Grief Counselor Templates

Grief Counselor Templates

There is a huge number of templates that someone in the Grief Counselor role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Grief Counselor. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Client Progress Report
2. Grief Assessment Form
3. Treatment Plan Template
4. Session Notes Template
5. Group Therapy Schedule
6. Bereavement Support Group Attendance Sheet
7. Continuing Education Log
8. Monthly Expense Report
9. Marketing Plan Template
10. Professional Development Goals Worksheet

Reports

Reports are often prepared by a Grief Counselor to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Client Progress Report
2. Case Load Summary Report
3. Therapy Session Attendance Report
4. Referral Source Analysis Report
5. Grief Support Group Attendance Report
6. Client Satisfaction Survey Report
7. Financial Performance Report
8. Staff Productivity Report
9. Training Needs Assessment Report
10. Program Evaluation Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Grief Counselor does and how they do it.

1. Initial Assessment SOP
2. Individual Counseling SOP
3. Group Counseling SOP
4. Crisis Intervention SOP
5. Bereavement Support Group SOP
6. Documentation and Record-Keeping SOP
7. Referral and Resource Coordination SOP
8. Psychoeducation and Coping Skills Training SOP
9. Grief Support Plan Development SOP
10. Discharge and Follow-up SOP

Presentations

Grief Counselor presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Progress Report Template
2. Group Therapy Session Template
3. Individual Counseling Session Template
4. Workshop Presentation Template
5. Bereavement Support Group Template

Legal Docs

There are several key times when a Grief Counselor needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Informed Consent Form
2. Client Intake Form
3. Release of Information Form
4. Treatment Plan Template
5. Progress Note Template

Health & Safety Templates

Health & Safety templates for a Grief Counselor ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Health and Safety Training Attendance Record Template

Calendars

Setting up Grief Counselor calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Appointment Calendar
2. Group Therapy Schedule
3. Bereavement Support Group Calendar
4. Personal Time Off Tracker
5. Continuing Education Calendar

Invoice Templates

Several types of Grief Counselor invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Counseling Services Invoice
2. Group Therapy Session Invoice
3. Individual Therapy Session Invoice
4. Workshop or Seminar Invoice
5. Consultation or Assessment Invoice

Survey Templates

For a Grief Counselor to get insights related to the work they do, they need to send out Grief Counselor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Monthly Client Satisfaction Survey
2. Bereavement Support Group Evaluation Survey
3. Grief Counseling Program Feedback Survey
4. Therapist Effectiveness Assessment Survey
5. Coping Strategies and Resources Survey

Meeting Agendas

Having premade Grief Counselor meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Initial Assessment Meeting
2. Individual Counseling Session
3. Group Therapy Session
4. Family Counseling Meeting
5. Bereavement Support Group Meeting

Budget Templates

To manage finances well, a Grief Counselor would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Client Billing and Payment Log
3. Office Supplies and Equipment Budget
4. Continuing Education and Professional Development Budget
5. Marketing and Advertising Expenses Tracker

Dashboards

Dashboards are a useful way for a Grief Counselor to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Client Progress Dashboard
2. Appointment Schedule Dashboard
3. Referral Tracking Dashboard
4. Financial Performance Dashboard
5. Therapist Availability Dashboard

Proposal Templates

For bidding or requesting work, a Grief Counselor needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Individual Grief Counseling Proposal
2. Group Grief Counseling Proposal
3. Grief Support Workshop Proposal
4. Bereavement Education Program Proposal
5. Community Outreach and Awareness Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Grief Counselor templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.