Lesson Plan
One-on-One Intake Outline
Guide counselors through a structured 30-minute one-on-one intake session to gather student history, risk factors, strengths, and build rapport.
Ensures consistency, thoroughness, and empathic engagement in Tier 3 clinical assessments—helping counselors identify student needs and potential risks while fostering trust.
Audience
Time
Approach
Materials
Prep
Review Materials & Setup
10 minutes
Step 1
Welcome & Rapport Building
5 minutes
Step 2
Collect Personal History
10 minutes
Step 3
Assess Risks & Protective Factors
10 minutes
Step 4
Summarize & Close
5 minutes
Slide Deck
Key Questions Deck
Section 1: Rapport Building
Section 2: Personal History
Section 3: Risk Assessment
Section 4: Protective Factors
Section 5: Closing & Next Steps
End of Deck
Script
Worksheet
Answer Key
