I know there are a lot of great tools out there for homeschool planning and organization of your daily lesson plans, transcripts, etc. Just a few off the top of my head that I know of are the the free Homeschool Sked Track, the free and paid versions of Homeschool Tracker and the $99/year planner from Simply Charlotte Mason. I’ve heard rave reviews about both of those, but I’m on a very tight budget as a single parent homeschooler and I’m going to keep it real: if I’m going to spend $40-100 on homeschool materials, it’s not going to be on something that keeps ME organized; it’s going to be on books and materials for Shorty.
My real issue with all of these is that being a highly visual-kinesthetic person, I feel better having written things down by hand vs. typing them into a computer, and more easily and quickly understand things if I can flip a few pages and skim rather than click around. If that doesn’t sound like you, I encourage you to check out the above sites; they all come well-reviewed!
Anyway, with that criteria in mind – cheap/free, visually-based and flexible – this is how I put together Shorty’s portfolio this year.
First, I started with Donna Young’s Planning Forms. If you are new to planning for homeschool, I recommend reading her Planning for Beginners page. She also has some good advice there about how to customize your portfolio and has many free printable options. It’s one of my favorite homeschooling sites ever!
Andrea’s Step-by-Step Homeschool Planning and Portfolio Organization Method
There are lots of ways to do this, but this is how I’ve approached it each year. Doing this over the summer helps keep us on track all year long and saves me a lot of time and effort.
- I start with a 3″ or 4″ binder with sleeves, and insert a nice cover page in the front of the binder that I make in Word, something with nice school-related clip art, and my son’s name, grade and school year underneath in nice font.
- The first page of my portfolio inside is a printed calendar of the school year.
- I put this in a plastic protector sleeve back to back with an attendance form. Not everyone has to keep track of attendance, but our umbrella school requires it. I use her basic form because that’s all my umbrella school requires. I write in the date every day we “do school.”
- If you need to keep track of the time spent doing school, she’s got forms for that, too.
- I put in a simple book and media list of my choice and write in all the books and educational media Shorty sees that year. (Her disclaimer at the top of that page always makes me laugh.)
- This is different than a course of study planner, which is the list of the main books, curricula and materials you’re planning to use that year for each subject.
- Some people like to put in their yearly goals and objectives for each child. I am not one of those people, by the way.
But it is a requirement in some states.
- This year is Shorty’s first year of junior high, so I am also keeping a transcript. Or, y’know, I’m going to attempt it.
- If you want to keep up with grades and attendance, Mrs. Young has a wonderful quickstart guide for doing so.
Whew! And we haven’t even gotten to the actual planning part! Brace yourselves, y’all, we’re going in!
Guide to Free Yearly Lesson Planners
In the past, I’ve found Mrs. Young’s planning and portfolio sets very helpful. We liked the Portfolio Set, which includes a matching book list and field trip log.
I also really like the straightforward curriculum planner from OldFashionedEducation.com, which we used all last year and this summer and doubled as a sort of checklist.
However, this year I discovered Sue Patrick’s Workbox System of homeschool organization and both Shorty and I are quite hooked. Read more about the system on my blog here.
However, I couldn’t find a planner that I could use BOTH to plan my workbox contents, including academic and “fun” stuff, AND could also go in my portfolio for Shorty as a record or log of EVERYTHING we’re doing, not just stuff that goes in the boxes, but also field trips, music lessons, artist and composer studies, family devotionals and read-alouds, and other projects.
Readers of this blog may recall that I had previously made a plain workbox planner with 5 days per page, plus a space for notes, but what about everything else? I’d need a second log to keep track of our school day completely, which seemed redundant and confusing.
So of course, I had to make my own workbox planner that doubled as a portfolio planner and record keeper.
Here it is!
Right-click and save:
Andrea's Portfolio Planner w/ Name and Date (118)
This has theĀ student name and date across the top of each week, helpful if you have more than one child.
Andrea's Portfolio Planner w/ Term, Week & Date (97)
This one is best for one child, with space for the term, week, and date across the top of each page.
This is a weekly portfolio planner for use with the workbox system, with 5 days scheduled and 12 boxes per day, one for each box, plus space below each day to write the things you do with your child that doesn’t go in the boxes, and a sixth space for notes for that week.
I print these out front and back to a page and hole-punch them and plan to stick them in the portfolio binder as a detailed record of what we have done this year.
Some people like to print this one week at a time. I like to plan, so I print out entire years in advance and fill them in subject by subject with a pencil. If I ever need to change anything, I can just erase.
This is free to use as-is, just abide by my terms of use and do not upload it to any other site without asking first.
Since people asked on my last one, I am able to create custom planners for individual families’ needs and preferences, including changing the words, colors, background shades, fonts, numbers of boxes, custom graphics, etc., for a small fee per custom planner. Please contact me if you’re interested in that, but in the meantime, this all-purpose basic planner is here for free and will work for most people.
Enjoy!