12-session Therapist Training Materials


12-Session Therapist Training Materials and Assignments

Assignment for Week 1:

1. Review intake documents. Note – Click link to download and save as:

a.  Intake – Personal History
b.  Coaching Personal History Questionnaire
c.  Credit Card, Debt, and Income Data
e.  Faber and O’Guinn Compulsive Buying Scale
f.   Richmond Compulsive Buying Scale
g. Yale-Brown Obsessive-Compulsive Scale
h. Valence-Scale-with-scoring-11-item
i.  2-week-purchasing-recall
j.  Your Ideals
k. Compulsive Buying Instruments Compared

2. Read the introduction and Chapter 1 of To Buy or Not to Buy: Why We Overshop and How to Stop and look at the exercises in the large journal on pages 2-12.

3. Anita’s intake material:

a.   PHQa.h.
b.  Credit Card Debt and Income Data-2
c.  Your Ideals-6
d.  Richmond Compulsive Buying Scale no scoring-9
e.  Valence 13 itemA.H.-1
f.   2 week purchasing recall-5


Replay for Week 1:

Assignment for Week 2:

1. Read Chapter 2 and look at the exercises that pertain to Chapter 2 in the large journal, which are on pages 13-21.

2. Download and read Chapter 2 materials for Anita and Barbara.

a. Why Do You Overshophowbgn
b. Shopping Triggers-1
c. How do I Want to be Remembered
d. Matrix and Observances-2

a. Barbara Overview
b. Barbara LJ 2-12

3. Additional Intake materials

a. Coaching Personal History Questionnaire
b. Valence Scale with scoring 11 item
c. Ridgway formatted by Nancy with scoring and ref


Replay for Week 2:

Assignment for Week 3:

1. As promised, the McElroy diagnostic criteria are attached below.

a. McElroy Diagnostic Criteria

2. Please read Chapter 3, “Your Shopping Self-Portrait” in the text and take a look at the associated exercises, which are in the large journal pages 22-30. One of the exercises is a visualization, which clients access by going to the URL that’s on page 79 of the text. The text of the visualization is in the book, but I encourage clients/patients to listen to me guiding them.

By the way, some of these were converted into PDFs before we talked about my putting the name of the client on the top. I’ve indicated below whose material each attachment is and from now on, I’ll type it in before I convert them to PDFs.

3. Download and read Chapter 3 materials for Anita and Barbara, along with two purchasing plans and motivational interviews

a. Motivational Interview
b. PP Office Depot 2 18 11
c. PP Target 2 19 11-1
d. Motivational Interview 02 22 2011-1
e. Urgestrikes
f.  Shopping Patterns Checklist-2
g. Shopping Visualization Follow
h. You and Your Stuff.doc

4. We reviewed Barbara’s Chapter 1 materials in class, with the exception of page 12, How it All Began, Where it Led Me, and How I See it Now. Her Chapter 2 and 3 materials are on pages 13-30 of her large journal, which is attached here.It may take a while to upload Barbara’s journal pages, because it’s a big file!

a. Barbara Journal pages 12-31


Replay for Week 3:

Assignment for Week 4:

1. Read Chapter 4 in the text

Chapter 4 introduces you to the Savings Scripts, Credit Card, and Daily and Weekly Weigh-In exercises. The Savings Script exercise is in the large journal, the credit card exercise is one they do using the computer, and the Daily and Weekly Weigh-Ins are done in the mini journal. In class on Friday, we’ll use the bankrate calculator, using the data from someone in my current group.

2.  Download Chapter 4 material for Anita and Barbara.

Anita: Because Anita does not have credit card debt, she didn’t do that exercise.
a.  Anita Savings Script
b.  Daily Weigh-In 03 01 11 – 03 16 11
c.  Daily Weigh 03 17 11 – 03 21 11

a.  BarbaraLJ 31-72-1, p. 31 of Large Journal
b.  Barbara MJ-2-1: For this week, you only need to look at pages 30-39

3.  Additional resources as pertains to last week’s class

a.  Debt Settlement-1
b.  The Pros and Cons of Debt Management
c.  The names I mentioned in class of financial gurus who answer questions to their website are:

Jean Chatzky
Gerri Detweiler
Lynette Khalfani Cox

Replay for Week 4:

Assignment for Week 5:

1. Read Chapter 5, pages 112-130 in the text.

Chapter 5 begins the process of helping the overshopper understand what he or she is really shopping for, i.e. what are the underlying authentic needs that are fueling the overshopping impulses. Because this is a content rich chapter that provokes a good deal of soul searching, I break it up into two weeks, which is also what we’ll do in the class.  Next next week, you’ll finish the rest of the chapter and we’ll review the rest of the exercises.

2. Download the first part of Chapter 5 material for Anita and Barbara

a. Acts of Self Kindness
b. Acts of Self Care
c. Needs 03 21 11
d. Tailor-Made Alternatives

a. Barbara’s Acts of Self Kindness, Acts of Self-Care and Tailormade Alternatives can be found on page 41-43 of her mini journal, which you’ve already downloaded.
b. Barbara’s Needs Material can be found on pages 33-42 of her large journal, which you’ve also already downloaded.

3. Here is the quote about wants and needs from Barbara Kingsolver’s “High Tide in Tucson.”

“Want  is a thing that unfurls unbidden like fungus, opening large upon itself, stopless, filling the sky.  But needs, from one day to the next, are few enough to fit in a bucket, with room enough left to rattle like brittlebush in a dry wind.”

4. You asked for a link to an initial group session. I’ve sent you the file through yousendit.com from beckydegrossa, who is my marketing consultant, just in case you didn’t recognize it.

Replay for Week 5:

Assignment for Week 6:

1. Read Chapter 5, pages 130-138 in the text.

In this part of Chapter 5, the client/patient takes the Values in Action Signature Strengths survey, after eyeballing the signature strengths and doing a self-assessment. It’s often really interesting to see how close the self-assessment and the computer printout are. The written assignment here is for the client to think through and write about how he/she is going to use each signature strength in the service of stopping overshopping.

Next, the client begins (if they haven’t already done so) a list of Metta tags, basically affirmations, i.e. statements he/she would like to be true that aren’t yet true.  Studies have shown that working with affirmations can have a significantly positive effect on whether these statements actually become true.

Finally, the client is introduced to the Instead of Shopping page in the mini journal.  This is the next part of the Urge Strikes, Heart vs. Head, Instead of Shopping sequence, which I ask them to fill out at least three times during the course of the program.

2. Download the second part of Chapter 5 material for Anita and Barbara

a. Daily Weigh 04 05 11
b. Motivational Self 03 28 2011-1
c. Signature Strengths-1
d. Anita’s Metta Tags So Far
e. Urge Strikes, Head vs Heart, Instead of Shopping

a. Barbara’s Daily and Weekly Weigh-Ins for the two weeks of Chapter 5 period are on pages 32, 32a-i, 33, 33a-i of her mini journal, which you’ve already downloaded.
b. Barbara’s Signature Strengths are on pages 43-44of her large journal, which you’ve also already downloaded.
c. Barbara’s metta tags are on page  44 of her mini journal. She did not do any “Instead of Shopping” pages.

Replay for Week 6:

Assignment for Week 7:


1. Read Chapters 6 and 7, pages 139-175 in the text.

Chapter 6 is about resisting the pull of the six major shopping magnets and the pull of various sources of social pressure. Chapter 7 introduces the idea of shopping with a plan and reviewing that plan after shopping. Formalizing the “mindful pause” is also covered here, as is a particularly important part of the process, decluttering and/or letting go by returning, reselling, and recycling. Finally, the idea of reinforcing progress by rewarding it is discussed in Chapter 7.

2. Download the Chapter 6 and 7 material for Anita and Barbara

a. Daily and Weekly Weigh In 04 05 11
b. Motivational Self Interview 04 05 11
c. Danger Zones
d. Identifying, Avoiding, Deflecting Social Pressure
e. Daily and Weekly Weigh In 04 12 11
f.  Motivational Self Interview 04 12 11
g. Challenging Your Distorted Thinking


a. Daily and Weekly Weigh-Ins for the two weeks of Chapter 6 and 7 period are on pages 34, 34a-i, 35, 35a-i of her mini journal, which you’ve already downloaded.
b.Danger Zones are on page  45 of her large journal and an abbreviated list of them is also on p. 55 of her mini journal.
c. Identifying, Avoiding, Deflecting Social Pressure is on page 46 of her large journal.
d.Barbara didn’t do Plan the Purchase or Review the Purchase pages. This was assigned just when she and her husband separated and this is one of the things that fell through the cracks.

Replay for Week 7:

Assignment for Week 8:


1. Read Chapter 8, pages 176-193

Chapter 8 is about enlisting the body and the heart in the service of stopping overshopping and there are three exercises associated with this chapter.  First, there’s an audiofile of me taking the person through a body scan, after which they do an exercise in the large journal related to what came up from them during the scan.  The second exercise is designed to help someone develop fluency in the nuances of feelings, the idea being that the more specifically one can identify the shade of a feeling, the easier it will become to identify and understand. There’s a much more comprehensive list of emotional shades than I had room to include in the book, so I’ve provided it here, for you to download, if you like.

a. Fuller List of Emotional Shades

The final exercise of Chapter 8 is the dialogue exercise, which is an opportunity for someone to understand the symbolic meaning of an object or an entity, whether it’s money, a credit card, a 48 inch plasma TV, or their business, and the way that the important influences in their lives view that relationship. I’ve found this is one of the most meaningful and interesting exercises in the program.

2. Download the Chapter 8 material for Anita and Barbara

a. Body Scan Responses
b. Emotional Shades
c. Dialogue (will add when I get it from Anita)

a. Barbara didn’t do the Body Scan
b. Dialogue with blazers, pages 53-54 in her large journal, which you’ve already downloaded
c. Daily and Weekly Weigh-In pages. 36-36g in mini journal

3. Download

a. Emotional Shades Marie
b. Gail – Frosty – Sno-cone Dialogue

Replay for Week 8:

Assignment for Week 9:


1. Read Chapter 9: Recruiting the Mind and the Soul
This chapter is a crash mini course in cognitive behavior therapy; the overshopper learns to identify and restructure an automatic or dysfunctional thought, work that’s done in the large journal. Then the client completes the Spiritual Needs and Hungers Questionnaire in the text, and formulates a Spiritual Action Plan in the large journal, listens to an audofile of me taking them through a short sitting meditation, and answers follow-up questions in the large journal.  Finally, the client begins to count his or her blessings, first in the large journal and then in a shorter version, they’re copied into the small journal.  I think I must have wanted them to do it twice, because it’s so important to count your blessings!

2. Client material, as per below:

a. Dialog with My Business
b. Emotional Shades
c. Motivational Self 4 31 11


a. Read pages 50-55 in her large journal, which has the written exercises from Chapter 9.
b. Read pages 36-36i in her mini journal.  This week, she didn’t complete the Weekly Weigh-In summary page, so we’ll eyeball the data to see how she did.


I’ll also have Gail’s dialogue with her ideal mother, father, and brothers to share with you.  Quite different from her first.

Replay for Week 9:

Assignment for Week 10:

1. Please read Chapters 1 and 2 from “Serious Shopping: Essays in Consumerism and Psychotherapy”

Serious Shopping Ch. 1 & 2

2. Please review Anita’s material from Chapter 9, which are all in one docuent

a. Material for Chapter 9
b. Motivational Self Interview May 10

3. Listen to shopping visualization, body scan, and sitting meditation and do the written exercises, which are all in the large journal.  It’s a good way of getting a feel for what your client will do.  All can be found at stoppingovershopping.com/audiofiles

Replay for Week 10:

Assignment for Week 11:

1. Please read Chapter 10 of the text, which will introduce you to lapse and relapse triggers, the mental rehearsal, the dress rehearsal, and the lapse and relapse prevention plan.

2. Because Anita hasn’t done this chapter yet and Barbara didn’t do it at all, we’re going to use Nadine’s mental and dress rehearsal.

a. Nadine’s Mental Rehearsal
b. Nadine’s Dress Rehearsal

3. Gail

a. Lapse and Relapse Prevention Plan


Replay for Week 11:

Assignment for Week 12:


1. Please read the conclusion of the text, pages 242-248

2. Please read the Paula Riddy chapter

Addictive Shopping as a Form of Family Communication

3. In class we’ll discuss these readings, do the Shopping Visualization, share some distilling the program to its essence pieces, and talk about the mechanics of getting started with an overshopping client and tie up any remaining loose ends.

Replay for Week 12:

By Carrie Rattle

Carrie Rattle is a Principal at BehavioralCents.com, a website for women focused on mind and money behaviors. She has worked in the financial services industry for 20+ years and hopes to inspire women to better prepare themselves for financial independence. Read More