Team Workshop/Seminar Note (Mental Skills Training)

Date of Service: [date]

Time: [start time–end time, time zone, total duration]

Mode: [in-person / hybrid / video]

Location: [venue or virtual platform]

Team/Organization: [team name, level, season/year]

Facilitator(s): [name and credentials]

Session Title: [title]

Series: [program name, session number] (Omit if standalone session.)

Attendance & Consent

Participants: [intended audience and attendance counts by role, e.g., "athletes n=22, coaches n=4"; note late arrivals or early departures by count only] (If counts unavailable, note "Counts pending; will update via addendum.")

Confidentiality Review: [attestation that purpose, roles, and limits of confidentiality in group setting were reviewed; note that privacy among participants cannot be guaranteed; indicate if coaches/staff were present and understood by participants] (If not reviewed, document rationale and plan to address at next session.)

Session Summary

Objectives: [2–5 learning objectives using observable verbs such as "practice," "demonstrate," "identify"]

Content & Exercises: [key concepts taught; frameworks or models referenced; exercises or drills with brief format and duration; team-level debrief themes; materials provided] (Keep at summary level; avoid verbatim dialogue. Use neutral education/training language throughout.)

Engagement & Themes

[Overall team engagement level: high / moderate / variable, with brief observations on participation, discussion quality, questions asked; note barriers such as time constraints or competing priorities; summarize team-level patterns relevant to skill uptake] (Document at team level only; do not attribute content to identifiable individuals. If engagement could not be fully observed due to format, note that limitation.)

Action Plan

Team Action Items:

• [Action item with owner (coach/captains/athlete group/staff) and timeline]
• [Additional action items as needed]

Follow-Up: [next session date and planned topics; between-session practice plan if applicable; note "proposed" if not yet confirmed]

Safety: [if concerns arose, briefly note actions taken and appropriate pathways used] (Omit if no concerns, or state "No safety concerns identified." If individual clinical issues arose, state "Separate individual encounter note created per policy" without including details here.)

Facilitator Signature: [name, credentials, date/time signed]

Supervising Clinician Co-Signature: [name, credentials, date/time] (Include if trainee-delivered or per organizational policy.)