School Psychologist Evaluation Timeline Tracker
Every evaluation from referral to report to meeting, on one page, with the days remaining on each one calculated from the consent date you entered — and a protocol inventory so you never open an empty kit the week testing is due. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is reusable every school year.
What it does
- Every evaluation tracked from referral through report to meeting
- Days remaining calculated from the consent date you enter
- Ten evaluation stages and four statutory intervals, all editable
- The fifteen nearest deadlines surfaced on the dashboard automatically
- Overdue cases flagged in red before they become a problem
- Assessment Inventory tracks protocol supply and flags reorders
- Twelve-month view clusters due dates so you can see the crunch coming
- No test scores or results are stored anywhere in the file, by design
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Dashboard
- Evaluation Roster
- Timeline Check
- Assessment Inventory
- Month View
- Getting Started
See it in action
A short walkthrough of the real file, not a mockup.
What it looks like
Works in
- Microsoft Excel 2016 or later, Windows and Mac
- Google Sheets - upload to Drive and open
- 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.