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Revising a goal mid-year

By the IEP Atlas editorial teamLast updated

Short answer

Revise an IEP goal mid-year when the data show it was met early, set too high after a real instructional change, measured the wrong way, or built on a wrong baseline. Bring the graph to the team, change the goal at a meeting or by written amendment if the parent agrees, write a new baseline and aimline, and give the family the updated IEP.

Revising a goal mid-year means changing the goal's wording, target or measure before the annual review, through the IEP team. Teams do it less often than they should. A goal the student met in November, or one built on a baseline that turned out to be wrong, sits on the IEP until spring and produces months of reports that say nothing useful.

The rules allow it. The IEP must be reviewed at least once a year and revised as needed, including to address a lack of expected progress toward the annual goals.[1] Nothing in that rule makes the team wait for the annual date. This page covers the mechanics of the change. If the problem is a student not making progress and you have not yet checked services, the measure and instruction, start with when a student is not making progress. For the full monitoring cycle, see the IEP progress monitoring pillar.

When a mid-year revision is justified

What the data showRevise the goal?Why
Goal met on its criterion, months before the reviewYesThe student needs a next target, not maintenance probes for 6 months
Flat data, but services were missed or instruction never changedNot yetFix delivery or instruction first; the goal may be fine
Flat data after a real instructional change and 6 to 8 more data pointsUsuallyThe target or the skill may be wrong for this student now
The measure does not match the goal (for example, an accuracy goal probed with timed tests)YesEvery report built on a mismatched measure is unreliable
Baseline was wrong (one probe, wrong level, wrong conditions)YesThe target was set from a bad starting point
A new evaluation or a big change in the student's needsYesPresent levels changed, so goals should follow
Data are bumpy but trending toward the goalNoKeep going; note the variability in the report

The four-point rule and trend analysis give you a written test for the flat-data rows, so the decision does not rest on a feeling.

Step by step

Step 1: Pull the graph and name the reason

Print the goal's graph with the baseline, aimline and every data point. Write one sentence naming which row of the table applies. Example: "Goal 1 was met on 11/14: 3 consecutive probes at or above 90 WCPM. Target date was 5/30."

Step 2: Draft the revised goal

Write the new goal before the meeting so the team has something to react to. Keep what worked: the conditions and the measure, if they were right. Change only what the data say needs changing. Paste the draft into the goal checker to catch a missing condition or criterion.

Step 3: Decide: meeting or written amendment

After the annual meeting, the parent and the district can agree to change the IEP without a meeting by writing a document that amends it.[1] A meeting is better when the change is large, when the parent has questions or when other services may need to change too. A written amendment works for clear, agreed changes, such as raising a target the student already passed. The rest of the team must be told about changes made this way. Districts set their own amendment forms, so use yours.

Step 4: Send prior written notice

When the district proposes to change the IEP, the parent receives prior written notice that describes the change, the reasons and the data used.[2] The guide to prior written notice examples shows the format. The graph from step 1 is the "data used."

Step 5: Start a new phase on the graph

Draw a vertical line on the graph at the date the revision takes effect. Take 3 probes under the new goal's conditions and use the median as the new baseline. Draw a new aimline from that baseline to the new target. Do not connect the old data to the new data with one line. The guide to graphing IEP data with aimlines shows the setup.

Step 6: Update the reports and the family

The next progress report should say the goal was revised, when and why, and then report against the new goal. Give the family a copy of the revised IEP. Parents can ask for a copy of the IEP with the amendments included.[1]

Time each step takes

StepTimeWho
Pull the graph and name the reason10 minutesCase manager
Draft the revised goal15 to 20 minutesCase manager with the service provider
Meeting, or amendment form and parent signature30 minutes, or 15 minutes plus a phone callIEP team or case manager and parent
Prior written notice15 minutesCase manager
New baseline and aimline3 probes over 1 to 2 weeks, plus 5 minutes to graphTeacher or provider
Report and family copy10 minutesCase manager

Most revisions take about 90 minutes of adult time spread over two weeks. Compare that with 6 months of reports on a goal that no longer fits.

Worked example: Kayla's fluency goal

Kayla is a fictional fourth grader. Her annual goal, written in May: "Given unpracticed grade 4 passages, Kayla will read 90 words correct per minute with 95% accuracy on 3 consecutive weekly probes by May 30." Her baseline was 62 WCPM.

She grew faster than anyone expected. Weekly probes from September to mid-November:

Week13579101112
WCPM6470758186919392
Accuracy93%94%95%96%96%97%97%98%

Weeks 10 to 12 were at or above 90 WCPM with accuracy over 95%, so she met the goal on 11/14. The case manager names the reason (row 1), drafts a new goal and calls Kayla's mother. They agree to amend in writing. The district's prior written notice explains that the target is being raised because Kayla met the original goal in November.

The revised goal keeps the conditions and the measure: "Given unpracticed grade 4 passages, Kayla will read 115 words correct per minute with 97% accuracy on 3 consecutive weekly probes by May 30." Her growth so far has been about 2 to 3 words per week. Gains often slow as the rate climbs and spring passages get harder, so the team planned for a little under 1 word per week over the remaining 26 weeks. The new baseline from three December probes is a median of 93 WCPM.

Her January progress report says: "Goal 1 was met on 11/14 and revised on 12/2 to 115 WCPM. Since then, Kayla's median is 98 WCPM, on track for the new target."

Common mistakes

  • Weak: waiting for the annual review to replace a goal met in the fall. Better: amend it when it is met, so instruction keeps moving.
  • Weak: lowering the target the first time the data look flat. Better: check delivery and instruction first, change instruction, then decide after 6 to 8 more points.
  • Weak: changing the goal and the measure at the same time with no new baseline. Better: take 3 probes under the new goal and start a new aimline.
  • Weak: "The team agreed to adjust the goal." Better: state the old target, the new target, the date and the data that led to the change.
  • Weak: amending by email with no document. Better: use the district's amendment form, give prior written notice and send the family the updated IEP.

Rules on amendment forms, signatures and timelines vary by state and district. Check your district's procedures before you use a written amendment for the first time.

Frequently asked questions

Can you change an IEP goal in the middle of the year?

Yes. The team can revise the IEP whenever it is needed, not only at the annual review. Changes can be made at a meeting or, if the parent and district agree, through a written amendment without a meeting.

Do I need a meeting to raise a goal the student already met?

Not always. If the parent and district agree, the change can be made in a written document that amends the IEP. A meeting is better when the parent has questions or other services may change.

What happens to the old data when a goal is revised?

Keep it on the graph. Draw a line at the revision date, take a new baseline under the revised goal and draw a new aimline. Report the old result and the new goal in the next report.

Use it in IEP Atlas

Sources

  1. 34 CFR §300.324: Development, review, and revision of IEP, Legal Information Institute, Cornell Law School
  2. 34 CFR §300.503: Prior notice by the public agency; content of notice, 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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