IEP Meeting Agenda Editable

About this resource

One agenda per kind of IEP meeting, as a fillable PDF: annual review, initial IEP, re-evaluation review, amendment, and a transition-focused agenda for a secondary student. Each has a time, a leader and a notes column per item, and the order column is left blank so you number the items the way your team takes them. Around them: a plain-language parent copy of the agenda, a before-the-meeting checklist, a during-the-meeting checklist for the facilitator, an after-the-meeting checklist, a sign-in and roles page, and a filled example whose times add up to the meeting length.

WHAT IS INCLUDED - 16 pages, 553 type-in fields

Setup

• Which Agenda for Which Meeting - a chooser that matches the meeting to the page, the list of what is not included (no agenda for a disciplinary meeting), and the 3-2-1 rule for the last three days: three days before, two things to confirm, one person to call
• How the Type-In Fields Work - one page, so nobody emails you

Five Agendas

• Annual Review Agenda - 12 items down, with a blank order column, a time column, a leader column and a notes column; the family speaks before any staff report and the decisions are read back before anyone signs
• Initial IEP Agenda - 12 items, including how the meeting will run, what the evaluation found in plain words, and what happens next and when
• Re-Evaluation Review Agenda - 12 items: existing data, new results by area from the person who gave each one, and the goals that stay, change or end
• Amendment / Addendum Meeting Agenda - 8 items for one change, a box for the change in one sentence, a line for your district's rule on whether the change needs a meeting, and a 4-row table of who receives the amended pages
• Transition-Focused Agenda - 12 items for a secondary student: the student's own goals first, strengths and preferences, where they are now, classes and what they lead to, transition services, outside agencies
• Parent Copy of the Agenda - the same meeting in 10 plain-language items with a notes column, wide margins, a "questions I want to ask" box, and a line for who they are bringing

Three Checklists And The Sign-In

• Before the Meeting Checklist - 20 tasks with a tick box, an owner and a done-date column; no dates are printed, and your district's notice rule gets a blank
• During the Meeting Checklist - 16 items for the facilitator: introductions, purpose, family input first, each item kept to its time, decisions read back, the sign-in page, next steps, with a notes column and a card for a meeting that is running long
• After the Meeting Checklist - 14 tasks with an owner, a due date and a done date: copies sent, teachers and providers informed, services scheduled, data sheets started, file audited
• Meeting Sign-In and Roles - 12 rows: name, role, attended full or part with the times, initials; plus a decisions-made box on the same page, and a note that the district's signature page is the official record

Example

• A filled-in annual review for an invented sixth grader: twelve timed items that add up to the 60 minutes written in the header, and the before-meeting checklist exactly half done, with dates on the ten finished tasks

What This Is, And What It Is Not

It is a fillable PDF. Open it in a PDF reader, click a line, a box or a cell, type, press Tab to move on, and Save As once per student or per meeting. It works offline with no account or subscription. It is NOT a Google Doc, a word-processor file or a slide deck, and it does not add up the times or send the agenda for you.

Who This Is For

Special education teachers and case managers who run the same meeting many times a year, the facilitators and administrators who chair them, related-service providers who lead an item, and the families who get the parent copy before the meeting instead of a stack of paper at the table.