IEP Meeting Checklist: Editable Prep Form for Case Managers
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Walking into an IEP meeting unsure whether the assessment plan went home or the OT was invited is stressful. This one-page checklist keeps every pre-meeting task in one place, from the first assessment plan to the final confirmation.
What's Inside
- Student, parent, and contact info fields
- Meeting type: Annual, Initial, 504, Triennial, Transition, or Other
- Behavior Plan and English Learner status checkboxes
- Before the Meeting: assessment plans with space to track a 1st and 2nd attempt, meeting notifications, and invite confirmations
- A full IEP team member invite list, from the Speech Language Pathologist to the School Nurse
- Reminders to request present levels, collect data, and review previous IEP documents
- A Notes column for details as you go
How It Helps You
- Catches the details that get missed when things get busy
- Works for any meeting type on your calendar
- Can be used on paper or checked off digitally
Ways to Use It
Print a stack for your binder or keep it digital and check boxes on your device. It focuses on preparation before the meeting and pairs well with your agenda or note system.
Format
Editable digital version (PPTX) and print-ready PDF. Instant download.
Need more than one?
If you like keeping IEP tasks on a checklist, more checklists for case management are ready to go. The Special Education Checklists Bundle (1) includes this resource and more in one download, and you save 57% compared to buying each item separately.
