MTSS RTI Intervention Tracker Excel Spreadsheet, Progress Monitoring Toolkit and Printable Forms

Keep student intervention plans, session records, progress scores and review actions organized with this MTSS RTI intervention tracker for Excel. The toolkit combines a connected spreadsheet workbook with six printable forms, a fictional worked example and a quick-start guide.
Use it to prepare for student support meetings, review scores against an entered target, and see which intervention reviews or follow-up actions need attention.

WHAT YOU RECEIVE
• Blank Excel master workbook with 9 worksheets
• Separate Excel workbook with fictional example records
• Six printable forms in US Letter PDF
• The same six forms in A4 PDF
• Four-page buyer quick-start guide PDF
9 WORKSHEETS
Dashboard; Student Summary; Students; Interventions; Sessions; Progress; Reviews; Settings; Start Here.

PLAN AND RECORD SUPPORT
Create a student roster and connect each intervention to a unique student ID and Plan ID. Record the focus area, support, score measure, baseline, target, schedule, responsible staff and review date. One student can have more than one intervention plan.

TRACK SESSIONS AND SCORES
Record delivered, missed and cancelled sessions, actual delivery minutes and brief factual notes. Add progress scores in observation order. Goals can use either higher-is-better or lower-is-better scores, and a score of zero is treated as valid data.
REVIEW A PLAN

Select a Plan ID in Student Summary to view its target, last entered valid score, goal status, delivered minutes and missed sessions. A line chart displays the first 30 valid observations for the selected plan against its target.

FOLLOW UP ON REVIEWS
The dashboard summarizes active students and plans, overdue reviews, upcoming reviews, missed sessions, plans without valid scores and overdue follow-up actions. Set a reporting date and review warning window in Settings. Reminders use that entered date; update it when reviewing records.
 
6 PRINTABLE FORMS
Intervention Planning; Session Delivery Log; Progress Monitoring Record; Implementation Checklist; Review Meeting Record; Family Communication Record. These PDFs are designed to print and complete by hand.
CAPACITY
Up to 100 students, 200 intervention plans, 1,000 session entries, 1,000 progress entries and 200 review records within the prepared rows. Chart view: first 30 valid observations per plan. The workbook is undated, with editable school-year settings.
HOW TO START
1. Download and extract the files.
2. Save a working copy of the blank workbook and review the example.
3. Set your reporting date, add student IDs and create intervention plans.
4. Log sessions and scores, then select a plan to review its summary.
5. Print the US Letter or A4 forms when handwritten records are useful.
PLEASE READ BEFORE PURCHASE
This edition includes macro-free .xlsx files and printable PDFs. Microsoft Excel is required for the workbook. A computer is recommended. No Google Sheets version or Canva template is included. PDF forms are not fillable. No physical product will be shipped.
The last entered score follows row entry order, not the latest observation date. Do not sort the Progress sheet. Keep the same measure and unit within each plan. Summaries cover all entered records rather than a selected month. Complete required fields and correct duplicate or missing IDs before relying on results.
This is an organizational resource. Staff enter their own interventions, measures and targets. It does not assign tiers, make eligibility decisions or replace school procedures. Use school-approved storage and follow your local record-handling policies.
LICENSE
One purchaser may use and print these files for their own students and classes. Do not redistribute or resell the blank files. Completed reports may be shared through approved school processes.
Questions about the included files? Contact PlannerWellStudio through Etsy messages.