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Deposit a check with a banking app

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

For young adults who get paper checks (a paycheck, a gift, a refund) and have a bank account with mobile deposit. Needs taking clear photos with a phone; present levels decide fit, not grade.

Baseline
Run the routine at least 3 times with the same materials before setting a target. Mark each step independent, prompted (note the prompt), or not done, and count only independent steps. Practice uses sample documents and practice or demo accounts only; the student's real PIN, passwords, and account numbers are never used or written down at school.
Tips
Many banks offer demo videos or practice screens; screenshots of the student's own bank app work best for the guide.
Limits
Banks set their own deposit limits and hold times. Real deposits happen only with the family's agreement. Practice uses sample documents and practice or demo accounts only; the student's real PIN, passwords, and account numbers are never used or written down at school.

Original IEP Atlas template based on general measurement principles; not copied from any goal bank. ID tn-pf-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, given a sample check and a bank's demo app or practice screens on a tablet, the student will deposit the check through the app and confirm it was received, performing at least 8 of 9 steps independently, on 3 consecutive deposits, as measured by a task-analysis checklist collected every two weeks.

Baseline: 2 of 9 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 Personal Finance & Money Management.

  • 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
Transition & Postsecondary Skills - Personal Finance & Money Management
Baseline
2 of 9 steps independently.
Annual goal329 characters
By the annual IEP review date, given a sample check and a bank's demo app or practice screens on a tablet, the student will deposit the check through the app and confirm it was received, performing at least 8 of 9 steps independently, on 3 consecutive deposits, as measured by a task-analysis checklist collected every two weeks.
Timeframe
By the annual IEP review date
Condition
Given a sample check and a bank's demo app or practice screens on a tablet
Behavior
The student will deposit the check through the app and confirm it was received
Criteria
Performing at least 8 of 9 steps independently, on 3 consecutive deposits
Evaluation method
A task-analysis checklist
Schedule
Every two weeks

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.