IEP/504 Meeting Preparation Worksheet

Everything you need to prepare for a productive school meeting

How to Use This

How to Use This: Complete the document checklist and write out your goals at least one week before the meeting. An IEP (Individualized Education Program) is a legally binding plan for students with disabilities under IDEA. A 504 Plan provides accommodations under Section 504 of the Rehabilitation Act.

Documents to Bring

Copy of current IEP or 504 plan (if exists)

Private evaluation reports (neuropsych, OT, speech, etc.)

Work samples showing strengths AND challenges

Communication log with teachers (emails, notes)

Your written parent concerns (bring 2 copies)

List of requested accommodations with rationale

Relevant report cards and progress reports

Any outside provider recommendations

Questions to Ask at the Meeting

How are you measuring progress on current goals?

What data supports the recommended placement/services?

How will gifted needs be addressed alongside disability support?

What happens if an accommodation isn't working?

Who is responsible for implementing each accommodation?

How often will we reconvene to review progress?

Can I get a copy of the meeting notes before signing?

Meeting date and time

Attendees (name and role)

Top 3 goals for this meeting

Concerns to raise

Action items and follow-up dates

Your Rights as a Parent (IDEA / Section 504)

1You are an equal member of the IEP/504 team — your input carries legal weight
2You can request an evaluation in writing at any time, and the school must respond

3You can bring anyone to the meeting — advocate, attorney, therapist, spouse
4You can request an Independent Educational Evaluation (IEE) at school expense if you disagree with theirs
5You do NOT have to sign the IEP at the meeting — you can take it home to review
6You can request another meeting at any time if you believe the plan isn't working
7You have the right to access ALL educational records
8If you disagree with the school's decision, you can file for mediation or due process

Meeting Documentation

Ask to record the meeting (check your state's recording consent laws first). If recording isn't permitted, bring someone to take detailed notes so you can focus on the conversation.

Next Steps

Next Steps: After the meeting, request a copy of the finalized plan within 5 business days. Review it carefully at home before signing. Set a reminder to check in with the teacher after 30 days to confirm accommodations are being implemented.

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