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Army Counseling Form Template

Streamline Mental Health Support with Our Army Counseling Form

Managing mental health challenges in the military can be overwhelming, but our Army Counseling Form template simplifies the process for you. Designed specifically for military personnel and veterans, this form facilitates effective communication between counselors and clients, ensuring that treatment needs are clearly understood. By utilizing this template, you can improve documentation accuracy, enable seamless follow-ups, and foster a supportive environment for wounded soldiers and veterans seeking help. Experience the ease of form creation without any coding skills required-try out the live template today.

Soldier full name
Rank/Grade
Unit/Organization
Duty position
DoD ID number
Counselor full name
Rank/Grade
Position/Title
Date of counseling
Type of counseling
Initial
Event-oriented
Performance
Professional growth
Adverse/Corrective
Other
Please Specify:
Primary topics addressed
Purpose of counseling
Key points discussed
Standards or references cited
Overall performance during this period
Poor
Fair
Good
Very good
Excellent
Soldier currently meets required standards
Yes
No
Plan of action (specific steps, resources, and timelines)
Leader responsibilities
Suspense/completion date
Follow-up date
I understand the information discussed
Yes
No
I agree with the plan of action
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
I had the opportunity to provide input
Strongly disagree
Disagree
Neither agree nor disagree
Agree
Strongly agree
I have been advised of my right to submit comments or appeal as applicable
Yes
No
Soldier signature
Soldier signature date
Counselor signature
Counselor signature date
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Paper art illustration related to Army Counseling Form Template and FormCreatorAI.

When to use this form

Use this template when you need a structured, documented discussion with a Soldier about performance, expectations, or a specific event. It fits initial and monthly check-ins, event-oriented notes like failed to report (FTR), uniform or safety violations, and goal setting for schools or boards. Leaders and Soldiers both benefit: you align on standards, capture a counseling statement, and agree on a clear plan with due dates. Use it right after an incident, before evaluation periods, or to guide remediation training. If well-being comes up, pair your session with a Mental health survey form to inform referrals. The result is a fair record, accountable tasks, and a shared path to improvement or continued success.

Must Ask Army Counseling Questions

  1. What is the purpose of this session and which standard or policy applies?

    Stating the reason up front links the discussion to an objective requirement. This keeps the record fair and shows exactly how performance will be measured.

  2. What happened (who, what, when, where) and what is your perspective?

    Recording precise facts and the Soldier's statement improves accuracy and reduces disputes later. It also builds buy-in for the plan of action.

  3. What specific actions will you complete, by when, and how will we measure success?

    Turning issues into time-bound tasks creates a clear plan of action. Measurable checks make follow-up simple and objective.

  4. What support, training, or accommodations do you need to meet the standard?

    Identifying resources early removes barriers, from transportation to schedule conflicts. If stressors are involved, a brief Psychology questionnaire form can surface themes to address.

  5. What are the follow-up date, leader responsibilities, and consequences for not following the plan?

    Setting a date and leader tasks ensures accountability on both sides. Stating possible outcomes up front reinforces urgency and fairness.

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