Telephone 01332 343000

Using formulation in teams

Friday 19th February 2016 at The Stirling Highland Hotel

Please note this event is now full and we are operating a wait list.

Formulation is a key competence for all clinical psychologists. Team formulation, the process of facilitating a group or team of professionals to develop a shared understanding about a service user, is a more recent but rapidly-growing development in this area. It is also a key area of competence in the DCP Leadership Framework (2010.) All the speakers have experience of this way of working. They will describe the process of setting up, facilitating and evaluating team formulation meetings and projects, and the strengths and challenges of this approach. Up to date research findings and reference lists will be supplied.

Learning Outcomes

  • Get up to date on theory and research relating to team formulation
  • Think about how to sell and implement this approach in services
  • Learn about strategies for facilitating team formulation meetings
  • Be introduced to relevant resources and handouts
  • Understand the wider context in which team formulation has emerged


  • Lucy Johnstone (Adult Mental Health)
  • Sarah Dexter Smith (Older Adults)
  • Barry Ingham (Learning Disabilities)
  • Gordon Milson (Child & Adolescent)
  • Samantha Cole (Health)

Registration fees can be found on the booking form. If you have any queries please contact us via the event hotline on 01332 224505.

Please note, this event is now full and we are currently operating a wait list. To be added to the wait list, please complete the booking form and a member of the team will be in touch if a place becomes available.


Friday 19th February 2016

09:00Coffee and registration
09:15Introduction to the day
09:30Overview and definitions of formulation
10:00Team formulation literature and research
10:50Refreshment Break
11:10Promoting and setting up team formulation in services
12:00Strategies in team formulation
12:50Round up and instructions for the afternoon
13:45Workshops – break into 5 specialty groups
15:45Final reflections

Speakers and Facilitators

Samantha Cole

Samantha Cole works in both adult and paediatric health in acute hospital settings in Bristol and has researched clinical psychologists’ experiences of formulating with teams. She was co-author and member of the working party for the ‘Good practice guidelines on the use of psychological formulation’ (DCP 2011.)

Sarah Dexter-Smith

Sarah Dexter-Smith is professional lead for older people’s psychology/ research in Tees Esk and Wear Valleys NHS FT and honorary fellow at Durham University. Clinical models of care with psychological formulation at the core were developed on two wards and then used as a springboard for wider formulation- driven service changes. Team formulation is now integrated across the specialty in both organic and functional services, and over 400 staff have been trained in formulation. Sarah is interested in using applied psychological knowledge to create systemic and cultural change.

Barry Ingham

Barry Ingham is a professional lead for psychological services working in adult learning disabilities services in Northumberland, Tyne & Wear NHS FT and an Associate Clinical Lecturer at Newcastle University. He has developed clinical research approaches within healthcare settings for people with Learning Disabilities who display additional psychosocial difficulties. This has included authoring chapters and publishing articles on the use of team formulation in this area.

Lucy Johnstone

Lucy Johnstone has worked in adult mental health settings for many years and is the author of 'Users and abusers of psychiatry' (2000) and, with Rudi Dallos, co-editor of 'Formulation in psychology and psychotherapy' (2nd edn 2013). She is former Course Director of the Bristol Clinical Psychology Doctorate, and has delivered training on using formulation in teams to many CMHTs and assessment teams. She was lead author for the ‘Good practice guidelines on the use of psychological formulation’ (DCP 2011.)

Gordon Milson

Gordon Milson is a Consultant Clinical Psychologist who works with Children, young people and families. He helped to restructure the care pathway for local acute adolescent inpatient services so that formulation is a core component of the clinical pathway. He is currently involved in research collating young people's experiences of formulation. More recently he has been leading the design and development of a service for children who are on the 'edge of care' with formulation and clinical psychology at the centre of this systemic intervention.


The Stirling Highland Hotel, Stirlingshire

Spittal Street, Stirling, Stirlingshire, FK8 1DU •  Website•  Directions

Additional Information

Click here to download further information.

PDFBPS Booking Terms and Conditions