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IEP Meeting Prep Tracker for Case Managers

An IEP meeting prep tracker for case managers: see what is still missing before the next IEP meeting, who you are waiting on, and which follow-up actions are due. 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

  • Overview: meetings in the next 7 days, overdue preparation, follow-up due and an action queue
  • Meeting Map: six preparation areas for the meeting you pick, the next action, who is responsible and who you are waiting on
  • Meetings and Tasks: one record per meeting cycle, with owners, due dates, status and notes in one table
  • Checklist Setup: 18 editable preparation and follow-up tasks to copy for each new meeting
  • Meeting Snapshot: a printable one-page summary of the selected meeting (Letter)
  • Teacher Input, Family Input and Agenda & Actions as editable tabs, plus the same three pages as fillable PDF forms
  • Keep each annual cycle as its own record; reschedule, cancel or archive without losing history
  • Opens in Excel
$14.99one-time, no subscription
Buy on Etsy

Instant digital download · one-time purchase · no subscription

IEP Meeting Prep Tracker for Case Managers — the workbook open in Excel

What it looks like

IEP Meeting Prep Tracker for Case Managers screenshot
IEP Meeting Prep Tracker for Case Managers 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 Meeting Prep Tracker for Case Managers$14.99Buy on Etsy