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Formal Assessment
primarily for stress, anxiety, depression, substance use/abuse, career direction
Informal Assessment
techniques are subjective, mostly “homegrown”
Group therapy (anger management, body positivity, adjusting to college, etc.)
Reliability, validity, and cross-cultural fairness often lacking
Yet informal techniques can
Add one more piece of info to total assessment process
Be focused to gather specific info
Often be used to gather info quickly
Usually free or low cost
Tend to be easy to administer and interpret
Types of Informal Assessment
Observation
Rating Scales
Classification methods
Environmental assessment
Records and personal documents
Performance-based assessment
Types Rating Scales
Numerical Scales-provide a written statement that can be rated from high to low on a number line
Likert-Type Scales (Graphic Scales)- contain a number of items being rated on the same theme and anchored by both numbers and statement that corresponds to the numbers
Ex. Strongly disagree—disagree—neutral—agree—strongly agree
Semantic Differential Scale-provide a statement followed by one or more pairs of words that reflect opposing traits
Ex. Slider scale
Rank Order Scales- Provide a series of statements which the respondent can rank order based on preferences
Ex. Rank your favorite type of food, 1=absolute favorite 4=least favorite
1-thai 2-chinese 3-italian 4-mexican
Two types of error often associated with ratings scales
Halo Effect-overall impression of client causes inaccurate rating
Ex. Your employee is exceptional, so you rate him high on all aspects, even though he consistently comes in late
Generosity Error-identification with client causes inaccurate rating
Ex. You rate a fellow student on her presentation skills
Classification Systems
Provide info about whether or not an individual has, or does not have certain attributes or characteristics
Some classification systems
Behavioral Checklists- allows an individual to identify behaviors that best describe typical or atypical behaviors
Used a lot in educational settings
Feeling Word Checklists- Individuals check/circle feeling words on list to identify which they had, are currently experiencing, or hope to feel
Emotional awareness
Values Checklist
Help clients create goals that align with their values
Help clients understand what is most important to them
Couple’s counseling
Career Counseling
Value Card Sort
Have client look through all the cards (73) and place each into one of the 3 piles (Not Important, Somewhat Important, Very Important)
Look over the Very Important pile again and narrow it down to 5
Why do this? Major/job search, self-exploration, decision-making, discuss how to integrate values into daily life
Environment Assessment
Collecting info from client’s home, school, or workplace, usually through observation or self-reports
More systems-oriented and naturalistic than in-office testing
4 Types
Direct observation
Visit client’s home, classroom, or workplace, or other setting
Can discover important info about client you would rarely uncover in counseling
Situational tests
Real-to-life situations examine how an individual is likely to respond in a contrived but natural situation
Ex. role-playing a counselor as part of admissions process for a doctoral program, asked to solve a complex puzzle-observe frustration level
Sociometric instruments
Maps the relative position of an individual within a group
Often used to determine the dynamics of individuals within a group, organization, or institution
Environmental Assessment Instruments
Comprehensive Assessment of School Environments Information Management System
Assesses entire school environment (personality of the learning context) and climate through self-report surveys of students, parents, teachers, and principal
Psychometrically sound
School Psychology or School Counseling
Records and Personal Documents
Biographical inventories- similar info as intake interview
Cumulative records-collected info from a school, employer, or mental health agency
Anecdotal information- subjective comments or notes in a client’s records regarding usual patterns or atypical behaviors
Autobiographies- asking client to write their life story. Get detailed history and important events. Typically used in Narrative Therapy.
Journals and diaries- helps clients have a safe space to express themselves outside of session (dream journals)
Genograms- family map, look at 3 generations, can look at different subjects in the family (relationship patterns, drugs/alcohol, health, culture)
Workbooks or Worksheets
The CBT Anxiety Solution Workbook
Emotion Exploration Worksheet
Therapist Aid-Example Worksheets
Strengths-Based Therapy Book
Card Decks
Validity, Reliability, Cross-Cultural Fairness, and Practicality
v- how well the examiner defines that which is being assessed
Ex. If concerned about acting out behavior of a child, need to define the behavior identified as “acting out”
Exactly which “acting out” behaviors are we talking about
r- The better we defines the behavior being assessed (the more valid) the more reliable our data
C- Informal procedures are easily open to bias
Unconscious or conscious bias can lead examiner, observer, or rater to misinterpret verbal or nonverbal behaviors of a minority client
Examiner, observer, or rater, may be ignorant of verbal or nonverbal behaviors of diverse clients
p= their practical nature makes them particularly useful
Low-cost or cost-free
Can be created or obtained in a short amount of time
Are relatively easy to administer
Fairly easy to interpret