IEP Meeting Preparation Checklist

Request Documents Early
Ask the school for copies of:

• Present Levels of Performance (PLOP) reports

• Recent assessment/evaluation results

• Proposed goals and services

• Behavior plans (if applicable)
  Request these at least 5 days before the meeting.

• Review Your Child’s Current IEP
  Read the existing IEP to understand current goals and services.

• Make Notes and Questions
  Write down your child’s strengths, challenges, and any concerns.
  Prepare specific questions or requests related to goals, services, or accommodations.

• Talk to Service Providers
  Reach out to therapists, teachers, or specialists for their input or reports.

• Gather Additional Documentation
  Include doctor’s reports, outside evaluations, or progress notes relevant to your child’s needs.

• Consider Your Child’s Voice
  If your child is able, ask if they want to share their thoughts or goals at the meeting.

• Plan Your Goals for the Meeting
  Decide what outcomes you want — e.g., new services, changes in goals, accommodations.

• Arrange for Support
  If desired, ask a trusted friend, advocate, or family member to attend with you.

During the Meeting

• Take Notes
  Document key points, decisions, and any follow-up actions.

• Ask for Clarification
  Don’t hesitate to ask questions if something isn’t clear.

• Review All Documents Carefully
  Make sure goals, services, accommodations, and timelines are clearly stated.

• Confirm Understanding
  Summarize key agreements to ensure everyone is on the same page.

• Discuss Transition Plans
  If applicable, talk about upcoming changes, like moving to a new school or grade.

• Agree on Follow-Up
  Set dates or methods for progress updates and future meetings.

After the Meeting

• Get a Copy of the Finalized IEP
  Review it promptly for accuracy.

• Follow Up on Questions or Concerns
  Contact the case manager or school if something needs correction or further discussion.

• Implement the Plan
  Help your child access services and accommodations at home and school.

• Monitor Progress
  Keep track of your child’s progress and communicate regularly with educators.

Sample Email to Request IEP Reports in Advance

Subject: Request for IEP Reports and Proposed Goals Prior to Upcoming IEP Meeting

Dear [Administrator’s Name / Case Manager's Name],

I hope this message finds you well.

In preparation for our child’s upcoming IEP meeting scheduled on [Insert Date], we are formally requesting the following documents in advance of the meeting:

• All current assessments and evaluations

• Present levels of academic and functional performance reports

• Draft goals and objectives from all service providers and teachers

• Any additional documents that will be discussed during the meeting

Receiving these materials at least five (5) school days prior to the meeting will help us review the information, consider any concerns or questions, and participate more effectively in the development of an appropriate and individualized education plan.

Please feel free to contact us if any clarification is needed, or if any IEP team members would like to discuss proposed goals or concerns before the meeting. We welcome collaboration.

Thank you in advance for your assistance, and we look forward to working together to support [Child’s Name]’s continued growth and success.

Sincerely,
[Your Full Name]
[Phone Number]
[Email Address]