Welcome to our library of free social work assessment tools and templates designed for social workers, therapists, mental health professionals, counselors, and all social work practitioners.
As champions of best social work tools, practices and frameworks, we believe in supporting the global social worker community, including developing and offering helpful social worker toolkits, resources and templates like the free social work templates, free SOAP notes template, and free social work assessment templates below.
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List of Free Social Worker Tools, Templates and Resources
We’ve created our free social work tools and resources to support the great work that social workers do. These are free to download and use for your practice or organization. If there are certain templates that you would like to see added, please don’t hesitate to let us know.
Contact us if you have any questions about our free social work resources or social worker tools outlined in the sections below.
Download Free Social Work Assessment Questions PDF | PPT
The free social work assessment questions provided by Social Work Portal are designed to help social workers with basic questions relating to client needs so they can better support them with targeted social work interventions. While each assessment and the questions asked by the social worker will vary according to the client’s situation and individual needs, we’ve categorized potential general questions to use in the following categories.
Download the social work assessment questions examples in PowerPoint or PDF.
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Download Free Genogram Template Resource PDF | Word Document
A social work genogram is a visual representation that maps out family relationships. The genogram typically goes farther than a simple family tree. It will add complexity that drills down into the health of family relationships, significant medical details, and anything else that the social worker will feel is helpful in treating the client.
Free social work genogram charts help social workers visualize the family relationships and their impacts that can inform therapeutic and support decisions.
Our genogram template free Microsoft Word document sets you up to easily map out a client genogram quickly. The genogram maker uses Smart Art shapes, enabling you to easily right-click to add more family members or levels.
In the family genogram template, you’ll also find a reference table of common line types used to represent different types of relationships and how healthy they are.
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Download Free Culturagram Template PPT | PDF
A culturagram social work tool is used by social workers to better understand clients that come from different countries, regions, or cultural backgrounds. A culturagram template is often used to assess immigrant families or refugees to learn the cultural aspects of their lives and situations.
A culturagram example includes 10 cultural parameters that gather a holistic view of an individual or family and their situation to guide the social worker intervention. These include:
Our free culturagram template PowerPoint download includes the 10 areas above and is designed to make it easy to add client details into each area to make a culturagram.
Download the free social work culturagram example template in PowerPoint or PDF.
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Contact us if you have any questions about our free social work resources or social worker tools outlined in the sections below.
Download Free Social Work Checklist PDF | Word Document
This free social worker tasks checklist includes a standard workflow to follow for client engagements. The tasks are categorized by seven phases, beginning with the client interview, and continuing until the client care plan is terminated.
Many practitioners use a task centered approach in social work as it provides structure to a process that is largely fluid, as it changes according to the presenting issue of each client. This template is easy to edit according to your needs. You can also add a due date column to keep track of social work tasks by a specific timeline.
A free social work checklist can be helpful to ensure you, or your team is following the same steps for each client intake, assessment, and intervention plan process. Our checklist for social worker tasks is available in both MS Word and PDF for you to download and edit as you like… for free!
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Download Free Basic Social Work Psychosocial Assessment Template PDF | Word Document
Are you looking for free social work psychosocial assessment examples? If so, then feel free to download the Social Work Portal example psychosocial assessment report template below. This includes many of the areas of assessment that social workers need to include when conducting a psychosocial assessment in social work.
Click below to download either the PDF or Microsoft Word version of our free social work psychosocial assessment examples template.
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Download Free Ecomap Template PDF | Word Document
An ecomap in social work is a visual representation of all the different systems impacting an individual’s or family’s life.
People interact with multiple other entities regularly, including friends, extended family, work, school, recreational clubs, medical professionals, etc. This is the person’s “ecosystem.” Eco mapping in social work makes that ecosystem easier to understand and provides more insights into the relationships themselves.
Download a free social work Ecomap Template for mapping the influences in a client’s life.
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Download Free SOAP Notes Template PDF | Word Document
SOAP notes are a very popular format for social work client documentation and session notes. They follow a standard 4-section format (Subjective, Objective, Assessment, Plan) to ensure they’re complete, yet concise. Without this framework in place, social worker case notes can easily become confusing and may miss important details.
Are you looking for free SOAP notes tools and help? Download a free SOAP notes template and sample below to use for your social work documentation.
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Download Free Methods of Evaluation in Social Work Slides PPT | PDF
Have you been looking for a quick way to show different methods of social work evaluation? Need an easy way to explain Goal Attainment Scaling?
We’ve included a free downloadable PPT slide summary of various social work evaluation methods, and details on how to use the Goal Attainment Scaling evaluation in social work.
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Download Free Stages of Social Work Process Slides PDF | PPT
Need help creating a consistent process for your social work client interventions? Download our Stages of Social Work Process PDF and PPT documents below to enable your social work client engagements. These slides break down the social work process into seven distinct steps.
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Download Free Roles of a Social Worker Slides
Do you need a quick reference for roles of a social worker to review when considering social worker qualifications and potential positions in social work? Would it be helpful to have slides explaining the roles of a social worker for staff training?
Then download our free Roles of a Social Worker PDF or PPT below.
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Download Free HIPAA Medical Records Release Form PDF | Word Document
One of the most common forms used by social workers, therapists, and other healthcare professionals is a HIPAA authorization for medical records release form. The free HIPAA medical release form below – in PDF and Word format, can be downloaded to use for your practice needs.
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Download Free CAGE Questionnaire for Substance Abuse PDF | Word Document
The CAGE substance abuse screening tool* is a questionnaire used by clinicians to identify alcohol use disorder. This a four-question test that is used to identify potential substance abuse issues. On page 2, you’ll find the CAGE-AID Questionnaire, which has been slightly reworded to include drug use in the screening in addition to alcohol use.
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* Source: Per multiple online government sources, the CAGE assessment is in the public domain.
Download Free Counseling & Therapy Intake Form PDF | Word
Are you looking for a therapy & counseling intake form that you can leverage for your practice?
We’ve included a free downloadable counseling intake assessment form PDF and Word to use in your therapy intake session.
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Contact us if you have any questions about our free social work tools. Sign up here to access and download all of these social worker templates.
Download Free Biopsychosocial Assessment Template PDF | Word
Are you looking for the best free biopsychosocial assessment template you can adjust and use in your practice?
Get our free printable biopsychosocial assessment template Doc or PDF that you can use in your intake sessions.
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Contact us if you have any questions about our free social work tools. Sign up here to access and download all of these free social worker templates.
A social work genogram is a visual representation that maps out family relationships. The genogram typically goes farther than a simple family tree. It will add complexity that drills down into the health of family relationships, significant medical details, and anything else that the social worker will feel is helpful in treating the client.
A culturagram social work tool is used by social workers to better understand clients that come from different countries, regions, or cultural backgrounds. A culturagram template is often used to assess immigrant families or refugees to learn the cultural aspects of their lives and situations.
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