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Set up and attend a meeting with a teacher or counselor about a concern

9-12Task-analysis stepsTemplateReview and individualize before use. How templates are made
When to use this goal

For high school students who have concerns about grades, schedules, peers, or supports but do not act on them without an adult arranging the conversation. Base the choice on transition assessment data. Steps can be completed in person, by email, or through the school's messaging system.

Baseline
Ask the student to describe a current concern and what they have done about it. Score one real or practice meeting on the checklist, noting which steps the student completed without help. Check whether writing, scheduling, or the conversation itself is the barrier.
Tips
Score each step as independent, prompted, or not completed. Practice meetings with a case manager or counselor count during early data collection; label them. Real concerns produce the most useful data, so plan the goal around concerns the student actually has. Let staff know the student is working on this so requests are welcomed.
Limits
Real concerns arise irregularly; add planned practice meetings so there are enough data points. The checklist measures the process, not whether the concern was resolved. Students with significant anxiety may need a regulation goal alongside this one.

Original IEP Atlas template based on general measurement principles; not copied from any goal bank. ID se-sa-011.

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Student

How the goal refers to the student

Skill

What the student will do

Something an adult can see, count or time.

Condition

When or under what conditions

Support

Support allowed

Criterion

Number of routine steps performed independently.

Sample numbers. Replace them with the student's data.

Task-analysis steps

Write each step so an observer can mark it done or not done.

Criterion wording

Data collection

A routine is broken into ordered steps; each step is recorded as independent, supported, or not completed.

How often data are collected
Mastery rule

How many measurements must meet the criterion.

Timeframe

Timeframe

Goal

By the annual IEP review date, when they have a concern about a grade, schedule, support, or situation at school that requires a staff member's help, the student will arrange and carry out a meeting with the staff member about the concern, performing at least 6 of 7 steps independently, across 3 consecutive meetings, as measured by a task-analysis checklist collected after each meeting, at least monthly.

Baseline: 2 of 7 steps independently.

  • Condition
  • Observable behavior
  • Criterion
  • Measurement method

ObjectivesCopy by fieldData sheet

Measurability check11 of 11 met
  • Met: Observable behavior. Stated as an action.

  • Met: Condition. Stated.

  • Met: Unit fits the behavior. Task-analysis steps fits this behavior.

  • Met: Explicit criterion. Number and unit stated.

  • Met: Mastery rule and schedule. Both stated.

  • Met: Method produces the metric. Task-analysis checklist gives task-analysis steps data.

  • Met: Review timeframe. Stated.

  • Met: Baseline and target compatible. Same unit, change in the right direction.

  • Met: Aligned with area of need. Still about Self-Advocacy.

  • Met: Level of support. Defined.

  • Met: Blanks filled in. Nothing left to fill in.

Checks structure and wording only. Whether the goal fits the student is the team's call.

Short-term objectives (optional)

When are objectives required?

Required for students on alternate assessments (34 CFR §300.320(a)(2)(ii)); some states require them for everyone.

Build objectives by

Paste into your IEP system

Most district systems have a separate box for each part of a goal. Copy them one at a time, or all at once as labeled text.

Area of need
Social-Emotional & Communication - Self-Advocacy
Baseline
2 of 7 steps independently.
Annual goal407 characters
By the annual IEP review date, when they have a concern about a grade, schedule, support, or situation at school that requires a staff member's help, the student will arrange and carry out a meeting with the staff member about the concern, performing at least 6 of 7 steps independently, across 3 consecutive meetings, as measured by a task-analysis checklist collected after each meeting, at least monthly.
Timeframe
By the annual IEP review date
Condition
When they have a concern about a grade, schedule, support, or situation at school that requires a staff member's help
Behavior
The student will arrange and carry out a meeting with the staff member about the concern
Criteria
Performing at least 6 of 7 steps independently, across 3 consecutive meetings
Evaluation method
A task-analysis checklist
Schedule
After each meeting, at least monthly

Copied as plain text, with straight quotes and plain dashes.

Matching data sheet

Task-analysis checklist. Marks each step in each session.

The CSV opens in Excel or Google Sheets, with formulas. Sheets print blank; no student data is stored.