How Do You Handle Student Info When You're Leaving?

School for School Counselors Podcast

Are you preparing to leave your school counseling position and unsure about what documentation to leave for your successor? Navigating the complexities of student privacy and legal compliance is crucial for school counselors. In this episode, we dive into the essentials of managing student notes and records, giving you the confidence to adhere to FERPA regulations while maintaining the confidentiality your students rely on.

Think of this episode as your toolkit for identifying and balancing memory aids versus documentation. We explore the CARE acronym—Consider, Align, Review Records, and Empower—a practical framework to help you navigate information transfers. Discover how to communicate effectively with stakeholders, align with the ASCA National Model and FERPA, manage documentation securely, and empower your successors with the right information, all while protecting student privacy. Join us for this insightful discussion, and enhance your practice with the skills to handle student records with integrity and care.
Mentioned in this episode:
ASCA Ethical Standards for School Counselors
Family Educational Rights and Privacy Act (FERPA)

Stone, Carolyn. (2022). School counseling principles: Ethics and law. 5th ed. American School Counselor Association.
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Our goal at School for School Counselors is to help school counselors stay on fire, make huge impacts for students, and catalyze change for our roles through grassroots advocacy and collaboration. Listen to get to know more about us and our mission, feel empowered and inspired, and set yourself up for success in the wonderful world of school counseling.
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1. Student Notes and FERPA Compliance (00:00:00)

2. Guidelines for Transfer of Student Information (00:17:53)