IEP Training

Individualized Education Programs

The Four Need Areas that must be addressed in documenting a student's present level of performance and individual needs 

The report of the student’s present levels of performance and individual needs in these 4 areas must include how the disability affects involvement and progress in the general curriculum (i.e., the same curriculum as for nondisabled students), or  how the disability affects participation in age-appropriate activities.


In IEP Direct, each of these four areas ask for a summary statement of functioning, student strengths/preferences/interests and academic/functional/developmental needs.

Academic Achievement, Functional Performance and Learning Characteristics

The student’s current levels of knowledge and development in subject and skill areas, including, as appropriate:

In IEP Direct, there is a drop down menu in the first box giving an opportunity to select if comments are general information, study skills, reading, writing, mathematics, speech/language, daily living skills, career/vocational/transition, hearing, vision or other.  This is particularly useful for departmentalized teams where different professionals have subject specific information to report.

Social development

The degree and quality of the student’s:

Physical development

The degree and quality of the student’s:

Management Needs

Management needs means the nature and degree to which the following are required to enable the student to benefit from instruction:

Management needs must be developed in accordance with the factors identified in the areas of academic or educational achievement and learning characteristics, social and physical development.

Present Level Statements should answer these questions:

When you complete the student’s present level of performance and individual need section of an IEP, you should be able to state:

The student’s unique needs that require the student’s educational program to be individualized:

We are individualizing this student’s education program because of his unique needs related to his disability in the areas of . . . . (e.g., reading, writing, organization, memory, vision, hearing, problem solving, attention, motor skills).

What the student can and cannot do in each area of identified need:

According to NYS Next Generation mathematics standards, as _____ enters high school, he should be working on_____.

In STAR Math testing on 11/29/22, ____ had a scaled score of 975 with a percentile rank of 5. This placed him at a Grade Equivalent of 4.1, an increase from 3.6GE a year earlier.

In the area of ___________, we know this student can currently _____________, but cannot ______________. (e.g., in the area of memory, he can remember a two-step sequence, but does not complete activities that involve multiple steps such as "get ready for school.) Draw a connection between the grade level expectations and what the student can do currently, even if they are miles apart.

The strengths of the student are upon which you can build:

He learns best through _____________________ (e.g., pairing auditory with written work; using music to trigger memory; redirection; modeling).

The areas of concern the parents have raised about their child's needs: (e.g., He becomes upset and cries at home when he has to do writing assignments; he is not showing at home any of the language skills teachers report he has achieved in school; he has tantrums whenever we bring him out into the community).

The environmental, human or material resources the student will need to enable him/her to benefit from education:(e.g., He will need structure and routine throughout his instructional day; close supervision during transitions;  assistance with note taking; adaptive furniture for motor support; instructional materials in large print formats; a positive reward system for appropriate behavior).

How the disability affects involvement and progress in the general curriculum, or for preschool students, how the disability affects participation in age appropriate activities

All notes above are from: https://www.p12.nysed.gov/specialed/publications/iepguidance/present.htm

Need more information?

 Steps to Read, Understand, and Develop an Initial IEP from PAVE who provides support, training, information and resources to empower and give voice to individuals, youth and families impacted by disabilities.  

Traning-Guide-Using-IEP-Direct-Frontline.pdf