Lesson Plan
Streamlining Plan
Equip high school counselors with proven note-taking templates and keyboard shortcuts to cut progress note time by 20% while preserving documentation quality.
Effective, consistent documentation is critical for student support but can be time-consuming. Streamlining notes boosts counselor efficiency, reduces paperwork stress, and allows more direct student engagement.
Audience
Time
Approach
Materials
Prep
Review and Setup
5 minutes
Step 1
Introduction and Objectives
5 minutes
Step 2
Time-Saving Techniques Overview
10 minutes
Step 3
Template Speed Drills
10 minutes
Step 4
Fastest Note Challenge
10 minutes
Step 5
Debrief and Next Steps
5 minutes
Slide Deck
Time-Saving Techniques for Progress Notes
Learning Objectives
Strategy 1: Fill-in-the-Blank Templates
Strategy 2: Keyboard & Text-Expansion Shortcuts
Strategy 3: Summarization Frameworks (SOAP/SOAPIE)
Before & After Example
Ready for Template Speed Drills?
Worksheet
Game
