Welcome back to our series on report writing.  Today, we are going to talk about tracking every move in the assessment process.  Check out our first post in this series on setting up a report template and work your way through the series.

There are many steps involved in an evaluation and once you get multiple evaluations going, it’s hard to keep up with it all.  Keep track of every step with a speech-language evaluation report tracker.  I like to keep a spreadsheet with the student’s information, parent’s information, site (I serve multiple districts and schools), teacher information, and, most importantly, the dates everything was completed.  Be sure to keep a column for extra notes for things that come up during conversations or testing that are important to include.

Here are the headers for my Evaluation Tracker.

Evaluation Tracker

It’s a bit tough to read but it includes who is doing the testing, the student, their date of birth, grade, and school.  It also has information for the status of the merged document, the testing date, the due date, and whether parent and teacher information has been gathered.  Next, I include the date I sent it to peer review, the date I received it back from peer review, the date the results were reviewed with the parent, the date it was shared with the district personnel who need it, and a space for notes.

As much as I’d like to think I could keep all of that in my head, I know I can’t.  I also share access to this document with my team so everyone can find out where each student is in the evaluation process.

This concludes our series of Writing Reports Faster.  I hope you’ve been able to use some of the tips to speed up this process and carve out some room for something more satisfying!

Best of luck!


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