Session Record Card
90-Minute Transition Stabilization Session
Client snapshot
Name:
Date:
Time zone:
Session type: 90-Minute Transition Stabilization
Referred by:
Current location:
Emergency contact available: Yes / No
BaZi timing included today: Yes / No
Session dashboard
Primary presenting issue:
Why now:
Current phase name:
Top 2 pressure domains:
Current strongest domain:
Immediate risk status: None / Passive ideation / Active concern
Recommended next step: Check-in / Reset Sprint / Referral / Other
1. Opening & safety
Thank and orient.
Clarify scope: not therapy, not medical care, not emergency response.
Explain deliverable: structured framing + realistic 14-day plan.
State safety boundary and referral protocol.
Ask permission to take notes.
Ask: “What made you reach out now?”
Notes
Opening theme:
Key quote from client:
What they most want from today:
2. Story & impact map
Timeline
Event 1:
Event 2:
Event 3:
Event 4:
Event 5:
Quick prompts if needed
Job / role changes:
Health / body events:
Family / relationship changes:
Moves / immigration / location shifts:
Money swings / investment shocks:
Facilitator synthesis
First wave:
Second wave:
Current wave:
Overload statement to mirror back:
3. Domain ratings (0-10)
DomainScoreNotesSleepBody / energyMoney stressWork / careerRelationshipsMeaning / purpose
Lowest domain 1:
Lowest domain 2:
Highest / current strength:
4. Safety screen
Ask every time
Passive death wish present: Yes / No
Suicidal thoughts present: Yes / No
Plan present: Yes / No
Intent present: Yes / No
Self-harm history relevant today: Yes / No
Harm-to-others concern: Yes / No
If risk present
Action taken:
Referred to:
Stayed on call until connected: Yes / No
Documentation completed: Yes / No
5. Timing & meaning
Consent
Client wants timing lens today: Yes / No
If yes
BaZi / timing notes:
Current phase description:
This year / quarter pressure note:
Key restructuring themes:
Three verbs for this phase: Stop / Protect / Rebuild or custom
Plain-English translation
What this phase is asking of them:
What must not be forced right now:
What can be built slowly:
Fit check
What landed:
What did not fit:
Client corrections:
6. 14-day plan
Scope statement
We are not solving everything; we are stabilizing the next 14 days.
Track A — Body
Priority 1:
Minimum version on worst day:
Priority 2:
Minimum version on worst day:
Medical follow-up needed: Yes / No
Track B — Money & work
Loudest issue:
14-day no-go decisions:
Concrete move 1:
Concrete move 2:
Exposure cap / decision boundary:
Track C — Relationships
Calming person:
Draining person/system:
Safe boundary experiment:
Reach-out plan:
Track D — Mind & meaning
Daily reflection practice:
Meaning anchor:
One phrase to repeat this week:
Reality check
What still feels too big:
How to shrink it:
7. Closing
Summary to mirror back
In the last _ months they have been through:
This phase is about:
For the next 14 days, the focus is:
Next step
Check-in date:
Reset Sprint offered: Yes / No
Other referral needed:
Final grounding
What feels 5% lighter:
Anything important still unsaid:
Closing sentence used:
8. Deliverables to send
2-3 page narrative summary.
14-day action sheet.
Boundary note included.
Safety resources included if needed.
9. Post-session consultant note
Three most important threads:
Phase name:
Tone to keep in written summary:
Sentences to avoid:
Legal / ethical clean-up needed:
