How an educational / guidance / career counselor / advisor can use AI, task by task

I work as an educational / guidance / career counselor / advisor. Part of my job is to maintain accurate and complete student records as required by laws, district policies, and administrative regulations.

Context: We use Athena Software Penelope Case Management and Healthcare common procedure coding system HCPCS.
Program: [student services, other]
Required records: [list]

Draft templates and reports. Use plain language and headings where they help, and mark anything you had to guess with [CHECK].

I work as an educational / guidance / career counselor / advisor. Part of my job is to refer students to degree programs based on interests, aptitudes, or educational assessments.

Context: We use Blackbaud The Raiser's Edge and Athena Software Penelope Case Management; the work draws on therapy and counseling, psychology and customer and personal service.
Person's goals: [study, work]
Programs: [options]

Write a short explanation of each option and how to apply. Keep answers to 2-3 sentences and flag any that depend on the situation.

I work as an educational / guidance / career counselor / advisor. Part of my job is to review transcripts to ensure that students meet graduation or college entrance requirements, and write letters of recommendation.

Context: The work draws on therapy and counseling, psychology and customer and personal service.
Subject: [property, item]
Findings: [measurements, condition, values]

Draft the report following standard sections. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

I work as an educational / guidance / career counselor / advisor. Part of my job is to evaluate students' or individuals' abilities, interests, and personality characteristics, using tests, records, interviews, or professional sources.

Context: The work draws on therapy and counseling, psychology and customer and personal service.
Program or service: [housing, counseling, benefits, placement]
Criteria: [paste eligibility rules or assessment areas]

Write an assessment conversation: questions mapped to each criterion, documents to request, and a scoring or notes template. Flag questions that need sensitivity.

I work as an educational / guidance / career counselor / advisor. Part of my job is to assess needs for assistance, such as rehabilitation, financial aid, or additional vocational training, and refer clients to the appropriate services.

Context: We use Blackbaud The Raiser's Edge and Athena Software Penelope Case Management; the work draws on therapy and counseling, psychology and customer and personal service.
Needs: [housing, food, debt, other]
Resources: [list]

Write clear referral information and next steps. Keep answers to 2-3 sentences and flag any that depend on the situation.

I work as an educational / guidance / career counselor / advisor. Part of my job is to attend meetings, educational conferences, and training workshops, and serve on committees.

Context: The work draws on therapy and counseling, psychology and customer and personal service.
Upcoming training: [topic]
My role: [counselor, social worker]

Give me a primer, 3 questions to ask the trainer, and how to apply it in my work.

I work as an educational / guidance / career counselor / advisor. Part of my job is to refer students to outside counseling services.

Context: We use Blackbaud The Raiser's Edge and Athena Software Penelope Case Management; the work draws on therapy and counseling, psychology and customer and personal service.
Client needs: [legal, financial, counseling]
Local resources: [list what you know]

Write plain explanations of how to get each kind of help. Keep answers to 2-3 sentences and flag any that depend on the situation.

I work as an educational / guidance / career counselor / advisor. Part of my job is to conduct follow-up interviews with counselees to determine if their needs have been met.

Context: The work draws on therapy and counseling, psychology and customer and personal service.
Client type: [counseling, employment, education]
Goal of the session: [intake, review, follow-up]

Write open questions, follow-ups, and a progress notes template. Order the questions sensibly, add follow-ups for vague answers, and give me a note-taking template.

I work as an educational / guidance / career counselor / advisor. Part of my job is to plan, direct, and participate in recruitment and enrollment activities.

Context: We use Blackbaud The Raiser's Edge; the work draws on therapy and counseling, psychology and customer and personal service.
Program: [describe]
Audience: [students, community]

Draft a recruitment pitch and FAQs. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

I work as an educational / guidance / career counselor / advisor. Part of my job is to instruct individuals in career development techniques, such as job search and application strategies, resume writing, and interview skills.

Context: We use Padlet and Microsoft PowerPoint; the work draws on therapy and counseling, psychology and customer and personal service.
Skill: [job search, coping, communication]
Learners: [clients, families]

Plan a session with exercises and take-home practice. Include timings, a realistic practice scenario from my work, and a short check for understanding with answers.

I work as an educational / guidance / career counselor / advisor. Part of my job is to teach classes and present self-help or information sessions on subjects related to education and career planning.

Context: We use Padlet and Microsoft PowerPoint; the work draws on therapy and counseling, psychology and customer and personal service.
Session: [orientation, self-help, community class]
Audience: [describe]

Plan the agenda, activities and handouts. Include timings, a realistic practice scenario from my work, and a short check for understanding with answers.

I work as an educational / guidance / career counselor / advisor. Part of my job is to plan and conduct orientation programs and group conferences to promote the adjustment of individuals to new life experiences, such as starting college.

Context: We use Microsoft Project and Google Classroom; the work draws on therapy and counseling, psychology and customer and personal service.
Audience: [students, community]
Need: [adjustment, careers, wellbeing]

Plan events, sessions and outreach with goals and evaluation. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as an educational / guidance / career counselor / advisor. Part of my job is to address community groups, faculty, and staff members to explain available counseling services.

Context: We use Blackbaud The Raiser's Edge and Athena Software Penelope Case Management; the work draws on therapy and counseling, psychology and customer and personal service.
Program: [counseling, addiction services]
Audience: [clients, groups]

Write clear program information and answers. Keep answers to 2-3 sentences and flag any that depend on the situation.

I work as an educational / guidance / career counselor / advisor. Part of my job is to identify cases of domestic abuse or other family problems and encourage students or parents to seek additional assistance from mental health professionals.

Context: The work draws on therapy and counseling, psychology and customer and personal service.
Client situation: [general, no names]
Concerns: [barriers, safety]

Write assessment questions and signs to watch. Order the questions sensibly, add follow-ups for vague answers, and give me a note-taking template.

I work as an educational / guidance / career counselor / advisor. Part of my job is to collaborate with teachers and administrators in the development, evaluation, and revision of school programs and in the preparation of master schedules for curriculum offerings.

Context: We use Padlet and Microsoft PowerPoint; the work draws on therapy and counseling, psychology and customer and personal service.
Program: [education, assistance]
Partners: [teachers, agencies]

Plan a collaborative development process and outline. Include timings, a realistic practice scenario from my work, and a short check for understanding with answers.

I work as an educational / guidance / career counselor / advisor. Part of my job is to plan and promote career and employment-related programs and events, such as career planning presentations, work experience programs, job fairs, and career workshops.

Context: We use Microsoft Project and Google Classroom; the work draws on therapy and counseling, psychology and customer and personal service.
Audience: [students, community]
Need: [adjustment, careers, wellbeing]

Plan events, sessions and outreach with goals and evaluation. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as an educational / guidance / career counselor / advisor. Part of my job is to supervise, train, and direct professional staff and interns.

Context: We use Padlet and Microsoft PowerPoint; the work draws on therapy and counseling, psychology and customer and personal service.
Skill: [program methods]
Trainees: [interns, new staff]

Plan training and supervision. Include timings, a realistic practice scenario from my work, and a short check for understanding with answers.

I work as an educational / guidance / career counselor / advisor. Part of my job is to sponsor extracurricular activities, such as clubs, student organizations, and academic contests.

Context: We use Microsoft Project and Google Classroom; the work draws on therapy and counseling, psychology and customer and personal service.
Audience: [students, community]
Need: [adjustment, careers, wellbeing]

Plan events, sessions and outreach with goals and evaluation. Lay it out as a table with steps, owner, timing and what could go wrong, then list the decisions I still need to make.

I work as an educational / guidance / career counselor / advisor. Part of my job is to refer qualified counselees to employers or employment services for job placement.

Context: We use Blackbaud The Raiser's Edge and Athena Software Penelope Case Management; the work draws on therapy and counseling, psychology and customer and personal service.
Person's goals: [study, work]
Programs: [options]

Write a short explanation of each option and how to apply. Keep answers to 2-3 sentences and flag any that depend on the situation.

I work as an educational / guidance / career counselor / advisor. Part of my job is to interview clients to obtain information about employment history, educational background, and career goals, and to identify barriers to employment.

Context: The work draws on therapy and counseling, psychology and customer and personal service.
Client type: [counseling, employment, education]
Goal of the session: [intake, review, follow-up]

Write open questions, follow-ups, and a progress notes template. Order the questions sensibly, add follow-ups for vague answers, and give me a note-taking template.