Annual IEP Review Agenda
Special Education Services Annual IEP Review Conference
Annual IEP Meeting Agenda
Student Strengths, Present Levels, Measurable Goals, Accommodations & Placement
Date: October 23, 2026
Scheduled Time: 60 Minutes
Location: Conference Room / Virtual
Student Name ___________________________
DOB / Current Grade ____/____/________ • Gr: _____
Case Manager / SpEd Teacher ___________________________
School / Program ___________________________
Required Team Members Present
Parent / Guardian
Gen Ed Teacher
SpEd Case Mgr
LEA Admin Rep
Psych / Evaluator
Related Services
Purpose Review annual goal progress, update PLAAFP, establish new goals, and determine accommodations & LRE services.
• Student-Centered • Data-Driven • Collaborative
Part I: Introductions, Strengths & Present Levels (30 Min)
Phases 1 through 3
1 Welcome, Introductions & Procedural Safeguards
0:00 – 0:05 (5 Min)
- • Introduce all team members, clarify specific roles, verify required attendance quorum, and set an open, collaborative tone.
- • Provide and verify parent receipt of the Notice of Procedural Safeguards (Parental Rights under IDEA). Offer explanation as needed.
- • Review meeting purpose, establish the 60-minute time allocation, and address any participant scheduling limits.
2 Student Strengths, Preferences & Parent / Guardian Input
0:05 – 0:15 (10 Min)
- • Highlight student’s personal strengths, special talents, personal interests, hobbies, and notable classroom accomplishments.
- • Parent/guardian shares home observations, developmental progress, long-term hopes, priorities, and any current questions or concerns.
- • General education teacher shares observations on classroom participation, peer relationships, motivation, and learning strengths.
Parent Priorities & Student Hopes: ____________________________________________________________________________________________________
3 Present Levels of Academic Achievement & Functional Performance (PLAAFP)
0:15 – 0:30 (15 Min)
- • Review objective data on current annual goals (identify which goals are mastered, progressing satisfactorily, or discontinued).
- • Review current academic data (reading level, fluency, math computation, written expression, curriculum benchmarks, and grade records).
- • Review functional performance and related services progress reports (Speech-Language, OT, PT, Counseling, and Behavior Support).
PLAAFP Highlights & Baseline Metrics: ____________________________________________________________________________________________________
Annual IEP Review Agenda • IDEA Compliance Framework Page 1 of 2 (Continued on reverse)
Part II
Goals, Accommodations, Services & Action Plan
Student: ___________________________ Date: October 23, 2026 Page 2 of 2
4 Proposed Measurable Annual Goals & Short-Term Objectives
0:30 – 0:45 (15 Min)
- • Present proposed measurable annual goals directly linked to identified needs from PLAAFP and grade-level standards.
- • Clarify baseline metrics, target criteria for mastery, evaluation methods, and schedule for periodic progress reporting to parents.
- • Engage parent and team in collaborative review to modify, adjust, or add goal benchmarks based on group consensus.
Agreed Goals / Modifications: ____________________________________________________________________________________________________
5 Accommodations, Modifications & Statewide Assessments
0:45 – 0:55 (10 Min)
- • Review instructional, environmental, and behavioral accommodations (confirm what is actively working and discontinue unneeded supports).
- • Determine assistive technology (AT) needs, specialized equipment, sensory supports, and emergency healthcare accommodations.
- • Determine student participation and documented allowable accommodations for districtwide and statewide assessments (standard vs. alternate).
Accommodations & Testing Notes: ____________________________________________________________________________________________________
6 Special Ed Services, LRE Placement & Consensus Wrap-Up
0:55 – 1:00+ (5–10 Min)
- • Examine continuum of educational placements; document Least Restrictive Environment (LRE) rationale and percentage in general education.
- • Specify specialized instruction and related services (service model, weekly/monthly minutes, duration, start/end dates, and setting).
- • Determine Extended School Year (ESY) eligibility; address secondary transition plan components (if student is age 14/16+).
- • Summarize team consensus decisions, clarify next steps, confirm Prior Written Notice (PWN) timeline, and gather meeting attendance signatures.
Next Steps & Action Item Tracker Assigned Tasks & Documentation Timelines
| Action Task / Required Revision | Responsible Person | Target Date |
|---|
| Finalize IEP draft with discussed goal & accommodation edits | Case Manager | Within 3 school days |
| Deliver finalized IEP copy & Prior Written Notice (PWN) to parent | Special Ed Dept | Within 5 school days |
| Distribute updated accommodation summaries to classroom teachers | Case Manager | Immediate upon PWN |
Time Adjourned: ____:____ AM / PM Meeting Outcome: [ ] Full Consensus [ ] Reconvene Required
Parent PWN Delivery: [ ] Hand Delivered [ ] Mail [ ] Portal
Signatures document meeting attendance and participation in the IEP development process. Parent/Guardian Signature: _____________________________________ Date: _________
Annual IEP Review Agenda • IDEA Compliance Framework Page 2 of 2 (Complete)
