Annual IEP Planning Checklist: Editable Case Manager Tool
IEP season is easier when every preparation task is visible in one place. This checklist walks you through an annual IEP from assessing current performance levels to preparing draft copies for the meeting, so nothing slips through the cracks on a full caseload.
What's Inside
- Two versions of the Annual IEP Planning Checklist, so you can choose the layout you prefer
- Student details: name, date, grade level, teacher, class placement, support services, and re-evaluation status
- Task list: assessing performance levels, collecting data, gathering general education teacher input, communicating with parents, reviewing progress on existing goals, identifying accommodations, setting new measurable goals, and preparing draft copies
- A completed column to check off tasks
- A notes column for student-specific details
How It Helps You
- Shows exactly where you stand in the process for each student
- Keeps you prepared and on track with timelines
- Lays out each step clearly, which is especially helpful for new case managers
Ways to Use It
Print or duplicate a copy for each student with an upcoming annual IEP and work down the list as you go. It is a planning tool, not the official IEP document.
Format
PDF (print-ready) and PPTX (editable). Instant download. 2 versions.
Need more than one?
If this checklist keeps your IEP season organized, more checklists for other parts of your work 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.
