Listen to the full episode below: 

Are you using paper organizers to keep track of your caseload? Or maybe you just don’t have an effective system for keeping track of all your tier II and tier III students? We’re continuing our series about areas to focus on to make a big impact in your counseling program. Today, we are covering organization and looking at one of my favorite organizational tools for keeping track of all the students on my caseload.

We, as counselors, have so much on our plates and so many students to keep track of. It’s so important that we have a way to keep track of the students we are working with so that nothing and no one falls through the cracks. In this episode, I am sharing all about the spreadsheet I use to maximize my productivity. I am sharing what my spreadsheet covers, tips for effectively using a caseload spreadsheet, and how using a caseload spreadsheet helps you impact more students.

Do you need more support with getting organized and maximizing your productivity? Module 2 inside the Stress Free School Counseling Course is all about organization! This course is designed to give you simple solutions without the overwhelm so you can increase your impact and get the recognition you deserve! The Stress Free School Counseling course is now available all year long for you to work through at your own pace! It’s time to stop working through lunch or taking work home with you and time to improve your program without the stress!

If you’d like more connection and continuous support, check out the IMPACT membership. Inside, you’ll have access to biweekly live coaching calls, quarterly professional development, a private Facebook community, and monthly curriculum plans.

Some topics covered in this episode are:

  • Information about the Stress Free School Counseling Course

  • Why you should use a caseload spreadsheet to keep track of the students you work with

  • What my caseload spreadsheet looks like, column by column

  • Tips for effectively using your caseload spreadsheet

  • How this spreadsheet helps you impact more students and advocate for your position

  • Q & A about using a caseload spreadsheet

Resources Mentioned:

Connect with Rachel on Social Media:

More About School Counseling Simplified:

School Counseling Simplified is a podcast offering easy to implement strategies for busy school counselors. The host, Rachel Davis from Bright Futures Counseling, shares tips and tricks she has learned from her years of experience as a school counselor both in the US and at an international school in Costa Rica.

You can listen to School Counseling Simplified on Apple Podcasts, Spotify, Google Podcasts, and more!


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