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IEP progress monitoring: how to track, graph and report goal progress

By the IEP Atlas editorial teamLast updated

Short answer

IEP progress monitoring means measuring each goal the same way on a set schedule, graphing the scores against a line from the baseline to the goal, and using that graph to decide whether to keep going, change instruction or change the goal. Probe weekly or every other week, check the graph after every four points, and write each progress report from it.

IEP progress monitoring is the routine that turns a goal into evidence. You measure the skill the goal names, the way the goal names it, on a schedule. You plot each score. Then you compare the scores with the line the student needs to follow to meet the goal on time.

This page walks through the whole cycle with one student, one reading fluency goal and four progress reports, then lays out the decision rules and the measurement tools for every goal type.

What to remember

  • Measure the goal exactly as written: same task, same conditions, same unit as the baseline.
  • Probe on a fixed schedule. Weekly is the default for academic skills; every other week works for slower-changing skills.
  • Draw an aimline from the baseline to the goal. Every score is judged against that line, not against a feeling.
  • Apply a decision rule after every 4 to 6 new points, and write down what you decided.
  • Write each progress report from the graph: the number, the aimline, the trend and what happens next.

What the law asks for

Each IEP must describe how progress toward the annual goals will be measured and when periodic reports on that progress will be given to parents, for example quarterly alongside report cards.[1] The team must also review the IEP at least once a year and revise it to address any lack of expected progress toward the goals.[2] The Supreme Court has held that an IEP must be reasonably calculated to let a child make progress appropriate in light of the child's circumstances.[4] Progress data is how a team shows that.

The regulation does not set a probe schedule, a graph format or a decision rule. Those are professional practice, and states and districts add their own expectations. The working standard is simple: a report should let a parent see whether the student is on track, and the team should not learn at the annual review that a goal stalled in October.

The progress monitoring cycle in six steps

  1. Start from a real baseline. Take at least 3 probes under the goal's conditions and use the median. The guide on how to collect baseline data covers this step in detail.
  2. Choose the measure and the sheet. The goal's verb and criterion decide the method. A fluency goal uses words correct per minute; a behavior goal may use frequency or duration.
  3. Set the schedule. Pick a day, a probe length and who gives it. Put it on the calendar for the whole year.
  4. Graph every score. Plot the baseline, the goal line (also called the aimline) and each probe.
  5. Apply a decision rule. After every 4 to 6 points, compare the scores with the aimline and decide: continue, change instruction or revisit the goal.
  6. Report from the graph. Each periodic report quotes the latest score, the trend and the decision.

The rest of this page shows those steps with real numbers.

Worked example: one fluency goal from baseline to four reports

The student and numbers below are fictional. They show the method, not a benchmark for any grade.

The baseline and the goal

Marcus is a third grader. In September his teacher gave him three unpracticed grade 3 passages on three days. He read 48, 52 and 57 words correct per minute (WCPM). The median is 52 WCPM.

The goal reads: "Given an unpracticed grade 3 passage, Marcus will read aloud at 88 words correct per minute with at least 95% accuracy, measured by weekly 1-minute probes, by the annual review." The school year has 36 instructional weeks, so the aimline climbs (88 minus 52) divided by 36, or 1 WCPM per week. The aimline value at any week is 52 plus the week number.

Scoring follows the oral reading fluency method, and the scores go on the reading fluency data sheet. Each Tuesday the teacher gives one new passage, which takes about 2 minutes including setup. The reading fluency goal templates show other ways to word this goal.

Quarter 1 (weeks 1 to 9): four points below the line

Week6789
Aimline (WCPM)58596061
Marcus (WCPM)57565758

The graph shows a line of dots that started on the aimline and slowly drifted under it. Weeks 6 through 9 are four consecutive points below the aimline. Under the four-point rule, that means the instruction needs to change now, not at the annual review.

The team keeps the goal and changes the teaching. Marcus adds 10 minutes of repeated reading with phrase-cued text, 3 days a week. The teacher draws a vertical line on the graph at week 9 and labels it with the change.

Q1 report: "Marcus reads 58 WCPM on grade 3 passages (baseline 52; target by this point 61). His last four scores fell just below the line he needs to reach 88 by the annual review. Starting this week he gets 10 extra minutes of repeated reading 3 days a week. We will check the graph again in 4 weeks."

Quarter 2 (weeks 10 to 18): back on the line

Week15161718
Aimline (WCPM)67686970
Marcus (WCPM)67666970

After the change, the dots climb faster than the aimline. From week 10 (60 WCPM) to week 18 (70 WCPM) Marcus gained 10 words in 8 weeks, about 1.25 WCPM per week, which is steeper than the 1 WCPM per week he needs. The points now sit on or around the line, so the rule says continue.

Q2 report: "Marcus reads 70 WCPM, right on the line toward his goal of 88. Since the added repeated reading began in week 9, he has gained about 1.25 words per minute each week. He is on track to meet the goal. Instruction continues as is."

Quarter 3 (weeks 19 to 27): four points above the line

Week21222324
Aimline (WCPM)73747576
Marcus (WCPM)74767779

Now four consecutive points sit above the aimline. That is the signal to consider raising the goal. By week 27 Marcus reads 83 WCPM, and the original target of 88 is only 5 words away with 9 weeks left.

The case manager calls a short IEP team meeting. The team amends the goal to 95 WCPM. The new aimline runs from 83 at week 27 to 95 at week 36, about 1.3 WCPM per week. Raising a goal is an IEP change, so it goes through the team, not a quiet edit on the data sheet.

Q3 report: "Marcus reads 83 WCPM, well above the line toward his original goal of 88. His last several scores have all been above target. In March the IEP team raised the goal to 95 WCPM by the annual review. He continues repeated reading 3 days a week."

Quarter 4 (weeks 28 to 36): goal met

Week33343536
Aimline (WCPM)91929495
Marcus (WCPM)92949597

The last three probes are 94, 95 and 97 WCPM. The median is 95, with accuracy above 95% on each passage. The raised goal is met.

Q4 report: "Goal met. Marcus reads 95 WCPM on unpracticed grade 3 passages (median of the last 3 weekly probes), up from 52 in September. Accuracy stayed at 96% or higher. The team will discuss a grade 4 passage level for next year's goal."

Four reports, each built from the graph in a few minutes. None of them say "making progress" without a number.

Decision rules: when to change instruction and when to change the goal

A decision rule is a rule you agree on before the data comes in, so the call does not depend on mood. The National Center on Intensive Intervention describes two common approaches: comparing the most recent points with the goal line, and comparing the student's trend with the goal line.[3]

What the graph showsRuleWhat to do
4 consecutive points below the aimlineFour-point ruleChange instruction: time, group size, method or materials. Keep the goal.
4 consecutive points above the aimlineFour-point ruleConsider raising the goal through the IEP team.
Points on both sides of the aimlineFour-point ruleContinue. Check again after 4 more points.
Trend line flatter than the aimline (6 or more points)Trend ruleChange instruction.
Trend line steeper than the aimlineTrend ruleConsider raising the goal.
Trend line about the same slope as the aimlineTrend ruleContinue.
Flat or falling after two instructional changesBothLook at the goal, the measure and the fit of the service with the team.
Wide day-to-day bounce (range larger than the expected growth)Neither yetCheck the measure: probe length, passage difficulty, scoring. Fix fidelity before deciding.

Change instruction first. A goal should only come down after the team has tried real changes and checked that the measure is sound. The detailed walk-through is in the four-point rule and trend analysis, and what to do when a student is not making progress covers the team steps.

How often to probe

Weekly probes suit most academic skills measured with short curriculum-based measurement probes,[5] because the student changes fast enough to show on a weekly graph. Every other week works for skills that move slowly, such as written expression rubrics or many motor goals. Behavior goals often get data every day, summarized weekly.

The full guidance, including what to do with a large caseload, is in how often IEP progress should be monitored. To lay it out across students, use the caseload data collection schedule template.

Graphing: baseline, aimline and trend

Every graph needs four things: the baseline points, the aimline from baseline to goal, the probe points and a marked line wherever instruction changed. With those, anyone at the table can read it in 10 seconds.

Use the same scale all year. Put the date or week on the horizontal axis and the goal's unit on the vertical axis. Do not connect points across an instructional change. Step-by-step setup, including how to compute the aimline, is in graphing IEP data with aimlines and trend lines.

Measurement methods and data sheets by goal type

Pick the method from what the goal asks for, then use the sheet that matches. The measurement methods overview explains each one, and the data collection pillar shows how to run them across a caseload.

Goal typeMeasurement pageData sheet
Reading fluencyOral reading fluencyReading fluency sheet
Math facts, writing fluencyRate per minuteFrequency sheet
Computation, spelling, comprehension questionsPercent accuracyAccuracy sheet
Communication, social and self-advocacy skillsOpportunitiesOpportunity sheet
Countable behaviorsFrequency recordingFrequency sheet
Engagement, tantrum lengthDuration recordingDuration sheet
Starting work, following directionsLatency recordingLatency sheet
On-task behavior across a periodInterval recordingInterval sheet
Written expression, oral presentationsRubric scoringRubric sheet
Daily living, multi-step routinesTask analysisTask analysis sheet
Assignment completionWork completionAccuracy sheet
Several students in one groupAny of the aboveGroup data sheet

If you are unsure which method fits, read how to choose a data collection method. For a goal-by-goal set of monitoring plans, see IEP progress monitoring examples by goal type.

Writing progress reports from the data

A progress report entry needs five parts: the goal in short form, the current number with its unit, the baseline or aimline for comparison, the trend in plain words and the next step. Two to four sentences is enough.

Weak: "Marcus is working hard and making progress in reading."

Better: "Marcus reads 70 WCPM (baseline 52, goal 88). He is on the line he needs to meet the goal by May. Instruction continues as is."

These guides cover each part of the report:

Parents reading a report at home can use the plain-language guide on how to read an IEP progress report.

If you graph a full caseload by hand each quarter, IEP Atlas Pro keeps the session data, draws the graphs and builds batch progress reports with narratives you can edit before they go home.

Common mistakes

  • Weak: Probing only the week before reports are due. Better: A fixed weekly or biweekly slot on the calendar, so each report rests on 8 or more points.
  • Weak: Changing the passage level or prompt level mid-year without noting it. Better: Keep the goal's conditions fixed and mark any change on the graph.
  • Weak: Averaging all year's scores for the report. Better: Report the most recent median and the trend. An average hides growth.
  • Weak: Lowering the goal after one bad month. Better: Change instruction first and check the measure; revisit the goal only after real changes fail.
  • Weak: "Progressing" with no number. Better: The score, the comparison and the next step in two sentences.

Where progress monitoring fits in the IEP

Progress monitoring sits at the end of the chain. The present levels give the baseline, the goal sets the target and the measure, and monitoring checks the path between them. If the present levels have no number, start there. If the goal is vague, fix it before you start the graph; the goal checker flags missing conditions and criteria. For the parts of a strong goal, see writing measurable IEP goals.

Rules on report timing and format vary by state and district. Check your local procedures for the exact schedule and forms.

Frequently asked questions

What is progress monitoring in an IEP?

It is the regular measurement of each annual goal, using the method the IEP names, so the team can see whether the student is on track. The scores are graphed against a line from the baseline to the goal, and the graph drives instructional decisions and periodic reports to parents.

How many data points do I need before making a decision?

Most teams use at least 4 consecutive points for the four-point rule, and 6 to 8 points before trusting a trend line. With weekly probes that means a decision about every 4 to 8 weeks, well before the next report.

Who is responsible for IEP progress monitoring?

The IEP names who provides each service, and that person usually collects the data for the related goals. The case manager often pulls the graphs together for reports. Paraprofessionals can collect data when trained and supervised, but a certified provider should interpret it.

Can progress monitoring data be used to change the IEP?

Yes. The team must revise the IEP to address a lack of expected progress, and the graph is the evidence for that discussion. Changing the goal itself requires an IEP meeting or an agreed amendment, while many instructional changes can happen within the existing services.

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 §300.324: Development, review, and revision of IEP, Legal Information Institute, Cornell Law School
  3. Progress Monitoring: Data & Goal Setting, National Center on Intensive Intervention
  4. Endrew F. v. Douglas County School District RE-1, 580 U.S. 386 (2017), Supreme Court of the United States
  5. Classroom Assessment (Part 1): An Introduction to Monitoring Academic Achievement in the Classroom, IRIS Center, Vanderbilt University

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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