The Best Way to Organize your IEP Files. (and track IEP Goals!)

scattered iep files and binder on a desktop needing to be organized
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Create an IEP Binder.

I am so excited about this. This is an idea that I have had in my head for quite some time, I just never was able to make it happen. You know how hard it is to manage IEP paperwork. Most of us have various stacks of papers and folders around our house, but when we need it, it is still hard to find what you want. Am I right?

I searched high and low for something like this and it just didn’t exist. I struggled to come up with the best way to organize IEP paperwork and I think I may have found it. IEP organization does not have to be challenging. You can organize your IEP paperwork (and reduce your stress!) with a little guidance and direction.

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I always wanted to create an IEP organizer, I just couldn’t. I’m terrible at graphic design type stuff and over the years I made several attempts to make one, but just couldn’t. Finally I took the plunge and decided that I would pay a graphic designer to make me an IEP organizer and that I would sell it at a nominal fee to help recover my costs. So that is what I am doing.

Get your IEP organizer by clicking here!

Update: Here is a new video that I just did today after finding this awesome binder at Ollie’s Bargain Outlet. I found one on Amazon that is similar, but much more than the $7 I paid at Ollie’s.


**Adding: While I still love my Ollie’s binder, the folders are not big enough to hold my giant IEP. If you have a smaller one it may work, but I have to use separate folders and not the pretty ones, unfortunately.

I struggled with how to provide the IEP Organizer to you, parents. I looked into getting them printed with binders and folders and I just couldn’t afford to do it. Even if I sold them that way, it’s a logistical nightmare as I do not want to be a warehouse here in my tiny home. I am still trying to figure out a way to do that, but for now this is it.

So, here it is in PDF format. Once you purchase it, you print it off. Other items I recommend you have:

It doesn’t have to be anything fancy and you can reuse some of the items from year to year. I felt that the printable format was best because you can use the same format year after year–no need to purchase a new one each year if I sold it already printed.

How to organize your IEP files

Here are the easy steps to putting this together.

Time needed: 1 hour and 30 minutes.

How to Organize your IEP Files

  1. Purchase your supplies and create your work space.

    I have some recommendations in this post as far as binders and folders.

    how to organize IEP paperwork
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  2. Gather up your IEP paperwork.

    I would keep no more than 2 IEPs in the binder. The current one and the previous one. Or the current IEP and the draft IEP you and the team are currently working on.

  3. Print off the organizer.

    Leave out your “index/tabs” page.

  4. Assemble.

    You will see that I have quarterly calendars and quarterly update pages. I recommend putting them in, in quarterly order. But, if you wish to have them all in a row, that’s up to you.

  5. Once you have it assembled, write on your index where everything is found.

  6. Fill out all your dates on your “IEP year at a glance” and “student at a glance” pages.

  7. Get out your kitchen calendar or personal planner.

    On your personal planner, Google calendar or kitchen calendar, write down the dates when you want to get out your IEP Organizer and make notes. This should be monthly, but at the very least, quarterly.

  8. Don’t forget your vision statement!

    This is one of the most important parts of the IEP-the vision statement. If the IEP is the road map, the Vision Statement is the destination. How can you create a map if you don’t know where you are going?

  9. Use the IEP Goal Tracker.

    The goal tracker came with your organizer. Use it! This way you won’t have disappearing goals or IEP goals not achieved (and forgotten).

See how it’s designed to work? No more IEP surprises when all of a sudden you are receiving Permission to Evaluate forms and IEP meeting invitations. If you plan for the dates ahead of time, you can have your documentation ready.

Here are the IEP Organizers if you wish to purchase one:

[mv_create key=”1″ type=”list” title=”The IEP Process” thumbnail=”https://adayinourshoes.com/wp-content/uploads/sample-letter-requesting-IEP-evaluations.png” layout=”grid”]

Here is a video of how I did mine. (note, this is a video of the 2015 version, I haven’t even updated my own stuff to the 2019 IEP Organizer yet!)

Thank you and happy organizing!

scattered iep files and binder on a desktop needing to be organized
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