School Counselor Documentation and Planning

Rated 4.94 out of 5, based on 51 reviews
51 Ratings
Bricks and Border
Grade Levels
Not Grade Specific
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What educators are saying

So many great and well thought out forms are included - going to prep a binder so I have them all within easy reach.
Love these! I'm the school social worker and have made most of them work for me. I do wish they were editable to change counselor to social worker, or at least have an alternate option though.
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  1. Distance or Remote learning is a new reality! Get Organized. STAY ORGANIZED! This School Counselor Organization bundle is a combination of my most frequently used documents - School Counselor Planner and Student Data Planning & Documentation set a.k.a. my sanity savers!What is Included?✔ Counsel
    Price $14.00Original Price $16.00Save $2.00


How do you plan to keep track of all of the school counseling moving parts? Improve your lesson planning, session documentation, student data tracking, and office organization with these 20 MUST HAVE School Counselor Documentation Forms. This perfect starter pack includes everything counselors need to get your ready for back to school AND TO STAY ORGANIZED this school year. All of these forms were designed by a school counselor for school counselors! There is the printable version (PDF) and editable version that can be opened in Power Point. Once opened, you can add your own text boxes and type. These all will serve as supplemental pages to be added to the PLANNER coming out SOON!

Includes the following 20 must have printables in both a .PDF and a Powerpoint:

  • School Counselor 'out of class pass' - send them to and from in style
  • Self-Referral Form for students to use or drop off in a mailbox outside of your office!
  • Teacher/Student Referral Form - teachers can pop these in your mailbox
  • Observations Notes Template - take notes to go along with student files
  • Meeting Notes (details)
  • Meeting Notes (simple)
  • Lesson Plan Format (ASCA aligned)
  • Small Group Planning page (track students, lessons, attendance)
  • Phone Call / Communication Log
  • A Note for The Counselor (detailed message form!)
  • A Note for The Counselor - blank space for adding list of counselors!
  • School Counselor Meeting Request Form
  • Student Information (Intake Form)
  • Progress Notes (cozy)
  • Progress Notes (spacious)
  • Student Check In Tracker
  • Daily Planner Printable
  • Daily Planner To Do List
  • Sticky Notes List Page
  • Weekly Planner Printable
  • Weekly To Do List
  • Monthly Planner Printable

If you have any questions, please don't hesitate to ask!

Cheers to you & yours,

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