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  • IEP Meeting Preparation Checklist: What to Bring, What to Ask, What to Say

    An IEP meeting is the most important recurring appointment in a special-needs family’s year — and most parents walk in outnumbered, out-prepared, and out-jargoned. This checklist levels the table.

    Two weeks before

    • Request the draft IEP and any new evaluations in writing so you can read them at home, not skim them at the table. You are entitled to see reports before the meeting.
    • Re-read last year’s IEP goals and mark each one: met, partly met, not met. Progress claims at the meeting should match the data.
    • Collect your evidence: work samples, homework battles, therapist notes, your own observation log. The school sees one version of your child; you see the other twenty-two hours.
    • Write your two-sentence vision: “What I most want for my child this year is ___. The biggest obstacle I see is ___.” Everything you ask for hangs on this.

    What to bring

    • The current IEP, marked up
    • Your evidence folder (or shared digital folder)
    • A one-page “About my child” sheet — strengths first, then challenges, then what works at home
    • A list of your questions (below), printed, so the meeting doesn’t end with them unasked
    • A notepad, or a polite statement that you’ll be taking notes — and if you intend to record, check your state’s rules and notify the team in advance

    Questions that change meetings

    1. “Can you show me the data behind that goal’s progress?”
    2. “What does that support look like in the classroom, on a Tuesday?” — services on paper and services in practice are different things.
    3. “Who is responsible for this accommodation, and how will we know it’s happening?”
    4. “What would have to be true for my child to need less support next year — and what’s the plan to get there?”
    5. “Can we put that in the IEP?” — verbal promises are not enforceable; the document is.

    Phrases that work when things get tense

    • Instead of “You’re not doing enough”: “I’m not seeing the progress I expected — help me understand the data.”
    • Instead of “I disagree”: “I’d like my disagreement noted, and I’d like to discuss what additional evaluation would resolve it.”
    • When rushed: “This decision matters too much to rush. I’d like to schedule a follow-up rather than sign today.” You are never required to sign at the table (rules on when consent is required vary by state and situation — signing attendance is not agreement).

    After the meeting

    Send a short email the same week summarizing what was agreed and by whom. It creates a paper trail and catches misunderstandings while they are still small.


    Marshall Health Training Consultants works with families preparing for exactly these meetings — and with the schools on the other side of the table. A veteran-owned practice serving special-needs and veterans’ families. Learn more at marshallhealthtraining.com, and find our parent guidebooks, including The 18 Toughest Moments series, at our publishing brand Calm Home Products.

    Further reading, without buying a shelf of books

    Special-education law and advocacy books get expensive fast. Kindle Unlimited’s free trial includes many IEP and special-needs advocacy titles — read a stack of them before your next meeting for the cost of nothing.

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  • Why Marshall Health Training Consultants Exist

    Every system that’s supposed to serve people — healthcare, education, workforce development, veterans’ services — works beautifully for those who know how to navigate it. For everyone else, it’s a maze of paperwork, deadlines, denials, and doors that only open if you know exactly how to knock.

    Marshall Health Training Consultants was founded on a simple conviction: navigation should not be a privilege. Families seeking autism-support documentation shouldn’t need a law degree to get their child what the law already promises. A veteran leaving service shouldn’t have to decode three agencies’ worth of requirements to start a business. A worker ready for something better shouldn’t be turned away because nobody taught them the digital skills every application now assumes.

    We are a health, outreach, and advocacy practice — veteran-owned, Pennsylvania-based, and built from lived experience with the very systems we help people navigate. Our work spans health-related training, special education and autism-support documentation, workforce readiness, digital literacy, and veteran business readiness. Some of it looks like consulting. Some of it looks like teaching. All of it is the same job: putting knowledge in the hands of people who were doing everything right and still couldn’t get through.

    This page is where we’ll share what we learn — plainly written, practically useful, and free to read. If something here helps you knock on the right door, it did its job. And if you need more than an article, we’re one call away: (814) 409-9170, or walter@marshallhealthtraining.com.

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