High School Counseling Checklists - High School Counselors Office Planning Tools

High school counselors, are you ready to feel confident and prepared this school year? These two checklists have you covered with easy to use templates to stay organized and intentional on everything from schedule changes and enrollment to registration and evaluation!

The School Counseling Opening School Year Checklist is a step-by-step guide to help school counselors start the year strong. The checklist covers essential tasks such as new student enrollment, 9th-grade entry tracking, senior transcript reviews, professional development opportunities, and planning for schedule changes.

It also emphasizes collaboration with administrators and student services teams through ASCA conferences, crisis planning, and process reviews, ensuring a smooth and well-prepared beginning to the school year.

This High School Counselor Checklist is a practical resource designed to help high school counselors stay organized and intentional throughout the year. From planning opening-of-school activities and guiding seniors in post-graduation pathways, to managing course registration, collecting evaluation artifacts, and preparing end-of-year events, this checklist ensures that nothing falls through the cracks.

It also encourages reflection and goal setting to support continuous growth and program improvement.

Includes:

• Opening School Year Checklist
• High School Counselor Checklist
• New Students Enrollment Tracker
• Senior Transcript Review Tracker
• Student Wellness and Crisis Plan Presentation
• Schedule Change Request Form
• Opening of School Plan with Operational Guidelines
• Evaluation Artifacts Tracker
• Registration Dashboard

All forms are digital and editable!!

New Students Enrollment Tracker

Work with your team to create a process for new student enrollments. Review student records and schedule accordingly. Pay special attention to IEP, 504 & MCV.

Senior Transcript Review Tracker

Review transcripts of all students in the current graduating cohort. Be sure they are scheduled for all needed graduation requirements.

Student Wellness and Crisis Plan Presentation

Work with your student services team to review & update the school’s crisis plan. Share the plan with your staff.

Schedule Change Request Form

How will your school handle schedule change requests? Create a plan that equitably & effectively addresses the requests. Available in English and Spanish!

Opening of School Plan with Operational Guidelines

Create an opening of school plan that includes Open House tasks, first day logistics, schedule change processes, and enrollment best practices.

Evaluation Artifacts Tracker

We know how busy the school year gets, but keeping a folder of your artifacts, tasks, and accomplishments will make it easier to advocate for yourself during evaluations.

Registration Dashboard

Registration for the upcoming school year is one of the most important events you do during the school year. Work with your master scheduler and student services team to effectively serve all students when selecting classes for the upcoming school year.