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IEP progress report requirements: how often and what to include

By the IEP Atlas editorial teamLast updated

Short answer

Federal rules require every IEP to say how progress toward each annual goal will be measured and when periodic progress reports will go to parents, such as quarterly with report cards. The IEP sets the schedule, and the school must keep it. There is no federal form or code list; states and districts set those, and some add rules on timing and content.

The federal requirement for IEP progress reports is short. Most of what a case manager actually follows, such as the form, the codes and the exact dates, comes from the state, the district and the IEP itself. Knowing which rule comes from where makes it easier to answer a parent's question and to keep the reports on schedule.

This page sets out what the regulation says, what it leaves open, and what one fictional student's reporting year looks like. It describes the rules; it does not give legal advice for a specific case. For how to write the reports, see how to write an IEP progress report. For the full monitoring cycle, see the IEP progress monitoring pillar.

What the federal rule says

The IEP must include a description of how the child's progress toward the annual goals will be measured. It must also say when periodic reports on that progress will be provided to parents. The regulation gives quarterly reports, or other periodic reports issued at the same time as report cards, as examples.[1]

Three things follow from that wording:

  • Every annual goal is covered. That includes goals for related services such as speech or occupational therapy, not only academic goals.
  • The IEP sets the schedule. "Quarterly" is an example, not a fixed rule. Whatever the IEP states becomes the promise.
  • The report is about progress toward the goal. A report card grade does not meet it on its own, because it measures something else.

What the rule leaves to states, districts and the IEP

QuestionFederal ruleWhere the answer usually comes fromStates differ?
How often reports go homeThe IEP states when; quarterly or with report cards are examplesThe IEP, often following a district defaultYes; some states set a minimum
What form to useNone requiredState or district IEP systemYes
Progress codes (such as "progressing")None requiredDistrict or state code listYes
Whether to include dataThe report must describe progress toward the goalDistrict guidance and good practiceYes; some states require a measure
Reports on short-term objectivesObjectives or benchmarks are required only for students on alternate assessments aligned to alternate achievement standardsState rules, which may require them for more studentsYes
Who writes the reportNot specifiedThe provider for each goal, compiled by the case managerVaries by district
Revising the IEP after poor progressThe team reviews at least yearly and revises to address lack of expected progressThe IEP teamProcess details vary

The review and revision rule sits in a separate section from the reporting rule.[2] Together they mean a report showing little progress should lead somewhere. Parents also have a right to inspect and review their child's education records, which include progress reports and the data behind them.[3]

A reporting year: Imani's schedule

Imani is a fictional fourth grader. Her IEP meeting was held on October 3. The IEP has three annual goals: reading fluency, written expression, and a speech goal for the /r/ sound. Under "progress reporting," the IEP says: "Progress on each annual goal will be reported to parents in writing four times a year, with the district report card."

The district's report card dates set her schedule:

ReportDate sentData windowWhat it covers
1November 15October 3 to November 8First report: baseline, 5 weeks of data, early trend
2January 31November 11 to January 24Second report: about 10 weeks of data, trend against goal line
3April 10January 27 to April 3Third report: whether each goal is on pace for October
4June 12April 6 to June 5Final report of the school year

Her annual review falls in late September, before the first report of the next year. The team uses the June report and September probes to write new present levels.

At report 2, each goal shows one number against its goal line. Imani reads 74 words correct per minute (baseline 58, on pace for 95). She writes 19 correct word sequences in 3 minutes (baseline 12, on pace for 28). The speech-language pathologist reports /r/ in words correct in 16 of 20 trials (baseline 6 of 20, ahead of pace). Each provider writes their own entry, and the case manager checks that all three went home on January 31.

Habits that keep reports on schedule

These come from practice rather than regulation, but they prevent most problems:

  1. Copy the schedule into your calendar on day one. Put the report dates for every student in one place. A caseload tracker or the IEP due date calculator helps keep IEP dates in view.
  2. Set the data window. Stop collecting for the report about a week before it is due, so there is time to graph and write.
  3. Cover every goal, every time. A goal with no new data still gets an entry that says why.
  4. Use the goal's own measure. If the goal is in words correct per minute, the report quotes words correct per minute.
  5. Keep a copy. File the dated report with the data it came from.
  6. Send it the way the IEP says. If the IEP says "in writing with the report card," a phone call alone does not meet it.

When a report is late, missing or thin

If a report does not go home on the date the IEP sets, send it as soon as possible and note the reason. A parent who did not receive a report can ask the case manager for it, or ask for an IEP meeting to review progress. Each state also has a complaint process for disagreements about whether an IEP is being carried out.[4] Rules and timelines vary by state.

A report that went home but says only "progressing" with no data does not tell a parent much. The progress report codes guide explains common codes and what to ask about them. Parents can use the guide to reading a progress report.

How often to collect data versus how often to report

The reporting schedule is the minimum for telling parents. Data collection should happen far more often, usually weekly or every two weeks for academic goals. Four reports a year built on four data points cannot show a trend. The guide on how often to monitor IEP progress sets frequencies by goal type, and how many data points are enough covers what a trend needs.

Frequently asked questions

How often do IEP progress reports have to go home?

As often as the IEP says. Federal rules require the IEP to state when periodic progress reports will be provided, and give quarterly reports or reports issued with report cards as examples. Some states set their own minimum, so check your state's rules.

Is there a required form for IEP progress reports?

Not under federal rules. States and districts usually provide a form or build one into their IEP software, often with a code list and a narrative box for each goal.

Do related service providers have to write progress reports?

Every annual goal in the IEP needs progress reported on the schedule the IEP sets. When a speech, occupational therapy or other related service goal is in the IEP, its progress is reported too, usually by that provider.

Can a parent ask for progress reports more often?

A parent can ask the team to change the reporting schedule written in the IEP. The team considers the request, and if it agrees, the IEP is amended. Some teams also share data informally between formal reports.

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. 34 CFR §300.613: Access rights, U.S. Department of Education (IDEA website)
  4. 34 CFR §300.153: Filing a complaint, U.S. Department of Education (IDEA website)

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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