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IEP

Preparing for an Annual IEP Review

The once-a-year meeting where the whole plan is on the table — and how to use it well.

7 min read · Updated 2026-09-09 · Last reviewed: not yet reviewed

What makes the annual review different

This is the meeting where the team looks back over the year and writes the plan for the next one. Everything is in scope: goals, services, accommodations and how the year actually went.

Because it is comprehensive, it rewards preparation more than any other meeting on the calendar.

Look back before you look forward

  1. 01Read last year's plan start to finish
  2. 02Line up each goal against the progress reports you received
  3. 03Mark the goals that clearly moved, the ones that did not, and the ones you cannot tell
  4. 04Note any accommodation you are not sure is actually happening
  5. 05Write down what changed at home this year

Bring the year's evidence

  • All progress reports from the year
  • Report cards
  • A few work samples from early and late in the year
  • Notes from any meetings held in between
  • Your communication log, if you keep one

Questions worth asking at an annual review

  • Which goals are you proposing to continue, and why?
  • What changed about my child's needs this year?
  • Which supports made the biggest difference?
  • What is the plan for next year's transition to a new teacher or building?
  • Is anything being reduced or removed, and what is that based on?

Before you leave the room

Ask for a copy of the draft or final document, confirm when you will receive it, and note the date of the next scheduled check-in.

Common questions

Can I ask for a meeting before the annual review?
Parents can generally request a meeting when they have concerns. Ask your case manager how to make the request in writing.
What if I need more time to review the draft?
It is reasonable to ask for time to read a document carefully before signing. Say so at the table and confirm the timeline in writing.

Sources and review

Last reviewed: Not yet reviewed. This page is general educational information and is awaiting a factual review against the sources below. Treat specific procedures, timelines and requirements as things to confirm with your school or state education agency.

Sources

Important note

This site provides educational information, organizational tools and printable resources. It is not legal advice, and it is not affiliated with the U.S. Department of Education, any school district, government agency, attorney, law firm or advocacy organization. For advice about your specific situation, consider consulting a qualified professional.