When It Is Used
Use the action plan near a transition point, between-session assignment, or consolidation phase when the client needs specific self-management steps.
CBT-I Action Plan
CBT-I Action Plan is a self-management planning tool for CBT-I practitioners and clients. It helps convert current insomnia targets, barriers, and agreed recommendations into a personalized plan for everyday actions and for what to continue, change, or resume when sleep worsens.
Build a sample action plan and preview the shared client version.
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Tool guide
Learn more about this tool
Use this background section to understand when the tool fits, how practitioners use it, and what to consider before sharing it with clients.
Draft Versus Agreed Items
The tool distinguishes client draft notes and uncertain items from agreed plan content that is ready for client use.
Review Over Time
Prior finalized plans persist so later treatment contact can compare changes in targets, barriers, and agreed actions.
Does the CBT-I Action Plan generate treatment recommendations?
No. The system organizes plan content but does not invent CBT-I advice beyond what the practitioner enters or what a supplied plan structure defines.
Can the client draft parts of the plan?
Yes, if client draft plus practitioner review is selected. Draft content remains distinct from agreed plan items.
Can finalized plans be updated?
Yes. Plans can be updated when targets or barriers change, while prior finalized versions remain reviewable.
What makes the plan ready?
The plan is ready when actions are specific enough to guide behavior and agreed items are distinguished from drafts or unresolved discussion points.