Keep every 504 plan on your caseload organized with this 504 Plan Template Toolkit for Elementary and Middle School. It gives school counselors and 504 coordinators ready-made forms for collecting input, running meetings and making sure accommodations reach the classroom.

Everything is editable in Canva, Google Forms and Google Docs, so you can match your school's process and wording. It's designed for case managers supporting students in grades K-8.

This resource will help you:

⭐ Keep a quick reference to every student's accommodations and needs

⭐ Collect input from teachers and families before review meetings

⭐ Walk into 504 meetings with your notes and information ready

⭐ Track each step from referral to plan review

⭐ Choose accommodations from an organized list of examples

⭐ Confirm that teachers have read and will follow each plan

This resource includes:

✔ 504 at a Glance (a filled-in example and a blank version)

✔ 504 Teacher Input Form (Google Form and printable copy)

✔ 504 Guardian Input Form (Google Form and printable copy)

✔ Printable guardian form with English and Spanish side by side

✔ 504 Meeting Notes Template

✔ 504 Timeline checklist

✔ List of Potential Accommodations

✔ Teacher Signature Page

✔ Step-by-step directions for copying and editing each template

A closer look at the tools:

504 at a Glance
A one-page snapshot with the student's photo, the case manager's contact information and the student's classroom and testing accommodations. Make a copy for each student and share it with their teachers.

Teacher and Guardian Input Forms
Teachers rate academic and behavior skills and describe what they've already tried in class. Families share changes and concerns they've noticed this year. Send the forms digitally or print them, including the English and Spanish guardian form.

Meeting Notes, Timeline and Signature Page
Record who attended and what was decided, check off each step from referral through monitoring (3, 6 and 9-week check-ins are suggested), and collect teacher signatures once they've reviewed the plan.

List of Potential Accommodations
Ideas sorted into visual, testing, organizational, environmental, tactile and medical categories to help your team brainstorm.

Why you'll love this toolkit:

⭐ Fully editable to fit your school

⭐ Digital and printable options for the input forms

⭐ All of your 504 paperwork in one place

⭐ No need to build forms from scratch

⭐ Spanish option for families

Supporting high schoolers too? The 504 Case Manager Toolkit for High School has the same core forms for grades 9-12.

However many 504 plans you manage, these templates keep the paperwork together so more of your time goes to the students themselves.