The ASCA-Ready Caseload Template
The only free caseload organizer built specifically for school counselors — with ASCA accountability tracking, intervention monitoring, and monthly summaries. Built by the team behind TEX.
Download Free Template
Enter your details and we'll email you the Google Sheets template link instantly.
What's included
- 9-tab Google Sheets template
- ASCA-aligned accountability tracking
- Auto-generated monthly summary formulas
- Use-of-time tracker with pie charts
- Closing-the-gap action plan template
- Beautiful design, ready to use in 5 minutes
The counselor gap
1:385
US national average ratio
1:250
ASCA recommended ratio
0
Free ASCA-aligned templates available (until now)
What's inside the template
9 purpose-built tabs covering everything from daily caseload tracking to ASCA accountability reporting.
Student Roster
Master list with grade, tier level, status, priority flags, and parent/guardian contacts.
Meeting Log
Track every interaction — individual, group, classroom, parent, and consultation meetings.
Intervention Tracker
Monitor ongoing interventions with progress indicators (on-track / at-risk / off-track).
Monthly Summary
Auto-generated overview of students seen, meetings by type, and follow-up completion.
Use-of-Time Tracker
Log daily time by ASCA category — direct services, indirect services, program planning.
Closing-the-Gap Plan
Document equity-focused interventions with ASCA-aligned fields for target groups and outcomes.
Spreadsheet vs. TEX
This template is a great start. When you're ready for the full power, TEX automates everything.
| Task | With This Template | With TEX |
|---|---|---|
| Add a new student | Type manually into roster | Auto-synced from your SIS |
| Log a meeting | Enter date, type, notes manually | Auto-logged from calendar, AI suggests follow-ups |
| Track interventions | Update status manually each week | Real-time progress tracking with alerts |
| Monthly summary | Review formulas, check accuracy | One-click report generation |
| Find at-risk students | Scan manually through rows | AI-flagged priority dashboard |
| ASCA reporting | Copy data into ASCA templates | Auto-generated ASCA-aligned reports |