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https://specialedresource.com/resource-center/7-
steps-iep-process
Wendy Zenteno
BY; WENDY ZENTENO
Before we start looking at how to help you prepare for an IEP
meeting we need to look at what it is and why it is so important. We
also need to understand how your role as a parent can have a great
impact on the efficacy of the meeting.
Being a parent is a great responsibility and it can be challenging.
When you have a child with special needs, these responsibilities are
intensified, and you become your
expire/ child’s main advocate. No one
knows your child better than you
and only you have their best interest at heart. So, it is
important to prepare and inform yourself so you can be the best advocate and representative for your
child. The more you know, the better you prepare, the more confident you will be. See Annexe 1 and 2 to
help you prepare.
What is an IEP?
Individual education planning (IEP) is the process whereby teachers, support personnel, and parents work
together as a team to meet the needs of individual students who require a range of supports. The team
develops outcomes or goals based on a student’s current needs and skills and writes the plan for the
school year in the student’s IEP. The written plan is called an IEP.[CITATION Wha19 \l 4105 ]
Things to bring:
When attending an IEP meeting you should bring any documents that support your child’s needs and
accommodations, such as:
Medical evaluations
Previous IEP’s, if there was a school change.
Your child’s previous report cards
Any recommendations written by the professional that work with your child
Your notes/ IEP binder
A paper pad and pen
Preparing SMART goals:
You do not need to prepare the goals and objectives but here is some information on what they are so can
follow during the meeting:
What is a goal:
It is the objective that you want your child to accomplish during the school year. Goals are written in a
way that is Specific, Measurable, Achievable, Relevant or realistic and Time-bound.
Is this goal.....
http://www.amazeclassroom.org.au/developing_goals.html
Make requests in writing. If you make a verbal request, be sure to follow up with a letter.
Make follow-up contacts (phone, email, telephone calls)
Follow with your side of the recommendations made.
Update the school on any changes that might affect your child’s success.
Keep records of the meetings and the school’s actions
*Create a Contact list to keep names and numbers handy, please see Annexe 4 for an example.
*For more tips on how to prepare your IEP binder, please refer to Annexe.
Now that you know and understand what an IEP is you can adequately prepare for this important meeting.
Remember that you cannot know everything but a long as you have an idea of what you want for your
child and what he or she needs in order to achieve that, you have half the work done. When you meet the
school, it will be very helpful to be prepared as it will remove a lot of the stress and will let you have a
more productive meeting. Teamwork is the best way to help your child achieve their goals.
This being said, it can be an overwhelming and stressful process. So, don’t be afraid to ask for help. Try
to seek support form a friend or a professional that understands what you are going through. It is
important that you feel comfortable with the process. Remember that parents with a child who have
special needs are at greater risk of stress related illnesses and depression. So, take your time, get informed
and simply do your best. That is all your child needs. The IEP process is different for everyone and it
doesn’t have to be a scary time. Be confident and try to relax. You can do it!
We have added several annexes to help you prepare. First in Annexe 1 you will find a parent
questionnaire that will help you reflect on who you are and what you want for your child. Transfer that
valuable information into your IEP preparation.
Then in Annexe 2 you will find a questionnaire that will help you get to know your child and specify all
the important facts about him or her that can help create the perfect IEP. These questions can be answered
by one or both parents and can be a great asset to the school as well.
In Annexe 3 you will find several questions that will help you verify if the IEP goals chosen where
accurate and if they answer to your child’s needs and main objectives.
In annexe 4 you will find a copy of a contact list that will help you keep track of the professionals that
work with your child and how to reach them. It is a useful tool to have in your IEP binder and it can be
scanned for safe and easy access through your computer or cell phone.
Annexe 5 will give you some important definitions on IEP jargon. This can help you prepare for the
meeting. Knowing what those terms means can come in handy and make the conversation run smoother.
In Annexe 6 you will find a list of things to remember. This list can be filled out and placed in your IEP
binder to help you stay on track of things. It can be used for every meeting and can even help you track
your IEP meeting’s progress. Feel free to modify it to add any other pertinent information.
Annexe 7 contains step by step instructions on how to create the perfect IEP binder. Created by Amanda
Morin. You may also visit her website for other tips and information.
The last annexe, 8, offers you valuable resources when it comes to helping your child and having their
rights respected.
These annexes are just guidelines to help you through this process, don’t hesitate to change them and
make them your own. After all it is your child’ IEP and you know them better than anyone else.
I hope this booklet was helpful. Good luck!
Annexe 1
Parent Questionnaire
What would be the ideal school scenario for your child’s needs?
_____________________________________________________________________________________
_____________________________________________________________________________________
_____________________________________________________________________________________
Annexe 2
Personal information
Name: ___________________________ Date of birth: ___________________________
Nick name or preferred name: ________________________________________________
Health concerns: ___________________________________________________________
_________________________________________________________________________
Dietary Restrictions: _______________________________________________________
Sensory Reactions
Condition Under sensitive Average Over sensitive
Light
Touch
Pain
Smell
Noise
Taste
Crowd/Large group
With a stranger
Pictograms
Sign language
Following rules
Physical ability/strength
Comments
https://www.lucidchart.com/blog/8-sales-qualifying-questions-to-ask-your-next-prospect
Annexe 4
Contact List
School secretary: Name:
Phone:
Email:
Class room Teacher: Name:
Questions related to assignments, homework, Phone:
class activities etc... Email:
Special Education Technician: Name:
(IEP, support plans, periodic check-ins) Phone:
Email:
Athletics teacher: Name:
Planned sports activities, issues with coaches, Phone:
student-athlete codes of conduct, special Email:
adaptations etc...
Discipline/ Behavioural issues: Name:
Any issues that pertain to tools set in place to help Phone:
your child or consequences he received Email:
(detention, suspension, etc.)
Field Trips: Name:
Special activities (ways to prepare chaperones and Phone:
prevent meltdowns) Email:
Lunch supervision services: Name:
Food (sensory processing issues, food allergies) Phone:
Email:
Social/Emotional Issues: Name:
Coping skills, conflict resolution, crisis Phone:
intervention ETC... Email:
Afterschool Programs: Name:
After hours daycare (supervisor info, activity Phone:
questions, social issues) Email:
Health Issues: Name:
Any questions related to the child’s health Phone:
(daytime rest or breaks, medications) Email:
Specialized educational service: Name:
Any questions related to the special services the Phone:
school board offers the students Email:
School Psychologist: Name:
Phone:
Email:
School speech therapist Name:
Phone:
Email:
Other specialists Name:
Phone:
Email:
Annexe 5
IEP LINGO
Accommodation: This is a change to or in a student’s learning
environment. Accommodations help students learn and show what
they’ve learned by removing barriers. For instance, students who take
longer to answer questions because of learning differences might be
allowed extra time to take a test. Even with accommodations, students
are expected to learn the same content as their peers. https://www.ldatschool.ca/learn-about-
i
lds/accommodations-mods-alt-skill-
Modifications: refer to the changes made to the age-appropriate grade
level expectations for a subject or course in order to meet the needs of
the student.
Adaptations: Changes in educational environments that allow students with disabilities to participate in
inclusive environments by compensating for learners’ weaknesses.
Goals: Simply put the goal is an idea the child is striving to achieve (long term).
Objectives: Objectives break goals down into observable, specific and measurable tasks that target a
skill, behaviour or form of knowledge. Objectives take into account the student's current performance
level of a task and create sequential steps for the student to take to reach their long term goal.
Annual goals: The IEP document lists the academic and functional (everyday) skills the IEP team thinks
a student can achieve by the end of a school year. These goals are geared toward helping students take
part in the general education curriculum. IEP goals need to be realistic and measurable. Many schools
write SMART goals. (SMART stands for Specific, Measurable, Attainable, Results-oriented and Time-
bound.)
Assistive technology (AT): Any device, equipment, or software that helps students learn, communicate,
and function better in school. AT ranges from simple tools (like highlighters) to high-tech software (like
apps that read text aloud).
Behavior intervention plan (BIP): A plan designed to proactively teach and reinforce positive behavior.
Typically, the plan uses strategies to prevent and address behavior that gets in the way of learning. It may
also have supports and aids for the student.
Disability: A condition recognized by the law. To qualify for an IEP, students must have an assessment.
SCC, Special care counselor or Special Education technician:
Is a person who is trained to work with individuals who have different difficulties: physical or
psychological disabilities, conduct disorders, mental disorders, learning disabilities or health problems, to
support their adaptation, their rehabilitation, or their social integration.
Antecedent Behavioral Consequences Chart (ABC): A tool used to create a record of disruptive
behaviors that is utilized as part of functional behavioral assessment (FBA) to help to determine the
triggers of and motivations behind these behaviors. ABCs are used to record what happened just before a
behavior, a description of the behavior itself and the consequence of the behavior.
Annexe 6
Things to remember
Location of the meeting:________________________________________________________________
Who will attend the meeting (e.g., teachers, administrators, parent, child)? ______________
How motivated are they to give you what you want? _______________________________
What will prevent them from giving you what you want? ____________________________
https://www.mrsdscorner.com/iep-meeting-tips-and-tricks/
Annexe 7
Making an IEP binder is a great way to keep information organized and at the ready when you need it. An
IEP binder can help you prepare for IEP meetings and stay up to date on your child’s progress. This
powerful tool can also help you communicate and collaborate with teachers and your child’s IEP team.
Here’s what you need to get started:
A three-ring binder
Six tabbed section dividers
A three-hole punch
Print this IEP binder checklist and put it in the very front of your binder. The checklist has details about
what you can put in each of the tabbed sections in your IEP binder.
The checklist has another very important purpose: You can update it as you add new paperwork. As your
binder grows, this checklist will help you see what you’ve updated and when you updated it.
Tab 1: Communication
Print and fill out a school contact sheet and put it in the front of this section. The contact sheet will help
you quickly find and reach out to key people with questions or concerns.
Next is the school communication log. Print one out and use it to help you keep track of meetings, phone
calls, emails, and other important interactions you have with your child’s teacher and school. As you fill
out each entry, be sure to note what was discussed and what was decided.
The rest of this section is for letters and important emails. Put the newest ones on top, behind the
communication log. Why keep printed copies of emails? Having a paper version in your binder means
you’ll have it on hand for meetings, so you can easily find and reference what was said.
As you file letters and emails in this section, remember to include a brief summary of each one in the
communication log.
Tab 2: Evaluations
Down the road, your child might have another school-based evaluation. If so, file it as a trio that includes
the new request or referral and the new consent form. Put this new set of documents on top of the
previous set.
Also, in this section, you may want to consider flagging key information with paper clips or sticky notes.
Come up with a system that can help you quickly find what you want to discuss with the IEP team.
Tab 3: IEP
It’s a good idea to start this section of your IEP binder with a copy of your rights and procedural
safeguards the school gives you. That’s because whenever you go to an IEP meeting, the IEP team will
offer another copy. It’s important information. But if you show the school you already have it, you can
avoid taking home another big stack of paper!
In this section, file your child’s IEP and the prior written notice for each meeting related to the IEP.
Many schools attach meeting notes to the prior written notice form. Keep those notes here as well as your
own notes from the IEP meeting.
The IEP needs to be updated annually. But you may have more than one meeting a year. And if changes
are made to the IEP, put the newest plan and prior written notice on top, behind the procedural
safeguards.
Use this section to file samples of your child’s homework or classwork that show signs of progress or
concern. It’s a good idea to file samples at least monthly. And just like in the other sections of your IEP
binder, put the newest stuff on top to help you find the most up-to-date information.
Tab 6: Behavior
Start this section with a copy of the school’s code of conduct. Some
teachers may have also sent home class-specific behavior plans and rules.
Keep copies of these here too.
to-encourage-your-students-to-take-
ownership-of-their-learning-with-iep-goal-
tracking.html
Since your IEP binder will come to IEP meetings with you,
you may want to add a zippered supply pouch. Stocking it
with some pens and an extra set of sticky notes means you’ll
have one less thing to worry about during your IEP meeting.
And last but not least, remember that organizing your child’s
IEP binder may take some time at first. But once the initial
steps are done, it’s easy to maintain. When it comes to staying
on top of your child’s IEP, the less time you have to spend
hunting for paperwork, the more time you can focus dable-back-to-shool-supplies.html
on questions to ask before and during the IEP meeting.
[ CITATION Ama17 \l 4105 ]
Visit the following webpage for additional information on IEP’s and IEP binders, including an IEP binder
checklist :
https://www.understood.org/
https://assets.ctfassets.net/p0qf7j048i0q/36i2xR7zdUv8DCRFgkiNOd/2e79cd31bb042b71b3b54be931a
62bb8/IEP_Binder_Checklist_Understood.pdf
Annexe 8
*Remember you are your child’s best advocate and you are not alone.
Here are some contacts that can help you make your child’s rights respected:
https://www.autismspeaks.ca/
Grading Rubric
5 4 3 2 1
Content Package/ Booklet Package/ Booklet Package/ Booklet Package/ Booklet Package does not
(70%) contains all the contains all the contains some of the contains some adequately prepare
information the information the information the information the the family for the
family needs to family needs to family needs to family needs to IEP meeting
adequately prepare adequately prepare adequately prepare adequately prepare
for the meeting. It for the meeting. It for the meeting. It for the meeting.
includes forms and includes forms and includes forms and
checklists and other checklists to checklists.
organizational tools facilitate the process.
to facilitate to
process.
Presentation Document is visually Document is visually Document visually
(30%) clear, easy to use, clear but requires unclear and is not
and can be some adjustments ready to be
distributed to family before being able to distributed to family
members be distributed. members.
immediately.
Comments: