Template · Education · 6 sections
Case conference and parent meeting minutes for schools
For the meeting where family, educators, wellbeing staff and outside providers sit at one table: who came and who sent apologies, each person’s update in their own words, what is working, what needs to change, and every action with a name and a timeline beside it.
Built for
- School Counsellor
- Teacher
- Special Education Teacher
- Learning Support Teacher
- Year Level Coordinator
- Behaviour Specialist
- Social Worker
Find it on the templates page
How schools use it
-
One template, several meetings
Tick the meeting type at the top: case conference, parent-teacher meeting, SSG, ILP review or behaviour review.
-
Every voice recorded separately
The parent or carer, classroom educator, counsellor or psychologist, learning support and external providers each have their own update, with room for the student’s voice.
-
Referrals with consent
Referrals discussed are ticked off (psychology, speech pathology, occupational therapy, paediatrician, NDIS, family support), with a reminder that external referrals need parent or carer consent.
In private practice? The same template is on Grounded Scribe's Schools Case Conference / Parent Meeting page (Grounded Scribe site).
6 sections
Template structure
The schools case conference / parent meeting template captures these sections automatically from your recording when your school has added AI. With AI off, staff fill in the sections themselves.
- 1 Meeting Details
- 2 Attendees
- 3 Student Overview
- 4 Discussion
- 5 Actions
- 6 Next Meeting
The Schools Case Conference / Parent Meeting template
SCHOOLS CASE CONFERENCE / PARENT MEETING:
MEETING DETAILS:
• Date:
• Time:
• Duration:
• Student: Year Level:
ATTENDEES:
Name Role Present/Apology
1.
2.
3.
4.
5.
STUDENT OVERVIEW:
Current presentation/concerns:
Recent incidents (if applicable):
Academic progress:
Social-emotional wellbeing:
Attendance:
REPORTS/UPDATES FROM ATTENDEES:
Parent/carer perspective:
Classroom teacher:
Counsellor/Psychologist:
Learning support:
External providers:
DISCUSSION:
Key issues discussed:
1.
2.
3.
Parent/carer concerns and requests:
Student voice (if gathered):
CURRENT SUPPORTS IN PLACE:
•
How it works
- 1
Record or dictate the meeting
In the room or over a video call. Audio is deleted once transcribed. If a recording can't upload or be transcribed, it stays on your device so you can try again.
- 2
Pick the Schools Case Conference / Parent Meeting template
When you record, dictate or upload, press the Note template button, search by name or section, and open Sections to preview it. Make it your default at this school so it is ready next time. You can switch templates until you submit the recording.
- 3
Review and finalise
Your note is generated in the structure above. Edit anything you want — in your school’s words — then save to the student’s record.
Quick guide
Which template should I use?
Start from what just happened. You can switch templates until you submit the recording.
- A student drops in upset at recess Student Check-in Note →
- A planned counselling session with a student School Counselling Session →
- Something happened in class or the playground Behaviour Incident Report →
- A student was hurt or unwell at school First Aid Incident Record →
- You need evidence of an adjustment for the NCCD NCCD Evidence Record →
- A Student Support Group meeting SSG Meeting Minutes →
- A parent or carer meeting Parent Meeting Summary →
- A student is returning after a suspension or long absence Re-entry / Return Meeting →
- A student is moving year level, campus or school Transition Support Note →
- Attendance has dropped and you are calling home Attendance Follow-up Record →
- Reviewing progress on a student’s individual education plan IEP/ILP Progress Note →
- Adjusting a unit of work for one student Curriculum Differentiation →
- A careers interview about pathways after school Career Counselling Session →
- A student is back from work experience Work Experience Placement Note →
More education templates
Guides for this kind of note
All guides on School docsTry the Schools Case Conference / Parent Meeting template free
Tell us a little about your school and we'll show you how it would work for your team.
- A made-up school like yours to explore for 14 days
- We check each request by hand and reply within two school days
- Made-up students only: no real student information needed
Prefer email? Write to [email protected].
(03) 4422 2284: answered any time by Descant's AI receptionist, which keeps a written record of the call. Please don't share student details. Our team replies within two school days.