Check the balance before a planned purchase
When to use this goal
For students with their own account or prepaid card whose cards have been declined or who have overdrawn. A short habit that prevents fees; present levels decide fit, not grade.
- Baseline
- Observe 6 planned purchases. Score correct only when the student checks the balance before reaching the register and the decision matches the balance.
- Tips
- Teach the difference between available and current balance if the bank shows both. The family sets the amount that triggers a check.
- Limits
- Pending purchases can make the balance look higher than it is; teach a small cushion amount.
Original IEP Atlas template based on general measurement principles; not copied from any goal bank. ID tn-pf-012.
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Goal
By the annual IEP review date, before each planned purchase over a set amount (such as 20 dollars) on community trips, with the bank app on the student's phone, the student will check the available balance and decide whether the purchase fits before buying independently in at least 5 of 6 opportunities, across 3 consecutive weeks, as measured by direct observation collected at each planned purchase.
Baseline: 1 of 6 opportunities.
- Condition
- Observable behavior
- Criterion
- Measurement method
Measurability check11 of 11 met
Met: Observable behavior. Stated as an action.
Met: Condition. Stated.
Met: Unit fits the behavior. Opportunities fits this behavior.
Met: Explicit criterion. Number and unit stated.
Met: Mastery rule and schedule. Both stated.
Met: Method produces the metric. Direct observation gives opportunities 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.
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
- 1 of 6 opportunities.
- Annual goal402 characters
- By the annual IEP review date, before each planned purchase over a set amount (such as 20 dollars) on community trips, with the bank app on the student's phone, the student will check the available balance and decide whether the purchase fits before buying independently in at least 5 of 6 opportunities, across 3 consecutive weeks, as measured by direct observation collected at each planned purchase.
- Timeframe
- By the annual IEP review date
- Condition
- Before each planned purchase over a set amount (such as 20 dollars) on community trips, with the bank app on the student's phone
- Behavior
- The student will check the available balance and decide whether the purchase fits before buying independently
- Criteria
- In at least 5 of 6 opportunities, across 3 consecutive weeks
- Evaluation method
- Direct observation
- Schedule
- At each planned purchase
Copied as plain text, with straight quotes and plain dashes.
Matching data sheet
Opportunity tracker. One box per opportunity in each session.
Opportunity tracker
Opportunities- Student label:
- Target:
- in at least 5 of 6 opportunities
- Mastery rule:
- across 3 consecutive weeks
- Collection schedule:
- at each planned purchase
- Method:
- Direct observation
- Data collector:
Goal: By the annual IEP review date, before each planned purchase over a set amount (such as 20 dollars) on community trips, with the bank app on the student's phone, the student will check the available balance and decide whether the purchase fits before buying independently in at least 5 of 6 opportunities, across 3 consecutive weeks, as measured by direct observation collected at each planned purchase.
Key: + demonstrated independently · P demonstrated with a prompt (note type) · − not demonstrated · NA no opportunity occurred
| Date | Activity / context | 1 | 2 | 3 | 4 | 5 | 6 | # + (of 6) | Notes |
|---|---|---|---|---|---|---|---|---|---|
Preview shows 4 of 12 rows.
- Record up to 6 opportunities per session, matching the goal's denominator.
- Define in advance what counts as an opportunity so every data collector records the same thing.
- Count only + marks toward the criterion unless the goal specifies prompted responses.
The CSV opens in Excel or Google Sheets, with formulas. Sheets print blank; no student data is stored.