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In this tutorial, the presenter demonstrates how to set up a spreadsheet for managing a caseload using Microsoft Excel. They begin by creating a blank workbook, saving it as "caseload" on the desktop. The presenter outlines the necessary fields to include: last name, first term number, date of birth, grade, teacher, service time, annual due, and evaluation due. They then provide an example by filling in the spreadsheet with a list of celebrities, using this as a way to showcase how to complete the caseload, filling it out for nine students. The tutorial emphasizes starting from the basics to ensure understanding for all viewers.