School Counselor Templates

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

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School Counselor Templates

There is a huge number of templates that someone in the School 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 School 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. Individual Student Counseling Notes
2. Group Counseling Session Plan
3. Academic Progress Report
4. College Application Checklist
5. Career Exploration Worksheet
6. Parent-Teacher Conference Summary
7. Behavior Intervention Plan
8. Student Referral Form
9. Classroom Guidance Lesson Plan
10. Annual School Counseling Program Evaluation


Reports are often prepared by a School 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. 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. Dropout Prevention Report
9. Special Education Services Report
10. Counseling Services Utilization 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 Counselor 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. College and Career Guidance SOP
6. Academic Support SOP
7. Referral and Collaboration SOP
8. Parent and Guardian Communication SOP
9. Classroom Guidance Lessons SOP
10. Documentation and Record-Keeping SOP


School 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 Presentation
3. Social-Emotional Learning Workshop
4. Parent-Teacher Conference Presentation
5. Bullying Prevention Assembly

Legal Docs

There are several key times when a School 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. Consent for Release of Information Form
2. Individualized Education Program (IEP) Template
3. Student Behavior Contract
4. Permission Slip for Field Trips
5. Student Enrollment Form

Health & Safety Templates

Health & Safety templates for a School 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 Checklist Template
4. Risk Assessment Template
5. Staff Training Record Template


Setting up School 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 School 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. Individual Counseling Session Invoice
5. Group Counseling Session Invoice

Survey Templates

For a School Counselor to get insights related to the work they do, they need to send out School Counselor 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. College and Career Readiness Survey
5. Mental Health and Wellness Survey

Meeting Agendas

Having premade School 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. Individual Student Meeting Template
2. Parent-Teacher Conference Template
3. Faculty Meeting Template
4. Student Support Team Meeting Template
5. Professional Development Meeting Template

Budget Templates

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

1. Monthly Expense Budget Template
2. Student Program Budget Template
3. Professional Development Budget Template
4. Classroom Supplies Budget Template
5. Counseling Resources Budget Template


Dashboards are a useful way for a School 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 Readiness Dashboard
4. Behavioral Intervention Dashboard
5. Career Development Dashboard

Proposal Templates

For bidding or requesting work, a School 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. Monthly Career Exploration Workshop Proposal
2. Mental Health Awareness Campaign Proposal
3. Bullying Prevention Program Proposal
4. College Readiness Seminar Proposal
5. Parent-Teacher Communication Enhancement 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 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.

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