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34 templates

School & Education Library

Templates for every role in school wellbeing and learning support — counselling, learning support, behaviour, school health, careers, attendance, and student services. Built for Australian school staff.

Showing 34 of 34 templates

IEP/ILP Progress Note

Individual Education/Learning Plan progress note documenting goal achievement and adjustments.

Structure · 5 sections
Student DetailsIEP GoalsProgress UpdateAdjustmentsNext Review
Built for
School CounsellorEducational PsychologistTeacherSpecial Education Teacher

Student Progress Report

Formal progress report for parents, school leadership, or external providers. Captures the student's starting point, goals or targets, progress since the last report, evidence of growth, areas needing further support, and recommended next steps. Suits termly reporting cycles and external review.

Structure · 6 sections
Student DetailsAssessment SummaryProgressStrengthsAreas for DevelopmentRecommendations
Built for
School CounsellorEducational PsychologistSpeech Pathologist

NCCD Evidence Record

Evidence record for the Nationally Consistent Collection of Data on School Students with Disability (NCCD). Documents the imputed disability category, level of adjustment, the adjustments provided across categories (curriculum, environment, communication, personal care), and the evidence base sustaining each — built for census-time review and audit.

Structure · 6 sections
Student DetailsDisability CategoryLevel of AdjustmentEvidence of AdjustmentImpactReview
Built for
School CounsellorTeacherSpecial Education Teacher

Curriculum Differentiation

Documentation of how curriculum has been adjusted for an individual student — content, process, product, or environment differentiation — with the rationale, the strategies in place, and how their effectiveness will be reviewed. Useful evidence for NCCD, IEPs, and learning support team meetings.

Structure · 6 sections
Student DetailsLearning NeedsDifferentiation StrategiesResourcesAssessment ModificationsReview
Built for
TeacherSpecial Education TeacherEducational Psychologist

Classroom Observation

Structured classroom observation capturing the context of the lesson, the student's engagement and behaviour over time, peer interactions, work output, environmental factors, and a brief interpretation. Suits learning-support, wellbeing, and behaviour referrals as the evidence base for next-step planning.

Structure · 6 sections
Student DetailsObservation ContextBehaviour ObservedEngagementPeer InteractionsRecommendations
Built for
School CounsellorEducational PsychologistPsychologist

Behaviour Incident Report

Behaviour incident record covering antecedents, the behaviour itself (described objectively), consequences, response by staff, impact on others, follow-up with the student and family, and any restorative or behaviour-support actions. Designed to feed positive behaviour support data and meet school incident-reporting requirements.

Structure · 7 sections
Student DetailsIncident DescriptionAntecedentBehaviourConsequenceActions TakenFollow-Up
Built for
School CounsellorTeacherYouth Worker

Parent Meeting Summary

Summary of a parent or carer meeting — who attended, what was discussed, decisions or agreements reached, follow-up actions and timelines, and any concerns raised that need referral or escalation. Use after wellbeing, learning-support, or behaviour conversations so the record matches what was agreed in the room.

Structure · 5 sections
AttendeesPurposeDiscussion PointsAgreed ActionsFollow-Up
Built for
School CounsellorTeacherEducational Psychologist

School Counselling Session

Counselling session note adapted for the school context. Captures presenting concerns, the conversation and intervention, mood and risk where relevant, agreed plan, and any liaison with teachers, year coordinators, or external clinicians. Designed for school counsellors, psychologists, and wellbeing staff working under school confidentiality limits.

Structure · 6 sections
Student DetailsPresenting ConcernSession ContentStrategies DiscussedPlanParent/Teacher Liaison
Built for
School Counsellor

School Group Program Note

Session note for school-based group programs — social skills, anxiety management, friendship, resilience, and similar curricula. Captures group composition, the session's focus and activities, individual student engagement and observations, and any safeguarding actions. Useful record for program evaluation and individual student files.

Structure · 6 sections
Program DetailsSession TopicActivitiesStudent ParticipationObservationsNext Session
Built for
School CounsellorPsychologistSocial Worker

SSG Meeting Minutes

Student Support Group meeting minutes documenting collaborative planning for students with additional needs.

Structure · 6 sections
AttendeesStudent DetailsReview of GoalsCurrent ConcernsAgreed ActionsNext Meeting
Built for
School CounsellorTeacherSpecial Education Teacher

Intervention Session Note

Session note for literacy, numeracy, or other targeted learning interventions (1:1 or small group).

Structure · 6 sections
Session DetailsFocus AreaActivitiesStudent ResponseProgressNext Session
Built for
Learning Support TeacherSpecial Education TeacherTeacher

Learning Support Referral Note

Documentation for referring a student into learning support programs with background and evidence.

Structure · 6 sections
Student DetailsReferral ReasonBackgroundAssessmentsStrategies TriedRecommendations
Built for
Learning Support TeacherTeacherSpecial Education TeacherYear Level Coordinator

Structured Reading Intervention Session

Session note for structured literacy and reading intervention programs (1:1 or small group).

Structure · 6 sections
Session DetailsFamiliar ReadingRunning RecordLetter/Word WorkWritingNew Book Introduction
Built for
Learning Support TeacherTeacher

Functional Behaviour Assessment

Structured Functional Behaviour Assessment (FBA) documenting behaviour patterns, antecedents, and functions.

Structure · 7 sections
Student DetailsTarget BehaviourSetting EventsAntecedentsConsequencesHypothesised FunctionRecommendations
Built for
Behaviour SpecialistSchool CounsellorSchool PsychologistSpecial Education Teacher

Behaviour Support Plan Review

Review meeting notes for an existing Behaviour Support Plan — progress, adjustments, and next steps.

Structure · 6 sections
Student DetailsAttendeesCurrent BSP SummaryProgress ReviewAdjustmentsNext Review
Built for
Behaviour SpecialistSchool CounsellorSpecial Education TeacherYear Level Coordinator

Restorative Practice Conference

Notes from a restorative justice conference or circle addressing harm and rebuilding relationships.

Structure · 6 sections
Conference DetailsParticipantsWhat HappenedImpactAgreementsFollow-Up
Built for
Behaviour SpecialistSchool CounsellorYear Level CoordinatorStudent Wellbeing Officer

Re-entry / Return Meeting

Re-entry meeting record for a student returning from suspension, exclusion, or extended absence. Captures attendees, the student's reflections, supports and adjustments agreed for the return, expectations and check-in plan, and any external supports being engaged. Designed to anchor a structured, restorative re-entry.

Structure · 6 sections
Student DetailsAttendeesReason for AbsenceDiscussionConditionsSupport Plan
Built for
Behaviour SpecialistYear Level CoordinatorStudent Wellbeing OfficerSchool Counsellor

EAL/D Student Assessment

English as an Additional Language/Dialect student assessment and language proficiency record.

Structure · 5 sections
Student DetailsLanguage BackgroundProficiency AssessmentLearning NeedsSupport Plan
Built for
Esl TeacherTeacherLearning Support Teacher

Language Development Progress Record

Progress record for English as an Additional Language or Dialect (EAL/D) students. Tracks the student's development across listening, speaking, reading, and writing — alongside curriculum access, classroom adjustments, and any home-language supports. Aligns with EAL/D progression frameworks used by Australian schools.

Structure · 6 sections
Student DetailsPeriodListening & SpeakingReadingWritingRecommendations
Built for
Esl TeacherTeacherLearning Support Teacher

Student Health Assessment

Health screening or assessment record for a student, including vision, hearing, and general health.

Structure · 6 sections
Student DetailsAssessment TypeFindingsActionsReferralsFollow-Up
Built for
School NurseStudent Wellbeing Officer

First Aid Incident Record

Documentation of a first aid event including injury/illness details, treatment, and notifications.

Structure · 6 sections
Student DetailsIncidentAssessmentTreatmentNotificationsOutcome
Built for
School NurseTeacherStudent Wellbeing Officer

Individual Health Care Plan

Health care plan for a student with an ongoing medical condition requiring management at school.

Structure · 7 sections
Student DetailsMedical ConditionDaily ManagementEmergency ResponseMedicationCommunicationReview
Built for
School NurseStudent Wellbeing Officer

Career Counselling Session

Session note for career counselling interviews covering aspirations, pathways, and action planning.

Structure · 6 sections
Student DetailsSession PurposeInterests & StrengthsPathways DiscussionAction PlanFollow-Up
Built for
Careers CounsellorSchool CounsellorYear Level Coordinator

Work Experience Placement Note

Documentation for work experience placements including employer feedback and student reflection.

Structure · 6 sections
Student DetailsPlacement DetailsPreparationEmployer FeedbackStudent ReflectionOutcomes
Built for
Careers CounsellorYear Level CoordinatorTeacher

Subject Selection / Pathways Meeting

Record of a subject-selection or pathways meeting with the student and/or parents. Captures interests and strengths, post-school goals (university, VET, apprenticeship, employment), prerequisites and ATAR considerations, recommended subject combinations, and follow-up actions. Useful audit trail for careers and senior-school staff.

Structure · 6 sections
Student DetailsAttendeesCurrent PerformancePathway GoalsSubject SelectionsRecommendations
Built for
Careers CounsellorYear Level CoordinatorSchool Counsellor

Attendance Follow-up Record

Documentation of attendance concern follow-up conversations with students and/or families.

Structure · 6 sections
Student DetailsAttendance DataContact DetailsDiscussionActionsFollow-Up
Built for
Attendance OfficerYear Level CoordinatorStudent Wellbeing OfficerSchool Counsellor

Attendance Improvement Plan

Attendance improvement plan covering current attendance data, contributing factors, agreed targets, the strategies and supports being put in place (school, family, external), responsible staff, and review dates. Designed for attendance officers, year-level coordinators, and student welfare teams managing chronic absence.

Structure · 6 sections
Student DetailsCurrent AttendanceBarriersTargetsStrategiesReview
Built for
Attendance OfficerYear Level CoordinatorStudent Wellbeing Officer

Student Welfare Review

Welfare review meeting notes documenting concerns across academic, social, and personal domains.

Structure · 6 sections
Student DetailsAttendeesConcernsCurrent SupportsRisk AssessmentActions
Built for
Year Level CoordinatorStudent Wellbeing OfficerSchool Counsellor

Student Check-in Note

Lightweight check-in note for short, scheduled or drop-in wellbeing conversations. Captures the focus of the conversation, mood and any risk noted, what support was offered, and whether a follow-up is needed. Designed for high-volume, low-friction logging by wellbeing teams and chaplains.

Structure · 5 sections
Student DetailsCheck-in ContextConversation SummaryWellbeing RatingActions
Built for
Year Level CoordinatorStudent Wellbeing OfficerSchool CounsellorTeacher

Transition Support Note

Documentation for students transitioning between schools, year levels, or from primary to secondary.

Structure · 6 sections
Student DetailsTransition TypeCurrent StatusSupport NeedsHandover InformationPlan
Built for
Year Level CoordinatorStudent Wellbeing OfficerSchool CounsellorLearning Support Teacher

Peer Observation / Coaching Note

Peer observation record for professional learning, coaching cycles, and collegial feedback.

Structure · 6 sections
Observation DetailsFocus AreaObservationsStrengthsDiscussion PointsNext Steps
Built for
TeacherLearning Support TeacherEsl TeacherSpecial Education Teacher+1 more

Schools Therapy / Allied Health Session

Session note for allied health professionals (OT, speech, psychology) working within school settings.

Structure · 6 sections
Session DetailsStudent PresentationSession ContentClassroom ObservationsCollaborationPlan
Built for
Occupational TherapistSpeech PathologistPsychologistClinical Psychologist+9 more

Schools Case Conference / Parent Meeting

Record for school-based case conferences and parent meetings involving multiple staff and/or external providers.

Structure · 6 sections
Meeting DetailsAttendeesStudent OverviewDiscussionActionsNext Meeting
Built for
School CounsellorTeacherSpecial Education TeacherLearning Support Teacher+4 more

School Recommendations Report

Report providing recommendations for a student to the school, covering classroom strategies, accommodations, and support needs.

Structure · 8 sections
Student DetailsAssessment SummaryKey FindingsClassroom RecommendationsAssessment AccommodationsWellbeing RecommendationsHome RecommendationsReview
Built for
PsychologistEducational PsychologistSchool CounsellorOccupational Therapist+3 more
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