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This resource includes a mix of digital and printable tools to support your unique workflow. With editable Google Sheets featuring built-in automations and printable PDF pages for quick reference and planning, you’ll have everything you need to keep due dates, documentation, and priorities in check — all in one place!

 

There are 9 helpful tools included in this resource.

 

1. Caseload Management Log

  • Have all of your students' information in one place
  • Serves as the master sheet for automations that function on the other tools
  • IEP due dats automatically highlight when due within 60 and 45 days

 

2. IEP Calendar & Checklist

  • Easily schedule all of your IEP meetings for the entire year
  • Dates will be highlighted in green if they match today’s date!
  • IEP meeting checklist helps you stay organized and keep yourself on track with all of the paperwork & steps it takes to complete an IEP

 

3. Schedule Template

 

4. Progress Report Tracker

  • All student names that you enter on your main caseload tab will automatically appear on the progress report tracker
  • Keep track of writing & sending progress reports each quarter

 

5. Evaluations Log

  • One for initial evaluations and one for students that are already on your caseload
  • Includes automations that calculate due dates based on the date you received consent to test, highlight due dates that are due within 60 &45 days, student age at evaluation 
  • Evaluation checklist included (e.g. signed permission, case history taken, collected teacher input, classroom observation, etc.)
  • For caseload evals (e.g. triennial, caregiver request), there are automations that fill in information once you select a student from the dropdown

 

6. Caregiver Contact Log

  • Easily keep track of conversations with caregivers
  • Never forget an interaction
  • Work in a litigious school district? You’ll have all interactions documented for your records

 

7. Staff Contact Info & Log

  • After you fill in the names of staff members on the Staff Contact Info tab, you’ll get a dropdown list of staff member names on the Contact Log tab

 

8. Themes & Materials

  • Add your activities
  • Include links to digital resources you own (e.g. Boom Cards, Google Drive)
  • Paste links from online resources like YouTube read alouds, Abc Ya games, etc.
  • Now you have therapy plans for years to come!

 

9. Age Calculator 

  • Enter the student's date of birth and the date you administered the evaluation = the student's age at evaluation will automatically be calculated for you

 

This spreadsheet and all of the tabs with the different tools are fully editable, and instructions are provided that will guide you with some customizations!

 

You also Get Printable Worksheets:

  • 19 pages
  • Weekly planner - color and B&W
  • IEP calendar
  • Themes calendar - blank and filled with themes for younger & older students 
  • Therapy plans - great to share with your SLP graduate students/SLPA's!
  • Therapy schedule - 15 and 30 minute increments
  • Caregiver contact log
  • Evaluation log

 

📩 Have a question?

Reach out anytime: hello@speechieadventures.com 

Caseload Management Spreadsheet Tools

$10.00Price
  • Stay organized and on top of your caseload all year long with this set of practical, easy-to-use tools created just for busy school-based SLPs like you! 

     

    Whether you're managing evaluations, IEPs, or day-to-day responsibilities, this resource helps streamline your workflow so you can focus more on your students — and less on the paperwork!

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