CABT study materials
CABT study resources

CABT study plan

CABT · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

Business Therapy Foundations and Professional Ethics

  • Define the scope and boundaries of business therapy as a consulting specialty, contrasting it with clinical psychotherapy practice

  • Map the core ethical principles (informed consent, dual relationships, confidentiality in organizational settings, competence limits) onto at least three workplace consulting scenarios

  • Draft a personal ethical decision-making framework you can apply when organizational and clinical obligations conflict

  • Identify the credentialing, supervision, and scope-of-practice rules that govern your jurisdiction

  • List five boundary-management strategies for consulting inside a client organization

Your checkpoint

A one-page written ethical decision-making framework with three applied scenario analyses

Week 2

Business Therapy Foundations and Professional Ethics & Organizational Assessment and Diagnosis

  • Compare at least four organizational assessment frameworks (e.g., culture, structure, role clarity) and note when each fits

  • Practice selecting assessment methods by matching a described presenting problem to an appropriate diagnostic tool

  • Build a structured intake and diagnostic interview guide for an organizational client

  • Explain how to separate individual, team, and systemic contributors to a presenting problem

  • Describe how to write assessment findings so they are usable by non-clinical leaders

Your checkpoint

A reusable organizational intake and diagnostic interview guide (2-3 pages)

Week 3

Organizational Assessment and Diagnosis & Business and Financial Literacy for Therapists

  • Interpret a sample balance sheet, income statement, and cash-flow statement well enough to ask informed diagnostic questions

  • Calculate and explain basic financial ratios relevant to organizational health (margin, liquidity, leverage)

  • Translate financial constraints into organizational-stress hypotheses that inform diagnosis

  • Draft three diagnostic questions you would ask a CFO or finance lead during an assessment

Your checkpoint

A financial-literacy cheat sheet mapping five ratios to organizational-health interpretations

Week 4

Business and Financial Literacy for Therapists & Leadership, Team Dynamics, and Group Process

  • Build a simple consulting budget and pricing model (hourly, project, retainer) with break-even math

  • Compare leadership styles and predict their effects on team climate and psychological safety

  • Analyze a written team-dynamics case for stage-of-development, roles, norms, and hidden conflict

  • Design a group-process intervention (e.g., team charter, retrospective) suited to a described team dysfunction

Your checkpoint

A pricing and break-even worksheet plus a one-page team-intervention design for a case scenario

Week 5

Change Management and Organizational Intervention

  • Compare at least three change-management models and identify the assumptions and failure modes of each

  • Diagnose sources of change resistance using a stakeholder and readiness analysis

  • Sequence a phased intervention plan with entry, contracting, intervention, and exit stages

  • Anticipate ethical risks (coercion, confidentiality, power imbalance) during mandated change

Your checkpoint

A full change-intervention plan for a hypothetical organization, including stakeholder map and phased timeline

Week 6

Workplace Mental Health and Well-Being & Communication, Conflict Resolution, and Negotiation

  • Design a workplace well-being initiative grounded in at least two evidence-informed models (e.g., job demands-resources, psychosocial risk frameworks)

  • Distinguish individual-level well-being interventions from organizational-level ones and justify the mix

  • Apply a conflict-resolution model (interests vs. positions) to a written workplace dispute

  • Draft a negotiation preparation sheet covering interests, BATNA, and framing for a consulting engagement

Your checkpoint

A well-being program proposal plus a completed negotiation prep sheet for a sample dispute

Week 7

Communication, Conflict Resolution, and Negotiation & Consulting Practice Management and Client Engagement

  • Write a consulting proposal that specifies scope, deliverables, fees, confidentiality, and termination terms

  • Draft a consulting agreement outline covering liability, data handling, and role boundaries

  • Practice structuring a client-engagement kickoff meeting agenda with measurable success criteria

  • Identify red flags in prospective engagements (unclear authority, ethical conflicts, scope creep) and script a decline or renegotiation

Your checkpoint

A complete sample consulting proposal and agreement outline for one engagement

Week 8

Research, Measurement, and Evidence-Based Practice & Business Therapy Foundations and Professional Ethics & Change Management and Organizational Intervention

  • Select outcome measures appropriate to organizational consulting and explain their psychometric limits

  • Design a simple pre/post evaluation plan for an intervention, including data-collection and reporting steps

  • Integrate ethics and evidence standards into a final review of your own intervention plans

  • Complete a timed mixed-domain practice set and analyze error patterns by domain

  • Finalize a personal continuing-development plan targeting your weakest domain

Your checkpoint

A one-page evaluation plan for an intervention plus a scored practice-set error analysis with a targeted remediation plan

Milestones

Week 2: Can articulate the ethical framework and complete a full organizational intake using your own guide without notes

Week 4: Can read a financial statement, compute key ratios, and price an engagement with correct break-even math

Week 6: Can produce a phased change plan and a well-being proposal that distinguish individual from systemic interventions

Week 8: Score at least 75% on the mixed-domain practice set with no single domain below 60%, and hold a finished evaluation plan