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Template · Education · 6 sections

Student Welfare Review

Welfare review meeting notes documenting concerns across academic, social, and personal domains.

Built for

  • Year Level Coordinator
  • Student Wellbeing Officer
  • School Counsellor

Find it on the templates page

6 sections

Template structure

The student welfare review template captures these sections automatically from your recording when your school has added AI. With AI off, staff fill in the sections themselves.

  1. 1 Student Details
  2. 2 Attendees
  3. 3 Concerns
  4. 4 Current Supports
  5. 5 Risk Assessment
  6. 6 Actions

The Student Welfare Review template

STUDENT WELFARE REVIEW

STUDENT DETAILS:

Name:

Year/Grade:

Date:

Convened By:

ATTENDEES:

Name | Role

REASON FOR REVIEW:

( ) Teacher concern ( ) Parent concern ( ) Student self-referral

( ) Attendance pattern ( ) Behaviour pattern ( ) Academic decline

( ) Peer conflict ( ) Disclosure ( ) Scheduled review ( ) Other: ___

ACADEMIC STATUS:

Overall Performance: ( ) Above ( ) At ( ) Below expected level

Subjects of Concern:

Recent Changes:

SOCIAL/EMOTIONAL STATUS:

Peer Relationships:

Engagement:

Mood/Presentation:

Recent Changes:

BEHAVIOURAL STATUS:

Classroom Behaviour:

Playground Behaviour:

Recent Incidents:

ATTENDANCE:

Current Rate: ____%

Pattern:

HOME/FAMILY FACTORS:

[Relevant family circumstances — with appropriate confidentiality]

CURRENT SUPPORTS IN PLACE:

1.

2.

3.

The opening of the template: its headings and fields.

How it works

  1. 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. 2

    Pick the Student Welfare Review 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. 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.

More education templates

Parent Meeting Summary Summary of a parent or carer meeting — who attended, what was discussed, decisions or agreements reached, follow-up actions and timelines, and any concerns raised that need referral or escalation. Use after wellbeing, learning-support, or behaviour conversations so the record matches what was agreed in the room. Read → Case conference and parent meeting minutes for schools Record for school-based case conferences and parent meetings involving multiple staff and/or external providers. Read → School Counselling Session Counselling session note adapted for the school context. Captures presenting concerns, the conversation and intervention, mood and risk where relevant, agreed plan, and any liaison with teachers, year coordinators, or external clinicians. Designed for school counsellors, psychologists, and wellbeing staff working under school confidentiality limits. Read → Student Check-in Note Lightweight check-in note for short, scheduled or drop-in wellbeing conversations. Captures the focus of the conversation, mood and any risk noted, what support was offered, and whether a follow-up is needed. Designed for high-volume, low-friction logging by wellbeing teams and chaplains. Read → Restorative Practice Conference Notes from a restorative justice conference or circle addressing harm and rebuilding relationships. Read → Re-entry / Return Meeting Re-entry meeting record for a student returning from suspension, exclusion, or extended absence. Captures attendees, the student's reflections, supports and adjustments agreed for the return, expectations and check-in plan, and any external supports being engaged. Designed to anchor a structured, restorative re-entry. Read →
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Guides for this kind of note

All guides on School docs

Mandatory reporting guides by state

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  • Made-up students only: no real student information needed

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