504 Case Manager Toolkit

This 504 Case Manager Toolkit provides practical, easy-to-use tools to help school counselors and case managers stay organized, communicate effectively, and confidently support students with 504 plans. Designed to streamline the case management process, these editable templates make it easier to gather important information, keep student accommodations organized, and prepare for productive, student-centered 504 meetings.

The 504 at a Glance form gives teachers and staff quick access to a snapshot of each student’s needs and accommodations, while the Guardian and Teacher Input Forms help case managers gather valuable information from parents, caregivers, and teachers before review meetings.

The included 504 Meeting Notes Template provides an organized place to document important information during meetings and keep the case management process moving forward.

What’s Included:

• 504 at a Glance Template
• 504 Guardian Input Form + Document Version
• Spanish Version of the 504 Guardian Input Form
• 504 Teacher Input Form + Document Version
• 504 Meeting Notes Template
• Digital, editable Google Forms and Google Docs versions
• Instructions to help you easily access and edit the templates

These fully editable templates allow you to customize the forms to fit your school’s needs while keeping important student information organized and accessible. The Teacher Input Form helps collect and organize academic and behavioral information, while the Guardian Input Form makes it easy to incorporate parent and caregiver perspectives into the review process.

Spend less time creating forms, tracking down information, and organizing documentation—and more time supporting your students. With everything you need to prepare for and document 504 meetings in one place, this toolkit will help you feel confident and prepared while advocating more efficiently for student success.