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School Counselor Follow-Up Tracker

A counselor follow-up tracker: eleven steps per case, from Referral to Documentation, with three follow-ups, a Resolution step, referral category and new referrals in the last 30 days. It opens in Microsoft Excel, has no macros and nothing to install, and is yours to reuse as often as you like.

What you get

  • 11 steps per case as checkboxes, including Follow-Ups 1 to 3 and Resolution
  • Referral Category per case, with cases by category and by grade on the dashboard
  • Completion %, Status, Next Step and New Referrals (30 days) calculate by themselves
  • Dashboard: open cases, overdue, due soon, resolved and new referrals
  • Printable one-page case checklist
  • Opens in Excel
$11.99one-time, no subscription
Buy on Etsy

Instant digital download · one-time purchase · no subscription

School Counselor Follow-Up Tracker — the workbook open in Excel

What it does

What it looks like

School Counselor Follow-Up Tracker screenshot
School Counselor Follow-Up Tracker screenshot

Every tab in the workbook

These are the actual sheet names in the file, not a feature list.

Works in

Honest scope

This is an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district documentation system — those stay your professional judgement.

Others in Special Ed & Teachers

School Counselor Follow-Up Tracker$11.99Buy on Etsy