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SLP Caseload and Workload Planner
An SLP caseload and workload planner for school speech therapists: enter each student once and log each session once, and your schedule, service minutes, make-ups, dates and workload all update from that data. 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
- Home: caseload, weekly planned minutes, minutes delivered, the minutes gap, make-ups, upcoming dates and direct vs indirect hours
- Caseload Hub and Service Plan: frequency and minutes per session become planned weekly minutes, checked against your schedule
- Schedule Builder with an overlap check and a generator that turns your repeating week into session rows, skipping non-school days
- Service Minutes by month, school and provider, plus a Make-Up Tracker for missed sessions
- Important Dates for IEP, reevaluation and progress dates with days remaining
- Opens in Excel
Instant digital download · one-time purchase · no subscription
What it does
- Home: caseload, weekly planned minutes, minutes delivered, the minutes gap, make-ups, upcoming dates and direct vs indirect hours
- Caseload Hub and Service Plan: frequency and minutes per session become planned weekly minutes, checked against your schedule
- Schedule Builder with an overlap check and a generator that turns your repeating week into session rows, skipping non-school days
- Service Minutes by month, school and provider, plus a Make-Up Tracker for missed sessions
- Important Dates for IEP, reevaluation and progress dates with days remaining
- Daily, Weekly, Month and Year Planners that fill themselves in from your log
What it looks like
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Home
- Weekly Schedule
- Service Minutes
Works in
- Microsoft Excel for Microsoft 365 (Windows, Mac or Excel for the web)
- Not for Excel 2021 or older, Google Sheets, Numbers or LibreOffice: it uses Microsoft 365 formulas
- 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 or clinic documentation system — those stay your professional judgement.
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