For a printable full size version of this visualization click: Story Board.


The Story Board visualization show change over time for a single individual. It can answer the following questions.

  1. What are the current background needs, actionable needs, and strengths for an individual?
  2. What needs have changed over time?
  3. What strengths have changed over time?
  4. Have the strategies/interventions in place worked?
  5. What strategies/interventions should be put in place to address current needs and incorporate and/or develop current strengths?

Context of Use

This visualization generally appeals to an individual clinician. It is very youth/family friendly and can be used to celebrate success and plan for future action. There may be times where this can be a useful conversation starter for team meetings, clinical staffing, and/or supervision/coaching.

Decision Points
This visualization can be used after the initial assessment, but it is most effective once two or more assessments have been completed. It is best suited for reviewing change over time and planning for the future. It can be used to determine Intervention Appropriateness and assess Intervention Effectiveness. In addition, it could be used as a tool to determine when it is time for Linkages/Transition to different levels of care.

Utility and Unit
This visualization is Evaluative because it compares assessments to determine change over time. This visualization is applicable at the Individual level.

Measurement Type
This is Product measure since it is measuring the output of the treatment process.

Preparation of Data

This report requires at least an Initial CANS. Ideally, it would be used once at least one reassessment has been completed. It is intended to incorporate multiple assessments. This requires that Initial and Re-assessments are clearly identified in the data. If not, you can estimate the order by using Assessment Dates. In most reporting programs (Tableau, Power BI, etc.) it will be useful to structure the data in “long” format. The minimum requirements for data structure are as follows:

Example Data Table

Column Definitions

This report requires sorting for two of the three main sections. The Background Needs section does not require sorting. The Actionable Needs to Target section should be sorted by the Most Recent assessment ratings in descending order. This brings the most recent 3’s and 2’s to the top of the list. The Useful Strengths and Strength to Target should be sorted by the Most Recent assessment ratings in ascending order. This will bring the youth’s centerpiece and useful strengths to the top. The sorting order in this report was examined by a focus group of clinicians who felt that ordering the sections (Background Needs, Actionable Needs to Target, Useful Strengths and Strengths to Target) and sorting as described above was consistent with how they orient to a case from a practice perspective.

Formatting Considerations

This report using color conditional formatting (see appendix for mock up). Items rated as a 3 or 2 are colored in shades of yellow (3 dark yellow and 2 a lighter yellow). Items rated a 0 or 1 are colored in shades of green (0 dark green and 1 lighter green). The initial design used red and orange for 3’s and 2’s but the focus group of clinicians felt it too “negative.” If color printing is not available, it may be required to color the columns using shades of gray.

Take Action

This visualization is very youth/family friendly and can be used to celebrate success and solicit ideas for future planning. It can is useful for reviewing previous strategies and evaluating their effectiveness. In addition, it is useful for future planning. Finally, as progress is made this visualization can also help determine when it is time for stepping down into a lower level of care or it can be useful in illustrating destabilization that may require a higher, more intense, level of care.

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