Annual review, prep first.
The hours GO-IEP costs teachers are mostly spent composing while clicking. Gather everything first, and screen time becomes data entry.
Before you open GO-IEP
- Current baseline and progress-monitoring data for every goal, with numbers. Goals need numerical mastery criteria to use GO-IEP's progress-monitoring features.
- Service types and minutes as actually delivered, plus any proposed changes for the team
- Recent assessment results and classroom evidence per area of concern
- Which accommodations the student actually used, and evidence they're needed. You'll justify each one in the Present Levels areas of need.
- Draft ideas for next year's goals (the team decides; walking in with drafts saves the meeting)
- Parent input gathered ahead of the meeting, and a verified parent address on the Profile page, since it prints on the final PDF
This prep list is card three of the free Quick Cards. Print it, laminate it, reuse it every review.
In GO-IEP, in order
This is the short version. Screen-by-screen detail for every step below, including the meeting notice fields and the thirteen Add a Service fields, is in the full walkthrough.
- Start the annual review from the student's timeline and complete the meeting notice. Triple-check the meeting date. Date errors cascade into progress-report and audit problems later.
- Develop the sections: present levels with data, measurable goals with an evaluation method that fits the goal type (official guidance warns percent accuracy doesn't fit social and emotional goals), accommodations, special factors, services, placement.
- Justify accommodations where the audit looks: every accommodation on State Testing or Student Supports needs the box checked and a justification written in the matching Present Levels area of need.
- Close every open progress report from the prior IEP, finalized or inactivated, in sequential date order. The halfway rule explained.
- Run Audit/Finalize and clear flags. Blue text names the section. Decoder here.
- Finalize deliberately. It's one-way. Changes afterward mean an amendment, and the Draft watermark drops.
Official sources
Get the GO-IEP Quick Cards
The prep list on this page is card three of the free Quick Cards. One card per task: finalize checklist, audit fixes, annual review prep. Tape them next to your monitor. The cards are free, with one practical GO-IEP tip each week during the transition, and first word on the bigger time-savers we're building for this school year. Unsubscribe anytime.