COOL 639

1. ORGANIZATION IN
SCHOOL COUNSELING

2. Go-To Folders
 Physicians reports ready for 504 plans
 Open house
 Teacher referrals for social skills/behavior
 Registration
 Committee meetings
 Beginning of the year
 Permission slips from parents/guardians
 Communication log
 PD log

3. Small Group Counseling and Individual Counseling
 Binder for lesson plans—have small group games and lessons planned and grouped
ahead of time for ADHD groups, anger control, social skills, grief, etc.…
 Sign in sheet (date and topic covered)
 Separate sign in sheet for students who “pop in”
 ***Call Sheet
 If you call students from a class, you don’t want to waste time looking up their teacher’s number
 9:30am –Sally—Brown Rm340 Ext. 1234

4. Curriculum Notebook
 Individual binder for each grade level and put lessons in the order that you’ll teach
them (if possible, copy any handouts you’ll need ahead of time)
 As you teach each lesson, put everything you need in sheet protectors in
chronological order.
 Check off each lesson as it’s completed, so you’ll be able to go back and make up
any lessons that you missed.

5. Other items to have prepared at the beginning of the year
• Print copy of a list of up-
to-date accommodations
and be prepared to make
assignments for
benchmark tests and
KPREP
• Keep a record of transfers
(all papers associated
with transfers), and create
new permanent folders
for new students

6. Organizational Hacks—Caseload Organizer
https://www.youtube.com/watch?v=DGn6YYLN4RU (start at 3:45; End at 6:45)

7. MOST IMPORTANTLY--KEEP A
DETAILED CALENDAR
I’ve gone online and found some counseling organizational documents that I though might be
helpful for anyone entering the field. These should be emailed out to you!

8. References
C. (2017, July 26). 3 Organization Tips for a Great Year. Retrieved April 03, 2018, from
https://confidentcounselors.com/2017/07/26/school-counselor-organization/
School Counseling Organization Hacks. (2017, July 31). Retrieved April 02, 2018, from
https://www.youtube.com/watch?v=DGn6YYLN4RU