Beyond Scheduling: Back-to-School Tasks for School Counselors

You’re overwhelmed with schedule changes, emails, and balancing classrooms. So was I. 

However, here are a few things I completed before the school year that my future self is always grateful for. 

Caseload Details Spreadsheet:

Before the school year, I organized my caseload details in a Google spreadsheet. Managing your caseload information in a Google Spreadsheet can be a helpful way to keep track of student data, progress, and communication. Here are the critical components for my spreadsheet:

  • Organize Tabs by Grade or Class: If you work with multiple grade levels or classes, create separate tabs within the spreadsheet for each group. This will help you stay focused on specific groups and avoid clutter. I also included email addresses for parents and guardians, creating a quick listserv for emails. 

  • Tab for Students with 504 Plans and IEPs: Adding due dates and meeting times helped me prepare for meetings and track communication with parents and teachers. 

  • Communication Log: Keep a log of all communication with parents, teachers, or other staff members regarding specific students. Include the date, method of communication, and a brief summary of the discussion.

Welcome Communication to Families:

  • Send welcome letters to families at the beginning of the school year. Introduce yourself, share your role as a school counselor, and provide contact information. Also, offer relevant back-to-school information. 

(My go-to was a newsletter emailed out to families.) 

  • Ensure the school counseling website and social media profiles are updated. Include details about your role, the counseling team, available resources, and how families can reach out for support.

  • I know you’re busy, but try participating in open house events or organizing a meet-the-counselor night. Use this time to connect with families, showcase your counseling office, and provide information about your counseling program.

  • In cases where it's appropriate and feasible, consider conducting home visits to connect with families in a more personal setting.

504 Plans Prep:

In my school district, I was a 504 case manager. Although this is a non-counseling duty, I strived to do my best for my students and families. Here are the steps I took before the school year started: 

  • Review and Update 504 Plans: Before the start of the school year, review all existing 504 Plans and ensure they are up-to-date. Contact parents/guardians ASAP to plan a meeting if they still need to be updated.

  • Communication with Parents: Establish open lines of communication with parents of students with 504 Plans. Keep them informed about their child's progress, any changes to the plan, and available resources or support. I would send an email to the families introducing myself again and my role as the 504 case manager. 

  • Teacher Collaboration and Communication: Collaborate with teachers to ensure they understand each student's accommodations and can implement them appropriately in the classroom. Please ensure that this communication is documented. 

Annual Agreement Form with Principal/ Admin-Pair:

The annual agreement, a nationally recognized model by ASCA, facilitates collaboration between counselors and school administrators, ensuring alignment on program plans and objectives. This was a great way to share my goals and passions with my principal for the year. Here are the benefits: 

  • Clarity and Alignment: The agreement establishes clear goals, expectations, and roles for the school counseling program. This alignment ensures that the counselor's efforts align with the school's mission and vision.

  • Administrative Support: By involving the administration in the process, the counselor gains their support and commitment to providing the necessary resources and assistance for the program's success.

  • Data-Driven Approach: The agreement encourages data collection and analysis, fostering a data-driven approach to counseling. This helps in assessing the impact of the program and making data-informed decisions.

  • Professional Development: Requesting resources for professional development allows counselors to stay updated with best practices and enhance their skills, ultimately benefiting students.

  • Advocacy: The agreement serves as a tool for advocating for the school counseling program's importance and needs to the broader school community, including parents and school board members.

  • Collaboration: Involving the administration in the agreement process fosters collaboration between counselors and school leaders, strengthening the overall support system for students

As stated, these are just a few back-to-school tasks for school counselors outside of obvious scheduling.

What are some other tasks that you do before the school year? 

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