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IEP Case Manager Kit

An IEP case manager kit of seven tools: track every student's IEP cycle, see reevaluation dates before they arrive, and print a prep checklist for each kind of meeting. The files open in Microsoft Excel, have no macros and nothing to install, and are yours to reuse as often as you like.

What it does

  • IEP Caseload Checklist: one row per student; the IEP due date and the 3-year reevaluation date calculate from the last IEP or eligibility date and the last evaluation
  • Student Map: tick 11 steps from parent contact to sharing the IEP and each student moves along the path, with HERE on the next step and LATE past the due date
  • Eight one-page prep checklists (PDF plus an editable spreadsheet), each task with a T-minus day count, a target date and the federal regulation it comes from
  • IEP Progress Report Tracker with a quarter-by-quarter map of each student's year
  • IEP Due Date Compliance Calendar, School-Based Service Tracker for minutes delivered and make-ups owed, Goal Data Tracker and Parent Communication Log
  • Every spreadsheet comes as a blank copy and a filled example; default timelines follow federal IDEA rules and every one is a setting you can change for your state
  • Opens in Excel
$34.99one-time, no subscription
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IEP Case Manager Kit — the workbook open in Excel

See it in action

What it looks like

IEP Case Manager Kit screenshot
IEP Case Manager Kit screenshot

What is in the bundle

Works in

Honest scope

This is an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district documentation system — those stay your professional judgement.

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IEP Case Manager Kit$34.99Buy on Etsy