Free Midyear IEP Organization Checklist for Parents
📥 Prefer to save this for later? Download the printable version here.
📘 Start With the IEP
☐ Current IEP
☐ Current annual goals
☐ Accommodations and modifications
☐ Special education services
☐ Related services
☐ Any changes made to the IEP since the beginning of the school year
You don't have to reread the entire IEP right now. Just make sure you have the most current version handy.
📊 Gather Progress Information
☐ IEP progress reports
☐ Report cards
☐ Interim reports
☐ Benchmark or assessment results
☐ Progress-monitoring data you've received
☐ Related-service updates, if applicable
Don't worry about interpreting every number yet. We're gathering first.
✏️ Choose a Few Work Samples
You do not need to save everything your child has completed since September.
Instead, look for a few pieces that help show:
☐ Areas of growth
☐ Areas that remain difficult
☐ Changes over time
☐ Teacher comments or feedback
☐ Work completed independently versus with support
Keep the things that help tell your child's story.
📧 Gather Important Communication
Save emails or other school communication related to:
☐ Academic concerns
☐ Progress or successes
☐ Behavior or social-emotional concerns
☐ Attendance or school avoidance
☐ Accommodations or services
☐ Homework concerns
☐ Changes in support
☐ Questions you've asked or information you've received
You don't need every email. Focus on the ones that provide useful information about how the year is going.
📝 Don't Forget Your Own Observations
What you notice matters, too.
Make a few notes about:
☐ Homework
☐ Reading at home
☐ Independence
☐ Frustration
☐ Confidence
☐ Behavior
☐ School-related anxiety or resistance
☐ Things that seem easier than they were in September
☐ Things that seem harder
You aren't trying to diagnose the problem or explain why something is happening.
Just notice.
🔎 One Last Step: September vs. Now
Once everything is together, ask yourself a few simple questions:
☐ What's gotten better?
☐ What's stayed about the same?
☐ What's become more difficult?
☐ Is there anything you worried about in September that you're no longer worried about?
💙 Advocacy with Heart,
Allison — The IDEA Ally
Helpful add-ons (free tools)
Next Steps and Resources:
The following websites are incredibly helpful when navigating the Special Education world.
Need help personalizing your letter or planning next steps? I offer one-on-one support—virtual anywhere in the U.S. and in-person across NY/NJ. Work with me.
About the Author
Allison Rosenberg Meyerson is a special education advocate with 30+ years in the classroom and as a literacy specialist. She is Orton-Gillingham Certified, a COPAA SEAT 1.0 graduate, and a Dyslexia Advocate. Based in Warwick, NY, she supports families across NY, NJ, and virtually nationwide through The IDEA Ally.
Contact:
Website www.TheIDEAAlly.com
Email Allison@theideaally.com
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