Lesson Plan

Core Intake Components Map

Enable school counselors to apply a structured, empathetic clinical intake process by identifying core components, practicing empathetic interviewing, accurately organizing intake data, and using quality checks for consistent Tier 2 support.

Consistent, empathy-driven intakes improve student trust, accurate needs assessment, and targeted interventions, strengthening Tier 2 support.

Audience

Time

Approach

Materials

Prep

Prepare Materials & Space

10 minutes

Step 1

Welcome & Objectives

5 minutes

Step 2

Map Core Intake Components

15 minutes

Step 3

Empathy-Driven Interview Role-Play

20 minutes

Step 4

Documenting & Quality Checking

15 minutes

Step 5

Reflection & Next Steps

5 minutes

lenny

Slide Deck

Empathy-Driven Interview Guide

Why Empathy Matters

Core Principles of Empathy

Interview Flow Overview

Phase 1: Warm Welcome

Phase 2: Open-Ended Questions

Phase 3: Reflective Listening

Techniques for Depth

Documenting with Empathy

Practice & Next Steps

lenny

Script

lenny
lenny

Worksheet

lenny
lenny

Rubric

lenny
lenny
lenny

Intake Essentials

Karolyn Estevez

Tier 2
For Schools
lenny-learning-logo

Lenny Learning

Create Lesson

CASEL

Health & Wellness

Behavioral Supports

Counseling & Therapy

Family Engagement

School Climate

Special Education

Academic Integration

Seasonal

Career & Life Skills

Arts & Creativity

My Lessons

My Lessons

Video Library

Video Library

Support

Support

Log In