The Power of the Annual Agreement

School counseling management agreement.

The annual agreement is an ASCA national model document that helps counselors and their admins get on the same page in regards to program plans and goals. I have to admit that it took me a couple years to get on board with the importance of this…it seemed like a useless piece of paper that I didn’t have time to create. A colleague shared with me how much of a difference she felt in the efficiency and effectiveness of her program once she created an annual agreement at about the same time that I got a new, very enthusiastic co-counselor, so we decided to give it a go.

We poured through examples and templates (much thanks to google!) and eventually came up with something that really worked for us. It was WELL WORTH the time and energy to create it! Here’s why:

  • It helped us prioritize. We allowed for some flexibility, but if it wasn’t in the agreement (which we call out “program plan”), we didn’t feel as compelled to do it. This is key in the world of Pinterest and amazing bloggers! It’s easy to get sucked into amazing ideas and forget to focus on our key goals.
  • Speaking of focused, creating this helped us be more focused as counselors overall.
  • Advocacy! We started off the year in our early evaluation meetings with admin by discussing this document. It not only helped show our planning of services (a major component in our evaluation rubric), but it also allowed us to advocate for our work and our time. We tied our program goals to our school improvement goals which also helped.
  • We start the year strong – we’ve got a plan and so we do far less floundering at the beginning.

After some trial and error, this is the template we’ve come to use and love. It’s not ground breaking, but I thought I’d share in case it really resonates with someone else! If you’d like the .doc, leave a message with your email and I’ll shoot it your way.

Reproducible Annual School Counseling Program Agreement for counselor and administrators


Reproducible Annual School Counseling Program Agreement for counselor and administrators


AReproducible Annual School Counseling Program Agreement for counselor and administrators

4 Responses

    1. Hello! Unfortunately, I don’t have a digital copy of this anymore (it was on a laptop that died). Best, Sara

  1. Hi! Could you please share this document with me? I am a new school counselor and would love to try this for next fall. Thank you so much!

    1. Hello! I’m sorry, this was on my school laptop that I don’t have anymore, or else I would email you the template! Best, Sara

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Hello, I’m Sara!

With 10 years of experience in
elementary school counseling,
I get to serve in a different way now
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