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Therapist First Session Checklist and red flags (Therapist Self)

  • Jul 29
  • 3 min read

SEVEE | PsychSocial


Therapist Self: First Session Checklist

Use this to prepare before a session, and reflect after.

What Does “Therapist Self” Mean?

The therapist self is not just who you are as a person, but who you become when you sit in the therapist’s chair. It’s the unique blend of your presence, values, emotional readiness, and professional boundaries that you bring into a session.

It’s different from your everyday “self” because:

  • You hold space without judgment or personal agenda.

  • You listen to understand, not to react.

  • You are aware of your own triggers and biases, and work to keep them out of the session.

  • You become a calm, grounded “container” for someone else’s storm.


“Other Enter as Self” vs “Therapist Self”

When you’re interacting with friends or family, you show up as your personal self — full of opinions, emotions, and shared histories.But as a therapist, you intentionally shift into your therapist self, which is:

  • Neutral, compassionate, and professional.

  • Able to witness pain without taking it personally.

  • Focused on the client’s world, while staying self-aware.


a sunny room inviting for the therapy to begin

BEFORE THE SESSION – Am I Ready?

☐ Have I grounded myself (breath, body, intention)?

☐ Am I emotionally regulated (not rushed, reactive, or distracted)?

☐ Do I have a clear understanding of:

  • My therapist role (presence, not performance)?

  • Client’s presenting reason (if known)?

  • My own biases, triggers, or expectations?

☐ Have I created a safe, distraction-free space (physically and emotionally)?

☐ Do I have consent and confidentiality language ready to explain simply?

☐ Am I ready to listen more than I speak?


DURING THE SESSION – Am I Holding the Space?

☐ Did I welcome the client with warmth and neutrality?☐ Did I explain:

  • Confidentiality

  • Consent

  • Session boundaries (time, format, respect)

☐ Did I listen to understand, not to respond?

☐ Did I allow silence without rushing to fill it?

☐ Did I observe tone, pauses, and body cues?

☐ Did I avoid giving advice, solutions, or interpretations too early?

☐ Did I gently explore goals without pushing?


AFTER THE SESSION – Reflect

1. How did I feel during the session?(Write a few words or sentences)

2. Where was I fully present?(What moment made me feel grounded or connected?)

3. Where did I feel triggered, unsure, or distant?(What came up for me, and how did I handle it?)

4. What was the emotional tone of the session?

☐ Calm ☐ Anxious ☐ Heavy ☐ Confusing ☐ Hopeful ☐ Guarded☐ Other: ___________

5. What will I carry forward into the next session?(Any insights or therapeutic threads to hold on to?)


Therapist Reminder:

You are not here to fix. You are here to hold.The client’s silence is not your failure.Your calm presence is already doing the work.

🚩 Red Flags in a First Therapy Session

Notice these gently — not with fear, but with awareness.

1. The Client Refuses to Acknowledge Consent or Confidentiality

  • They skip past or dismiss your explanation.

  • They say things like “I don’t care about that formality” or “You won’t tell anyone anyway, right?”

Respect for the frame is foundational.


2. They Ask Personal or Boundary-Crossing Questions

  • “Are you married?”

  • “Where do you live?”

  • “Can I talk to you outside session?”

Some curiosity is natural — but watch for testing your boundary early.


3. They Want Quick Fixes or One-Time “Magic”

  • “I just need you to tell me what to do.”

  • “One session is enough, right?”

Might indicate unrealistic expectations or therapy illiteracy — respond with psychoeducation, not judgment.


4. They Speak Disrespectfully or Try to Intimidate

  • Overpowering tone, dismissive body language

  • Mocking therapy or therapists

May reflect deep mistrust — or may signal manipulation.


5. They Avoid All Emotional Contact

  • They only give facts or talk about others, not themselves

  • They intellectualize everything

Could be defense — or could indicate lack of readiness for inner work.


6. They Flatter Excessively

  • “You’re the best therapist already.”

  • “I feel healed just talking to you.”

Idealization early on is a sign of unmet attachment needs — and a setup for disappointment.


7. You Feel Drained, Dizzy, or Uncentered After the Session

  • The client didn’t do anything “wrong” — but your nervous system feels hijacked

Your body is wise. Pay attention. This may indicate early countertransference, trauma mirroring, or enmeshment risk.


Therapist Reminder:

Red flags don’t always mean danger — they mean slow down, observe, supervise.Don’t self-doubt. Just take note. Pause. And prepare.


 
 
 

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