Free printable · Updated 2026-11-03
Free IEP case manager printable: caseload snapshot, minutes log and meeting checklist
This is a free 5-page US Letter PDF for special education case managers. It has a caseload snapshot with a "due by month" grid, a related services minutes log and a 28-item IEP meeting prep checklist. Print it and fill it in by hand. You don't need an email or a sign-in.
Download the free PDF
Opens Google Drive: Fieldwork-Free-IEP-Case-Manager-Starter-Sampler.pdf (5 pages).
What's inside
| Page | What it's for |
|---|---|
| 1. Cover | What's inside, print tips, a privacy tip |
| 2. Caseload Snapshot | 20 rows for initials/ID, grade, eligibility, last annual, annual due, last eval, re-eval due, services and next meeting, plus a 12-month "due by month" grid |
| 3. Related Services Minutes Log | 24 session rows, with delivered vs. required minutes and missed/make-up totals |
| 4. IEP Meeting Prep Checklist | 28 items for before, during and after the meeting |
| 5. Full kit preview | A look at the full IEP Meeting Prep Kit on Etsy |
How to use it
- Fill in the snapshot once. Use initials or student IDs, not full names.
- Scan the "due by month" row monthly. Start scheduling anything due in the next 6–8 weeks before you send invites.
- Log minutes as you go. Gaps are easier to catch in week 3 than week 9.
- Run the checklist before each meeting.
Want this to track itself?
The IEP Caseload Tracker is a Google Sheet version of the snapshot that counts down to annual and re-eval dates for you. It's a paid template on Etsy.
See the IEP Caseload TrackerFrequently asked questions
Is it really free?
Yes. The PDF opens from Google Drive with no sign-in, email, or payment.
Is it fillable on screen?
No, it's made to be printed and filled in by hand.
Can I share it?
You can share the link with colleagues. Please don't resell it (as stated on the cover).
Are the timelines on it official?
No. Due-date rules vary by state and district, so follow your district's guidance.
Fieldwork Template Co makes IEP templates for case managers. Links to Etsy go to our shop.
More answers: all Fieldwork answer pages