Every school year, I start off with a clear commitment to do it all differently and “better” than the year before. Notes on time. Progress reports magically calculated. The absolute perfect plan for each session.

And then I quickly head back in, remember that life happens and schedules are completely thrown off, and once again realize that these are not the things that make it a good year. Connection, care, and feeling like you make a difference are the things that go a long way.

With that being said, having somewhat of a plan, being a little on top of things, and having some organization tools to get started does come in pretty handy to make those truly important things a snap to happen.

So, what do I do to realistically start the year?

1. Organize with Grade-Level Folders & Goal Sheets

I like when things are organized, but not when they are rigid. Having a color-coded folder for each grade level keeps me organized without feeling overwhelming. Inside each folder, I use goal sheets to track student data instead of relying on sticky notes for percentages. This year, I am also adding a homework tracker to their folders to give students a little extra practice between sessions.

2. Lock In an Attendance Tracker First

Attendance tracking is super important, especially if you get behind on notes—ask me how I know! 😉 It ensures you know exactly when you saw a student so you can start right from there. It also saves the day if you need to make up sessions or prove services rendered. Whether you prefer paper or digital, picking one system and sticking to it is key. (If you need a quick system to get started, grab my Free Attendance and Goal Trackers to streamline your documentation right away!)

3. Use Fast Session Note Trackers

Notes are my nemesis—and I actually LIKE writing! Using a billing-approved template for each student helps immensely so I can plug in information on the fly. Having a quick place to track session metrics before writing full notes keeps me sane. I use a sheet with goals, dates, and percentages so I can check them off during the session and finalize the formal notes when time permits.

4. Block Off Non-Negotiable Documentation Time

Let’s just say last year was rough. Schedules are tight and gaps fill up fast, so setting dedicated note-taking time on my calendar is essential. Left to my own devices, I’d always prioritize checking in on a student, running a makeup session, or completing an evaluation over paperwork. Putting note time directly on my schedule—and setting phone reminders—makes it a non-negotiable part of my day.

5. Keep Session Planning Simple

KISS: Keep It Simple, Speechie!

Trying to plan a brand-new or “perfect” activity for every single student and group is a fast track to burnout. Instead, pick one or two versatile activities for the week that work across mixed groups and ages. I like to alternate between a seasonal worksheet one week and an interactive game the next. It keeps students engaged, targets multiple goals, and keeps planning time to an absolute minimum. (If you want a go-to, low-prep activity that works across your whole caseload, download my Free Farm Animal Roll and Say Activity to instantly cut down your prep time!)

Why Take This Approach?

I do these things so I can actually enjoy the work, support my students effectively, and get through the week without crying in my car or heading home in an overstimulated haze. These strategies aren’t a magic guarantee, but they consistently keep my stress levels low and my focus where it belongs.

Ready to Simplify Your School Year?

I’d love to help you take one thing off your plate today! You can grab my Free Attendance and Goal Trackers to get your documentation organized, or pick up the Free Farm Animal Roll and Say Activity for an instant, low-prep session win.

Which area are you focusing on first this year—streamlining your notes or lowering your prep time? Let me know in the comments below!