IEP Meeting Agenda and Notes Template - Free Editor
IEP Meeting Agenda and Notes Template
Student Name: [Name]
Student ID: [ID]
School: [School Name]
Grade: [Grade]
Meeting Date/Time: [Date/Time]
Location: [Room/Virtual Platform]
Participants
| Name | Title/Role | Present? | Contact |
|---|---|---|---|
| [Parent/Guardian] | ☐ | ||
| [Student (if appropriate)] | ☐ | ||
| [Special Education Teacher] | ☐ | ||
| [General Education Teacher] | ☐ | ||
| [LEA Representative] | ☐ | ||
| [School Psychologist] | ☐ | ||
| [Related Service Provider(s)] | ☐ | ||
| [Others] | ☐ |
Agenda Items
- Introductions and Purpose of Meeting
- Review of Prior IEP/Progress Monitoring
- Academic goals progress
- Functional/behavioral goals progress
- Assessment data and report summaries - Parent/Student Input
- Concerns, strengths, priorities - Evaluation Results (if applicable)
- Summary of recent evaluations, eligibility determinations - Present Levels of Academic Achievement and Functional Performance (PLAAFP)
- Current performance data, needs, accommodations - Measurable Annual Goals and Objectives
- Draft goals for academic, functional, behavioral areas
- Short-term objectives/benchmarks (if required) - Special Education and Related Services
- Specially designed instruction minutes/location
- Related services (speech, OT/PT, counseling)
- Supplementary aids/services and accommodations - Assessment Participation
- State/local assessments, accommodations, alternate assessments - Placement Considerations / Least Restrictive Environment (LRE)
- Continuum of placement options, justification for selection - Transition Planning (if age appropriate)
- Postsecondary goals, transition services, agency involvement - Extended School Year (ESY) Determination
- Transportation Needs
- Behavior Intervention Plan (if applicable)
- Health/Medical Considerations
- Action Items and Next Steps
- Responsible persons, timelines, follow-up meeting date
Meeting Notes
- Summary of discussions for each agenda item.
- Parent/student concerns and school responses.
- Decisions reached and dissenting opinions (if any).
Decisions and Agreements
- List agreed-upon goals, services, placements.
- Document any unresolved issues and proposed resolution steps.
Signatures (Acknowledging Participation/Receipt)
| Name | Signature | Date |
|---|---|---|
| [Parent/Guardian] | ________ | ____ |
| [LEA Representative] | ________ | ____ |
| [Special Education Teacher] | ________ | ____ |
| [General Education Teacher] | ________ | ____ |
Provide copies of finalized IEP, procedural safeguards, and meeting notes to parents/guardians within required timelines.
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