New Case Manager Starter Kit Editable

About this resource

The onboarding kit neither this store's Special Education Teacher Planner (the calendar and week) nor its Case Manager Binder (the trackers and logs once a caseload is already running) covers: what to do in the first thirty, sixty and ninety days in a new case-manager role or a new caseload, in three genuinely different forms — a one-page quick view, a detailed week-by-week checklist, and a whole-caseload audit — plus the contacts log, filing system, meeting-prep basics, family letter, roll-up and phrase bank that turn "I inherited a stack of files" into a plan.

It is a fillable PDF. Open it in a PDF reader, click a line, a box or a cell, type, and Save As per year or per caseload. It works offline with no account or subscription. It is NOT a Google Sheets file, a Google Doc, or an Excel workbook, and it does not calculate a percent or a count for you.

It is not a certification, not a legal timeline, and not a statement of what any district's policy requires. Every date, deadline and definition in this file — including the acronym glossary — is a blank line filled in from your own district's rule or your own IEP file, never asserted by this file.

A special education case manager who is new to the role, or new to a caseload, and wants the first ninety days mapped out instead of rebuilt from scratch — plus a short, separate briefing page for whoever covers that caseload if the case manager is out.