IEP meeting checklist for parents

Bring goals, family observations, reports, questions, and follow-up into one clear preparation page. Adapt the checklist to your child's plan and your local school process.

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Trestly

IEP meeting checklist for parents

Student: __________________________ Meeting date: __________________

1. Review the current plan

Read the current IEP or school plan Mark goals that need an update or clarification Note services, accommodations, supports, and review dates Ask for clarification when wording or data is unclear

2. Gather useful information

Recent school reports or work samples Relevant therapy reports or assessments Parent observations and concrete examples Progress, barriers, and strategies that helped

3. Prepare priorities and questions

Our top priorities:

Questions we want answered:

4. Bring and confirm

Confirm who will attend and each person's role Bring notes, reports, and examples in a usable format Ask how progress will be measured and communicated Confirm responsibilities, timelines, and the next review date

5. Record follow-up

Decisions and agreed actions:

Who will do what, and by when:

After the meeting

Keep the decisions connected to the next review

Record updated goals, relevant documents, follow-up tasks, and future dates while the conversation is still fresh. Trestly's IEP Meeting Pack is designed to help families bring the same information together over time.

Build a clearer record for the next meeting

Keep goals, sessions, school documents, milestones, and appointments together.

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