Thank you for taking a peek at my School Counselor Planner,
As you know, staying organized is a vital part of the work we do. We have a few precious moments to plan our day and staying organized makes those moments count. Missing deadlines, being late to class lessons, losing important documents or forgetting details about a student is not professional. We all make mistakes or have bad days, but we need to make a concerted effort to stay organized and keep solid records.
I hope you will find the School Counselor Planner helps you to stay organized, as it has for me. This is the first planner I’ve stuck with and I’m looking forward to using this updated version. I highly recommend using a discbound notebook. I’ve tried using spiral notebooks, but they are not versatile enough. I’ve tried binders and they are too cumbersome. The discbound notebook is the best of both worlds. I can fold it in half like a spiral notebook and papers can be put in or taken out like a binder. I’ve included images in the Appendix.
School Counselor Planner Details:
* All documents are in black and white ink for easy and inexpensive printing. I’ve provided colorful cover and divider options as well.
* The weekly and monthly calendars are only Monday – Friday. I like to keep things simple and uncluttered.
* Every document has a border that welcomes your creative doodles.
* The School Counselor Planner includes 39 original pages. I’ve included at least 2 copies of each page. This way you can easily print double sided if you choose. See Double Sided Printing instructions in the Appendix.
* I make enough copies of each page for the whole year, but only put a few in my discbinder. When my discbinder gets too full I pull out pages I don’t need and store them in a 3 ring binder for future reference.
* I’ve included examples of how I use the School Counselor Planner in the Appendix.
Table of Contents
Page 4: Introduction Read first
Page 5: Printing Directions
Pages 6-11: Cover Page
I’ve included 5 full color cover pages and a black and white cover page. Choose your favorite.
Page 12: Contact Info
This page is to ensure speedy return if your planner gets misplaced.
Pages 13-14: Year Plan
Record monthly themes or events and a general schedule of class and group lessons for the year.
Pages 15-38: Month Calendars
I’ve included some of the National Educational and Health Awareness Dates on each month spread. There is a set of Sunday–Saturday calendars and a set of Monday-Friday if you’re looking to maximize space.
Pages 39-40: Weekly Calendar
This one page weekly calendar is the single most important tool I use. It is laid out in 30 min increments to give it an uncluttered look. Simply write in the time if it doesn’t fall on the hour or half hour. I draw arrows going down to indicate length of time and across if it’s a recurring event. My day starts at 8 am. If your day starts at 7 am, there is a template in the Appendix.
Pages 41-43: Action Steps
This is your to do list. I prefer the label Action Steps, because it sounds more like a game plan than a laundry list. Record completed actions and/or actions yet to be done. Find instructions to the Action Steps Key in the index.
Pages 44-45: Today
For quick reference and hands free access to your daily schedule and action steps, fold this page up and carry it in your lanyard or your pocket.
Pages 46-51: School Counselor Logs
I’ve included 5 full color dividers and one black and white.
Pages 52-53: Student Log
I use this page to record when I see students. I indicate how they were referred to me and take notes on the session. Next Steps let’s me know if there is anything I need to do after the session. I list these on my Action Steps page.
Pages 54-55: Mediation Log
Record the date of mediation, the 2 students involved (A and B) and take notes on the cause and outcome.
Pages 56-57: Class Lesson Log
This page helps me keep track of class lessons. I fill this out as I complete lessons, but you can also use it as a way to plan lessons.
Pages 58-59: Group Log
I included space for up to 8 students and 8 group sessions. Record the group name, day and time, and attendance. This is meant to be a quick reference.
Pages 60-61: Attendance Log
Keep track of attendance concerns: parent contact, interventions, reasons for absences, and monthly absences.
Pages 62-63: 504 Log
For those counselors who are 504 case managers, use this page to record meetings and next steps.
Pages 64-65: Special Education (Sp.Ed.) Log
Not every counselor is involved with Special Education meetings, but for those who are this page will help keep you on track. Record meeting dates and next steps.
Pages 66-67: Homeless Log
Keep track of students who are experiencing homelessness and services that have been provided.
Pages 68-69: Check in Check Out (C.I.C.O.) Log
Record the students who are on Check-In Check-Out, when they started and what their goals are.
Pages 70-73: Contact Log
Record phone calls, e-mails, meetings, or home visits. Choose the landscape version with more note space or the portrait version to record more contacts on one page.
Pages 74-75: Professional Goals
Keep your professional goals fresh on your mind by having a copy of them in your planner.
Pages 76-77: Professional Development
Record trainings, conferences, webinars, and district professional development.
Pages 78-79: Passwords
So many passwords and usernames! Keep track of them here.
Pages 80-81: Phone Numbers
Record your most accessed phone numbers.
Pages 82-83: Notes
Record staff meeting notes, training info, or anything you’d like to save for future reference. Put a star in the left hand column if an action item is recorded. This will remind you to add it to your Action Steps.
Pages 84-112: Appendix
I’ve included an abbreviation index, an Action Steps key description, a weekly calendar with blank times, section labels, double sided printing instructions and samples pages.