Preparing for and following up after IEP meetings involves dozens of moving parts, and for school psychologists, it’s easy for important tasks to fall through the cracks. From reviewing data and timelines to finalizing documentation and follow-up actions, having a clear system matters.
To support school-based practice, we created a free IEP Task List for School Psychologists. This printable PDF organizes responsibilities into two clean, easy-to-use sections: tasks before an IEP meeting and tasks after an IEP meeting. Each section is laid out in a professional table format with space to check off completed tasks and add notes.
The task list is designed specifically for school psychologists and includes data review, eligibility considerations, documentation requirements, team communication, and compliance-related follow-up. Each section also includes extra blank rows so you can customize the checklist for unique cases, district procedures, or parent requests.
This resource is ideal for busy IEP days, intern and practicum training, and building consistent workflows across cases. It prints cleanly, scans well for records, and works perfectly as part of an IEP prep binder or digital planning system.
👉 Download the free IEP Task List for School Psychologists and streamline your IEP workflow with a clear, practical checklist.