Home/Spreadsheets/Bundles/School OT Bundle

School OT Bundle

A school OT bundle: a caseload tracker, a schedule builder and a goal data tracker that share one look and layout, each the full version sold separately. The files open in Microsoft Excel and in Google Sheets, have no macros and nothing to install, and are yours to reuse as often as you like.

What you get

Which students are short on minutes, and what make-ups are owed
A weekly grid that fills itself, with capacity and overlap alerts
A graph for every IEP goal and progress reports that write themselves
Each file stands on its own; nothing needs to be linked
Blank and filled Example files for the caseload and data trackers
Opens in Excel and in Google Sheets

$34.99one-time, no subscription

Buy on Etsy

Instant digital download · one-time purchase · no subscription

School OT Bundle — the workbook open in Excel

What it does

Which students are short on minutes, and what make-ups are owed
A weekly grid that fills itself, with capacity and overlap alerts
A graph for every IEP goal and progress reports that write themselves
Each file stands on its own; nothing needs to be linked
Blank and filled Example files for the caseload and data trackers

What it looks like

What is in the bundle

School OT Caseload Tracker — service minutes, IEP dates and make-ups, plus its 4 bonus OT trackers
OT Schedule Builder — a 15-minute weekly grid with capacity and overlap alerts
OT Data & Goal Tracker — goal data, a graph for every goal and progress reports

Works in

Microsoft Excel 2019, 2021 and 365, Windows or Mac
Google Sheets: upload each .xlsx to Google Drive and open it with Google Sheets
No macros, no add-ins, no subscription

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 or clinic documentation system — those stay your professional judgement.

Others in Bundles

School OT Bundle$34.99Buy on Etsy