School Counsellor Templates

Looking for School Counsellor Templates to download? See the main templates that a School Counsellor would use in their day-to-day work.

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School Counsellor Templates

There is a huge number of templates that someone in the School Counsellor 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 School Counsellor. 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. Parent-Teacher Conference Schedule
4. Career Exploration Worksheet
5. Group Counseling Session Plan
6. Behavior Intervention Plan
7. College Application Checklist
8. Academic Support Referral Form
9. Crisis Intervention Plan
10. Monthly Counseling Newsletter


Reports are often prepared by a School Counsellor 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. Behavioral Incident Report
4. College and Career Readiness Report
5. Individual Education Plan (IEP) Progress Report
6. Bullying and Harassment Report
7. School Climate Survey Report
8. Referral and Intervention Report
9. Mental Health Services Utilization Report
10. Parent and Guardian Communication Report


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

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


School Counsellor 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. Student Progress Report Template
2. Career Exploration Template
3. College Application Template
4. Mental Health Awareness Template
5. Parent-Teacher Conference Template

Legal Docs

There are several key times when a School Counsellor 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. Consent Form Template
2. Individual Education Plan (IEP) Template
3. Release of Information Template
4. Behavior Intervention Plan (BIP) Template
5. Student Confidentiality Agreement Template

Health & Safety Templates

Health & Safety templates for a School Counsellor 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. First Aid Kit Checklist Template
5. Health and Safety Training Attendance Template


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

1. Academic Calendar
2. Counseling Schedule Calendar
3. Student Appointments Calendar
4. School Events Calendar
5. Professional Development Calendar

Invoice Templates

Several types of School Counsellor 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. Workshop and Training Invoice
4. Individual Counseling Session Invoice
5. Consultation and Collaboration Invoice

Survey Templates

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

1. Student Satisfaction Survey
2. Parent Feedback Survey
3. Teacher Evaluation Survey
4. Bullying Prevention Survey
5. College and Career Readiness Survey

Meeting Agendas

Having premade School Counsellor 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. Monthly Staff Meeting
2. Individual Student Counseling Session
3. Parent-Teacher Conference
4. Student Support Team Meeting
5. Professional Development Workshop

Budget Templates

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

1. Monthly School Budget Template
2. Student Counseling Budget Template
3. Professional Development Budget Template
4. Classroom Supplies Budget Template
5. Technology and Equipment Budget Template


Dashboards are a useful way for a School Counsellor 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. Behavioral Incident Dashboard
4. College and Career Readiness Dashboard
5. Student Referral Dashboard

Proposal Templates

For bidding or requesting work, a School Counsellor 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. Monthly Student Support Program Proposal
2. Mental Health Awareness Workshop Proposal
3. College and Career Readiness Program Proposal
4. Bullying Prevention and Intervention Initiative Proposal
5. Parent-Teacher Collaboration Project 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 School Counsellor 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.

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