Description
Finding time to catch up on notes is almost impossible when you're juggling high caseloads, back to back IEP meetings, and non-stop crises.
These IEP Data Collection Sheets & Individual Counseling Forms are designed to help you stay organized, streamline documentation, and monitor student progress with IEP goals and objectives tracking—so that you never have to spend another weekend drowning in documentation.
What’s Included:
INTAKE SESSION PLANNING
- The School Social Worker’s Intake Guide: This guide helps school social workers conduct effective intake sessions by providing step-by-step instructions for before, during, and after the session.
- Trauma-Informed Individual Counseling Intake Form – Gather essential student history with sensitivity, helping you build trust and provide effective support.
- CHARM Individual Session Planner (Check-in, Highlight Focus, Activity, Reflect, Mindfulness Closing) – A structured framework to help you plan goal-oriented, student-centered sessions with confidence.
DOCUMENTATION TOOLS
- SOAP Note Template – A structured, easy-to-use format to document sessions clearly and efficiently.
- School Social Work Session Note Template – A versatile template that allows you to quickly document student sessions, including individual, group, and crisis notes, with an easy checkbox format to select the type of note you’re writing.
ORGANIZATION TOOLS
- Individual Counseling Progress Tracker – Monitor student growth over time and track intervention effectiveness.
- Counseling Sessions Log – Keep a quick-reference record of all student sessions for better organization and continuity of care.
COUNSELING TERMINATION SESSION
- Ending with Care: A Trauma-Informed Guide to Termination Sessions- This guide provides a trauma-informed approach to conducting end-of-year termination sessions. It focuses on creating a safe, supportive space for students to reflect on their progress, celebrate their strengths, and process the emotions associated with saying goodbye.
- CLOSE End-of-Year Session Planner (Celebrate, Look Back, Organize Resources, Set Goals, End) – Wrap up the school year intentionally with a structured plan to reflect on progress, reinforce skills, and support transitions.
- Student Support Plan-This planning sheet helps students identify people and places that make them feel safe. Completing this form reminds students that even though counseling services are ending for the school year, they still have people in their lives they can turn to for support.
With these tools, you can document with confidence, plan with clarity, and provide trauma-informed support that truly meets students’ needs.
BONUS- As a BONUS, I've include a Feelings Poster and Feelings Check-In to use during counseling sessions.
★★★ Check out the preview file to see everything that's included! ★★★
Highlights
Description
Finding time to catch up on notes is almost impossible when you're juggling high caseloads, back to back IEP meetings, and non-stop crises.
These IEP Data Collection Sheets & Individual Counseling Forms are designed to help you stay organized, streamline documentation, and monitor student progress with IEP goals and objectives tracking—so that you never have to spend another weekend drowning in documentation.
What’s Included:
INTAKE SESSION PLANNING
- The School Social Worker’s Intake Guide: This guide helps school social workers conduct effective intake sessions by providing step-by-step instructions for before, during, and after the session.
- Trauma-Informed Individual Counseling Intake Form – Gather essential student history with sensitivity, helping you build trust and provide effective support.
- CHARM Individual Session Planner (Check-in, Highlight Focus, Activity, Reflect, Mindfulness Closing) – A structured framework to help you plan goal-oriented, student-centered sessions with confidence.
DOCUMENTATION TOOLS
- SOAP Note Template – A structured, easy-to-use format to document sessions clearly and efficiently.
- School Social Work Session Note Template – A versatile template that allows you to quickly document student sessions, including individual, group, and crisis notes, with an easy checkbox format to select the type of note you’re writing.
ORGANIZATION TOOLS
- Individual Counseling Progress Tracker – Monitor student growth over time and track intervention effectiveness.
- Counseling Sessions Log – Keep a quick-reference record of all student sessions for better organization and continuity of care.
COUNSELING TERMINATION SESSION
- Ending with Care: A Trauma-Informed Guide to Termination Sessions- This guide provides a trauma-informed approach to conducting end-of-year termination sessions. It focuses on creating a safe, supportive space for students to reflect on their progress, celebrate their strengths, and process the emotions associated with saying goodbye.
- CLOSE End-of-Year Session Planner (Celebrate, Look Back, Organize Resources, Set Goals, End) – Wrap up the school year intentionally with a structured plan to reflect on progress, reinforce skills, and support transitions.
- Student Support Plan-This planning sheet helps students identify people and places that make them feel safe. Completing this form reminds students that even though counseling services are ending for the school year, they still have people in their lives they can turn to for support.
With these tools, you can document with confidence, plan with clarity, and provide trauma-informed support that truly meets students’ needs.
BONUS- As a BONUS, I've include a Feelings Poster and Feelings Check-In to use during counseling sessions.
★★★ Check out the preview file to see everything that's included! ★★★
