Using the Lower School Conference Template in Microsoft Word

Follow along with this video to begin working on your Lower School conference notes:

Written instructions:

1. To start off, you will need to open the template. For now, the template is located on the M: drive under LS Documents, Conference Form. Once in that folder, double click on current version of the template.
   • In the future, this template may be stored elsewhere. It does not matter where it is if you are able to open in.
   • If you are having issues opening the M: drive, you can download a copy of the template at the bottom of this page.
2. When the template is opened, a new document is created using this template.
3. Before you begin working on this document, save it wherever you will be keeping your conference forms.
4. After its saved, you may begin working on the document.
5. Start by entering your students name, grade, and teacher where designated
6. Under each heading, you can begin typing your notes.
   • The template defaults to the ‘fall conference’ style. If you are entering notes for the winter, spring, or for an additional conference, be sure to switch to the correct style by clicking on it at the of the screen.
7. You do not need to worry about the parent/guardian signature field at the bottom. If your notes end up going into additional pages, the signature automatically moves to the last page.
8. Press the ‘save’ icon to save your work.