School Counselor Planner Spreadsheet, Student Caseload and Session Log, Referral Tracker, Small Groups and Follow-ups, Excel Google Sheets

A school counselor planner for elementary, middle and high school counselors: your caseload, small groups, follow-ups, a session log, referrals, classroom lessons, a 14-week calendar and a monthly time-use page, in one file.

🔗 TRY THE LIVE DEMO before you buy (view only, nothing to install): https://docs.google.com/spreadsheets/d/1aS1BY8WAyImDfEsFvRNFfsy4ABnHsqv6EVHUTGouw2Q/edit?gid=1395513938

Type each student once and each session on one line. Last visits, check-ins due, overdue follow-ups, waiting referrals and your direct and indirect time follow by themselves.

📊 WHAT IT DOES

✓ Students: your caseload with grade, the main reason and any small group. Sessions so far, the last visit, open follow-ups and the next check-in follow.
✓ Check-ins worked out: each student is due a check-in a set number of days after the last individual, check-in or crisis session.
✓ Sessions: one line per session, meeting or duty with the type, minutes and topic. Visit numbers and days since the last visit follow.
✓ Follow-ups: every call, email, meeting and form you owe, with the student, who it is with and the due date. Overdue ones turn red.
✓ Referrals: who referred each student, why and how urgent, with the days waited until you first saw them.
✓ Groups: every small group with its topic, grade, first meeting and number of weeks. Members, meetings so far and the next meeting follow.
✓ Lessons: your classroom lessons with the class, grade and topic, the students reached and whether each was taught on time.
✓ Calendar: every group, week by week, for fourteen weeks, with lessons and sessions counted.
✓ This Week: every open follow-up due in seven days and everything overdue, with when you last saw the student.
✓ Time Use: any month on one page: sessions, lessons and meetings, direct and indirect hours, duties and your share against your goal.
✓ Home: follow-ups due next, students due a check-in, referrals waiting and lessons coming up.

📂 WHAT'S INSIDE: 12 TABS AND 31 CHARTS

✓ Set up first: Start here, Students, Groups
✓ Every week: Home, Follow-ups, Calendar
✓ Students and time: This Week, Sessions, Referrals
✓ Totals and settings: Time Use, Lessons, Settings

📝 HOW IT WORKS

1. Open the PDF and click the link to make your own copy in Google Sheets. Or open the Excel file.
2. On Students, add each student once. On Groups, add your small groups with their first meeting.
3. Log each session on Sessions and each call or email you owe on Follow-ups. Add referrals and lessons as they come.
4. Open This Week on Monday. Home and Time Use show your caseload and your time.

📥 WHAT YOU GET

✓ Google Sheets version (the link is in the PDF)
✓ Excel version (.xlsx) for desktop Excel 2016 or newer and Microsoft 365, on Windows or Mac
✓ A filled example to look around, and a blank copy for your own school year
✓ A PDF guide: a picture of every tab and your first five minutes, step by step
✓ A video guide for this planner (the link is in the PDF)

💻 GOOD TO KNOW

✓ Works with a free Google account. Nothing to install, no subscription.
✓ Formulas are protected, so you can't break anything by accident.
✓ It is not a case file. Use initials and short notes, and keep confidential case notes in your district's own system.
✓ It records what you type. It does not connect to your student information system, a calendar or email.
✓ Room for 80 students, 20 groups, 500 sessions, 300 follow-ups, 200 referrals and 200 lessons.
✓ Set it up on a computer in a few minutes. After that, the Google Sheets app works for logging a session or closing a follow-up on your phone.
✓ The photos show Google Sheets. The Excel file has the same tabs and formulas.
✓ Free updates for life.

This is a digital download, so nothing is shipped. If anything is unclear after you buy, message me and I'll help you set it up.