Small-Group Plan and Data Report

Small-Group Plan and Data Report is a practitioner-only ASCA school counseling small-group planning and outcome-reporting tool for school counselors. It helps practitioners define group goals, record progress or outcome information, and review whether students improved relative to the group’s intended goals.

ReportProgress reviewIntervention planningOutcome monitoringGoals

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Tool guide

Learn more about this tool

Use this background section to understand when the tool fits, how practitioners use it, and what to consider before sharing it with clients.

When It Is Used

Use it when planning and reviewing a small-group counseling intervention for students with a shared need.

What It Captures

The report captures shared need, group goals, group or member tracking information, progress/outcome data, and practitioner decision notes.

Important Limits

The tool summarizes progress relative to practitioner-defined goals. It does not diagnose students, create therapy notes, or automatically recommend services.

Is this a group therapy record?

No. It is a school counseling small-group planning and data-reporting tool, not a therapy process note or case-management system.

Can progress be tracked for the whole group instead of each member?

Yes. The supported configuration allows group-level, member-level, or hybrid tracking when the practitioner provides the corresponding data.

Does the tool decide whether to continue the group?

No. It organizes outcome information and supports practitioner decisions without generating recommendations.