Counseld › Resources › First-year guide › Year-end review
4Stage 4: Review and plan
Year-end review
In shortClose your first year in three steps: finish your records and store them securely, write a one-page report for your principal using counts and themes only (no names), and plan next year’s priorities with your principal.
Three steps to close your first year. Do them in order.
1
Finish your records
- Session notes complete, factual and stored securely
- Closed cases summarised, with names removed
- Referral log updated with outcomes
- Consent forms and safety records filed
- Records stored or handed over as school policy says Check locally
2
Write a one-page report for your principal
Use counts and themes only. No names.
Students supported
One-to-one
Groups
Classes
Referrals
Where my time went
Student work (%)
Other duties (%)
Top concern each term
Term 1
Term 2
Term 3
One result to share
What I did
What changed
3
Plan next year with your principal
Meeting date
Dates for the calendar
Priority 1
Priority 2
Counseld builds your monthly and year-end principal report from your session notes, with counts and themes and no names. See how.
Counseld Starter Toolkit · Not a substitute for supervision or school policy.
Get the printable guide
All 13 pages as a print-ready PDF, with the checklist, self-check and year-end review to fill in. Free.