Getting ready for an IEP meeting can be really nerve wracking, but it doesn’t have to be. If you know how to prepare and how to plan, the process can be easier than expected.

I created the attached IEP Preparation Checklist with 20 different tasks you need to complete before the IEP happens. From gathering information about your child to inviting the right people, this checklist will help make sure you have all your ducks in a row.

The IEP Preparation Checklist includes:

8 to 12 weeks prior to the IEP
Planning far ahead, the checklist helps you figure out who you might need to invite at the IEP. It also includes information on how to get organized using The Ultimate IEP Binder Tool Kit, and tasks to complete so you have all the right information to present to the team. You may also want to invite a special education advocate or attorney to help you at the meeting. If you need assistance in choosing an advocate, be sure to read 11 Questions to Ask When Hiring an Advocate.

3 to 4 weeks prior to the IEP
A month or so before the IEP you need to confirm the meeting schedule and who will be there. You also want to review historical records and research information for new services, accommodations or modifications. You’ll make sure you have everything organized so you can reach for any piece of information within seconds.

1 to 2 weeks prior to the IEP
You want to reconfirm dates, times and who will attend the meeting. You might also want to review the IEP meeting agenda so you know what will happen. You also want to get copies of any new documents so you can review them. You will want to prep your child if he or she will attend the meeting. You will also want to review Chapter 36, How to Foster a Positive Special Ed Meeting, in Special Ed Mom Survival Guide.

Get the IEP Prep Checklist Now!


Bonnie Landau
Bonnie Landau
Bonnie Landau is a licensed professional clinical counselor and educational consultant in Ventura County, California. Her goal is to help parents of neurodivergent individuals find strategies and solutions to help their children succeed in school and in life. Bonnie is also the author of Special Ed Mom Survival Guide: How to Prevail in the Special Education Process and Find Life-long Strategies for You and Your Child.