Initial Evaluation IEP Meeting Checklist

The first meeting after your child is tested. This determines if your child is eligible for an IEP and what services they will receive.

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

Request all evaluation reports in writing at least 48 hours before the meeting.

Highlight any scores below average (typically standard score below 85) on the evaluations.

List your top 3 concerns for your child's education right now.

2

During the Meeting: Eligibility

Did the school consider ALL areas of suspected disability?

Ask: 'How does this deficit impact their ability to access the general education curriculum?'

If they deny eligibility, ask for a Prior Written Notice (PWN) explaining exactly why they refused.

3

During the Meeting: Services

Ask: 'What specific, peer-reviewed intervention will be used?'

Ask: 'How many minutes per week will this service be provided, and will it be inside or outside the general classroom?'

Check that the Present Levels (PLAAFP) section has real baseline data — not just vague statements like 'student is progressing.'

🚩 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

What if the school says my child doesn't qualify for an IEP?
Ask for the refusal in writing through a Prior Written Notice (PWN). The PWN must explain WHY the school is refusing eligibility, what data they used, and what other options were considered. If you disagree, you have the right to request an Independent Educational Evaluation (IEE) at the school's expense.
Should I bring someone with me to the initial evaluation meeting?
Yes. You have the right to bring anyone who has knowledge of your child — a family member, a private therapist, an educational consultant, or a special education advocate. Having another set of ears and eyes in the room is invaluable, especially at your first meeting.
How long does the initial evaluation process take?
Federal law gives schools 60 days from consent to complete evaluations, though many states have shorter timelines. The IEP meeting should be held within 30 days of the eligibility determination. If the school misses these deadlines, that's a compliance violation you can report.
Can I request specific evaluations the school didn't include?
Absolutely. If you believe the school didn't evaluate all areas of suspected disability — for example, they tested academics but not speech, sensory processing, or executive functioning — you can request additional evaluations in writing. The school must either agree or provide a Prior Written Notice explaining why they're refusing.