Annual IEP Review Checklist

The yearly meeting to review progress on past goals and set new ones for the upcoming year.

Remember Your Rights

You are an equal member of the IEP team according to IDEA. If you do not understand something, pause and ask for an explanation. You can ask for time to review the completed document before agreeing when you are unsure about any part of the plan.

Mary, Special Education Advocate
Expert Reviewedby Mary

"I've sat at over 500 IEP tables."

I'm Mary, a Special Education Advocate and the founder of The Advocate Ally. I created this special education resource because too many parents feel pressured to accept generic, "cookie-cutter" IEPs.

The guidance below is grounded in the same practical, document-based questions I raise in IEP meetings every day. Use it to ask for clearer, more individualized support for your child.

Mary

Founder, The Advocate Ally

1

Before the Meeting

Review the progress reports from the last IEP. Did they actually meet their goals?

Request a draft of the proposed new IEP at least 3 days in advance.

Write a 'Parent Concerns' letter and email it to be formally attached to the IEP document.

2

During the Meeting: Analyzing Progress

Ask: 'Can you show me the raw data collection sheets used to measure progress on this goal?'

If a goal wasn't met, ask: 'Why wasn't it met, and what specific instructional changes are we making this year?'

Do not allow them to simply copy and paste an unmet goal from last year without increasing supports.

3

During the Meeting: New Goals & Accommodations

Are the new goals SMART (Specific, Measurable, Attainable, Relevant, Time-Bound)?

Ask: 'Who exactly is responsible for implementing this accommodation, and how is it tracked?'

If they try to remove an accommodation, ask for the data proving the student no longer needs it.

🚩 Red Flags During the Meeting

Watch for these warning signs — they may indicate that important decisions need more discussion or documentation.

The school presents a 'finished' IEP for you to sign at the meeting

What to say:

Say: 'I appreciate the draft, but I'm an equal member of the IEP team under IDEA. I'd like to discuss each section before anything is finalized, and I need time to review the completed document before I agree.'

How the audit helps:

Our audit reviews whether parent concerns and important team decisions are documented clearly in the IEP.

The team rushes through the meeting and discourages questions

What to say:

Say: 'I need more time to understand this section. Can we slow down? If we need to schedule a continuation meeting, that's my right under IDEA.'

How the audit helps:

Upload your IEP after the meeting to identify written sections that may still need clarification.

An administrator who doesn't know your child makes placement decisions

What to say:

Say: 'With respect, you haven't worked with my child. I'd like to hear from the people who interact with them daily — the teacher and therapists — before we discuss placement.'

How the audit helps:

We check whether placement decisions in the IEP are supported by the evaluation data and Present Levels.

The school says 'we don't do that here' when you request a service or accommodation

What to say:

Say: 'Under IDEA, the IEP is based on my child's needs — not what the school currently offers. If you're refusing this request, I need that in a Prior Written Notice with your reasoning.'

How the audit helps:

Our audit flags service language that may be vague, missing, or disconnected from documented needs.

Want the Ultimate Meeting Prep?

Upload the IEP to identify written sections worth discussing, then use the findings to prepare focused meeting priorities and questions.

Frequently Asked Questions

Can I request an IEP meeting outside the annual review?
Yes. Parents can request an IEP meeting at any time — you don't have to wait for the annual review. Put your request in writing (email is fine). The school must schedule the meeting within a reasonable timeframe. This is especially important if your child is struggling or you've identified problems mid-year.
What if the school's progress data doesn't match what I'm seeing at home?
Bring your own evidence. Document homework struggles, behavioral changes, report cards, teacher comments, and your child's own statements. Present this alongside the school's data and ask the team to reconcile the discrepancy. If they can't explain the gap, the data collection methods may need to change.
Should I sign the IEP at the annual review meeting?
You can ask for time to review the completed IEP before agreeing if you are unsure about any part of it. Consent and implementation rules vary by state, so review your procedural safeguards or ask a qualified local professional about the timeline that applies to you.
What happens if a goal wasn't met from last year?
The team must explain WHY the goal wasn't met and describe what changes they'll make. Simply copying the same goal into the new IEP without increasing supports is a red flag. Ask: 'If this approach didn't work last year, why would repeating it work this year?'