Individualized Education Program (IEP) Case Management Checklist Form
Track IEP case management details, meeting logistics, review items, and follow-up actions for a specific IEP case.
Case Details
Student Name
*
First Name
Last Name
Case Manager Name
*
First Name
Last Name
School/District or Program Name
*
Case/Status Date
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
IEP Meeting and Review Logistics
IEP Meeting Date and Time
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Meeting Location or Platform
*
Meeting Type or Status
*
Please Select
Initial IEP
Annual Review
Reevaluation Review
Amendment/Revision
Follow-Up Meeting
Checklist and Follow-Up Tracking
Current performance/data reviewed
Yes
Goals/objectives reviewed
Yes
Accommodations/supports reviewed
Yes
Service minutes/placement reviewed
Yes
Parent/guardian communication completed
Yes
Follow-up action required
Yes
Follow-up notes or next steps
Submit
Should be Empty: