Guidance Counselor Templates

Guidance Counselor Templates

There is a huge number of templates that someone in the Guidance 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 Guidance 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. Student Progress Report
2. Individual Education Plan (IEP)
3. College Application Checklist
4. Career Exploration Worksheet
5. Parent-Teacher Conference Schedule
6. Academic Intervention Plan
7. Student Referral Form
8. Group Counseling Session Plan
9. Classroom Observation Checklist
10. Monthly Guidance Counselor Newsletter

Reports

Reports are often prepared by a Guidance 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. Student Attendance Report
2. Academic Performance Report
3. College Application Report
4. Behavioral Incident Report
5. Individual Education Plan (IEP) Progress Report
6. Career Exploration Report
7. Bullying and Harassment Report
8. Graduation Rate Report
9. Parent-Teacher Conference Report
10. School Counseling 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 Guidance Counselor does and how they do it.

1. Student Intake and Assessment SOP
2. Individual Counseling SOP
3. Group Counseling SOP
4. Career Counseling SOP
5. College Application SOP
6. Academic Planning SOP
7. Crisis Intervention SOP
8. Referral Process SOP
9. Parent Consultation SOP
10. Documentation and Record-Keeping SOP

Presentations

Guidance 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 Student Progress Report
2. College and Career Readiness Workshop
3. Parent-Teacher Conference
4. Social-Emotional Learning Seminar
5. Academic Achievement Awards Ceremony

Legal Docs

There are several key times when a Guidance 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. Student Consent Form
2. Individualized Education Program (IEP)
3. Release of Information Form
4. Behavior Intervention Plan (BIP)
5. Student Records Request Form

Health & Safety Templates

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

1. Incident Report Template
2. Emergency Evacuation Plan Template
3. First Aid Kit Inspection Checklist Template
4. Safety Training Attendance Record Template
5. Hazard Identification and Risk Assessment Template

Calendars

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

1. Academic Calendar
2. Counseling Schedule Calendar
3. College Application Deadlines Calendar
4. Testing and Assessment Calendar
5. Professional Development Calendar

Invoice Templates

Several types of Guidance 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. Student Assessment Invoice
3. College Application Support Invoice
4. Career Counseling Invoice
5. Workshop and Seminar Invoice

Survey Templates

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

1. Student Satisfaction Survey
2. Career Interest Survey
3. Academic Support Survey
4. College Readiness Survey
5. Mental Health and Well-being Survey

Meeting Agendas

Having premade Guidance 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. Student Progress Review Meeting Template
2. Parent-Teacher Conference Meeting Template
3. College and Career Planning Meeting Template
4. Individualized Education Plan (IEP) Meeting Template
5. School-wide Behavior Intervention Meeting Template

Budget Templates

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

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Student Program Budget Template
4. Professional Development Budget Template
5. School Supplies and Resources Budget Template

Dashboards

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

1. Student Attendance Dashboard
2. Academic Performance Dashboard
3. College and Career Readiness Dashboard
4. Behavioral Intervention Dashboard
5. School Climate and Culture Dashboard

Proposal Templates

For bidding or requesting work, a Guidance 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. College Fair Proposal
2. Career Exploration Workshop Proposal
3. Mental Health Awareness Campaign Proposal
4. Peer Mediation Program Proposal
5. Parent-Teacher Conference 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 Guidance 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.