Skip to content

Plan the weeks to reach a savings goal

6-8, 9-12Percent accuracyTemplateReview and individualize before use. How templates are made
When to use this goal

For middle school students who want something that costs more than they have and give up or spend the money on smaller things. Needs dividing with a calculator; present levels decide fit, not grade.

Baseline
Give 2 or 3 short probes with real-looking documents at the student's reading level, allowing the calculator the student will use as an adult. Score each item right or wrong and note the error type (reading the document, choosing the operation, or calculation). Score the still-needed amount and the number of weeks as separate items.
Tips
Use the student's real goal; a savings chart they fill in each week keeps it going.
Limits
Rounding up partial weeks is a common sticking point; agree the rule in advance.

Original IEP Atlas template based on general measurement principles; not copied from any goal bank. ID tn-pf-028.

Sign in to add this goal to a student.

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

Percent of attempted items answered correctly.

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

Criterion wording

Data collection

Scoring completed student work (permanent products) against a defined answer key or checklist.

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 savings goal (an item the student chose and its price), the amount saved so far, and a weekly saving amount, with a calculator, the student will find how many weeks it will take to reach the goal and mark the finish date on a calendar independently with at least 80% accuracy on savings plan problems, in 3 of 4 consecutive weekly probes, as measured by work-sample analysis collected weekly.

Baseline: 35% accuracy.

  • 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. Percent accuracy fits this behavior.

  • Met: Explicit criterion. Number and unit stated.

  • Met: Mastery rule and schedule. Both stated.

  • Met: Method produces the metric. Work-sample analysis gives percent accuracy 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
35% accuracy.
Annual goal431 characters
By the annual IEP review date, given a savings goal (an item the student chose and its price), the amount saved so far, and a weekly saving amount, with a calculator, the student will find how many weeks it will take to reach the goal and mark the finish date on a calendar independently with at least 80% accuracy on savings plan problems, in 3 of 4 consecutive weekly probes, as measured by work-sample analysis collected weekly.
Timeframe
By the annual IEP review date
Condition
Given a savings goal (an item the student chose and its price), the amount saved so far, and a weekly saving amount, with a calculator
Behavior
The student will find how many weeks it will take to reach the goal and mark the finish date on a calendar independently
Criteria
With at least 80% accuracy on savings plan problems, in 3 of 4 consecutive weekly probes
Evaluation method
Work-sample analysis
Schedule
Weekly

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

Matching data sheet

Accuracy tracker. Records number correct and number attempted.

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