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SLP Progress Update and Parent Conference Kit
An SLP progress update and parent conference kit for Excel that turns target-level speech and language observations into a clear family update, a conference plan and a follow-up list. 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
- Update Path: six milestones for each student and reporting period, from targets selected to follow-up reviewed, with the next action; it tracks your preparation, never student mastery
- Caseload view of overdue updates, incomplete records and open or overdue follow-ups
- Evidence: numeric or narrative observations with activity, measurement conditions and cue or support level; a 0 is a real score
- Goal Updates: your descriptor, plain-language meaning, strengths and next steps
- Conferences and Follow-Up: caregiver questions, discussion points and agreed actions with an owner and a due date
- Printable Family Update, Conference Plan and Home Practice Plan, Letter portrait, one page wide
- Observations are never averaged across targets, tasks or support levels; private working notes stay off the family pages
- Opens in Excel
$14.99one-time, no subscription
Buy on Etsy
Instant digital download · one-time purchase · no subscription

What it looks like


What is in the bundle
- SLP_Progress_Update_and_Conference_Kit.xlsx: the SLP workbook, with Start Here instructions, record checks and fictional sample records
- Quick_Start.pdf: 2-page quick-start guide
Works in
- Microsoft 365 desktop Excel (uses dynamic-array functions such as LET, FILTER and XLOOKUP); tested on Windows
- Not for Excel 2016 or 2019, Excel for the web, the Excel mobile app or Google Sheets
- 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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