> ## Documentation Index > Fetch the complete documentation index at: https://docs.getrivet.ca/llms.txt > Use this file to discover all available pages before exploring further. # Formulation presets — 2 worksheets > 5 Ps formulation and cross-section formulation. Case-conceptualization grids you can build with the client. Two case-conceptualization grids that organize what you know about a client into a structure you can both look at together. Useful in intake, in re-formulation moments, and in supervision. ## 5 Ps formulation Five stacked rows, each one a row of clinical inquiry: * **Presenting** — what brought them in * **Predisposing** — vulnerabilities and early experiences * **Precipitating** — what triggered the current episode * **Perpetuating** — what's keeping it going * **Protective** — strengths, supports, resilience Color-coded so the rows separate visually — Presenting in indigo, Predisposing in blue, Precipitating in amber, Perpetuating in red, Protective in green. **Use it for:** intake-stage case formulation, especially when you're trying to give the client a coherent narrative of how they got here. The 5 Ps grid is the standard most clinical psychology training maps to; clients often respond well to seeing their experience laid out as a structure rather than as a list of problems. The Protective row in green at the bottom is deliberate — ending on strengths reframes the formulation from a problem list to a working hypothesis. **Drop it during intake or any re-formulation moment** — when a new event has changed the picture, or when the original formulation isn't explaining what's happening anymore. ## Cross-section formulation A cognitive case-formulation in cross-section: a central **Situation** across the top, with a downward arrow into a 2×2 grid of: * **Thoughts** (blue) * **Feelings** (red) * **Body** (amber) * **Behaviors** (green) This is the same Beck cognitive-formulation shape used in standard CBT training, but laid out as a snapshot of a specific situation rather than a generic model. **Use it for:** a specific incident the client is bringing in — they describe a panic attack, an argument, a moment of overwhelm — and you work through the four domains to map what was happening at every level during that moment. **Differs from the hot cross bun** ([CBT presets](/whiteboard/presets-cbt)) in that the hot cross bun emphasizes bidirectional influence between nodes; the cross-section emphasizes that the situation produces all four responses simultaneously. The hot cross bun is for ongoing maintenance cycles; the cross-section is for a specific incident. ## Related articles All 29 worksheets. Hot cross bun and cognitive triangle. Polyvagal ladder and window of tolerance.