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TEACH THIS WAY! · TEACHER-CREATED RESOURCES

IEP Meeting Checklist

Prepare for IEP meetings, confirm participants, gather student data, and track implementation, progress, and follow-up.

Category: IEP & 504 Support · Grades PreK–12 · Last updated November 3, 2026

Checklist preview

Meeting Preparation

  • Confirm the meeting date, time, location, and format with the case manager.
  • Check that meeting notice was sent according to district procedures and timelines.
  • Review the current IEP, including goals, services, and accommodations.
  • Clarify the meeting's purpose, such as annual review, re-evaluation, or amendment.
  • Arrange interpreter or translation services if the family needs them.
  • Prepare an agenda and share it with the team in advance when appropriate.

Required Participants

  • Confirm required team members will attend, following your district's procedures.
  • Invite the student when appropriate, especially when transition planning is discussed.
  • Confirm a district representative and someone who can interpret evaluation results will attend.
  • Follow district procedures for excusing team members who cannot attend.
  • Invite related service providers whose services will be discussed.

Student Data & Information

  • Gather recent progress-monitoring data for each annual goal.
  • Collect work samples that show current skills and growth.
  • Summarize classroom observations and how current accommodations are working.
  • Note the student's strengths, interests, and preferences.
  • Review relevant assessment results with authorized team members.

During the Meeting

  • Begin by sharing the student's strengths.
  • Invite family input and questions throughout the meeting.
  • Use data to discuss proposed goals, services, and accommodations.
  • Record decisions, open questions, and follow-up items.
  • Confirm who is responsible for each action and by when.

Implementation & Follow-Up

  • Follow district procedures for finalizing and distributing the IEP.
  • Share accommodations only with staff who work with the student, protecting confidentiality.
  • Implement accommodations and services as written in the student's plan.
  • Schedule progress-monitoring and progress-reporting dates.
  • File meeting notes and documentation securely.
  • Follow up with the family on any open questions.
  • Review how the plan is working well before the next scheduled review.