Home/Spreadsheets/Special Ed & Teachers/IEP Caseload Checklist
IEP Caseload Checklist
An IEP checklist for case managers: tick off 10 steps per student, from Parent Contact to Final Copy Sent, and completion, days left, timeline and next step calculate for the whole caseload. It opens in Microsoft Excel, has no macros and nothing to install, and is yours to reuse as often as you like.
What you get
- 10 IEP steps per student as checkboxes, from Parent Contact to Final Copy Sent
- Mark a step N/A and it is left out of the math
- Completion %, Days Left, Timeline, Status and Next Step calculate by themselves
- Dashboard: 8 KPI tiles, a bar chart, a doughnut chart and a Who Needs Attention list
- Printable one-page checklist for any student
- Opens in Excel
$14.99one-time, no subscription
Buy on Etsy
Instant digital download · one-time purchase · no subscription
What it does
- 10 IEP steps per student as checkboxes, from Parent Contact to Final Copy Sent
- Mark a step N/A and it is left out of the math
- Completion %, Days Left, Timeline, Status and Next Step calculate by themselves
- Dashboard: 8 KPI tiles, a bar chart, a doughnut chart and a Who Needs Attention list
- Printable one-page checklist for any student
- Two files: a Blank file for your caseload and a Filled Example with 12 sample students
What it looks like
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Dashboard
- Caseload Checklist
- Caseload Checklist
- Printable Checklist
Works in
- Microsoft 365 (Excel for Windows, Mac or the web); the step boxes are native Excel checkboxes
- Google Sheets can import it, but the checkboxes may show as TRUE / FALSE
- No macros, no add-ins
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.
Others in Special Ed & Teachers
- MTSS and RTI Small Group SchedulerAn MTSS and RTI small group scheduler: place students into tiered intervention blocks…$9.99View →
- School Nurse Health ManagerA school nurse health manager that keeps immunisations, screenings, health plans and…$13.99View →
- IEP Due Date Compliance CalendarEvery statutory clock on your caseload in one place — consent, evaluation, annual…$16.00View →
- SPED Service Schedule BuilderA special education scheduling workbook that turns a mixed caseload of service minutes…$17.99View →
