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Core Function VIII: Coaching and Counseling

Putting the integration plan into practice

Put the integration plan into motion with the client, and keep it moving.

Criterion 33 follows the integration plan into daily life. The client and facilitator work together on first steps, review what happens, and adjust the plan when circumstances change. The module applies implementation intentions to the gap between deciding and doing, considers the early period after an experience, and develops a practical approach to follow up. Support is reviewed over time so the client can take on more of the work as their capacity develops. This completes the coaching and counseling function.

Learning Objectives

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

  • Distinguish implementing a plan (this criterion) from crafting one (Criteria 19 through 22).
  • Explain the intention behavior gap and why enacting a plan is a separate problem from making it.
  • Translate abstract insights into concrete actions and break large goals into manageable steps.
  • Discuss early motivation after an experience and explain the limits of claims about a fixed window for change.
  • Review progress with curiosity, encouragement, and attention to obstacles.
  • Implement collaboratively, avoiding both control and the savior dynamic.
  • Discuss setbacks and help the client assess what happened and what support they need.
  • Taper facilitator involvement so the client sustains the change independently.
  • Revise the plan when implementation reveals that reality has diverged from it.
  • Tailor implementation to the client's real cultural, gender, and lifestyle context.

Key Terms

Implementation. Carrying out an integration plan in daily life, reviewing attempts, and adapting actions and support over time.

Alongside. Working collaboratively with the client as they carry out the plan, then reviewing and reducing facilitator involvement when the client can manage with less support.

Intention and behavior gap. The difference between intending to act and carrying out that action. Competing demands, habits, and practical obstacles can contribute.

Implementation intention. A plan connecting a specified situation with an intended action, often expressed as if a particular cue occurs, then I will act in a particular way (Gollwitzer & Sheeran, 2006).

The period after the experience. A time when some clients report increased openness or motivation. Preclinical findings on neural plasticity inform research questions about this period but do not establish a fixed deadline for human behavior change.

Accountability. Agreed opportunities to review actions, discuss difficulties, and decide what to do next.

Lapse and maintenance. A lapse is a return to a behavior the client intended to change. Maintenance involves continuing or resuming the plan, examining setbacks, and adjusting support as needed.

Tapering. Gradually reducing facilitator involvement when the client's needs and capacity support that change, with a clear plan for review and access to further help.

Core Teaching

Carrying out the plan

The integration plan developed in Criteria 19 through 22 has to be used amid work, family demands, fatigue, and familiar habits. A decision that felt clear during a supported conversation may be harder to act on the following week. Implementation involves discovering where that difficulty appears and working with the client to address it.

Agree on an initial action and a way to review it. Ask what the client expects will help, what could interfere, and what support they want. As the plan meets daily life, it may need a different schedule, a smaller step, or a resource that was overlooked. The purpose of follow up is to help the client continue developing an approach they can sustain.

The gap between intention and action

People can sincerely intend to act and still fail to do so. Competing demands, forgetting, uncertainty, and established habits can all interfere. Looking at those conditions gives the client and facilitator something specific to work on. A missed action does not, by itself, tell us whether the goal was meaningful or whether the client is committed to it.

Implementation intentions connect an action to a particular cue: if a specified situation occurs, then the person will perform the chosen behavior. For example, the client might decide to sit quietly for five minutes after making coffee. Gollwitzer and Sheeran (2006) reported a medium to large average effect on goal attainment across the studies in their meta analysis. Criterion 21 introduced this approach when setting goals. Here, it can help the client prepare for the moment when an agreed action needs to happen.

Choosing a manageable first action

An insight such as wanting to forgive, care for the body, or reconnect with family leaves several possible ways to proceed. Help the client identify what the intention would look like as an action. They might write a letter, seek therapy, try a compassion practice, or set a boundary. The choice depends on the person's circumstances and on what they want the action to accomplish.

Then consider whether the step is small enough to begin. Repairing a relationship may involve several difficult conversations, but the first step could be writing down what the client wants to say. Discussing a possible phone call may also reveal that contact is currently unsafe or unwanted. Work through those concerns before making the plan. An achievable first action gives the client something to review and build on.

Describe an action closely enough that the client can tell whether they attempted it. “Be more present” can become setting aside the phone during a meal with a partner. Ask what the client hopes that change will make possible and whether the partner would welcome it. A plan can include a small action and a broader intention, so long as both people understand how they relate. At follow up, the question becomes what happened during the meal and whether the action served the relationship as intended.

Prepare for the obstacle the client expects, using the same level of detail. If evenings are unpredictable, they might choose a morning cue or a shorter version of the practice for demanding days. If privacy is limited, they may write a brief note that can be stored securely instead of keeping a detailed journal in a shared space. These adjustments require information about the person's life. They should be agreed with the client, who may have already tried the most obvious suggestion.

Working with early motivation

Some clients describe increased openness, energy, or motivation after an experience. Others feel tired, unsettled, or uncertain. Ask how the client is doing before deciding when to begin a new practice. If they feel ready, an early, manageable action may help them use their current motivation. Rest, medical care, and stabilization remain appropriate priorities when those are needed.

Ly et al. (2018) reported findings on structural and functional neural plasticity in preclinical models. Those findings contribute to questions about learning after psychedelic exposure, but they do not identify a precise human window in which an integration task must be completed. The proposed connection between those biological findings and a particular behavior change opportunity remains an inference. Explain it at that level and avoid creating pressure about a deadline that the evidence does not establish.

The longer follow up from Johns Hopkins offers a useful perspective on time. Gukasyan et al. (2022) followed 24 participants who completed psilocybin treatment for depression. At twelve months, 75% met the study's response criterion and 58% met remission criteria. These were outcomes from a small, supported clinical sample without an untreated comparison throughout the follow up. The findings support studying change over months; they do not establish which integration activity produced the improvement or promise the same outcome in another setting.

For the individual client, schedule review according to the needs in the plan and the service being provided. A person may feel encouraged initially and encounter difficulty when they resume work. Another may need time before they can put the experience into words. Allow the plan to develop across those changes. The client should know how to raise a new concern even if the original integration appointment has already taken place.

Reviewing progress and obstacles

Agree on follow up that gives the client opportunities to discuss what happened when they tried the plan. This may involve scheduled integration sessions, brief check ins, or a reflection practice they bring to the next meeting. The arrangement should be clear enough that both people know when progress will be reviewed and what support is available between contacts.

Ask about the attempt in detail. When did the client intend to act, what happened at that time, and what helped or interfered? A person who expects criticism may avoid describing difficulties. An interested, respectful response makes it easier to work with the actual obstacle. Review the plan and the client's decisions together, then agree on any changes that would make the next attempt more workable.

Review benefit and burden together. A daily practice may be happening regularly while leaving the client exhausted, preoccupied, or increasingly self critical. Ask what it is doing for them and what it costs. A shorter practice, a different activity, or a pause may be appropriate. The client should not have to maintain an exercise simply because it appeared in the original plan or because the facilitator has a personal preference for it.

Use a small amount of information consistently. A client working on connection might note whether they contacted the person they intended to contact and how the exchange felt afterward. Someone addressing sleep can bring concerns to a clinician and follow the monitoring agreed there. Coaching notes should stay within coaching purposes. If symptoms or functioning worsen, the next step may be clinical review, and completing more integration assignments should not become a condition for referral.

Collaboration and reducing support

The facilitator contributes structure, questions, and encouragement while the client carries out the plan. Avoid becoming the person who manages every decision or imposes each deadline. Criterion 32 addressed the risk of taking over, and the same concern applies during implementation. The client needs opportunities to test their own judgment and learn from the result.

Review the amount of support as the work progresses. When the client is managing consistently, discuss whether sessions can be spaced farther apart or responsibility for particular tasks can shift to them. Make the change gradually and explain how to seek help if circumstances become difficult. The timing should follow the person's needs and the agreed care plan. Continued support is appropriate when it serves a clear purpose; reducing it should never become an abrupt withdrawal of care.

Talk about the end of the work while support is still available. Review what the client now handles independently, what remains difficult, and who else can help. Discuss the difference between a planned check in and urgent help, including the service's actual availability. A written account of the agreed next steps can reduce confusion when appointments become less frequent. It should be short enough that the client can find the relevant information when they need it.

The integration models reviewed by Bathje et al. (2022) include practices that extend into relationships and everyday activity. In this workbook, continued integration may therefore involve familiar people and ordinary routines after formal sessions end. A client might keep a weekly walk with a friend, return to a creative activity, or continue therapy for a longstanding concern. There is no requirement for every useful change to remain tied to retelling the psychedelic experience.

Responding to setbacks

A missed practice, an unfinished step, or a return to an old behavior needs to be understood in context. Ask what occurred and whether there are immediate risks or unmet needs. The client may need a revised plan, additional support, or clinical care. Treat the event seriously without turning it into a judgment about their capacity to change.

Discuss setbacks before they happen so the client knows they can bring difficulties back to the work. When reviewing a lapse, identify what they learned and what they want to do next. Also acknowledge progress in specific terms: an action completed, a concern raised sooner, or a response handled differently. This gives the client a fuller account of the process than focusing only on what went wrong.

Review a setback in sequence. A client who abandoned an evening practice may describe getting home late, facing an unfinished household task, and feeling that the whole plan was already ruined. Ask which part they could realistically change. They may decide to resume the following day, reduce the practice, or ask for practical help. If the setback involves substance use or another potentially dangerous behavior, address the immediate risk and appropriate treatment needs before returning to the coaching plan.

Let the client revise the goal itself when their understanding changes. Someone who initially wanted to reconcile with a relative may decide that a respectful boundary is more appropriate. Explore the reasons and consequences, then amend the plan. Continuing toward the original goal for the sake of consistency would leave the facilitator directing a choice that belongs to the client.

Adjusting to the client's circumstances

Return to the cultural, gender, and lifestyle considerations in Criterion 30 when an action is difficult to sustain. A single parent may prefer a practice that includes their children. Someone with a demanding job may need a brief activity during a predictable break. Ask whether the practice fits the client's values, resources, and current responsibilities.

The plan can change as those circumstances change. Review which elements remain useful and which need revision, while keeping the client's goals in view. This ongoing adjustment allows implementation to develop from what is happening in the person's life, with support matched to the work they are ready to undertake.

The first period at home

Implementation begins with what the client will return to after the session. Confirm transport, the discharge arrangements required by the program, and any responsibilities for children, dependents, or work that may need covering. Ask whether the home offers somewhere to rest and whether the person they expect to see is someone they want involved. A general instruction to take it easy gives little help to a parent returning to an evening of sole caregiving. Make the practical arrangement before departure and revise it if the client’s condition or circumstances have changed.

Agree on the first follow up contact, who will initiate it, and what support is available before then. Give the client the actual service hours and a suitable route for urgent concerns. Check that the information is accessible when they need it; a long document on a phone may be difficult to use while distressed. Ask them to describe how they would reach help and what they would do if the usual contact did not answer. Criterion 34 develops coordination during this interval.

At review, ask how sleep, ordinary responsibilities, and the chosen practices have gone. If an exercise leaves the client unsettled for hours, revise or pause it while assessing the difficulty, using the approach in Criterion 27. If reduced sleep accompanies unusual urgency or impulsive decisions, follow the assessment guidance in Criterion 32. A missed practice can reveal that the assignment was uncomfortable or too demanding. Ask about that possibility before encouraging greater consistency. The next plan should reflect the person’s present capacity and the support actually available.

Clinical and Decision Tools

Tool 1. Planning and implementation

Planning identifies goals and possible actions. Implementation involves trying them, reviewing the result, and adapting the support over time.

Aspect

Planning (Criteria 19 through 22)

Implementation

Timing

Developing and revising goals and possible actions

Trying the plan amid daily responsibilities

Work involved

Clarifying priorities and organizing steps

Reviewing attempts, obstacles, and support needs

Possible difficulty

Goals or actions are unclear or poorly matched

Cues, resources, or support do not fit the circumstances

Facilitator's role

Help the client develop a workable plan

Support attempts and review the level of involvement over time

Tool 2. Closing the intention behavior gap

Help the client connect each action with a recognizable situation or cue. The examples apply implementation intentions as described by Gollwitzer and Sheeran (2006).

Vague intention

If then implementation intention

“I'll meditate more.”

“After my morning coffee, I will sit for five minutes.”

“I'll reconnect with my brother.”

“When I get home Friday, I will text him one memory.”

“I'll take better care of my body.”

“When I pack lunch, I will add one vegetable.”

“I'll journal about this.”

“Before bed on Sunday, I will write for ten minutes.”

Tool 3. Planning during the early integration period

Ask about readiness, motivation, and current needs before deciding when to begin. The research cited here does not establish a fixed human deadline for change.

Consideration

Application

Current motivation

Ask whether the client feels ready to begin a manageable action

Timing of first steps

Agree on a realistic starting point that allows for rest and other needs

Plasticity research

Explain that the preclinical findings do not establish a fixed deadline for human behavior change

Tool 4. Reviewing an attempt

Ask what happened when the client tried the plan and what helped or interfered.

Topic

Questions for review

An attempt

“What happened when you tried it? What helped or got in the way?”

A missed step

“Was the step manageable? Do we need to change the timing or support?”

The client's experience

“How do you feel about the plan now? What would you like to adjust?”

Tool 5. Implementation checklist

Review the chosen actions, follow up arrangements, and whether the level of support still fits the client's needs.

Check

Done?

Insights translated into actions chosen by the client

Yes / No

First steps sized to the client's circumstances

Yes / No

Actions connected with recognizable cues where useful

Yes / No

Readiness and current needs considered when choosing a start

Yes / No

Review arrangements encouraged discussion of obstacles

Yes / No

Setbacks examined and any immediate needs addressed

Yes / No

Progress acknowledged in specific terms

Yes / No

Level of facilitator support reviewed and adjusted with the client

Yes / No

Implementation adapted to the client's daily life

Yes / No

Worked Example: Carrying Out an Integration Plan

This fictional example follows first steps, practical cues, a setback, and a review of ongoing support.

Context: A client left a psilocybin experience with a strong conviction that they need to stop numbing with alcohol and reconnect with their estranged sister. An integration plan was drafted in the preceding criteria. This is the first implementation session, a week later.

First action: The client wants to reconnect with their sister and chooses a short message as a manageable way to begin. They discuss what the message would say and whether contact is appropriate in the circumstances.

Preparing for a cue: The client identifies arriving home from work as a time when they often drink. Within an appropriate care plan, they choose to make tea and contact an integration partner when that urge arises. Concerns about dependence or withdrawal require medical assessment; this practice does not replace that care.

Readiness: The client reports feeling motivated and ready to begin. They agree on a first step for the week and discuss whether there are reasons to slow down or seek additional support.

Follow up: They schedule a review for the next week to discuss what happened, how the steps felt, and what needs adjustment.

Reviewing difficulties: The client reports drinking twice and not contacting their sister. The facilitator asks about the circumstances and checks whether additional clinical support is needed. They also learn that sending the message felt too difficult, so the client chooses to draft it privately before deciding whether to send it.

Reviewing support: As the client becomes more consistent with the plan, they discuss spacing sessions farther apart. They agree on how progress will be reviewed and how the client can request help if their needs change.

Case Vignettes

For each vignette, identify the concern, consider the client’s needs, and describe how you would respond. Use the companion worksheet when available, or record your responses separately.

Vignette A

A facilitator and client develop a detailed integration plan but make no arrangements to review it. At home, the client struggles to fit the actions around ordinary responsibilities. A month later, they have made little progress and are unsure how to begin again.

Guided questions: What did treating planning as the whole job cost? What is the intention behavior gap, and what closes it? What structure was missing?

Vignette B

A facilitator takes charge of a client's implementation plan, setting deadlines, assigning tasks, and checking progress as though supervising an employee. The client follows the instructions for a while, then says they had little part in choosing the actions and stops carrying them out.

Guided questions: Which decisions did the facilitator take over? How could the client have participated in setting the timeline and actions? What support would help them manage the plan themselves?

Vignette C

A client has a setback, returning to an old pattern after several good weeks, and the facilitator responds with visible disappointment and a subtle implication that the client is not trying hard enough. The client, flooded with shame, stops attending sessions and abandons the integration entirely.

Guided questions: What information is needed about the setback? How did the facilitator's response affect the client? How could they discuss the next step and any additional care needed?

Vignette D

A facilitator, believing deeply in the closing plasticity window, pressures a client to make major life changes immediately, warning that the opportunity is slipping away by the day. The overwhelmed client makes a rushed decision they later regret, and comes to distrust the process.

Guided questions: What claim about timing was unsupported? What did the client need before making a major decision? How could the facilitator discuss readiness and motivation without creating pressure?

Vignette E

A facilitator supports a client's implementation well but never tapers, remaining the constant manager and motivator of the client's integration months later. The client's changes hold only as long as the facilitator is actively involved, and the client has become dependent on the facilitator to sustain what should have become their own.

Guided questions: How could the level of support have been reviewed? What would indicate readiness to reduce involvement? How could that change be made gradually while maintaining access to help?

Role Play and Practice Scripts

Practice in pairs, then switch roles. Choose a first action, connect it with a practical cue, review a difficulty, and discuss how support could change over time.

Translating an abstraction into a first step

The partner describes a broad intention. Ask, “What would be one thing you could do this week that would move you toward that?” Help them consider whether the step is realistic, then let them decide what they want to try.

Building an if then implementation intention

“When in your day would this be easiest to remember? Is there something you already do that could remind you?” Work together to state the cue and the action clearly, then discuss what might interrupt the arrangement.

Curious accountability after a missed step

The partner reports a missed step. Ask, “What happened when you planned to do it? Was there something we hadn't accounted for?” Give them room to describe the obstacle and consider whether the goal, timing, or support needs to change.

Normalizing a setback

The partner describes a setback and feels ashamed. Respond, “Let's look at what happened and what you need now.” Check for any immediate concern, then help them consider what they want to do next and how the plan could support it.

Naming the taper

“You've been managing these steps with less help. How would you feel about meeting less often and seeing how that works?” Discuss readiness, agree on a review point, and clarify how support can be increased if needed.

The first period at home

The client has agreed to daily meditation but reports that it increases distress, and they will be alone with caregiving responsibilities tonight. Practice revising the immediate plan, clarifying available support, and arranging the first follow up contact.

Self Assessment and Reflection

Knowledge check

Describe the work involved in making a plan and in carrying it out. What difficulties can arise in each?

Explain the intention behavior gap and how implementation intentions (if then plans) bridge it.

Explain how to translate an abstract insight into action and why the first step should be small.

Explain what the cited research says about motivation and plasticity, and what remains uncertain about timing in human integration.

Describe how to review progress in a way that encourages the client to discuss difficulties.

Explain how collaboration and a gradual review of facilitator involvement can support the client's capacity to manage the plan.

Describe how to respond to a lapse, including assessment of immediate needs and revision of the plan.

Explain how to decide whether support can be reduced and how to arrange that change.

Reflection

How do you sustain change in your own life? What kind of support has actually helped you follow through?

Are you more prone to under supporting implementation (planning then vanishing) or over supporting it (managing and never tapering)? How will you correct your tendency?

How do you respond, internally, when someone you are helping has a setback? Where might disappointment leak into your tone, and how will you hold it as information instead?

Summary

Implementation follows the plan into daily life and develops through attempts, feedback, and revision. The facilitator helps the client choose manageable actions, connect them with practical cues, and review the result. Implementation intentions have a general evidence base that can inform this work (Gollwitzer & Sheeran, 2006). Early motivation may provide an opportunity to begin, while preclinical plasticity findings do not establish a fixed deadline for human change (Ly et al., 2018).

Follow up should make room for difficulties as well as completed steps. Examine setbacks in context, respond to any risks, and adjust goals or supports as needed. The client remains involved in decisions throughout. As their capacity develops, review whether facilitator involvement can be reduced gradually. Cultural preferences, identity, and everyday responsibilities continue to shape what can be sustained.

References

Sources

Bathje, G. J., Majeski, E., & Kudowor, M. (2022). Psychedelic integration: An analysis of the concept and its practice. Frontiers in Psychology, 13, 824077. https://doi.org/10.3389/fpsyg.2022.824077

Gollwitzer, P. M., & Sheeran, P. (2006). Implementation intentions and goal achievement: A meta-analysis of effects and processes. Advances in Experimental Social Psychology, 38, 69–119. https://doi.org/10.1016/S0065-2601(06)38002-1

Gukasyan, N., Davis, A. K., Barrett, F. S., Cosimano, M. P., Sepeda, N. D., Johnson, M. W., & Griffiths, R. R. (2022). Efficacy and safety of psilocybin-assisted treatment for major depressive disorder: Prospective 12-month follow-up. Journal of Psychopharmacology, 36(2), 151–158. https://doi.org/10.1177/02698811211073759

Ly, C., Greb, A. C., Cameron, L. P., Wong, J. M., Barragan, E. V., Wilson, P. C., Burbach, K. F., Zarandi, S. S., Sood, A., Paddy, M. R., Duim, W. C., Dennis, M. Y., McAllister, A. K., Ori-McKenney, K. M., Gray, J. A., & Olson, D. E. (2018). Psychedelics promote structural and functional neural plasticity. Cell Reports, 23(11), 3170–3182. https://doi.org/10.1016/j.celrep.2018.05.022

Related workbook material

Integration planning: Criteria 19 through 22.

Implementation intentions in goal setting: Criterion 21.

Plasticity and its possible implications: Criteria 1 and 15.

Client decisions and facilitator involvement: Criterion 32.

Adapting practices to identity and daily life: Criterion 30.

Research and practice in integration: Criterion 22.

Evidence and application

The implementation intentions literature concerns behavior change across general settings. Ly et al. report preclinical plasticity findings. Applying those findings to a precise period for human integration remains an inference; they do not establish a deadline for completing an action.

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