Toolkit

Tools for staying organized

Simple tools to keep a record, ask clear questions, and walk into meetings prepared. For versions that fit your situation, start with what's happening at school.

Keep a record

Early pickup log

A factual record of each time the school asks you to pick up your child early.

Write what happened and what you were told. Put exact words in quotation marks. Keep what you think it means in the last column. Leave a box blank if you don't know.

This log has 9 columns. On a small screen, swipe sideways on the table to see them all, or use the printed or spreadsheet version.

Early pickup log: blank rows to print and fill in
Date
What happened
Time school called
What happened
Time picked up
What happened
Who called (name and role)
What happened
Reason given, in their words
Exact words
How the school described it
Exact words
Class time or services missed
What I remember
Anything received in writing?
What happened
My notes and questions
What I think
         
         
         
         
         

Use your browser's Print command to print this page or save it as a PDF.

Evaluation record log

A dated record of each step from your request to the eligibility decision.

Write what happened and what you were told. Put exact words in quotation marks. Keep what you think it means in the last column. Leave a box blank if you don't know.

This log has 8 columns. On a small screen, swipe sideways on the table to see them all, or use the printed or spreadsheet version.

Evaluation record log: blank rows to print and fill in
Date
What happened
What happened
What happened
Who (name and role)
What happened
How
What happened
What was said, in their words
Exact words
Documents received or sent
What happened
Next step you were told about
What I remember
My notes and questions
What I think
        
        
        
        
        

Use your browser's Print command to print this page or save it as a PDF.

Goal progress tracker

A factual record of each IEP goal and what each progress report says about it.

Use one row for each goal in each report. Copy the goal and the report's words exactly, in quotation marks. Write what you see at home in its own column, and keep what you think it means in the last column. Leave a box blank if you don't know.

This log has 8 columns. On a small screen, swipe sideways on the table to see them all, or use the printed or spreadsheet version.

Goal progress tracker: blank rows to print and fill in
The goal, as written in the IEP
Exact words
How the IEP says it is measured
Exact words
Report date
What happened
What the report says, in its words
Exact words
Scores or data shown
What happened
What the report doesn't say
Unknown
What I see at home
What I remember
My notes and questions
What I think
        
        
        
        
        

Use your browser's Print command to print this page or save it as a PDF.

Service log

A simple weekly record comparing what the plan says with what your child actually received.

Write what the plan says and what happened. Put exact words in quotation marks. Keep what you think it means in the last column. Leave a box blank if you don't know.

This log has 8 columns. On a small screen, swipe sideways on the table to see them all, or use the printed or spreadsheet version.

Service log: blank rows to print and fill in
Week of
What happened
Service or accommodation
What happened
What the plan says
What happened
What happened
What I remember
Who told me (name and role)
What happened
Reason given, in their words
Exact words
Anything received in writing?
What happened
My notes and questions
What I think
        
        
        
        
        

Use your browser's Print command to print this page or save it as a PDF.

Suspension and discipline log

A factual record of each suspension or discipline decision, using the dates and numbers in the school's paperwork.

Copy dates and day counts from the school's paperwork, not from memory. Put exact words in quotation marks. Keep what you think it means in the last column. Leave a box blank if you don't know.

This log has 8 columns. On a small screen, swipe sideways on the table to see them all, or use the printed or spreadsheet version.

Suspension and discipline log: blank rows to print and fill in
Date of incident
What happened
Decision, in the school's words
Exact words
School days stated in the paperwork
What happened
Who decided (name and role)
What happened
Written notice received?
What happened
Meetings or hearings, and dates
What happened
Schoolwork or services received while out
What I remember
My notes and questions
What I think
        
        
        
        
        

Use your browser's Print command to print this page or save it as a PDF.

Call and conversation log

A factual record of calls, meetings and conversations with the school.

Write it soon after the conversation. Keep what was said, what you remember, and what you think it means in separate columns. Put exact words in quotation marks. Leave a box blank if you don't know.

This log has 9 columns. On a small screen, swipe sideways on the table to see them all, or use the printed or spreadsheet version.

Call and conversation log: blank rows to print and fill in
Date
What happened
Time
What happened
Who (name and role)
What happened
How
What happened
What I asked or raised
What happened
What they said, in their words
Exact words
What I remember of the rest
What I remember
Follow-up sent?
What happened
My notes and questions
What I think
         
         
         
         
         

Use your browser's Print command to print this page or save it as a PDF.

Ask in writing

Message asking for written clarification

A polite, neutral message asking the school to confirm details in writing.

Replace the parts in [brackets]. Stick to dates and facts. You are asking questions, not making accusations. Read it over before sending, and send it yourself; this app never sends anything.

Hello [name],

Thank you for letting me know about [my child]'s day on [date]. I want to make sure I understand
what is happening and how we can help [him/her/them] stay in class.

Could you please reply in writing with:

1. The reason [my child] was sent home early on [date(s)].
2. Whether the school is counting these early pickups as removals or suspensions, and how many
   school days have been counted so far this school year.
3. What instruction and services [my child] missed, and how they will be made up.
4. What supports are in place, or being considered, to help [my child] stay at school for the
   full day.

I would also like to set up a time to talk with the team. I am available [days and times].

Thank you,
[your name]

Use your browser's Print command to print this page or save it as a PDF.

Message asking for an independent evaluation

A short message telling the school you disagree with its evaluation and asking for an independent educational evaluation.

Replace the parts in [brackets]. You can say why you disagree, but you don't have to. Keep a copy and note the date you sent it. Send it yourself; this app never sends anything.

[Date]

Dear [special education contact],

I disagree with the evaluation of my child, [child's name], completed on or around [date]. I
am asking for an independent educational evaluation at public expense.

Please send me the school division's criteria for independent evaluations, such as location
and examiner qualifications, and let me know the next step.

Thank you,
[your name]
[phone or email]

Use your browser's Print command to print this page or save it as a PDF.

Letter asking for an evaluation

A short, dated letter or email asking the school to evaluate your child for special education.

Replace the parts in [brackets]. Describe what you have seen, with examples and dates if you have them. Keep a copy and note the date you sent it. Send it yourself; this app never sends anything.

[Date]

Dear [principal's name],

I am writing to ask that my child, [child's name], in [grade] at [school], be evaluated for
special education and related services.

I am concerned because:
- [What you have noticed, for example: reading is very hard even with help at home]
- [Another concern, with an example or date if you have one]
- [Anything a teacher, doctor or other professional has told you]

Please let me know in writing what the next step is and who will be my contact. I would also
like a copy of any consent form and of my rights as a parent (the procedural safeguards
notice).

I am available [days and times] and can be reached at [phone or email].

Thank you,
[your name]

Use your browser's Print command to print this page or save it as a PDF.

Message asking for a decision in writing

A polite message asking the school to put its evaluation or eligibility decision and reasons in writing.

Replace the parts in [brackets]. Stick to dates and facts. You are asking questions, not making accusations. Send it yourself; this app never sends anything.

Hello [name],

Thank you for meeting with me on [date] about [my child]'s [evaluation request / eligibility].
I understand the decision was [what you were told].

So that I can understand it, could you please send me in writing:

1. The decision and the reasons for it.
2. The information the team used to decide.
3. Any other options the team considered, and why they were not chosen.
4. A copy of any evaluation report, and of my rights as a parent (the procedural safeguards
   notice).

Thank you,
[your name]

Use your browser's Print command to print this page or save it as a PDF.

Message asking for progress reports and data

A polite, neutral message asking for IEP progress reports and the information behind them.

Replace the parts in [brackets]. Ask only for what you need. You are asking for information, not making accusations. Read it over before sending, and send it yourself; this app never sends anything.

Hello [name],

I am writing about [my child]'s IEP goals. I want to understand how [he/she/they] is doing so I
can support [him/her/them] at home.

Could you please send me:

1. The IEP progress reports for this school year, including any I may not have received.
2. For each goal, the scores, data or work samples the progress reports are based on.
3. The starting point for each goal, if it was measured.

If it would be easier to go over this together, I am available [days and times].

Thank you,
[your name]

Use your browser's Print command to print this page or save it as a PDF.

Message asking the team to review progress

A polite, neutral message asking the IEP team to meet about progress and whether the IEP should change.

Replace the parts in [brackets]. Describe what you have seen, with dates if you have them. You are asking for a conversation, not making accusations. Read it over before sending, and send it yourself; this app never sends anything.

Hello [name],

I would like to ask the IEP team to meet to talk about [my child]'s progress on [his/her/their]
IEP goals.

What I have noticed: [for example, the progress reports from [dates] show [what they say] for
the [subject] goal].

At the meeting, I would like to talk about:

1. How progress on each goal is being measured, and what the data shows so far.
2. What has been tried, and what could be done differently.
3. Whether the goals, services or supports in the IEP should be revised.

I am available [days and times]. Please let me know what works for the team.

Thank you,
[your name]

Use your browser's Print command to print this page or save it as a PDF.

Message asking about a service

A polite, neutral message asking the school to confirm details about a service in writing.

Replace the parts in [brackets]. Stick to dates and facts. You are asking questions, not making accusations. Read it over before sending, and send it yourself; this app never sends anything.

Hello [name],

I'm writing about [my child]'s [service], which is listed in [his/her/their] [IEP or 504 plan].
I want to make sure I understand how it is going.

Could you please reply in writing with:

1. Who provides this service, and on what days and times.
2. The dates sessions have happened since [date], if you have them.
3. If sessions were missed, the reason, and how the missed time will be handled.
4. When the service will continue as written, if it is not happening now.
5. Whether [my child]'s plan has been changed, and if so, a copy of the current version.

I'd be glad to talk with the team. I am available [days and times].

Thank you,
[your name]

Use your browser's Print command to print this page or save it as a PDF.

Message asking for the suspension details in writing

A polite, neutral message asking the school to put the decision, the day count and the next steps in writing.

Replace the parts in [brackets] and delete any line that does not fit. Stick to dates and facts. You are asking questions, not making accusations. Read it over before sending, and send it yourself; this app never sends anything.

Hello [name],

Thank you for letting me know about [my child]'s [suspension / recommended expulsion] following
the incident on [date]. I want to make sure I understand the decision and the next steps.

Could you please reply in writing with:

1. What happened, and what rule or policy the school is applying.
2. How many school days the decision covers, and the date [my child] can return.
3. How many school days of removal the school has counted for [my child] this school year.
4. What schoolwork [my child] can get and turn in while out of school.
5. A copy of the school division's discipline policy, including how to appeal and by what date.
6. [If your child has an IEP] Which special education services [my child] will receive during
   the removal, and whether a manifestation determination meeting will be held, and when.

I would like to take part in any meeting or hearing about this. I am available [days and times].

Thank you,
[your name]

Use your browser's Print command to print this page or save it as a PDF.

Follow-up recap after a call or meeting

A short, friendly email that confirms what you understood and invites corrections.

Replace the parts in [brackets]. Write what you understood, not what you think it means. Inviting corrections keeps it friendly. Read it over before sending, and send it yourself; this app never sends anything.

Hello [name],

Thank you for talking with me on [date] about [my child]. I want to make sure I understood
everything correctly. Here is what I took away:

1. [what was discussed or decided]
2. [what will happen next, and by whom]
3. [anything still open]

If I misunderstood anything, please let me know so we're on the same page.

Thank you,
[your name]

Use your browser's Print command to print this page or save it as a PDF.

Written notice that you plan to audio record a meeting (Virginia)

For a Virginia eligibility, IEP or discipline review meeting only. Send it before the meeting.

Use this only for a formal eligibility, IEP or discipline review meeting in Virginia. Replace the parts in [brackets] and send it before the meeting. It is not for informal calls or other conversations. Send it yourself; this app never sends anything.

Hello [name],

I plan to audio record the [eligibility / IEP / discipline review] meeting for [my child] on
[date]. I will bring my own recording device.

Please let me know if you have any questions.

Thank you,
[your name]

Use your browser's Print command to print this page or save it as a PDF.

Message asking for a decision in writing

A polite message asking the school to put a decision and its reasons in writing.

Replace the parts in [brackets]. Stick to dates and what you were told. You are asking a question, not making an accusation. Read it over before sending, and send it yourself; this app never sends anything.

Hello [name],

On [date], I understood from [who] that [the decision, in a few words]. So that I can
understand it fully, could you please reply in writing with:

1. What was decided.
2. The reasons for the decision.
3. Who I can contact with questions.

If this is a decision that calls for prior written notice under special education rules, I would
also appreciate a copy of that notice.

Thank you,
[your name]

Use your browser's Print command to print this page or save it as a PDF.

Prepare for a meeting

Meeting preparation sheet

A one-page sheet to bring to a meeting with your child's team.

Bring your pickup log. Write down answers as you hear them, and ask for anything important to be confirmed in writing afterward.

MEETING PREPARATION SHEET

Meeting date and time: ______________________
Who will be there: __________________________

What I want the team to understand
______________________________________________
______________________________________________

My questions
1. How is the school counting the early pickups this school year?
2. What instruction and services were missed, and how will they be made up?
3. What is the plan to help my child stay at school for the full day?
4. Would a functional behavioral assessment (FBA) or a behavior plan (BIP) help, or does the
   current one need to change?
5. Who should I contact if this happens again, and how will I be told in writing?

What I want to leave with
______________________________________________

Answers and next steps (fill in during the meeting)
______________________________________________
______________________________________________

Follow-up: I will send a short email recap of what we agreed by ____________.

Use your browser's Print command to print this page or save it as a PDF.

Eligibility meeting preparation sheet

A one-page sheet to bring to the meeting where eligibility is decided.

Bring your record log and any outside reports. Write down answers as you hear them, and ask for anything important to be confirmed in writing afterward.

ELIGIBILITY MEETING PREPARATION SHEET

Meeting date and time: ______________________
Who will be there: __________________________
Did I get to read the evaluation report beforehand?  Yes / No

What I see at home that I want the team to know
______________________________________________
______________________________________________

My questions
1. What did each part of the evaluation find, in plain words?
2. How do the results compare with what I see at home?
3. Which eligibility category is being considered, and why?
4. If my child is found eligible, what happens next, and when?
5. If my child is not found eligible, what other support is available?
6. When will I get a written copy of the report and the decision?

What I want to leave with
______________________________________________

Answers and next steps (fill in during the meeting)
______________________________________________
______________________________________________

Follow-up: I will send a short email recap of what we discussed by ____________.

Use your browser's Print command to print this page or save it as a PDF.

Meeting preparation sheet for IEP progress

A one-page sheet to bring to a meeting about your child's progress on IEP goals.

Bring your goal progress tracker and any reports. Write down answers as you hear them, and ask for anything important to be confirmed in writing afterward.

MEETING PREPARATION SHEET: PROGRESS ON IEP GOALS

Meeting date and time: ______________________
Who will be there: __________________________

The goals I want to talk about
______________________________________________
______________________________________________

My questions
1. How is progress on each goal being measured, and how often?
2. What do the data or work samples show since the start of the year?
3. What has been tried so far, and what could be done differently?
4. Should any goals, services or supports in the IEP be revised?
5. How will I know whether the changes are working, and when will I get the next report?

What I want to leave with
______________________________________________

Answers and next steps (fill in during the meeting)
______________________________________________
______________________________________________

Follow-up: I will send a short email recap of what we agreed by ____________.

Use your browser's Print command to print this page or save it as a PDF.

Meeting preparation sheet

A one-page sheet to bring to a meeting about a service that isn't happening as planned.

Bring your service log and a copy of the plan. Write down answers as you hear them, and ask for anything important to be confirmed in writing afterward.

MEETING PREPARATION SHEET

Meeting date and time: ______________________
Who will be there: __________________________

The service I want to talk about
What the plan says (how often, how long, where): ______________________
What has been happening: ______________________________________________

My questions
1. Who provides this service, and what is the schedule?
2. Which sessions were missed, and why?
3. How will the missed sessions be handled?
4. What is the plan if the provider is out again?
5. Has my child's plan changed? If so, may I have a copy of the current plan?
6. Who should I contact if this happens again?

What I want to leave with
______________________________________________

Answers and next steps (fill in during the meeting)
______________________________________________
______________________________________________

Follow-up: I will send a short email recap of what we agreed by ____________.

Use your browser's Print command to print this page or save it as a PDF.

Manifestation meeting preparation sheet

A one-page sheet to bring to a meeting about whether the behavior is connected to your child's disability.

Bring your discipline log and any notices. Write down answers as you hear them, and ask for the team's decision in writing afterward.

MANIFESTATION MEETING PREPARATION SHEET

Meeting date and time: ______________________
Who will be there: __________________________

The two questions the team answers
1. Was the behavior caused by, or directly and substantially related to, my child's disability?
2. Was the behavior the direct result of the school not following the IEP?

What I will bring
- The IEP and any behavior plan
- Notices and letters about this incident
- My discipline log
- Anything else the team should see (teacher notes, reports, my own notes)

What I want the team to understand about my child
______________________________________________
______________________________________________

My questions
1. What information from my child's file is the team looking at?
2. Were all parts of the IEP being followed before the incident?
3. Has a functional behavioral assessment (FBA) been done, or will one be done?
4. Is there a behavior plan (BIP), and does it need to change?
5. What services will my child get while out of school?

The team's answers (fill in during the meeting)
Question 1: ___________________________________
Question 2: ___________________________________

Follow-up: I will ask for the decision in writing by ____________.

Use your browser's Print command to print this page or save it as a PDF.

Remember a date

Add a reminder to your calendar

A personal reminder on a date you choose. It is not a legal deadline.

What should we remind you about?

You pick the date. This reminder is for your own planning and does not reflect any legal deadline.

Educational Information — Not Legal Advice. Contextual Pathways provides general educational information to help families understand special education processes, parental rights, and available resources. This information is not legal advice and has not been reviewed or approved by an attorney or government agency. Laws and regulations may change, and individual circumstances may vary. Families should consult official sources or a qualified professional for guidance about their specific situation.

Add a reminder to your calendar

A personal reminder on a date you choose. It is not a legal deadline.

What should we remind you about?

You pick the date. This reminder is for your own planning and does not reflect any legal deadline.

Educational Information — Not Legal Advice. Contextual Pathways provides general educational information to help families understand special education processes, parental rights, and available resources. This information is not legal advice and has not been reviewed or approved by an attorney or government agency. Laws and regulations may change, and individual circumstances may vary. Families should consult official sources or a qualified professional for guidance about their specific situation.

Add a suspension reminder to your calendar

A personal reminder on a date you choose, such as a date from the school's written rules. It is not a legal deadline.

What should we remind you about?

You pick the date. Use a date from the school's written notice or policy. This app does not work out any deadline for you.

Educational Information — Not Legal Advice. Contextual Pathways provides general educational information to help families understand special education processes, parental rights, and available resources. This information is not legal advice and has not been reviewed or approved by an attorney or government agency. Laws and regulations may change, and individual circumstances may vary. Families should consult official sources or a qualified professional for guidance about their specific situation.

Add a reminder to your calendar

A personal reminder on a date you choose. It is not a legal deadline.

What should we remind you about?

You pick the date. This reminder is for your own planning and does not reflect any legal deadline.

Educational Information — Not Legal Advice. Contextual Pathways provides general educational information to help families understand special education processes, parental rights, and available resources. This information is not legal advice and has not been reviewed or approved by an attorney or government agency. Laws and regulations may change, and individual circumstances may vary. Families should consult official sources or a qualified professional for guidance about their specific situation.