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Lead a progress conference using a work portfolio

3-5, 6-8Task-analysis stepsTemplateReview and individualize before use. How templates are made
When to use this goal

For students in schools that hold family conferences who are ready to explain their own work. Present levels, not grade, decide fit. A portfolio of three or four pieces keeps the task manageable for younger students.

Baseline
Hold a practice conference with an adult the student knows and mark each step. Note whether they can choose their own work samples and say why they chose them.
Tips
Families can join by video or phone, and the student can show work on a screen. Tell families ahead of time that the student will lead. Offer an interpreter for the family's home language; the student may present in either language.
Limits
Family conferences are infrequent, so practice conferences supply most data. The checklist does not score how accurate the student's self-assessment is; note large gaps for the team.

Original IEP Atlas template based on general measurement principles; not copied from any goal bank. ID se-sa-034.

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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, during a scheduled family conference at school or by video, the student will lead a conference with their family, showing work samples from their portfolio and explaining what each one shows about their progress, performing at least 6 of 7 steps independently, across 3 consecutive practice or family conferences, as measured by a task-analysis checklist collected monthly in practice conferences and at each family conference.

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 goal458 characters
By the annual IEP review date, during a scheduled family conference at school or by video, the student will lead a conference with their family, showing work samples from their portfolio and explaining what each one shows about their progress, performing at least 6 of 7 steps independently, across 3 consecutive practice or family conferences, as measured by a task-analysis checklist collected monthly in practice conferences and at each family conference.
Timeframe
By the annual IEP review date
Condition
During a scheduled family conference at school or by video
Behavior
The student will lead a conference with their family, showing work samples from their portfolio and explaining what each one shows about their progress
Criteria
Performing at least 6 of 7 steps independently, across 3 consecutive practice or family conferences
Evaluation method
A task-analysis checklist
Schedule
Monthly in practice conferences and at each family conference

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.