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Speech Therapy Notes and Goal Tracker

Speech therapy notes, goals and progress reports for private practice SLPs in one Excel workbook: log each session and its goal data once, and it tracks progress from baseline to target and drafts report wording for you to review. 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: pick a client and the Dashboard, Progress and Report tabs all follow that choice
  • Clients and Episodes of Care with referral reason, evaluation, plan and reassessment dates, frequency and service type
  • Goals with domain, type, measure, baseline and target; Goal Data per session with accuracy or frequency and cueing level
  • Progress: baseline, current and target, a progress signal, performance and cueing trend charts and a goal by month heat map
  • Dashboard with a 10-stage episode roadmap from referral to discharge, goal status and what needs attention next
  • Opens in Excel
$19.99one-time, no subscription
Buy on Etsy

Instant digital download · one-time purchase · no subscription

Speech Therapy Notes and Goal Tracker — the workbook open in Excel

What it does

What it looks like

Speech Therapy Notes and Goal Tracker screenshot
Speech Therapy Notes and Goal Tracker screenshot

Every tab in the workbook

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

Works in

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.

Others in Speech Therapy (SLP)

Speech Therapy Notes and Goal Tracker$19.99Buy on Etsy