Lesson Plan
SOAP Foundations Blueprint
Guide K-12 school counselors through the structure and purpose of SOAP notes, then practice writing accurate Subjective, Objective, Assessment, and Plan entries using real-world scenarios to boost documentation confidence.
Consistent, clear SOAP notes improve client care, ensure continuity, and meet professional and legal standards, empowering counselors to document effectively.
Audience
Time
Approach
Materials
Prep
Prepare Workshop Materials
10 minutes
Step 1
Welcome & Objectives
5 minutes
Step 2
Overview of SOAP Structure
10 minutes
Step 3
Deep Dive: Subjective & Objective
10 minutes
Step 4
Deep Dive: Assessment & Plan
10 minutes
Step 5
Group Practice Activity
15 minutes
Step 6
Debrief & Reflection
10 minutes

Slide Deck
What’s in a SOAP?
Workshop Objectives
What Is a SOAP Note?
Why SOAP Notes Matter
Subjective (S)
Objective (O)
Assessment (A)
Plan (P)
Examples: Subjective & Objective
Examples: Assessment & Plan
Complete SOAP Note Example
Group Practice Activity
Debrief & Reflection
Next Steps & Resources
