Special Education Caseload and IEP Compliance Tracker

A single Compliance tab that returns ONE prioritised text flag per student — 'Reeval overdue', 'Annual review in 21 days', 'Missing consent', 'Progress report due', or 'Clear' — instead of a wall of dates the teacher has to interpret. Free district templates list dates; nothing tells the teacher what to do first. That triage column is the product. 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

A single Compliance tab that returns ONE prioritised text flag per student — 'Reeval overdue', 'Annual review in 21 days', 'Missing consent', 'Progress report due', or 'Clear' — instead of a wall of dates the teacher has to interpret.
Built around the dates that actually bite: Annual IEP review dates, triennial reevaluation dates, quarterly progress report windows, and state compliance audits.
Roster tab
Services tab
Meetings tab
Compliance tab
Progress Reports tab
Snapshot tab
Every threshold and dropdown editable on the Lists tab, nothing hardcoded
Two files included: a blank workbook and a filled example to learn from
Works in Excel and Google Sheets, no add-ons or macros

Every tab in the workbook

These are the actual sheet names in the file, not a feature list.

Getting Started
Dashboard
Roster
Services
Meetings
Compliance
Progress Reports
Snapshot
Lists

What it looks like

Special Education Caseload and IEP Compliance Tracker screenshot

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.