Principal Summer Planning Checklist

This document presented is an example. You can make a copy for yourself, which will remove all prefilled deadlines from the Monthly Tasks tabs and set the "Status" of each task as "Not Started".

There are four Monthly Tasks tabs with a preliminary list of action items that all school leaders should prepare for and execute.

You may add as many tasks as you like and need. You may also delete any included tasks that are not applicable to you or your team.

You can add additional categories in Column B of the “Introduction” tab. Any additional categories you add will be included as options in the dropdown list on the Monthly Tasks tabs.

It is best practice to add a deadline for each task. You may also use the Notification Add-On to receive email reminders for all tasks. The add-on link is included (specifically for Google Sheets).

There is an optional Progress Monitoring tab (hidden on your personal copy) that provides a high level overview of your task status progress. Use the button included on the “Introduction” tab to access/use this tool.