IEP Tracker Google Sheets Bundle, IEP Caseload Tracker and Goal Progress Monitoring Spreadsheet, Special Education Case Manager

The IEP tracker in Google Sheets for case managers: caseload due dates and goal progress monitoring together, $16.98 separately, $13.99 here.

Built for U.S. special education case managers and teachers of record. Calm, professional design with a deep teal accent. No clipart.

WHAT'S INCLUDED
• IEP-Caseload-Due-Dates-Tracker.xlsx: 8 tabs, ready for Google Sheets (also opens in Microsoft Excel)
• IEP-Goal-Progress-Monitoring-Tracker.xlsx: 7 tabs, ready for Google Sheets (also opens in Microsoft Excel)
• A 3-page Start Here PDF with a "Make a copy" link for each tracker and setup steps for both

1. IEP CASELOAD & DUE DATES TRACKER (8 tabs)
• Caseload: student, ID, grade, eligibility, case manager, last annual IEP and last evaluation dates, optional override dates. Room for 60 students
• Due Dates: annual IEP and 3-year re-evaluation due dates with days left and an Overdue / Urgent / Upcoming / On track color, plus a 12-month "due by month" table
• Services: planned vs delivered minutes, % delivered, minutes short, Met / Close / Behind
• Accommodations: a checklist grid of 16 common accommodations (rename any of them)
• Meeting Log: meetings, decisions, follow-up tasks that turn red when overdue
• Print View: every student's next deadline, soonest first, on one landscape page
• Start Here and Settings tabs (cycle lengths, warning windows, dropdown lists)

2. IEP GOAL PROGRESS MONITORING TRACKER (7 tabs)
• Goals: Goal ID, student, area, goal, measure, baseline, target, start and target dates. Room for 100 goals
• Data Log: date, Goal ID, score, and "out of" for trials (7 of 10 = 70 automatically). Room for 1,000 data points
• Goal Summary: data points, latest value, last-3 average, progress to target, status (Met / On track / Behind), and trend for every goal
• Goal Graph: pick a goal to see each data point as a bar next to baseline and target
• Progress Report: pick a student to get all of their goals on one printable page
• Start Here and Settings tabs

HOW THEY WORK TOGETHER
• Caseload tracker: who is due when, services, accommodations, meetings
• Goal tracker: goal data, progress, and a printable summary at report time
• Use the same student initials or IDs in both. They are separate files and don't link to each other; each works on its own

GOOD TO KNOW
• Sample students are fake and take about a minute to clear. Each Start Here tab lists the exact cells.
• Timelines vary by state and district. Cycle lengths and warning windows are editable.
• Status and trend are simple math on the numbers you enter. They support your professional judgment; they don't replace it.
• Type in the white cells. Shaded cells calculate automatically.
• Requires a free Google account (Google Sheets) or Microsoft Excel. Works best in a desktop browser.

HOW TO ACCESS
• Instant digital download. No physical item will be shipped.
• After purchase, go to Purchases and reviews > Download files (or use the link in your order email).
• Open the Start Here PDF and click each "Make a copy" link to get your own editable Google Sheets copies. Or import the .xlsx files: in Google Sheets, File > Import > Upload.

IMPORTANT
This is a planning and data-organizing aid. It is not affiliated with any school district and is not legal or compliance advice. It does not replace the IEP, official progress reports, your state's timelines, or district systems, so always confirm due dates in your district's IEP system. Protect student privacy (initials or IDs recommended) according to district procedures. Not affiliated with Google or Microsoft.

ALREADY OWN ONE OF THEM?
• IEP Caseload Tracker on its own: https://www.etsy.com/listing/4582686156/iep-caseload-tracker-google-sheets-iep
• IEP Goal Progress Monitoring Tracker on its own: https://www.etsy.com/listing/4582690016/iep-goal-progress-monitoring-tracker

REFUNDS
Digital downloads are delivered instantly and are generally non-refundable once files are accessed, except when a file is defective or doesn't match the listing. Message us and we'll fix or refund fairly.

LICENSE (Fieldwork Template Co)
Personal license for the original purchaser's own caseload use. You may NOT resell, redistribute, or share the blank spreadsheet, the .xlsx file, the PDFs, or the "Make a copy" link; upload the blank files to shared drives for school- or district-wide use; or use them in competing digital listings.
© Fieldwork Template Co. All rights reserved.