6 In Caseload Management

To Do List Tricks for SLPs

This time of year is especially crazy! Anyone else feel like a headless chicken? Unless I have a calendar or my to do list in front of me, I often don’t know what’s next. Here are five things that I use to help keep me on track…

We SLPs have a ton to do and a ton to keep track of, so I'm here to help you with this list of five to do list tricks! These tricks help me stay on top of my to do list and help me stay organized. Be sure to post a comment letting me know which trick is your favorite after you read!

1. Caseload Spreadsheet with Due Dates

Pretty simple, but so important. I have a spreadsheet listing my students’ names and their evaluation/IEP due dates. This helps me quickly see when everything will be due. Excel has a nifty feature to sort by date, so it’s easy to see which paperwork is due first. (Check out this post for more details. It’s one of my oldies, but it’s still helpful!) If I have a lot of meetings due at the same time, then I might add a column to put in the scheduled meeting date–so I know which paperwork needs to get done first.

2. Google Calendar for Scheduling

My Google Calendar keeps me on track! I put all of my appointments in my calendar. I love it, because it syncs with my phone and my personal computer. If I need to schedule a personal appointment or if something comes up, I can easily see which days/times would work best. Here are a few things that I’ve done to make it work for me…

  • I schedule all of my therapy times and make the appointments reoccurring.
  • I also enter my meetings. (Since my therapy times are already blocked off, it makes it easy to see when I’m free.)

3. Google Calendar for To Do List Items

  • I create “all day” events for my to-do list. This is my favorite feature, because it has helped me be consistent and follow through with things I say I’m going to do.
    • Every month or so, I sit down and look at my caseload spreadsheet. I put in an event for when I need to start scheduling a meeting, writing an IEP, etc.
    • I make reoccurring to dos for things I need to do every few weeks or once a month (e.g., turn in overload paperwork).
    • As things come up, I add events to my calendar. If a teacher asks me to screen a student, I put it on the calendar. If I need to turn something in, I put it on the calendar. If I need to follow up with a teacher, I put it on the calendar.
    • Jumping ahead a little…I also use checklists to keep me on track. Depending on how much extra help I need, the checklist tasks may or may not make onto my calendar!

4. Pre-Made Checklists

I’ve talked about these checklists before, but they are also saving me from losing my mind! They help me…

  • Not forget important pieces (like scheduling a meeting…eep!)
  • Not waste time making lists (I’m guilty of making lists to make lists to make lists. Anyone else do that?)
  • Prioritize tasks
  • Feel less stressed (They help me feel like I have a plan, and I know the work will get done.)
  • Keep track of my notes (e.g., If I call a parent and they tell me something I need to include in my paperwork, I can quickly jot down notes on that child’s checklist.)

How? I made checklists for my IEPs and evaluations. I also made a lesson plan template with a to do list. The product includes many more editable checklists (based on other SLPs’ requests!), but the three I listed are my personal favorites. I laminate them so I can reuse them, which I like!

5. Sticky Notes

If there is something that I have to get done by the end of the day, I will jot it down on a sticky note and put it on my desk. I confess. I’m a sticky note waster. I usually put one task on each sticky note. It keeps me from putting too much on my plate, and it keeps me motivated. When I complete a task, I love crumpling up a sticky note and throwing it in the trash! If I don’t finish everything I wanted to get done, then I add it to my Google Calendar.

Those are my five tips for you! Now tell me…what is your favorite way to keep track of all things SLP?


Hey there, awesome SLP! Check out this library of FREE tools that I made just for you!

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6 Comments

  • Reply
    Becca
    April 26, 2016 at 6:41 pm

    I am a google calendar task addict. Assigning it a date puts it on my calendar AND gives me a little check box to mark off on the calendar. I love it!

    • Reply
      Marisha (Road to Speech)
      April 27, 2016 at 2:37 am

      Becca, I love this!! I never knew it could do that. Thanks for telling me. 😀

  • Reply
    Becca
    April 26, 2016 at 6:41 pm

    I am a google calendar task addict. Assigning it a date puts it on my calendar AND gives me a little check box to mark off on the calendar. I love it!

    • Reply
      Marisha (Road to Speech)
      April 27, 2016 at 2:37 am

      Becca, I love this!! I never knew it could do that. Thanks for telling me. 😀

  • Reply
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    End of Year Organization for SLPs - Road to Speech
    May 23, 2016 at 9:05 pm

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