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.)

Questions to Ask at the Meeting

How are you measuring progress on current goals?

What data supports the recommended placement/services?

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

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.