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

Welcome everyone! Introduce the session’s focus on three core time-saving strategies for progress notes.

Learning Objectives

Read through each objective, ensuring participants understand what they’ll achieve by the end of this section.

Strategy 1: Fill-in-the-Blank Templates

Explain how templates reduce repetitive typing. Show a sample template and point out hotspots to fill in.

Strategy 2: Keyboard & Text-Expansion Shortcuts

Demonstrate a live shortcut insertion. Mention popular tools like built-in text expanders or third-party apps.

Strategy 3: Summarization Frameworks (SOAP/SOAPIE)

Walk through the SOAP framework. Show how each section maps to concise bullet points.

Before & After Example

Present the side-by-side example. Highlight time saved and clarity gained.

Ready for Template Speed Drills?

Transition smoothly into the hands-on drill. Remind participants where to find the worksheet.

Lesson Plan

Streamlining Plan

Audience

Time

Approach

Materials

Prep

Review and Setup

Step 1

Introduction and Objectives

Step 2

Time-Saving Techniques Overview

Step 3

Template Speed Drills

Step 4

Fastest Note Challenge

Step 5

Debrief and Next Steps

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

Streamlined Notes

Emma Gillespie