Initial Setup (15 minutes)

1. Create Your Digital Foundation

• [ ] Create a Google Drive account if you don't have one
• [ ] Create main folder named "IEP Command Center"
• [ ] Create these 3 subfolders:
  • "Current Year [YYYY-YYYY]"
  • "Archive"
  • "Action Items"

2. Install Essential Apps

• [ ] Microsoft Lens (phone app for scanning)
• [ ] Google Drive (phone app for access)
• [ ] Trello (optional - for action item tracking)

3. Set Up Your Communication Log

• [ ] Create new Google Doc titled "Communication Log [YYYY-YYYY]"
• [ ] Add these column headers:
  • Date
  • Contact Person
  • Type (email, phone, meeting, etc.)
  • Summary
  • Follow-up Needed
  • Status

4. Create Your Action Tracking System

• [ ] Set up Trello board with these lists:
  • To Do
  • Waiting For
  • Complete
• [ ] Add labels for priority levels:
  • Urgent (Red)
  • Important (Yellow)
  • Routine (Green)

Document Organization System

Current Year Folder Structure

• [ ] IEP Documents
  • Current IEP
  • Draft IEPs
  • Meeting Notes
• [ ] Evaluations
  • School Evaluations
  • Private Evaluations
  • Progress Reports
• [ ] Communication
  • Email Threads
  • Meeting Notes
  • Letters/Correspondence