekend, becomes easily angered by her children, and often resorts to yelling and spanking them. Nicole also stated that she was having difficulty doing chores (e.g., going to the Laundromat or grocery store, cooking, cleaning). There were piles of laundry in her bedroom and trash everywhere, including old food, which reeked. She stated she has had difficulty sleeping at night due to recurrent nightmares of “childhood stuff” and always feels “too tired.” She avoids any situation that reminds her of “family stuff” but is afraid that she's turning out just like her mother. Nicole possesses a great deal of intelligence and has the ability to seek out support and help when it is needed. She also has a very good sense of humor that she displayed throughout the interview. **What diagnoses are you considering at this time? **What will be your primary area(s) of exploration at the next
  • 8. session? Second Session with Nicole: Nicole begins the second session with you by describing a situation that occurred during the week at work. A male coworker asked her if she would like to go out for dinner after work one evening, and when Nicole declined the invitation, the coworker lightly touched her shoulder and said, “Oh, come on Nicole, you need a little fun in your life.” Nicole states that she overreacted to this gesture by swinging at the man and striking him on his chest. She tells you she doesn't know what came over her, but she felt like she was warding off an attack of some kind and couldn't tolerate having this man touch her. When you ask her if this type of thing has happened on other occasions, she admits that she doesn't like to be touched by anyone. “It even bothers me sometimes if my own kids grab me when I'm not prepared for it.” Nicole states that she was so upset by this incident that she stayed home from work the next day because she was just “too tired” to get there on time. “My supervisor gets real mad when I'm late, even though I tell him I can't do anything about it if the bus isn't running on time. I just didn't want to deal with it the other day.” You ask her why she thinks she reacted so strongly to her coworker's touching her the other day. Nicole pauses for several moments and then sighs deeply. “I think it's related to all that ‘childhood stuff’ with my father. I just can't get it out of my head. I think it's going to haunt me for the rest of my life.” Nicole describes several depressive episodes to you in which she felt she just couldn't move because it took too much energy. During those times, she would forget to eat and would be unable to get to sleep until early in the morning. Her children would constantly ask her, “What's wrong, Mommy? Why can't you play with us?” Nicole states that her children's comments made her feel like a “terrible mother.”
  • 9. When you ask her about her goals for the future. Nicole states that she really doesn't have any goals, although she would like to go to college and become a teacher. She says she isn't sure she'll live long enough to complete an education. **What are some of Nicole's strengths? **Are you concerned about the potential for Nicole to commit suicide? If so, how would you assess the potential for danger in her situation? **What resources might be available to assist Nicole? **What would be your preliminary diagnosis for Nicole? **What cultural and psychosocial factors may be impacting this diagnosis? College of Social Sciences Master of Science in Counseling Biopsychosocial Assessment NAME(S): DATE OF BIRTH: PRIMARY LANGUAGE: REFERRED BY: INTAKE DATE: EVALUATED BY: DESCRIPTION OF CLIENT(S): Write what you observe about the client—age, sex, ethnicity, appearance, behaviors, and impressions.
  • 10. PRESENTING PROBLEM: Describe the problem as the client has presented it, including perspective, function impairment, and symptoms. HISTORY OF PROBLEM: Describe the course of the problem and specific onset and symptoms. MENTAL STATUS: Activity: Mood and Affect: Thought Process, Content, and Perception:
  • 11. Cognition, Insight, and Judgment: Suicidal and Homicidal Assessment If a more thorough suicide/homicide evaluation is conducted, it may be documented in a separate section. SOCIAL HISTORY: Describe the client's present living situation: Family: School: Health: Occupational/Work: Spiritual/Religious: Legal: Social History (include history of abuse/trauma): HEALTH & WELLNESS HISTORY: Substance use (including alcohol, drugs, tobacco and caffeine intake):
  • 12. Sleep habits: Exercise habits: Eating habits and appetite: PREVIOUS THERAPY / PSYCHIATRIC SERVICES: nt Name of Provider Clinic Year Diagnosis / Problem _____________________________________________________ ________________________________ _____________________________________________________ ________________________________ _____________________________________________________ ________________________________ Name of MD: _______________________________________ Clinic: _____________________________ Was any of your previous therapy related to substance abuse? Have you ever had serious thoughts of suicide or homicide? Explain: ____________________________ _____________________________________________________ ________________________________
  • 13. Explain: __________________________________ FAMILY RELATIONSHIP HISTORY: Describe the client's current and historical family status and relationships, including during childhood/adolescence. STRENGTHS: Describe assets that will facilitate progress and change, such as motivation, intelligence, self-discipline, and willingness to utilize resources. CHALLENGES Describe aspects’ of the client’s life circumstance that may impede progress/change, such as homelessness, major psychiatric disorder, financial hardship, etc. DIAGNOSIS: Using the information gathered thus far, make a diagnosis using DSM 5.
  • 14. DISCUSSION/CLINICAL FORMULATION: Provide your rationale for the provided diagnosis. Describe the appropriate theory to consider using with this client. Note the basics of this theory and how it might apply to this client. _________________________________________________ __________________ Student/Counselor in Training Date _________________________________________________ __________________ Supervisor Date