Annual IEP Process Checklist

❏ IEP scheduled, make sure to check availability of all service providers, gen ed facilitator
and Sped Director before giving possible dates to the family, IEP Date:_____________
❏ Confirm date with all service providers, facilitators and sped director via calendar
invite
❏ Speech ❏ Parent (no calendar ❏ Counselor/Therapist
❏ OT/AT invite) ❏ Sped Director/Admin
❏ Psych ❏ Nurse ❏ Gen ed facilitator
❏ Facilitator feedback form distributed, Google form
❏ Facilitator feedback forms completed, check Google form responses
❏ Annual goals progress evaluated, must have 3 updates, plus final
❏ IEP written and ready for meeting
❏ Copies prepared for meeting:
❏ Procedural Safeguards ❏ PWN - if any changes on
❏ IEP services page
❏ Meeting notice ❏ Excusal form for gen ed. if
necessary
❏ IEP meeting held, Date IEP held:___________
❏ Parents signed in consent, Date of consent:________________
❏ IEP edited according to agreements in meeting SEIS
❏ Signature pages uploaded as attachments in SEIS
❏ IEP affirmed/attested in SEIS within 3 days of parent consent
❏ IEP filed, evaluations on left side, IEP and signatures on right
❏ File review completed, Date:_____________________
❏ Missing documents found
❏ Followed up with Sped Director regarding concerns
❏ New IEP at a glance distributed to facilitators
❏ IEP accommodations chart updated

Created by Neku Pogue, 2018