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School Team Bundle IEP SLP OT trackers - Main
  • School Team Bundle IEP SLP OT trackers - Main
  • School Team Bundle IEP SLP OT trackers - Whats Included
  • School Team Bundle IEP SLP OT trackers - Team License
  • School Team Bundle IEP SLP OT trackers - IEP Tracker
  • School Team Bundle IEP SLP OT trackers - SLP Tracker
  • School Team Bundle IEP SLP OT trackers - OT Tracker
  • School Team Bundle IEP SLP OT trackers - Printables
  • School Team Bundle IEP SLP OT trackers - Privacy
  • School Team Bundle IEP SLP OT trackers - Instant Download

School Team Bundle | IEP Goal Tracker, SLP & OT Caseload Trackers for Google Sheets & Excel with Team License

4.9 (408 shop reviews)
All three school trackers in one bundle with a team license for one school: IEP Goal Tracker, SLP Caseload Tracker and OT Caseload Tracker for Excel & Google Sheets, plus 19 bonus printable data sheets in US Letter and A4.
Original price was: $44.99.Current price is: $31.49.
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  • Google Sheets & Excel: Plus printable data sheets
  • Become more organized and productive
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Planner description

Give your whole special education team the same simple system. This School Team Bundle includes all three Way to Plan school trackers, the IEP Goal Tracker, SLP Caseload Tracker and OT Caseload Tracker, plus a team license, so every case manager, speech-language pathologist and occupational therapist at your school can keep their own caseload organized, without paying per person. Works in Excel and Google Sheets, with 19 bonus printable data sheets in US Letter and A4.

Each person gets their own copy of the tracker for their role. Everyone's student information stays in their own file, and the whole team works with the same clear dashboards, countdowns and color alerts.

What's included

1. IEP Goal Tracker (for special education teachers and case managers)

  • IEP dates with days-left countdowns and alerts
  • Goals on track or behind, calculated for you
  • Progress data and trends
  • Service minutes, accommodations, progress reports and parent contacts
  • 6 printable sheets: IEP at a glance, goal progress monitoring, trial-by-trial data, service minutes log, parent contact log, progress report notes

2. SLP Caseload Tracker (for school speech-language pathologists)

  • Accuracy calculated per goal
  • Monthly minutes and make-ups
  • Therapy schedule and evaluation timelines
  • CEUs and licensure
  • 6 printable sheets: articulation data, goal data and cueing, group session notes, weekly therapy schedule, monthly minutes and make-ups, parent contact log

3. OT Caseload Tracker (for school occupational therapists)

  • Success % and prompt levels
  • Monthly minutes and make-ups
  • Equipment on loan
  • Evaluation timelines, CEUs and renewal hours
  • 7 printable sheets: handwriting checklist, goal data and prompting, sensory diet log, group session notes, weekly therapy schedule, monthly minutes and make-ups, parent contact log

+ Team license: use the files with every staff member at one school

One license, your whole team

  • Share with every staff member at one school: special education teachers, case managers, SLPs, OTs, related service providers and their supervisors
  • Each person keeps their own copy and their own caseload
  • Upload the trackers to your school's Google Drive or shared drive
  • Print the bonus sheets as often as your team needs them
  • One purchase, no per-person fees
  • More than one school? Buy one bundle per school.

Why you'll love it

  • Automatic countdowns, totals and color alerts, no formulas to write
  • Dropdowns for students, goals and services
  • Designed for student IDs or initials, not full names
  • Separate files keep each caseload private
  • Start Here tab in every tracker
  • Example rows included, so you can see how it works (easy to delete)

What you'll receive

1 ZIP file with:

  • 3 spreadsheets (.xlsx) for Excel or Google Sheets
  • 6 PDFs with the bonus printable sheets, in US Letter (8.5 × 11 in) and A4 (210 × 297 mm)
  • Team license (PDF)

How it works

  1. Complete your order
  2. Download the ZIP file from your order confirmation or My Account > Downloads, and unzip it
  3. Give each team member the tracker for their role. Open it in Excel, or upload it to Google Drive and open it with Google Sheets. Everything keeps working.
  4. Print the PDF sheets you need

Please note

  • This is a digital download. No physical item will be shipped.
  • These are organizing tools. They do not replace your district's IEP software, and IEP timelines and reporting rules depend on IDEA, your state and your district. Always check your own required dates.
  • Please follow your district's FERPA and data privacy policies when storing student data.
  • Licensed for use within one school. Please do not share the files with other schools, resell or redistribute them.
  • This product was designed with the help of AI tools and reviewed by hand.

Questions? Send me a message, I'm happy to help!

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4.9 Great
Average rating based on 408 shop reviews

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About Maya
Hey, I’m Maya, I’m Obsessed with notebooks!
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.

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