I have used this version to organize my caseload for over 8 years and it's the BEST!
I have all my information right at my fingertips. I keep it on me for scheduling, parent teacher conferences, consultation with service providers and more!
This Excel document takes all your crucial information and organizes into one excel spreadsheet that you can print and edit throughout the year as information fluctuates.
I like to use various colors for different lines to differentiate between grade levels using the "paint bucket" tool.
I filled in the first line with an example of a kid who would have their triennial past his 10th birthday (with an exceptionality of DD), so you can see how I indicate it. I also use coding to track related services and have a few columns dedicated to minutes (in-class, pull-out/tier time, other).
I hope you find this useful! My whole team organizes their information this way! Sorry the preview/thumbnail is boring!