SLP Caseload Tracker | Google Sheets & Excel Spreadsheet for School Speech-Language Pathologists with Goal Data, Service Minutes & CEU Tracking
- Instant Download: Get your planner now!
- Google Sheets & Excel: Plus printable data sheets
- Become more organized and productive
Planner description
Tracking IEP dates, accuracy data, minutes, make-ups and evaluation deadlines across sticky notes, binders and five different files? This SLP caseload tracker puts your whole caseload in one spreadsheet, so you can see at a glance which IEPs and evaluations are due, which goals are on track or behind, and whether every student got their minutes this month. Built for school-based speech-language pathologists, SLPAs and CFYs. Works in Excel and Google Sheets, and comes with bonus printable SLP data & session sheets.
What's inside the spreadsheet
- Dashboard: your caseload at a glance, with IEP dates and evaluations due soon, goals on track or behind, minutes this month, make-ups owed and CEU hours left
- Students: student ID, initials, grade, teacher, eligibility, IEP start date, annual review and re-evaluation, with days-left countdowns and color alerts
- Goals: area, goal, baseline and target accuracy, plus the latest accuracy, progress to target and trend, calculated for you
- On track or behind: each goal's progress is compared with how much of the IEP year has passed
- Sessions: log each session once per student: date, attendance and minutes. SLP absences show up as make-ups owed
- Goal Data: enter correct responses and total trials, and accuracy fills in
- Services: required minutes per month, minutes delivered this month and last month, and make-ups owed, added up automatically
- Schedule: a weekly therapy schedule grid, so your week is always in one place
- Evaluations: consent date + your timeline = due date, with a countdown and status
- Progress Reports + Contacts: report due dates, and parent and team contacts with follow-ups
- CEUs & Licensure: log courses and see hours earned and still needed for your certification cycle, including ethics and cultural competency hours
- Start Here: simple setup steps
Bonus: printable SLP data & session sheets (PDF)
- Articulation data (isolation to conversation)
- Goal data & cueing
- Group session notes
- Weekly therapy schedule
- Monthly minutes & make-ups
- Parent contact log
Why you'll love it
- Automatic countdowns, totals and color alerts, no formulas to write
- Red = overdue, orange = due soon, short or behind, green = done, on track or met
- Dropdowns for students, goals, areas and attendance
- Designed for student IDs or initials, not full names
- Example rows included, so you can see how it works (easy to delete)
What you'll receive
- 1 spreadsheet (.xlsx) for Excel or Google Sheets
- 1 PDF with SLP data & session sheets in US Letter (8.5 × 11 in)
- 1 PDF with SLP data & session sheets in A4 (210 × 297 mm)
How it works
- Complete your purchase and download your files right away
- Open the spreadsheet in Excel. For Google Sheets: upload the file to Google Drive and open it with Google Sheets. Everything keeps working.
- Print the PDF sheets you need
Please note
- This is a digital download. No physical item will be shipped.
- This is an organizing tool. It does not replace your district's IEP or billing software. IEP timelines, evaluation timelines and CEU requirements depend on IDEA, ASHA, your state and your district. Always check your own required dates and hours.
- Please follow your district's FERPA and data privacy policies when storing student data.
- For personal use only. Please do not share, resell or distribute the files.
Reviews
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September 10, 2026
It was exactly as described.
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May 20, 2026
Really helped with our home school portfolios! Thanks!
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March 23, 2026
Great tool used for couples therapy!
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February 23, 2026
Enjoying this product. Great product.
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February 22, 2026
Perfect for what I needed for! Thank you!
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February 1, 2026
Works great for what I needed it for!
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January 20, 2026
quick and efficient lay out.
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January 17, 2026
I don't know how many more ways I can say that I love the products from this shop!
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January 2, 2026
So far so good! Well thought out. Simple and easy.
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December 6, 2025
Great organizational help when I'm doing a brain dump, or need to break down a big project!
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October 23, 2025
There are various planner pages; a lot of them are unique and practical. This bundle is a great deal! I'm glad I bought for the access of all current and future planner templates from this one purchase! The printables have a clean + simple aesthetic. And different / popular sizes! :D
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August 17, 2025
everything is fine, thank you very much…
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July 28, 2025
Really like the set up of this sheet and looking forward to using it for work. Easy to download and a great price.
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July 13, 2025
Item is as described, looks like it will be helpful. Easy to download and print. Thank you!
Purchased planner: Deep cleaning checklist to get...
Living with my ADHD has its ups and downs, But it taught me the importance of staying organised. Sure, focusing can be tough, but i’m all about finding tricks to make it easier.