SLP Caseload vs Workload Documentation Tracker
The evidence behind the conversation you keep having with your director: every hour you actually work, sorted by task, against the hours you are contracted for, on one page you can print and hand over. 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
- Log every task, not just the ones with a student in the room
- Fifteen task categories covering evaluation, meetings, travel and AAC
- Total hours against contracted hours, with the gap stated plainly
- Percentage of contracted time consumed, calculated for you
- Hours broken down by category, building and week
- A one-page Admin Summary built to print and hand over
- Contracted hours is an input, so it matches your own contract
- Roster of the students behind the numbers
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Dashboard
- Weekly Log
- Admin Summary
- Caseload Roster
- Task Categories
- Getting Started
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.