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
High School Students
Time
30 minutes
Approach
Structured guided questions and scripted prompts.
Prep
Review Materials & Setup
10 minutes
- Review the full One-on-One Intake Outline to internalize session flow
- Read through the Counselor’s Intake Script and highlight key phrasing
- Print enough copies of the Personal History Form
- Load the Key Questions Deck on your computer/projector
- Keep the Red Flags Reference within reach for quick consultation
- Arrange a private, comfortable meeting space
Step 1
Welcome & Rapport Building
5 minutes
- Greet the student warmly and introduce yourself
- Explain session purpose and confidentiality limits using the opening script from Counselor’s Intake Script
- Ask an ice-breaker question from the Key Questions Deck to put them at ease
- Observe nonverbal cues and adjust your tone for comfort
Step 2
Collect Personal History
10 minutes
- Guide the student through the Personal History Form, asking clarifying follow-up questions
- Cover family background, school performance, social activities, and interests
- Note strengths (e.g., hobbies, achievements) and any emerging concerns
- Use scripted probes from Counselor’s Intake Script as needed
Step 3
Assess Risks & Protective Factors
10 minutes
- Reference the Red Flags Reference to screen for indicators like mood shifts or self-harm thoughts
- Ask targeted mental-health and support-system questions from the Key Questions Deck
- Identify protective factors (coping skills, positive relationships)
- Document observations clearly for follow-up planning
Step 4
Summarize & Close
5 minutes
- Recap main points and validate the student’s experiences
- Outline recommended next steps (e.g., referrals, coping strategies, follow-up session)
- Use closing language from the Counselor’s Intake Script to reinforce support
- Schedule the next meeting and thank the student for their openness
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Slide Deck
Key Questions Deck
Use these prompts during your one-on-one intake to build rapport, gather history, assess risk and protective factors, and close the session with clarity.
Introduce the purpose of this deck: to guide the intake conversation with targeted, open-ended questions. Encourage genuine curiosity and active listening.
Section 1: Rapport Building
• How’s your day going so far?
• What’s something you enjoyed this week?
• Can you tell me one thing that makes you feel at ease?
Sample follow-ups:
– “What about that experience did you like most?”
– “How did that feel for you?”
Start with a light, informal tone. Adjust your wording to match the student’s comfort level. Observe body language to guide pacing.
Section 2: Personal History
• How would you describe your relationship with your family?
• What’s a typical day like for you at school?
• What extracurriculars or hobbies are important to you?
Sample follow-ups:
– “Tell me more about that activity.”
– “How has that changed over time?”
Transition gently: tie rapport questions into deeper topics. Use the student’s answers to personalize follow-ups.
Section 3: Risk Assessment
• Over the past few weeks, how often have you felt down or hopeless?
• Have you ever had thoughts of harming yourself or not wanting to be here?
• Have you experienced any major changes or losses recently?
Sample follow-ups:
– “Can you describe what was happening when you felt that way?”
– “Who did you reach out to for support?”
Proceed with sensitivity. Watch for signs of distress. Normalize difficult feelings before asking direct risk questions.
Section 4: Protective Factors
• Who do you trust or turn to when you need help?
• What activities or people help you feel better when you’re stressed?
• Can you share a time you overcame a challenge—what helped you then?
Sample follow-ups:
– “What did you learn about yourself from that experience?”
– “How might we use those strategies moving forward?”
Highlight strengths and supports. Shift from risk to resilience to end the tough questions on a more hopeful note.
Section 5: Closing & Next Steps
• Is there anything else on your mind that we haven’t covered?
• Here’s what I’ll do next: [brief plan]
• When would you like to meet again?
Remind of confidentiality limits and emergency resources.
Summarize key points, validate the student’s courage, and clarify next steps. Ensure they know how to reach you.
End of Deck
Thank you for your time. Use this deck to guide a consistent, empathic intake process.
Thank the student for their openness. Remind them you’re available and committed to support.
Script
Counselor’s Intake Script
1. Welcome & Confidentiality
“Hi [Student Name], I’m [Counselor Name], and I’m really glad you’re here today. This is a safe, private space for you to share whatever’s on your mind. Everything we talk about stays between us, except if I believe you might harm yourself or someone else, or if I think you’re in danger. In those cases, I’m required to get help to keep you safe. Do you have any questions about that before we begin?”
Pause for any questions and acknowledge them.
“Great. To get started, I’d love to learn a little about how your day is going.”
2. Rapport Building (Ice-Breaker)
“• How’s your day going so far?”
– If needed: “What’s been the best part of your day?”
“• What’s something you’ve enjoyed this week?”
– If needed: “What about that stood out to you?”
“• Can you tell me one thing that makes you feel at ease?”
– If needed: “How does that help you when you’re stressed?”
Use the student’s answers to build connection, mirror their language, and show genuine interest.
3. Transition to Personal History
“Thanks for sharing that with me. Now I’d like to get a bit more background about you, so I can better understand what’s been going on in your life.”
4. Collecting Personal History
“• Who do you live with at home? Can you tell me about your relationships with family members?”
– Follow-up: “What’s one of your favorite memories with your family?”
“• What’s a typical day like for you when you’re at school?”
– Follow-up: “Is there a part of the school day you look forward to the most?”
“• What clubs, sports, or hobbies are important to you?”
– Follow-up: “How did you get started with that activity?”
“• If you had to name one strength or skill you’re proud of, what would it be?”
– Follow-up: “How has that helped you in challenging times?”
Note positive themes and emerging concerns as the student speaks.
5. Risk Assessment
Transition gently:
“Sometimes we ask a few tougher questions so I can check in on how you’re feeling inside. If at any point you need me to slow down or take a break, just let me know.”
“• Over the past few weeks, how often have you felt down, hopeless, or unusually tired?”
– Follow-up: “Can you describe a moment when you felt that way?”
“• Have you ever had thoughts about harming yourself or not wanting to be here?”
– Follow-up: “When those thoughts happen, what do you usually do?”
“• In the past year, have you experienced any major changes or losses—like a move, a breakup, or someone passing away?”
– Follow-up: “How did you cope with that?”
Validate their courage for sharing.
“Thank you for talking about that. I know these questions can feel tough.”
6. Protective Factors & Strengths
“• Who do you feel you can turn to when you need help or support?”
– Follow-up: “What makes that person a good support for you?”
“• What activities, hobbies, or routines help you feel better when you’re stressed?”
– Follow-up: “Can you think of a recent time you used that strategy?”
“• Tell me about a challenge you’ve faced and how you got through it.”
– Follow-up: “What did you learn about yourself in that situation?”
Highlight and affirm any coping skills and positive relationships mentioned.
7. Summarize & Next Steps
“Here’s what I heard today: you told me that [brief summary of main points, e.g., home situation, school experience, current mood]. You’ve shown strength by [highlight protective factors]. Does that sound right?”
Pause for confirmation.
“Based on what you’ve shared, here’s what we’ll do next:
• I will [e.g., connect you with peer support group / share coping strategy handouts]
• We’ll schedule a follow-up in [timeframe] to check in again.
Does that plan feel okay to you?”
Agree on next steps and write down the follow-up appointment.
8. Closing
“Thank you again for being open and honest today. I really appreciate your trust. Remember, you can reach out to me anytime if you need to talk before our next meeting. You’re not alone, and I’m here to support you.”
Offer any printed resources or contact information.
“Take care, and I’ll see you on [scheduled date].”
Worksheet
Personal History Form
Student Name: _________________________ Date: _______________
Section 1: Demographics
- Age: ________________________ Grade: ________________________
- Who lives with you at home? (parents, siblings, guardians):
______________________________________________________________________
Section 2: Family & Relationships
- Describe your relationship with family members (parents, siblings, others):
- Share a positive memory with your family:
Section 3: School Experience
- What is a typical day like for you at school?
- What subjects do you enjoy most and why?
- Which subject do you find challenging and why?
Section 4: Activities & Interests
- List any clubs, sports, or hobbies you participate in and what you enjoy about them:
Section 5: Strengths & Skills
- What is one strength or skill you’re proud of? How has it helped you?
- Describe a time you overcame a challenge. What strategies did you use?
Section 6: Additional Notes
Is there anything else you’d like me to know about your background or experiences?
Answer Key
Red Flags Reference
Use this reference to identify warning signs across mood, behavior, and thought patterns. If you observe any of these, gently explore further and consider safety planning or referral.
1. Mood & Emotional Indicators
• Persistent sadness, tearfulness, or hopelessness lasting more than two weeks
• Marked irritability or anger outbursts beyond typical teen mood swings
• Sudden emotional flatness or numbness—appearing “shut down”
2. Behavioral Changes
• Social withdrawal: avoiding friends, skipping classes, isolating in hallways
• Noticeable drop in academic performance or loss of interest in favorite activities
• Risk-taking behaviors: substance use, reckless driving, self-harming actions (cutting, burning)
• Sleep disturbances: insomnia, excessive sleeping, frequent fatigue
3. Thought Content & Speech
• Expressions of self-harm or suicide (“I wish I wasn’t here,” “I can’t go on”)
• Preoccupation with death, dying, or violent themes in conversation or writing
• Extreme feelings of worthlessness, excessive guilt, or self-blame
4. Recommended Actions
• Clarify: Ask open questions (e.g., “When you say you don’t want to be here, what does that feel like?”).
• Validate & Listen: Show empathy (“That sounds really hard. I’m here to help.”).
• Safety Planning: If self-harm or suicidal thoughts are present, begin a safety plan immediately (remove means, identify supports, emergency contacts).
• Consult & Refer: Discuss concerns with your supervisor or school mental-health team. Refer out for crisis intervention or intensive therapy as needed.
Emergency Response: If you believe the student is at imminent risk of harming themselves or others, do not leave them alone. Follow your school’s crisis protocol immediately or call 911.