IEP Meeting Prep Checklist Before During After Guide for Special Ed
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Being prepared for an IEP meeting takes more than reviewing the IEP the night before. This checklist covers before, during, and after the meeting, so nothing slips through the cracks.
What's Inside
- Pre-Meeting Preparation: reviewing the current IEP, collecting academic and behavioral data, preparing notes on strengths and needs, communicating with parents or guardians, collaborating with staff, and drafting new SMART goals
- Meeting Day Materials: the current IEP, data collection sheets, parent communication log, student work samples, SMART goal templates, and a meeting agenda
- After the Meeting: documenting action items, listing follow-up tasks, making sure the family understands their role, and reflecting on what went well
How It Helps You
- Keeps you organized at every stage, not just the meeting day
- Makes sure you bring the right materials
- Helps meetings feel more collaborative with families
Ways to Use It
Print or duplicate a copy for each student. It suits annual reviews and can be adapted for initial IEPs or other meetings.
Who It's For
Special education case managers, teachers, and related service providers.
Format
PDF (print-ready) and PPTX (editable). Instant download.
Need more than one?
If this checklist keeps your meetings on track, more checklists for case management are ready to use. The Special Education Checklists Bundle (1) includes this resource and more in one download, and you save 57% compared to buying each item separately.
