For SLPs, Organization

Google Sheets Templates for SLPs: Organization, Data Collection, Caseload Management

  1. sreip817 says:

    This is great! Thank you for sharing. I just recently switched to the schools after working with adults for two years. For your data plans/data template do you use it to add information for 4-5 students? Most of my groups are 4-5. I love that template but feel like there would be A LOT of information in there

    • Shannon says:

      Yes I do! It is quite full but I really shorten goal areas for groups of 4-5. I might even write things as succinct as “vocabulary, comprehension, describing” or something. I try to write as much as I can in as small of a font as I can if possible! Hope that helps 🙂

  2. Julie Strate says:

    This is incredible! I am not tech savvy and haven’t used spreadsheets AND then they were sent from heaven!! Thank you Shannon. I use this every day and every time I look at it I send my appreciation your way!!

  3. Karen says:

    Love your ideas and will use in a workshop with full credit given to you. Thanks for sharing.

  4. Alicia DeSanto says:

    Hi there! I am a new SLP almost finished up my CF in a school. I have tried a bunch of different data collection methods this year, and this seems like it might really work for me! Do you have any tips for progress monitoring? I tried taking data for groups in the beginning of the year, then when it came to be progress note time I noticed that it was really difficult to follow my data. I was flipping through pages and pages of attendance and session notes. Thank you for sharing these documents!

    • Shannon says:

      Glad they look helpful for you!! I use slptoolkit.com for all of my progress monitoring. It really makes things easy for me! Hope it helps you!

  5. Mary says:

    Hi Shannon, I like your idea for the main “student information” form. I see that they are already formatted on the downloaded form but could you explain how you did this and what formula you used and why you used it. Thanks.

    • Shannon says:

      Hi Mary! Glad it’s useful for you! I’m a bit confused as to what you’re asking. I added some example information to the forms to show you how to use them, however when you copy the file to you own Drive, you can edit anything as needed. As far as the formulas go, I’d recommend Googling different Google Drive formulas to see all of your options there! In the blog post above, I explain what formulas I included (e.g., The IEP Due column changes to yellow when the IEP is due in the next 3 months), but all of those are just what works for me! You can change anything you need! Hope that helps! 🙂

  6. TraceyZ says:

    Thanks so much for sharing!!!!

  7. JoannaK says:

    Thank you so very much for sharing these templates and for being so thorough! Your hard work is greatly appreciated!

  8. Barbara says:

    Hi Shannon, I just entered all of my information into the template and am experimenting with dates. I am not having any luck with colors changing. Any idea what I could have done wrong? UGH (I’m know it’s me).

  9. Kristen says:

    Hi, Shannon! I don’t usually ever comment on blogs, but after using this Google Sheets template for about a month, I felt compelled (for the first time ever!) to do so. 🙂

    I’m currently in my CF in the middle school setting (love this age, even though I may be in the minority there..ha). I’m the only SLP in the building, and have a caseload of about 60 students. Pretty overwhelming for a new clinician, but let me tell you: these caseload management sheets you’ve created have been a LIFESAVER!! I’ve modified/added quite a few extra tabs to suit my needs (e.g., tabs for planning activities for each day of the week, progress report/report card and Medicaid checklists, as well as a tab devoted solely to student data). And it’s all in the “cloud,” so I don’t have to stress about my computer crashing one day and losing it all.

    Anyway, I could go on and on (but I won’t!). The conditional formatting is an amazing help, and I just want to extend a huge “thank you” for helping to make my adjustment to independent clinician a little bit easier!

    • Shannon says:

      Kristen… you absolutely made my day! Thank you! I’m SO glad the templates were useful for you. They’ve saved me as well 🙂 So smart to add all of those tabs – that’s been on my to-do list but I’ve been totally swamped! Good luck this school year! You’ll rock it!

  10. Laura Anne Novotny says:

    I am using my summer brain to re-read this post. LOVE caseload form. Will try come August.

  11. Marianne says:

    I am an OT but am very excited to tweak these to fit my needs. Thank you for sharing. I have noticed that under the IEP due date the shaded box is not changing, regardless if the date exceeds the 3 month mark. I am not tech savvy, do you happen to have any pointers?

    • Shannon says:

      I’ll try to look into that sometime but for now, I’d recommend Googling for “conditional formatting Google Sheets” and see if anything is helpful!

  12. Go Ear says:

    This is great! Thank you for sharing. I just recently switched to the schools after working with adults for two years. For your data plans/data template do you use it to add information for 4-5 students? Most of my groups are 4-5. I love that template but feel like there would be A LOT of information in there

    • Shannon says:

      If you wanted to, it would be really easy to expand it to two pages. I use this format with larger groups of 4-5 but I abbreviate the goals and ton and tend to write in the margins! Hope that helps!

  13. Angela Jane says:

    I used this last year and have already gotten the upcoming year all set up! All your tips and tricks are SO helpful! I’ve been an SLP-A the past two years, while going to grad school, and I am DONE August 2nd, 2019 (only a 2 weeks and 1 day left!!). You have truly helped me during this process, from your products on tpt to your blog posts. Thank you from Texas!

  14. Rachel Hearnes says:

    I know this post is a few years old, but I just discovered it from a recent email you sent out and this is AMAZING. Seriously, I cannot thank you enough for sharing those templates. I’m about to start my CF and have just been anxious about figuring out a good system for organization, and after copying your templates to my Drive I feel so much more at ease about getting started! Please know you make a serious difference in the lives of other SLPs. Thank you so much!

  15. Beth Hibbard says:

    Thank you so much! This is awesome!

  16. Amanda says:

    It’s been another school year…. are you still using this set up? Are there things you might change/have changed to suit you or do more? I love this…

    I’m debating slptoolkit combined with this(plus google calendar and a project management software like asana to keep things rolling with my SLPA)…. is it cumbersome having multiple places to keep things? I’m wondering about “upkeep” of various systems.

    • Candace says:

      I used slptoolkit for the first time this past year and it was pretty great. I don’t love spending the $$, but it really worked for me.
      I have a coworker who made Google forms to track all the data and then made QR codes to scan for each student. It seemed like a cool idea.
      I use Asana for collaborative projects that involve more than one person and it was great.
      I try to streamline how many places I keep things, but find that there isn’t anything that does everything well. Anything is a little hard at first, but once it becomes routine, you’ll love the efficiency.

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