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131. It’s All Coming In: Managing Referrals Like a Pro
Manage episode 512276541 series 3454478
The first few weeks of school are often a blur of class schedules, new faces, and back-to-school energy—but they’re also the time when every referral seems to come in at once.
In this episode, I'm breaking down how to handle that wave of requests without losing your mind (or your lunch break). You’ll learn how to triage like a pro, set healthy boundaries with staff, and create systems that save your future self a ton of time and stress.
What you’ll learn in this episode:
- Why referral overload is actually a good sign (and how to manage it)
- Carol’s 3-T Triage System: Time-Sensitive, Tiered, and Transparent
- How to streamline referrals with a Google Form
- What to say instead of “That’s not my job” (without burning bridges)
- Why your language matters when setting boundaries
- A simple way to track referrals for data and advocacy
Encouragement for Counselors:
You don’t have to do it all at once. You just need a system, a plan, and permission to pause. Triage your time. Lead with heart. And remember—you’re not behind, you’re building something sustainable.
Grab the Show Notes: Counselingessentials.org/podcast
Join Perks Counseling Club Membership and get the lessons, small group and individual counseling materials you need. Join now and get your first month free when you sign up for 3 months!
Connect with Carol:
- TpT Store
- Counseling Essentials Website
- Elementary School Counselor Exchange Facebook Group
- Caught In The Middle School Counselors Facebook Group
- High School Counselor Connection Facebook Group
Mentioned in this episode:
132 episodes
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