Counseling Tools

Counseling
Planning Forms

Session Plans and SOAP Notes

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 Thank You for Your Purchase!
Thanks for downloading Counseling Plans and Notes
from Social Emotional Workshop!

What’s Included

In Black and White and Color

• Multi-Session Planning template

• Single Session Planning Template
• SOAP notes for Post-Counseling Session

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 How to Approach Counseling
Session Planning

1. Plan backwards.
2. Determine the end goal.
3. Flush out how you are going to assess it.
4. Then the fun part, how you are going to teach these skills
and have them generalize.

Questions to Think About

1. Collect all of your data on the student(s).
• What are the referral concerns? When/where do they struggle?
• Are they lacking skills, automaticity, or motivation to perform the preferred
behavior?
• What classroom, school, or home variables are impacting the student being
able to show the preferred behavior? What variables may be reinforcing the
problem behavior?
• What skills does the classroom teacher and staff need to support the
student effectively?
2. What is your end goal? What do you want the student to be able to do in order for
them not to need your services anymore?
• Write this as a SMART goal.
• How will you measure this?
3. What skills does the student need to be able to meet that end goal? (Written as a
SMART Goal)
• How would you assess this?
4. What are the smaller sub-skills they will need to acquire on the way to acquiring
the bigger skill?
• For example, reacting appropriately to someone knocking them over by
accident requires that they can identify emotion, list different ways to solve
a problem, and have calming strategies to use.
• How are you going to assess these sub-skills?
5. What activities will the student do during sessions to learn and practice these sub-
skills and skills?
6. How will you promote carryover?
• How will you assess that skills are being carried over?

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 Multi-Session Planning
End Goal:

Skill:

Sub-Skill Sub-Skill Sub-Skill

Assess Assess Assess

Activities Activities Activities

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 Counseling Session Plan
Session Focus: Session #:

Student(s): Grade:

Objective:
Activities

Materials Needed Assessment

Strategies to Generalize:

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 Assessment Objective Subjective
Plan Your take on the objective description Description of your
Next Session, Calls, child’s reaction to of what the child did experience of the
what you need to do the session activities and what was said. session.
to keep moving and on progress

Student(s):
towards the goal. towards goals.
Session Focus:

Grade:
Session #:
Counseling Session SOAP Notes

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Art and Font Credits
All graphics and fonts have been purchased with the appropriate license from the providers below. Due to license
restrictions, reproducing or reusing any of the graphics from this product is prohibited.

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Social Emotional Workshop © 2016

 Terms of Use
(what you are allowed to do with this awesome product)

I work very hard on each product and ask that my customers stick to the following
guidelines when using the downloaded product.

When you buy a Social Emotional Workshop product, you buy a one-user license
for use in a single setting. If you know other school staff who would like to use the
product, you have two options. First, you can tell them to visit the Social Emotional
Workshop TPT Store and make a purchase of their own. A second option is to
purchase discounted additional user licenses when you first purchase the product.
You can then legally share that purchased product with as many staff members as
licenses you purchased.

YOU MAY: YOU MAY NOT:

• Use this item for your own
personal use.
• Use this item with students.
• Copy this item for your own use
with students.
• Give this item to others.
• Copy this item for use by others.
• Post this item on a website.
• Copy/modify any part of this
document to offer others for free or
sale.

© Copyright 2016. All rights reserved. Permission is granted to copy pages

specifically designed for student and counselor use by the original purchaser. The
reproduction of any other part of this product is strictly prohibited. Copying any
part of this product and placing it on the Internet in any form is strictly forbidden.
Doing so is a violation of the Digital Millennium Copyright Act (DCMA).

Social Emotional Workshop © 2016