The IEP "Go-Bag" Checklist
An IEP meeting is a business negotiation. You wouldn't walk into a contract negotiation without your files. Do not walk into this meeting without yours.
Phase 1: One Week Before
Request Drafts in Advance
Email the case manager 3-5 days prior: "Please send me a draft of the proposed goals and any new evaluation reports so I can review them before our meeting."
Write Your "Parent Concerns Statement"
This is the only part of the IEP you have 100% control over. It must be typed and submitted to be copied directly into the document.
Invite a Guest
Never go alone. Bring a spouse, a friend to take notes, or an advocate. It changes the dynamic of the room.
Check Recording Laws
Check your State Law Guide to see if you can legally record. If yes, notify the school you intend to do so.
AI Power Move: Drafting Your Statement
Prompt: "I need to write a 'Parent Concerns' statement for my child's IEP. He/She is 2e (gifted/ADHD). His/Her strengths are math and coding. His/Her struggles are task initiation and sensory overload. Please write a professional 1-paragraph statement that highlights potential but clearly states that without support for executive dysfunction, they cannot access the curriculum."
Phase 2: During the Meeting
🎒 What's in Your Bag?
- ✔ Your Binder (current IEP, Evaluation reports, work samples).
- ✔ A Photo of Your Child: Place it on the table to keep the focus human.
- ✔ A Notepad & Pen (or laptop) for note-taking.
- ✔ Your list of Strategic Questions.
Start with Positives
Set a collaborative tone, but stay firm on your child's needs.
Don't Sign the IEP Immediately
In most states, you sign attendance, not agreement. If pressured, say: "I need to take this home and review it before finalizing."
Ask "Who and When"
For every accommodation, ask: "Who is responsible for that, and when will it start?" Write it down.
Phase 3: The 24-Hour Follow Up
The meeting isn't over when you leave the room. The paper trail is your safety net.
The Follow-Up Protocol
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Send the "Summary Email"
Document what was agreed upon and what was tabled. This becomes part of the legal record.
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Wait for the PWN
The Prior Written Notice must list everything the school accepted or rejected (and why).