298. Must Have Counseling Spreadsheets

About this episode

In this episode, Rachel Davis shares essential spreadsheets for school counselors to track services and advocate effectively.

Hey there, counselor friend. Today I am sharing my must have school counseling spreadsheets to help you track the services you provide and advocate for your role with confidence. These simple systems can be used to support a data wall or an end of year report so you can clearly communicate your impact to key stakeholders. If you know me, you know I love a good spreadsheet. I use them for everything from travel planning to recipes, and they have become one of the most powerful tools in my school counseling program. In this episode, I am walking you through the core data sheets I recommend every school counselor use to stay organized and data driven. Counseling Caseload Data Sheet This spreadsheet tracks your entire caseload in one place. You can include who you are seeing, when their sessions are scheduled, what type of service they are receiving, and the topic or focus of those sessions. You can also track referral forms, parent permission slips, identifying factors, and notes. School Counseling Log Data Sheet A counseling log is one of the simplest and most effective ways to track your daily services. Using a Google Sheet, you can log each interaction by recording the student's…

People in this episode

Host: Rachel Davis

Topics covered

• school counseling
• spreadsheets
• data tracking
• advocacy
• organization

Keywords

• counseling spreadsheets
• data wall
• caseload tracking
• counseling log
• student services

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