Free IEP / 504 Meeting Prep Pack

Walk into the meeting with the important things in front of you

A simple, private worksheet for turning school emails, observations, questions, and promises into a short agenda and a usable follow-up plan.

Start the self-check Go to the worksheet

Private while you work: entries stay only in this open browser tab and are not sent or saved by this page.

School Issue Self-Check

Turn a swirl of concerns into a meeting-ready starting point

This is an organization check, not a score of your advocacy or your child's situation. Check only what is already true. The unchecked items become a calm prep list.

I can describe the concern in plain, observable terms.
I have two or three dated examples, messages, or notes to reference.
I know what support is happening now, or I wrote down that I need to ask.
I can name the practical change I hope the meeting will produce.
I wrote the most important question I do not want to forget.
I am ready to record who will do what and when we will check in again.

Fill, print, or save

IEP / 504 meeting prep worksheet

Use only the sections that help. Your entries stay in this browser tab while it is open; this page does not save them to an account, local storage, or a server.

Meeting date (if known)Meeting or conversation typeWhat is the concern or change you want to discuss?What support or response is happening now?What practical outcome would make this meeting useful?One question I do not want to forget

My three-item agenda

Put the most important item first. A short agenda is easier to use in the room.

Agenda item 1Agenda item 2Agenda item 3

Short chronology

Capture only the dates and events that help someone understand what happened.

Date	What happened or was observed	Message, response, or follow-up

Action-owner notes

During the meeting, write the action, the person who will own it, and the next check-in date.

Agreed action or open question	Owner	By / check-in date

Follow-up starter

Draft your neutral recap while the conversation is fresh.

My short summary of what was discussed and agreedNext check-in date

School Support Desk · Meeting prep

IEP / 504 meeting worksheet

Meeting date: ____________________

Concern to discuss

____________________________________________________________

What is happening now

____________________________________________________________

Useful outcome for this meeting

____________________________________________________________

Agenda

____________________________________________________________
____________________________________________________________
____________________________________________________________

Question I do not want to forget

____________________________________________________________

Short chronology

Date	What happened or was observed	Message, response, or follow-up
____________________	____________________	____________________
____________________	____________________	____________________
____________________	____________________	____________________
____________________	____________________	____________________

Action-owner notes

Agreed action or open question	Owner	By / check-in date
____________________	____________________	____________________
____________________	____________________	____________________
____________________	____________________	____________________
____________________	____________________	____________________

Follow-up summary

____________________________________________________________

Next check-in: ____________________

Prepared by the parent with School Support Desk — schoolsupportdesk.com — organization tool, not legal or professional advice.

Privacy note

This free page keeps what you type only in temporary on-screen state. It does not send or save your entries. Printing or saving a PDF creates a file you control. Avoid entering details you do not need, especially on a shared device. Closing or reloading the page clears the worksheet.

Use it as an organizer, not advice

School Support Desk does not interpret a plan, determine a student's needs, recommend services, or replace the judgment of a parent, school team, clinician, advocate, or attorney.

Want the paper trail to stay organized after the meeting?

The full desk keeps each concern, follow-up, meeting note, and outcome together on your device. The free worksheet will remain available whether or not you subscribe.

Create my desk See the fictional demo