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IEP template: an annotated sample IEP

By the IEP Atlas editorial teamLast updated

Short answer

An IEP template follows the contents federal law requires: present levels, measurable annual goals, how progress is measured and reported, services and supports, participation with nondisabled peers, assessment accommodations, and service dates, frequency, location and duration. Transition sections start by age 16. Your state or district form will look different, but it must cover the same parts.

This page gives you a fill-in IEP structure in the order of the federal regulation, then the same structure completed for a fictional student. Each section has a short note on what compliance reviewers and parents look at. It is a drafting aid. Your district's form, usually built into an IEP software system, is the document of record.

If you need the plain-language overview, read what an IEP is. If you want a checklist to review a finished IEP, use what should be included in an IEP. This page is the blank form in between.

Why every template has the same bones

The required contents of an IEP are listed in one federal regulation.[1] States add fields, rename sections and change the order, but they cannot drop the federal parts. Some states add a vision statement, a parent concerns section, or state test eligibility pages. The IEP team must also consider special factors, such as behavior, language needs, Braille, communication and assistive technology.[5]

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The fill-in template

Copy each table into your draft and replace the right column. The middle column says what the field should contain.

Part 1: Student and meeting information

FieldWhat goes hereYour draft
Student, grade, schoolName, grade, school, date of birth(fill in)
Meeting type and dateInitial, annual, amendment or reevaluation; date held(fill in)
Disability categoryPrimary, and secondary if any, from the eligibility report(fill in)
Team members presentNames and roles; parent, general and special education teacher, district representative, someone who can interpret evaluations[2](fill in)
Parent participationHow the parent took part: in person, phone, video(fill in)

What reviewers check: that the required members attended or were excused in writing, and that the parent was invited in time.[3]

Part 2: Present levels of academic achievement and functional performance

FieldWhat goes hereYour draft
StrengthsSpecific skills, interests and what works(fill in)
Parent concernsIn the parent's words where possible(fill in)
Current performance by areaRecent data with dates, measures and conditions(fill in)
Effect on involvement and progress in the general curriculumHow the disability affects access to grade-level work(fill in)
Special factors consideredBehavior, English learner needs, Braille, communication, deaf or hard of hearing, assistive technology: yes or no, with notes(fill in)

What parents look for: their own child, recognizable. What reviewers check: that each goal has a baseline here. The PLAAFP template expands this part.

Part 3: Measurable annual goals

FieldWhat goes hereYour draft
AreaReading, math, behavior, communication and so on(fill in)
BaselineNumber, unit and date, copied from present levels(fill in)
Annual goalCondition, behavior, criterion and timeframe(fill in)
Short-term objectives or benchmarksRequired for students who take alternate assessments; optional or state-required for others(fill in)
How progress is measuredMethod and data sheet, such as words correct per minute or percent accuracy(fill in)
When progress is reportedFor example, with each report card(fill in)

What reviewers check: that every goal is measurable and has a reporting schedule.[1] Paste each goal into the goal checker before the meeting.

FieldWhat goes hereYour draft
Specially designed instructionWhat, by whom, minutes per week, setting(fill in)
Related servicesSpeech, OT, counseling, transportation and so on, with minutes and setting(fill in)
Supplementary aids and servicesSupports in general education classes(fill in)
Accommodations and modificationsEach with when and how much(fill in)
Supports for school personnelTraining or consultation staff need(fill in)
Extended school yearConsidered: yes or no, decision and reason(fill in)

What reviewers check: that services match the needs in present levels and that minutes are stated as a number, not "as needed." See IEP services and minutes.

Part 5: Participation with nondisabled peers

FieldWhat goes hereYour draft
Time outside general educationMinutes or percent of the school day(fill in)
ExplanationWhy the student will not take part in general education for that time(fill in)

What reviewers check: an actual explanation, not a placement name. The least restrictive environment guide covers this decision.

Part 6: State and district assessments

FieldWhat goes hereYour draft
Assessment participationGeneral assessment with or without accommodations, or alternate assessment(fill in)
AccommodationsOnly those the state manual allows(fill in)
If alternate assessmentWhy the student cannot take the regular test and why the alternate is appropriate(fill in)

Part 7: Service dates

FieldWhat goes hereYour draft
Start dateWhen services begin(fill in)
Frequency, location, durationFor each service(fill in)
Annual review dueNo more than one year later(fill in)

The IEP must be in effect at the start of each school year, and services must begin as soon as possible after the meeting.[4]

Part 8: Transition (by age 16, or younger in some states)

FieldWhat goes hereYour draft
Transition assessmentsInterest inventories, interviews, situational assessments, with dates(fill in)
Postsecondary goalsEducation or training, employment, and independent living where appropriate(fill in)
Transition services and course of studyClasses and activities that move toward the goals(fill in)
Transfer of rightsNotice given at least one year before the age of majority(fill in)

What reviewers check: that postsecondary goals are measurable and based on assessment. Many states begin transition planning at 14.

A completed example

The student below is fictional. Numbers are illustrations, not targets.

Part 1, completed

FieldEntry
Student, grade, schoolJordan R., grade 4, Lincoln Elementary
Meeting type and dateAnnual review, October 14
Disability categorySpecific learning disability (basic reading skill, reading fluency)
Team members presentParent, special education teacher (case manager), grade 4 teacher, school psychologist, assistant principal

Part 2, completed

Strengths. Jordan explains science ideas clearly in discussion, builds detailed models, and works well with a partner.

Parent concerns. "He hates reading out loud and says he is dumb. Homework takes over an hour."

Current performance. On three grade 4 oral reading probes (September 22 to October 6), Jordan read a median of 62 words correct per minute with 91% accuracy. On a 40-word multisyllabic word list, he read 18 words correctly. When text is read aloud, he answers 8 of 10 grade-level comprehension questions correctly.

Effect on the general curriculum. Jordan's decoding and fluency limit his access to grade 4 texts in all subjects. He understands grade-level content when he hears it.

Special factors. Assistive technology: yes, text-to-speech for content reading. Others: no.

Part 3, completed

FieldEntry
Baseline62 words correct per minute, 91% accuracy, grade 4 passages (October 6)
Annual goalGiven an unpracticed grade 4 passage, Jordan will read 95 words correct per minute with at least 96% accuracy, median of 3 probes, by October 13 next year
Benchmarks72 by January, 84 by April
How measured1-minute oral reading probes, weekly, on the reading fluency data sheet
When reportedWith each quarterly report card

A second goal targets multisyllabic decoding, from 18 of 40 words to 34 of 40, measured every two weeks.

Parts 4 to 7, completed

FieldEntry
Specially designed instructionStructured literacy in decoding and fluency, special education teacher, 225 minutes per week, resource room
Related servicesNone
AccommodationsText-to-speech for science and social studies readings; tests read aloud except reading tests; time and a half on tests over 15 minutes
Supports for personnelGrade 4 teacher meets with the case manager 15 minutes every two weeks
Extended school yearConsidered; not needed, no significant regression shown
Time outside general education225 minutes per week (about 12% of the school week)
ExplanationJordan needs small-group, explicit decoding instruction that is not provided in the grade 4 classroom
AssessmentsGeneral state test with accommodations allowed by the state manual
Start date and reviewOctober 15; annual review by October 13 next year

Jordan is 9, so Part 8 does not apply yet.

Section notes: what reviewers and parents look for

SectionReviewers often flagParents often ask
Present levelsNo data, old data, no effect statementDoes this sound like my child?
GoalsNot measurable, no baseline, no reporting scheduleHow will I know if it is working?
Services"As needed" minutes, unclear providerWho will teach this, and where?
Nondisabled peersPlacement named but not explainedWhy is my child pulled out?
AssessmentsAccommodations not in the state manualWill this help on the state test?
TransitionGoals not measurable, no assessment listedWhat happens after high school?

For the parent side, the page on understanding IEP goals explains goals in plain language. The IEP at a glance template turns a long IEP into a one-page summary for teachers. Glossary entries define the IEP, PLAAFP and measurable annual goal. The Center for Parent Information and Resources also explains each required part in plain language.[6]

Frequently asked questions

Is there an official IEP template?

No single national form is required. The federal regulation lists what an IEP must contain, and each state or district builds its own form, often inside IEP software. A model form may be offered by your state education agency.

Can I use a different IEP template than my district's?

You can draft in any format, but the IEP of record is the one on your district's form. Use a template like this to plan content, then move it into the official system.

What sections are required in every IEP?

Present levels, measurable annual goals, how and when progress is reported, services and supports, an explanation of time away from nondisabled peers, assessment participation and accommodations, and service dates, frequency, location and duration. Transition sections are required by age 16.

Use it in IEP Atlas

Sources

  1. 34 CFR §300.320: Definition of individualized education program, Legal Information Institute, Cornell Law School
  2. 34 CFR §300.321: IEP Team, U.S. Department of Education (IDEA website)
  3. 34 CFR §300.322: Parent participation, U.S. Department of Education (IDEA website)
  4. 34 CFR §300.323: When IEPs must be in effect, U.S. Department of Education (IDEA website)
  5. 34 CFR §300.324: Development, review, and revision of IEP, Legal Information Institute, Cornell Law School
  6. Contents of the IEP, CPIR

Written and checked by the IEP Atlas editorial team under our editorial policy. This guide describes general practice and federal rules. It is not legal advice; your state may add requirements, and the IEP team makes the decisions for each student.

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