Looking for Student Success Counselor Templates to download? See the main templates that a Student Success Counselor would use in their day-to-day work.
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Student Success Counselor Templates
Contents
Student Success Counselor Templates
There is a huge number of templates that someone in the Student Success 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 Student Success 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. Individualized Education Plan (IEP)
3. Academic Advising Worksheet
4. Career Exploration Worksheet
5. Study Skills Workshop Presentation
6. Time Management Planner
7. Student Referral Form
8. Parent/Guardian Communication Log
9. College Application Checklist
10. Scholarship Application Template
Reports
Reports are often prepared by a Student Success 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 Progress Report
3. Student Referral Report
4. Retention Rate Report
5. Graduation Rate Report
6. Student Satisfaction Survey Report
7. Career Placement Report
8. Student Support Services Utilization Report
9. Student Demographics Report
10. Intervention Effectiveness 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 Student Success Counselor does and how they do it.
1. New Student Orientation SOP
2. Academic Advising SOP
3. Career Counseling SOP
4. Study Skills Workshop SOP
5. Time Management Coaching SOP
6. Goal Setting and Action Planning SOP
7. Tutoring Program SOP
8. Mental Health Support SOP
9. Student Retention and Engagement SOP
10. Graduation and Transition Planning SOP
Presentations
Student Success 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. Academic Goal Setting Workshop
3. Career Exploration Seminar
4. Study Skills and Time Management Training
5. College Application and Financial Aid Presentation
Legal Docs
There are several key times when a Student Success 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 Enrollment Agreement
2. Academic Probation Notice
3. Student Code of Conduct
4. Consent for Release of Educational Records
5. Student Grievance Form
Health & Safety Templates
Health & Safety templates for a Student Success 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 Student Success Counselor calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Academic Calendar
2. Counseling Appointment Calendar
3. Workshop and Event Calendar
4. Student Progress Tracking Calendar
5. Outreach and Communication Calendar
Invoice Templates
Several types of Student Success 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. Tutoring Services Invoice
3. Workshop and Seminar Invoice
4. College Application Assistance Invoice
5. Career Counseling Invoice
Survey Templates
For a Student Success Counselor to get insights related to the work they do, they need to send out Student Success Counselor surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Student Satisfaction Survey
2. Academic Support Evaluation
3. Career Development Feedback
4. Mental Health and Wellness Assessment
5. Parent/Guardian Engagement Survey
Meeting Agendas
Having premade Student Success 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. Monthly Student Progress Review Meeting
2. Academic Intervention Planning Meeting
3. College and Career Readiness Workshop
4. Parent-Teacher Conference
5. Student Support Team Meeting
Budget Templates
To manage finances well, a Student Success Counselor would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Budget Template
2. Student Scholarship Budget Template
3. Academic Program Budget Template
4. Student Support Services Budget Template
5. Professional Development Budget Template
Dashboards
Dashboards are a useful way for a Student Success 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. Student Engagement Dashboard
4. Retention and Graduation Rates Dashboard
5. Intervention and Support Services Dashboard
Proposal Templates
For bidding or requesting work, a Student Success 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 Academic Support Proposal
2. Career Development Workshop Proposal
3. Parent Engagement Program Proposal
4. Study Skills Enhancement Proposal
5. Mental Health and Wellness Initiative Proposal
Get Your Template Made
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