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TEACH THIS WAY! · TEACHER-CREATED RESOURCES

School Counseling Program Checklist

Plan a data-informed counseling program: needs assessment, lessons, groups, referrals, crisis readiness, and evaluation.

Category: School Counseling · Grades K–12 · Last updated November 3, 2026

Checklist preview

Needs Assessment & Planning

  • Review school data such as attendance, discipline, and achievement.
  • Survey students, staff, and families about needs and priorities.
  • Set measurable program goals aligned with school priorities.
  • Align the program with a recognized framework, such as the ASCA National Model, if your district uses one.
  • Build an annual calendar of lessons, groups, and events.

Classroom & Schoolwide Lessons

  • Plan lessons for social-emotional, academic, and career development.
  • Coordinate lesson times with teachers and administrators.
  • Prepare pre- and post-assessments to measure lesson impact.
  • Plan schoolwide awareness events and activities.

Small Groups & Individual Support

  • Identify small-group topics based on data and referrals.
  • Obtain consent for groups according to district policy.
  • Set clear goals and a session plan for each group.
  • Schedule individual counseling sessions and check-ins.

Referrals & Collaboration

  • Set up a clear referral process for staff, students, and families.
  • Maintain a list of vetted community resources and agencies.
  • Collaborate with teachers, administrators, and student support teams.
  • Share the counseling calendar with staff and families.

Crisis Response & Safety

  • Review the district's crisis response and suicide prevention procedures.
  • Confirm your role on the school crisis team.
  • Review mandated reporting procedures and contacts.
  • Prepare a crisis kit with key contacts and procedures.

Records & Evaluation

  • Keep counseling notes confidential and stored securely.
  • Follow legal and ethical guidelines when sharing student information.
  • Track participation and program outcome data.
  • Share results with administrators and stakeholders.
  • Use outcomes to adjust the program for next year.