This fully customisable 3-page School Consultation Template Toolkit is designed to help therapists feel prepared, confident and in control during conversations with teachers and school staff.
It provides a clear structure to prepare for and guide the discussion, document key points, and collaborate professionally — without over-disclosing or being put on the spot.
WHY YOU’LL LOVE THIS
★ Customisable PDF form (3 pages) with everything you need for successful school meetings
★ Print in A4 or US letter sizes
★ Easily edit text, fonts, colours and more to suit your brand
★ No design experience needed – edit with a free Canva account
WHAT’S INCLUDED
✔ 1 x 3-page School Consultation Toolkit (Customizable PDF)
✔ Page 1: School Consultation Preparation Sheet: meeting information; purpose and agenda; therapist goals; questions to ask; observations to share
✔ Page 2: School Consultation Notes: teacher observations; teacher concerns; patterns, triggers & context; what has helped; what hasn't helped; proposed strategies, supports & adjustments; agreed next steps; notes
✔ Page 3: School Consultation Reflections: what went well and felt easy; what felt challenging or uncomfortable; what to do differently next time; what support you may need next; notes to self
This item will require a FREE or Pro Canva account. The template is 100% editable: add your logo, change fonts, colours, wording, font sizing, delete items, add items, etc.
NEED TO KNOW
These resources are for personal use and education purposes only. They do not replace supervision, consultation, assessment, therapy, training, or ethical guidelines set by your professional association. You can use them for your own clinical or at-home reference. If you wish to send, share, or redistribute this to parents/teachers/other professionals, you must buy a one-time commercial license. Instant digital download – no refunds or exchanges.
This fully customisable 3-page School Consultation Template Toolkit is designed to help therapists feel prepared, confident and in control during conversations with teachers and school staff.
It provides a clear structure to prepare for and guide the discussion, document key points, and collaborate professionally — without over-disclosing or being put on the spot.
WHY YOU’LL LOVE THIS
★ Customisable PDF form (3 pages) with everything you need for successful school meetings
★ Print in A4 or US letter sizes
★ Easily edit text, fonts, colours and more to suit your brand
★ No design experience needed – edit with a free Canva account
WHAT’S INCLUDED
✔ 1 x 3-page School Consultation Toolkit (Customizable PDF)
✔ Page 1: School Consultation Preparation Sheet: meeting information; purpose and agenda; therapist goals; questions to ask; observations to share
✔ Page 2: School Consultation Notes: teacher observations; teacher concerns; patterns, triggers & context; what has helped; what hasn't helped; proposed strategies, supports & adjustments; agreed next steps; notes
✔ Page 3: School Consultation Reflections: what went well and felt easy; what felt challenging or uncomfortable; what to do differently next time; what support you may need next; notes to self
This item will require a FREE or Pro Canva account. The template is 100% editable: add your logo, change fonts, colours, wording, font sizing, delete items, add items, etc.
NEED TO KNOW
These resources are for personal use and education purposes only. They do not replace supervision, consultation, assessment, therapy, training, or ethical guidelines set by your professional association. You can use them for your own clinical or at-home reference. If you wish to send, share, or redistribute this to parents/teachers/other professionals, you must buy a one-time commercial license. Instant digital download – no refunds or exchanges.
