Special Needs Librarian Templates

Looking for Special Needs Librarian Templates to download? See the main templates that a Special Needs Librarian would use in their day-to-day work.

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Special Needs Librarian Templates

There is a huge number of templates that someone in the Special Needs Librarian role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Special Needs Librarian. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Activity Calendar
2. Individual Education Plan (IEP) Template
3. Behavior Incident Report
4. Progress Report Template
5. Lesson Plan Template
6. Parent Communication Log
7. Resource Inventory Spreadsheet
8. Staff Meeting Agenda
9. Volunteer Schedule Template
10. Program Evaluation Survey


Reports are often prepared by a Special Needs Librarian to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Circulation Report
2. Collection Development Report
3. Program Attendance Report
4. Interlibrary Loan Report
5. Database Usage Report
6. Special Needs Services Report
7. Outreach Activities Report
8. Volunteer Hours Report
9. Budget Expenditure Report
10. User Satisfaction Survey Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Special Needs Librarian does and how they do it.

1. Library Program Planning SOP
2. Collection Development SOP
3. Library Outreach SOP
4. Assistive Technology SOP
5. Individualized Education Plan (IEP) SOP
6. Behavior Management SOP
7. Sensory Integration SOP
8. Storytime and Sensory Storytime SOP
9. Adaptive Equipment SOP
10. Collaboration with Special Education Teachers SOP


Special Needs Librarian presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Program Report
2. Storytime Presentation
3. Sensory Storytime Presentation
4. Assistive Technology Workshop
5. Inclusive Reading Club Meeting

Legal Docs

There are several key times when a Special Needs Librarian needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Individualized Education Program (IEP) Template
2. Behavior Intervention Plan (BIP) Template
3. Consent for Release of Information Template
4. Accommodation Request Template
5. Guardianship and Power of Attorney Template

Health & Safety Templates

Health & Safety templates for a Special Needs Librarian ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Emergency Evacuation Plan Template
3. First Aid Kit Checklist Template
4. Risk Assessment Template
5. Fire Safety Inspection Checklist Template


Setting up Special Needs Librarian calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Program Calendar
2. Storytime Schedule Calendar
3. Staff Meeting Calendar
4. Outreach Events Calendar
5. Resource Acquisition Calendar

Invoice Templates

Several types of Special Needs Librarian invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Library Services Invoice
2. Special Education Program Invoice
3. Assistive Technology Equipment Invoice
4. Individualized Education Program (IEP) Services Invoice
5. Professional Development Workshop Invoice

Survey Templates

For a Special Needs Librarian to get insights related to the work they do, they need to send out Special Needs Librarian surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Monthly Program Evaluation Survey
2. User Satisfaction Survey
3. Accessibility Assessment Survey
4. Collection Development Survey
5. Outreach and Community Engagement Survey

Meeting Agendas

Having premade Special Needs Librarian meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Staff Meeting
2. Parent-Teacher Conference
3. Individual Education Plan (IEP) Meeting
4. Library Program Planning Meeting
5. Special Education Committee Meeting

Budget Templates

To manage finances well, a Special Needs Librarian would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Program Supplies Budget Template
3. Staff Training and Development Budget Template
4. Outreach and Community Engagement Budget Template
5. Equipment and Technology Budget Template


Dashboards are a useful way for a Special Needs Librarian to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Student Attendance Dashboard
2. Resource Utilization Dashboard
3. Program Evaluation Dashboard
4. Special Education Services Dashboard
5. Outreach and Collaboration Dashboard

Proposal Templates

For bidding or requesting work, a Special Needs Librarian needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Outreach Program Proposal
2. Sensory Storytime Proposal
3. Assistive Technology Proposal
4. Inclusive Summer Reading Program Proposal
5. Community Partnership Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Special Needs Librarian templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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