Core Function VI: Integration Planning

Criterion 22: Methods and resources

Choose the integration practices and the supports this particular client will actually use.

Working draft
This chapter is part of an unfinished manual.Worksheet Under construction

This criterion closes Core Function VI. Criterion 20 ranked the client's concerns and Criterion 21 formulated them into behavioral goals; this criterion identifies the methods and resources, internal and external, that will actually support those goals, matched to the individual rather than applied generically. What it owns is the resourcing itself: the toolkit of integration approaches, the distinction between a client's own strengths and outside supports, the anticipation of barriers, and the facilitator's referral network. The module grounds integration in a published clinical framework and states honestly where the evidence for it is strong and where it remains thin, and it reinforces the medical-oversight requirement for certain post-session care, notably after ibogaine.

Learning Objectives

By the end of this module, the trainee will be able to:

  • Explain why identifying resources, not only setting goals, is what makes integration sustainable.
  • State honestly the status of integration in the evidence base: widely held as essential, still under-studied in isolation.
  • Situate resource identification within a published integration framework rather than presenting it as an ad hoc list.
  • Map specific supporting resources to each behavioral goal from Criterion 21.
  • Distinguish and name the client's internal resources alongside external supports.
  • Anticipate barriers to accessing resources and plan realistic alternatives around them.
  • Encourage layered, overlapping supports rather than reliance on a single resource.
  • Reinforce medical oversight where post-session care requires it, notably after ibogaine, per the safety spine.

Key Terms

Integration. The process by which the insights and material of a psychedelic experience are translated into lasting change in daily life. It is widely regarded as essential to durable benefit, and its specific contribution is still being studied.

Integration methods. The concrete approaches used to support integration, such as therapy, peer and community groups, contemplative and creative practices, bodywork, and structured routines.

Resources. The supports, internal and external, that make a goal achievable. Naming them is what turns an aspirational goal into a sustainable one.

Internal resources. The client's own strengths, skills, and resilience, such as discipline, creativity, or capacities built through past adversity, which they bring to the integration process.

External supports. Resources outside the client: therapists, medical professionals, integration circles, spiritual and peer communities, and practical aids such as transportation or financial assistance.

Barrier anticipation. The practice of foreseeing obstacles to accessing a resource (cost, transportation, availability) and planning realistic alternatives, so goals are not abandoned for preventable reasons.

Layered supports. Multiple overlapping resources that reinforce one another, so integration rests on a web of support rather than a single point of failure.

Referral network. The facilitator's cultivated, up-to-date set of trusted professionals and resources, which makes competent referral possible rather than improvised.

Core Teaching

Why resources, not just goals

A goal names what a client will do and is working toward; a resource names what will make it possible. Integration planning that stops at goal-setting leaves a predictable gap, because a client can hold a clear, well-formed goal and still fail to reach it for lack of the concrete support the goal requires. A goal to attend a weekly recovery meeting depends on knowing which meetings exist and how to get to them; a goal to meditate daily is easier to keep with a specific app, a recording, or a local group than by willpower alone. Identifying resources is the step that bridges what the client wants and what the client can realistically sustain. The reassurance this carries is not incidental to the work: naming the supports a client can lean on tells them they are not expected to carry the change alone, and that message is itself part of what makes integration hold.

Where integration stands in the evidence

Being honest about the evidence is crucial, as integration is both highly emphasized and one of the least rigorously defined aspects of psychedelic therapy. Every major clinical protocol builds in integration sessions, and the clinical consensus that integration matters for durable benefit is strong and widely held. What is thinner is controlled evidence isolating the specific contribution of integration, or comparing integration methods against each other, because trials generally deliver the psychedelic and the integration together and rarely dismantle the two to measure integration alone. The defensible statement, and the one this module makes, is that integration is considered essential by the field and is standard in every serious protocol, while the comparative evidence for particular integration methods is still developing. This is a place to teach the practice confidently, because the clinical rationale is sound, while not claiming a specific method has trial evidence it does not have.

The Psychedelic Harm Reduction and Integration model (Gorman, Nielson, Molinar, Cassidy, & Sabbagh, 2021) is a peer-reviewed, transtheoretical and transdiagnostic approach to supporting people who use or are considering psychedelics, and it treats integration as a structured clinical activity that draws on multiple therapeutic traditions rather than a single technique. Its transtheoretical nature directly endorses the layered-support principle below: since no single therapeutic school has exclusive ownership of integration, clients can combine and tailor methods to suit their needs. Anchoring resource identification to a framework of this kind is what distinguishes competent integration planning from handing a client a generic list.

Mapping resources to each goal

The practical core of this criterion is the mapping of specific resources to each behavioral goal formulated in Criterion 21. Every goal in the written plan carries the resources that make it achievable, named concretely enough to act on. A goal to attend a weekly recovery meeting is paired with the actual local groups, an online community as a backup, and an accountability partner. A goal of a daily meditation practice is paired with a specific app or set of recordings and, where useful, a local class. The specificity matters for the same reason it mattered in goal formulation: a resource named vaguely is a resource the client cannot use. This mapping is the connective tissue between the goals of Criterion 21 and their achievement, and it is written into the same living plan.

Internal resources, named alongside external ones

Not all resources are external, and a purely external resource list misses half of what a client has. The client's own strengths are resources of the first order: the discipline of someone with athletic training, the expressive capacity of someone with a creative practice, the resilience built through past adversity, the existing relationships that already sustain them. Naming these internal resources does two things. It builds the plan on capacities the client already has, which raises the odds of follow-through, and it changes how the client sees themselves, from a person with problems to be fixed to a person with assets to draw on. This draws directly on the strengths-based evaluation of Criterion 15, and it is a corrective to the tendency of resource planning to look only outward. A facilitator identifies and validates what the client brings, and builds the external supports around it.

Anticipating barriers, and layering supports

A resource the client cannot access is not a resource, so resource identification includes anticipating barriers. A client may lack transportation to in-person therapy, money for ongoing sessions, or time left by a demanding schedule. Foreseeing these obstacles and planning around them, such as using telehealth instead of travel, sliding scale or low-cost providers, and free online groups, is what keeps a goal from being abandoned for a preventable reason. Alongside barrier planning sits the principle of layered support: integration holds better when multiple resources overlap and reinforce one another rather than resting on a single point. A client working with trauma might combine professional therapy, a peer group, a journaling practice, and breathwork, so that no one resource carries the whole weight and the absence of any one does not collapse the plan. Layering is resilience built into the resource structure itself.

The referral network and the medical-oversight line

Competent referral depends on the facilitator having somewhere to refer, so part of this competency is the ongoing cultivation of a trusted, current network: therapists, medical professionals, integration circles, and community resources the facilitator knows well enough to recommend responsibly. A referral to an unknown provider is little better than no referral at all; it can even be detrimental. Two boundaries govern this network. First, the scope discipline carried throughout the workbook: the facilitator connects the client to qualified professionals for care that exceeds the facilitator's role, rather than attempting to provide that care themselves. Second, a specific and non-negotiable safety point: some post-session care requires medical oversight, and the clearest case is ibogaine. Because ibogaine carries the cardiac and QT-interval hazard taught as one of the two lethal risks of the field in Criteria 1 and 2, a client's post-ibogaine integration plan must include appropriate medical oversight, not peer support and routine alone. Identifying resources for such a client means securing medical involvement as a required resource, not an optional one. Matching methods and resources to the individual, grounded in a real framework, built on the client's strengths, planned around barriers, layered for resilience, and bounded by scope and safety, is what turns the goals of the integration plan into a life the client can actually sustain. It is the closing act of integration planning, and the foundation the ceremony and its aftermath will rely on.

Clinical and Decision Tools

Tool 1. Resource map: goal to supports

For each behavioral goal from Criterion 21, name the internal and external resources that make it achievable, concretely enough to act on.

Goal (from C21)

Internal resource

External resource(s)

Attend a weekly recovery meeting

Past discipline; motivation to change

Named local groups; online backup; accountability partner

Daily meditation practice

Prior contemplative experience

Specific app or recordings; local class

Rebuild a family relationship

Capacity for repair; love for family

Family therapy; parenting workshop; peer support

Grief processing

Emotional honesty; resilience

Grief group; therapist; journaling structure

Tool 2. Internal and external resources

A resource list that looks only outward misses half of what the client has. Name both.

Internal (what the client brings)

External (what the client can access)

Discipline, skills, creativity

Therapists, medical professionals

Resilience from past adversity

Integration circles, peer and spiritual communities

Existing supportive relationships

Practical aids: transport, financial assistance, sliding-scale care

Tool 3. Barrier anticipation

A resource the client cannot access is not a resource. Foresee the obstacle, plan the alternative.

Likely barrier

Realistic alternative

No transportation to in-person care

Telehealth; local or walkable options

Cost of ongoing therapy

Sliding-scale providers; low-cost clinics; free groups

Limited time

Brief daily practices; asynchronous online support

Isolation or few local options

Online communities; phone-based peer support

Tool 4. Resource-plan checklist

Confirm resources are mapped, internal and external, barrier-planned, layered, and safety-bounded. Shaded items are the safety and scope checks.

Check

Done?

Each goal from Criterion 21 mapped to concrete resources

Yes / No

Internal resources (client's own strengths) named, not just external

Yes / No

External supports named specifically enough to act on

Yes / No

Barriers anticipated and alternatives planned

Yes / No

Supports layered so no single resource carries all the weight

Yes / No

Referrals drawn from a trusted, current network

Yes / No

Care beyond facilitator scope referred to qualified professionals

Yes / No

Medical oversight secured where required (e.g. post-ibogaine; C1, C2)

Yes / No

Worked Example: Building the Resource Plan

The following maps resources to the goals from a Criterion 21 plan, names internal strengths, plans around a barrier, layers supports, and secures required medical oversight. Details are fictional.

Starting point: A client's Criterion 21 goals: attend a weekly integration circle (immediate), maintain a daily breathing practice (immediate), and, having done ibogaine for opioid dependence, sustain recovery (long-term).

Internal resources named: The client has real discipline from years of physical training and strong resilience from surviving hard circumstances. These are named and validated as assets the plan will build on (C15), not overlooked in favor of external referrals.

Mapping external supports: The integration circle is identified by name and schedule with an online backup. The breathing practice is supported with a specific recording set. Recovery is supported with a peer group and structured daily routine.

The medical-oversight requirement: Because the client did ibogaine, the plan secures medical oversight as a required resource, not an optional one, given the cardiac hazard (C1, C2). Peer support and routine are added around that medical core, never in place of it.

Barrier planned: The client lacks reliable transport to the in-person recovery group, so a telehealth option and a phone-based peer contact are added so a missed ride does not mean a missed week.

Layered and written: The final plan incorporates multiple overlapping supports—medical, peer, practice, and routine—integrated into a living document, ensuring that no single failure causes it to collapse. The client exits with resources rather than just solutions.

Case Vignettes

Work each vignette by identifying the error, the principle at stake, and the correct handling. Fillable response sheets are in the companion worksheet PDF.

Vignette A

A facilitator helps a client set excellent goals but sends them off with no resources identified. Weeks later the client has attended nothing and practiced little. The will was there; what was missing was any knowledge of where to go or what to use.

Guided questions: What did the absence of a resource plan cost, even with good goals? Why are resources the bridge between a goal and its achievement? How should each goal have been resourced?

Vignette B

A facilitator builds a resource list entirely of external referrals and never names the client's own strengths. The client, already prone to seeing themselves as broken, experiences the plan as a catalog of everything they cannot do alone.

Guided questions: What was missing from an all-external resource list? Why do internal resources matter for both follow-through and self-perception? How does this connect to Criterion 15?

Vignette C

A facilitator refers a client to weekly in-person therapy across town without checking whether the client can get there. The client has no car and no transit route, cannot attend, and abandons the goal entirely.

Guided questions: What step did the facilitator skip? Why is an inaccessible resource not a resource? What alternatives should have been planned?

Vignette D

A client who underwent ibogaine for opioid dependence is given a resource plan of peer support and daily routine, with no medical oversight arranged. The facilitator treats it as an ordinary recovery plan.

Guided questions: What safety-critical resource was omitted, and why is it non-negotiable after ibogaine? How does this connect to Criteria 1 and 2? What must a post-ibogaine resource plan always include?

Vignette E

A facilitator hangs the entire integration plan on a single resource, one weekly therapy appointment. When the therapist goes on leave for a month, the client has nothing else in place and loses all momentum.

Guided questions: What is the risk of a single-resource plan? What does layering supports provide? How should the plan have been built for resilience?

Role-Play and Practice Scripts

Practice in pairs, then switch. The aim is to map resources to goals, name internal strengths, plan around barriers, and secure required oversight.

Naming internal resources first

“Before we look at what support you can find out there, let us name what you already bring. You have kept a demanding training schedule for years, so discipline is not new to you. You have come through hard things before. Those are real resources. How could we build this plan on what you already have?” Practice validating internal assets before listing referrals.

Mapping a resource to a goal, concretely

“For your goal of a weekly group, let us make the resource specific enough to actually use. Here are two groups that meet near you, with times. Let us also line up an online option as a backup, and think about one person who could check in with you. Vague help is no help, so let us make it concrete.” Practice specificity in resourcing.

Planning around a barrier

“Let us think ahead about what could get in the way. Getting across town every week is a real obstacle, so before that derails things, what would work instead? A telehealth option, or a group closer to you? Let us build the alternative in now, so a missed ride does not become a missed month.” Practice foreseeing and solving the obstacle.

Securing medical oversight after ibogaine

“Because your work involved ibogaine, there is one resource that is not optional. We need appropriate medical oversight as part of your plan, given the effects on the heart. Peer support and routine matter, and they go around that medical piece, not instead of it. Let us make sure that is in place first.” Practice treating medical oversight as required, not discretionary.

Self-Assessment and Reflection

Knowledge check

  1. Explain why identifying resources, not just setting goals, is what makes integration sustainable.
  2. State honestly where integration stands in the evidence: what is well supported and what is still thin.
  3. Name the published integration framework this criterion anchors to and what makes it transtheoretical.
  4. Explain the difference between internal and external resources, with an example of each.
  5. Explain barrier anticipation and give two barriers with realistic alternatives.
  6. Explain layered support and why a single-resource plan is fragile.
  7. State the medical-oversight requirement after ibogaine and why it is non-negotiable.

Reflection

  1. Do you tend to resource plans with external referrals only? How will you surface the client's internal resources?
  2. How current and trusted is your referral network? What would make it strong enough to refer responsibly?
  3. Where might you under-plan for barriers or medical oversight? What will you check before finalizing a plan?

Summary

Criterion 22 closes Core Function VI by identifying the methods and resources that will support the behavioral goals formulated in Criterion 21, matched to the individual client. Its rationale is that a goal without resources remains aspirational: a client can hold a clear goal and still fail to reach it for lack of the concrete support it requires, and naming those supports is what bridges what the client wants and what they can sustain. Honesty about the evidence matters here, because integration is simultaneously one of the most emphasized and least rigorously isolated parts of psychedelic therapy: the clinical consensus that it is essential is strong, and it is standard in every serious protocol, while controlled evidence isolating specific integration methods is still developing. The work is anchored to a published, peer-reviewed framework, the Psychedelic Harm Reduction and Integration model (Gorman et al., 2021), a transtheoretical approach whose drawing on multiple traditions supports the layering of methods. Resources are mapped concretely to each goal, and they include the client's internal resources, discipline, creativity, resilience, existing relationships, named alongside external supports rather than an outward-only list, which builds the plan on capacities the client already has and draws on the strengths-based evaluation of Criterion 15. Barriers to access are anticipated and planned around with realistic alternatives, and supports are layered so that no single resource carries the whole weight. Referrals are drawn from a trusted, current network, bounded by the scope discipline of the workbook, and one safety point is non-negotiable: some post-session care requires medical oversight, most clearly after ibogaine given its cardiac hazard (Criteria 1 and 2), which must be secured as a required resource rather than an optional one. Resourced this way, the integration plan becomes something the client can actually sustain, and Core Function VI is complete.

References

Gorman, I., Nielson, E. M., Molinar, A., Cassidy, K., & Sabbagh, J. (2021). Psychedelic harm reduction and integration: A transtheoretical model for clinical practice. Frontiers in Psychology, 12, 645246. https://doi.org/10.3389/fpsyg.2021.645246

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