This checklist is designed to help educators systematically assess and document a student’s present level of performance, ensuring a comprehensive and effective IEP process.
1. Review Student History
Review past IEPs for goals, strengths, and challenges.
Examine evaluations, school records, and progress reports.
Identify patterns in learning progress or recurring challenges.
Consult with previous teachers for insights into successful and unsuccessful strategies.
2. Use Comprehensive Assessment Tools
Administer standardized tests relevant to the student’s needs.
Conduct classroom observations during various activities.
Interview the student about their learning preferences and challenges.
Gather data using informal assessments, like work samples or teacher-made tests.
Utilize digital tools for real-time progress tracking, if available.
3. Identify Strengths and Challenges
Note at least three areas where the student excels.
Identify specific challenges or barriers to learning.
Consider how strengths can support improvement in weaker areas.
Discuss strengths and challenges with the student to build confidence and awareness.
4. Collaborate with Educators
Schedule a meeting or informal check-in with other teachers.
Collect observations from educators in different subjects or disciplines.
Document insights from collaboration for use in goal-setting and strategy development.
5. Engage the Student
Ask about their interests, goals, and classroom experiences.
Use student-friendly questionnaires to understand their perspective.
Incorporate student feedback into goal-setting and instructional planning.
6. Set SMART Goals
Write goals that are:
Specific
Measurable
Achievable
Relevant
Time-bound
Break larger goals into manageable, short-term objectives.
Align goals with both strengths and identified needs.
7. Gather Family Input
Send home a questionnaire or invite families to a meeting.
Ask about the student’s strengths, challenges, and interests outside school.
Incorporate family insights into the assessment and goal-setting process.
8. Document Thoroughly
Keep detailed records of all assessments, observations, and strategies.
Use shared digital platforms to allow for easy updates and team access.
Maintain notes on what works and what needs adjustment for future planning.
9. Regularly Review and Revise
Schedule regular reviews of the student’s progress (e.g., quarterly).
Adjust goals and strategies based on new data and observations.
Include students and families in review meetings for transparency and collaboration.
10. Maintain Open Communication
Use tools like communication logs or apps to keep stakeholders informed.
Ensure transparency and frequent updates among teachers, parents, and students.
Address concerns promptly to maintain alignment and trust.
Key Tips for Effective Use
Use this checklist as a living document, updating it regularly.
Share insights from each section with your IEP team to create a holistic plan.
Keep the student’s voice and family’s input central to the process.
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