Templates Universal IEP Meeting Agenda and Notes Template
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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

  1. Introductions and Purpose of Meeting
  2. Review of Prior IEP/Progress Monitoring
    - Academic goals progress
    - Functional/behavioral goals progress
    - Assessment data and report summaries
  3. Parent/Student Input
    - Concerns, strengths, priorities
  4. Evaluation Results (if applicable)
    - Summary of recent evaluations, eligibility determinations
  5. Present Levels of Academic Achievement and Functional Performance (PLAAFP)
    - Current performance data, needs, accommodations
  6. Measurable Annual Goals and Objectives
    - Draft goals for academic, functional, behavioral areas
    - Short-term objectives/benchmarks (if required)
  7. Special Education and Related Services
    - Specially designed instruction minutes/location
    - Related services (speech, OT/PT, counseling)
    - Supplementary aids/services and accommodations
  8. Assessment Participation
    - State/local assessments, accommodations, alternate assessments
  9. Placement Considerations / Least Restrictive Environment (LRE)
    - Continuum of placement options, justification for selection
  10. Transition Planning (if age appropriate)
    - Postsecondary goals, transition services, agency involvement
  11. Extended School Year (ESY) Determination
  12. Transportation Needs
  13. Behavior Intervention Plan (if applicable)
  14. Health/Medical Considerations
  15. 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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