7 In Caseload Management

How to Get Organized with the Ultimate Organization Spreadsheet

This spreadsheet was a lifesaver for me last year. I started the year using a hard copy form, but I had to make so many edits. I can’t tell you how many times I had to print out a fresh copy and re-write everything! The Excel sheet I made definitely isn’t as pretty as the other beautiful printables out there, but it works for me.

SLPs have enough to keep track of without worrying about lots of papers. This FREE ultimate organization spreadsheet allows you keep lots of data and information all in one spreadsheet, simplifying your life and decreasing clutter! Download the freebie from this blog post.

Let me show you what this little guy has to offer…

It includes the following:

  • To-Do List
  • Caseload List
  • Goals
  • Screening Log
  • Evaluation Log
  • Parent Contact Information
  • Parent/Teacher Contact Log
  • CEU Tracker
  • Test Inventory
  • Materials Inventory

My four favorite “features” of using a spreadsheet are…

  • Being able to sort the columns (i.e., in alphabetical order, by date) – I can sort my caseload list by grade, name, date of birth, teacher, IEP minutes, IEP due date, and evaluation due date. So useful! I especially loved this feature when scheduling IEPs/evaluations each month. I just hit the “Sort” button, and I could immediately see which IEPs were coming due. It was also convenient to be able to sort when the principal or special education coordinators asked me for a list of my students.
  • Being able to copy and paste student information in between sheets
  • Being able to click on email addresses and automatically open a new email
  • Being able to easily print copies as needed

Because this is a spreadsheet, you can customize this to fit your needs. Feel free to copy and delete columns/pages as needed.

Want some help getting organized? Check out this resource library for some FREE tools! This organization spreadsheet is included in the library!

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  • Reply
    How to Keep Your SLP Ducks in a Row! - Road to Speech
    April 25, 2016 at 6:14 pm

    […] simple, but so important. I have a spreadsheet listing my students’ names and their evaluation/IEP due dates. This helps me quickly see […]

  • Reply
    February 3, 2017 at 5:21 pm

    This is so awesome, thank you so much for sharing!

  • Reply
    Keri Brock
    July 9, 2017 at 7:35 pm

    Awesome Spreadsheet!

    • Reply
      July 11, 2017 at 9:28 am

      Thanks, Keri!

  • Reply
    Jennifer McDonogh
    July 13, 2017 at 11:35 am

    Can’t wait to use this!

  • Reply
    Kitaya Chen
    July 16, 2017 at 2:06 pm

    Hi, how do I download this spreadsheet? Sounds great! Thanks.

    • Reply
      July 16, 2017 at 2:15 pm

      Hi Kitaya! You can click the image at the bottom of the post to access the spreadsheet.

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