Session Summary Template

When you finish a session with a member, please fill out this template and send it to them within 24 hours.

Subject: Session Summary for [mm/dd/yyyy]

Hi member’s first name!

Summary of Our Session:

Summarize the key points and topics covered during this session.

Progress You’ve Made:

Highlight specific improvements, achievements, or positive changes you’ve observed in the member. 

What to Work on Before Our Next Session:

Give them specific tasks or actions to complete before the next session.

Details for Next Session:

Provide the date, time, and platform details for the next session.

Briefly outline what the member can expect, such as the topics you’ll focus on or any planned activities.

One last thing.

If you have a minute, I’d appreciate your feedback!

Can you please click here to rate this summary?

You don’t have to—it’s 100% optional. 

I’m just looking for ways to improve and be as helpful as possible for you.

Your Signature (when setting up the Unfilteredd email account, you created your signature and it should automatically appear here. Click here to revisit how to create the signature in your Unfilteredd email account if it’s not working properly.)

Example:

Session Summary for 11/13/2024

Hi Sarah!

Summary of Our Session:

In our last session, we:

  • Explored strategies for setting and maintaining personal boundaries.
  • Identified specific situations where boundary enforcement is challenging.
  • Discussed the impact of emotional triggers on decision-making.
  • Reviewed daily affirmations to support self-esteem building.
  • Addressed ways to communicate needs assertively without guilt.
  • Highlighted the importance of self-care in maintaining emotional balance.

Progress You’ve Made:

  • You’ve shown increased self-awareness in identifying unhealthy patterns in your relationships.
  • You’ve started implementing daily affirmations to boost your self-esteem.
  • You’ve made significant progress in recognizing when your emotional triggers impact your decisions.

What to Work on Before Our Next Session:

  • Practice saying “no” in low-stakes situations to build confidence.
  • Use the boundary-setting worksheet to reflect on specific challenges.
  • Journal moments when boundary-setting felt challenging or successful.

Details for Next Session:

  • Date: Monday, November 27, 2024
  • Time: 3:00 PM Eastern Time
  • Platform: Google Meet 

In our next session, we’ll focus on refining communication strategies for boundary-setting and exploring techniques to manage guilt when asserting your needs.

One last thing.

If you have a minute, I’d appreciate your feedback!

Can you please click here to rate this summary?

You don’t have to—it’s 100% optional. 

I’m just looking for ways to improve and be as helpful as possible for you.

Looking forward to seeing you again!

All the best,
Your First Name and Last Name
The Unfilteredd Team

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