Observations and priorities
Your observations and the IEP

Writing down what you see and what matters most

A dated observation log from home, your child's strengths, three priorities chosen from what you saw, and a parent concerns statement of three to five sentences in your own words.

Start here Essentials

For a first pass, write three observations from this week, two lines of strengths, three priorities and a short concerns statement. The two-week log, the structured behavior observation, a vision statement and other adults' observations are Go deeper or can carry on after the meeting.

  1. Write three observations from this week. Each has a date, the setting, what happened and what helped (writing an observation).
  2. List your child's strengths in two lines. What goes well, with one example each (strengths and patterns).
  3. Choose three priorities from what you have seen. Pick what affects learning and daily life most (choosing priorities).
  4. Write a concerns statement of three to five sentences. What you see, what you hope for this year, what you want the team to consider (the concerns statement).

Minimum time: about 60 minutes, spread over a few days. Done when: the observation log has three dated entries, the priorities sheet has three rows and the concerns statement is saved.

1. Why your information belongs in the record Understand

The school sees your child for about six hours a day, in one kind of setting, with one set of demands. You see the rest: the mornings, the homework, the car ride home, the weekend, the long summer. You see what your child says about school when no one from school is listening. Some of what matters most about a child's learning shows up only there.

The regulations make room for that knowledge in three places. An evaluation must use a variety of tools, "including information provided by the parent" (34 CFR 300.304). The review of existing data before an evaluation or reevaluation includes information the parents provide (34 CFR 300.305). And when the team writes the IEP, it must consider the child's strengths and "the concerns of the parents for enhancing the education of their child" (34 CFR 300.324).

"Consider" is the regulation's word. The team must take your concerns into account; it does not have to adopt them. That makes how you present them matter. A concern stated as a specific, dated observation ("on September 8, a ten-line reading page took 22 minutes") gives the team something to work with. A concern stated as a feeling or a conclusion ("he's falling behind and nobody is helping") is real, but it is hard for a team to act on, and easy to set aside.

So this chapter turns what you know into three things the team can use: a short log of observations, a list of three priorities, and a concerns statement of three to five sentences. None of it needs special training. It needs dates, specifics and your own words.

It also helps you. When you read the IEP in Reading the IEP, you will read it already knowing what you are looking for. A priority that appears nowhere in the IEP becomes a question; a strength the school also sees becomes a point of agreement. Parents who arrive at a meeting with three written priorities tend to know which parts of a long conversation matter to them. Convention

Your notes stay here. Everything you type on the observations page stays in this browser; nothing is sent anywhere. On a shared or work computer, export your binder when you finish and clear the sheets. Do not write your child's full name, student ID or diagnosis in the sheets unless you are on your own device.

2. Writing an observation

An observation is a dated, specific note of something you saw or heard. This manual's convention is to write it as behavior and words, not as a label or a cause Convention: what happened, where, what came just before and just after, and what helped. Someone who was not there should be able to picture it.

A label or a conclusionThe same thing as an observation
"He hates reading.""Sept 8, homework: refused to read the reading log aloud; read 10 lines with me in 22 minutes, skipping about two words a line."
"She has anxiety about school.""Mon and Tue this week: stomachache at 7:15, before the bus; gone by 9 on Tuesday when she stayed home."
"He can't focus.""Math sheet of 20 problems: did 4, then got up five times in 15 minutes. With a timer for 5-minute chunks, finished in 25 minutes."
"The teacher doesn't like her.""Oct 2, pickup: said 'Ms. R. moved my seat again and everyone laughed.'"
"He's lazy about homework.""Spelling list: wrote all 10 words correctly when I read them aloud; copied 3 of 10 correctly from the sheet."

The right-hand column is not colder. It is more useful, because it shows what happened and lets the reader draw the conclusion. It also protects you: an observation is something you saw, so no one can argue you out of it, while a conclusion invites a debate about whether you are right.

The parts of a log entry

The observation log has a column for each part:

  • Date. The day it happened, not the day you wrote it, if they differ.
  • Setting. Morning routine, homework, pickup, evening, weekend, an outing.
  • What happened. Actions and words, as specific as you can make them: how long, how many, what was said.
  • Before and after. What came just before (a long day, a snack, a change in routine) and just after (stopped, cried, recovered, went outside). Patterns often show up here.
  • What helped. Anything that changed things: reading aloud, a break, a timer, a quieter room. This column becomes ideas for accommodations in Goals, services and placement, offered as observations, not demands.
  • Who saw it. You, another parent, a grandparent, a coach.
  • Linked priority. Fill this after you choose priorities in section 4.

Where and how long to observe

This manual's default is a two-week log: long enough to see more than one bad day, short enough to finish before most meetings Convention. If your meeting is sooner, three observations from one week are enough for a first pass. If it is later, keep going; a log that runs across a month shows patterns a week cannot.

The settings that tell you most depend on age. Homework, routines, sleep and transitions (getting out the door, coming home, moving from play to a task) are good places for most school-age children. For a young child, play, meals and time with other children. For a teenager, how schoolwork across several classes gets organized, what happens after school, and what the student says about plans. Your green box names settings for the age you saved.

Work samples

Some of the best evidence is on paper: a homework page, a writing sample, a test that came home, a spelling list. Keep a few, write the date on the back (or on a sticky note, so the original stays clean), and note in the log what the sample shows and how long it took. Rules and Record's records checklist suggests annotating copies, not originals (Rules and Record: the records), and the same habit works for work samples.

What your child says

The child is a member of the IEP team "whenever appropriate" (34 CFR 300.321), and even when your child is not at the meeting, what they say about school belongs in your notes. Write it in their words, with the date. When it is appropriate, ask directly: what is hard at school, what helps, what they would want the teachers to know. The child's view sheet has room for it. For a younger child, a few words or a drawing is plenty; for a teenager, the child's view becomes central (Transitions and changes).

3. Strengths and patterns, without diagnosing

Strengths belong in the record

Parents who are worried tend to write only problems. The regulations ask the team to consider the child's strengths too, and strengths do work in a plan: a child who loves stories but struggles to decode can be reached through listening; a child who is a careful builder may show math understanding with blocks before paper. Write two lines of strengths with an example each, on the strengths sheet. Specific beats general: "retold the whole bedtime story in order" is more useful than "smart."

Finding patterns

Once you have a handful of entries, read them together and ask four questions:

QuestionWhat to look forExample
How often?Daily, a few times a week, rarely"Reading aloud refused on 4 of 5 school nights"
When?Time of day, day of week, after particular activities"Worst on Mondays and after gym"
What came before?Transitions, demands, hunger, tiredness"After the bus ride home" (check: is it every time?)
What helped?Changes that made it go better"Reading lines in turns with me"

A pattern is a description of your log, not an explanation of your child. "Reading is hardest after a long day" is a pattern. "He has dyslexia" is a diagnosis, and that belongs to evaluators and clinicians. You can share a diagnosis your child already has, as information. What the log adds is the thing they cannot see: what happens at home, how often, and what helps.

Limits

The log records what you saw. It does not diagnose, it does not establish a cause, and it is not an evaluation. This manual does not say which concerns are "enough" for eligibility or for a particular service; the eligibility group and the IEP team decide those, with your information as part of what they consider. A log kept during a disagreement is still a parent's notes; how a hearing would weigh it is a legal question for an attorney.

4. From observations to three priorities

A long list of concerns is hard for a team to act on in a meeting with a fixed amount of time. Three priorities are not. This manual's default is three Convention: enough to cover what matters most, few enough that each gets real attention. Other concerns do not disappear; they stay in your log and can be raised as questions.

How to choose

  1. List every concern you see in the log. One line each.
  2. Sort them by effect. For each, ask: how much does this affect learning, and how much does it affect daily life (friendships, family, sleep, how your child feels about themself)?
  3. Look for roots. Some concerns sit under others. If homework takes an hour because reading is slow, reading may be the priority and homework the symptom.
  4. Choose three. The ones with the most effect, after you have folded symptoms into their roots.
  5. Write each in one line, then why it matters and what you hope for. The priorities sheet has a column for each.
Concern from the logAffects learningAffects daily lifeRoot or symptom?
Reading aloud is slow and avoidedHighMediumRoot
Homework takes over an hourMediumHighSymptom of reading
Says "I'm dumb at reading"MediumHighRoot (confidence)
Word problems in mathMediumLowSymptom of reading
Bedtime runs late on homework nightsLowMediumSymptom of homework

In this fictional example, three priorities come out: reading at home, confidence about reading, and homework time that fits the evening. The math concern folds into reading, and the bedtime concern folds into homework.

A priority names what matters, not the fix

"Reading" is a priority. "One-on-one reading tutoring four times a week" is a proposed service. Write the priority and what you hope for this year ("Tomi can read a grade-level page aloud without stopping"). The team decides goals and services; your priority tells them what to aim at. If you have an idea that has helped at home, put it in "what helped" or "what I hope for" as an observation, so it reaches the team as information.

The last column on the priorities sheet asks which IEP section the priority belongs in: present levels, goals, services, accommodations, placement and so on. You may not know before Reading the IEP. Guess, and revise after you have read the IEP.

5. The parent concerns statement

The concerns statement is your priorities written for the team: three to five sentences, specific and dated, in your own words. Many IEP forms have a space for parent concerns. A statement written ahead and sent before the meeting has a better chance of being read and considered than one composed on the spot. Before the meeting covers sending it.

SentenceWhat it doesExample
1. What you seeThe most important observation, specific and dated"This fall, a ten-line reading page at home has taken Tomi 20 minutes or more, and he skips about two words a line."
2. A strengthWhat goes well, so the team builds on it"When a story or a word problem is read to him, he understands it and retells it in order."
3. What you hope for this yearThe outcome you are aiming at, in plain words"I hope that by spring he can read a grade-level page aloud and that he stops calling himself 'dumb at reading.'"
4. What you want the team to considerThe question you want answered, without prescribing the answer"I would like the team to consider how his reading is assessed and supported, and how homework can fit an evening."
5. (Optional) What helpsOne thing that works at home"At home, taking turns reading lines helps him keep going."

Tone

Wrightslaw's "Letter to the Stranger," written by Janie Bowman and Pete Wright, is one practitioner's method for school letters, and it fits a concerns statement too: picture a fair-minded stranger who does not know you, your child or your school, and who may one day read what you wrote (Wrightslaw: Letter to the Stranger). Would that reader see a thoughtful parent with clear concerns and a sense of what would help? Preference The method is a way of checking tone, not a rule; its point is that facts, dates and a calm register serve your child better than anger, even when anger is earned. Write the angry draft if you need to, set it aside for a day, and send the calm one.

What to leave out

  • Diagnoses you are guessing at. Say what you see; let the evaluation name it.
  • Blame. "The teacher has done nothing" invites defense. "I have not seen a change since September" invites a conversation.
  • Demands for a specific service. Ask the team to consider your concern; offer what helps as information.
  • Everything. Three to five sentences. The log holds the rest, and you can attach selected entries if you choose.

Save the statement on the concerns sheet with the date you wrote it. When you send it (Before the meeting), add whom you sent it to and the date.

6. Structured observations, a vision statement and other voices Go deeper

Go deeper

A structured observation for behavior

When behavior is the main concern, a before-during-after format sharpens the log: what was happening just before (the setting and the demand), exactly what the behavior looked like and how long it lasted, and what happened right after (what others did, what your child got or avoided). It is the parent's version of the functional thinking schools use in a behavioral assessment. CPIR's Behavior at School pages describe the school's side, and the Center on PBIS's family pages describe positive behavior supports from a family's point of view. Record what you see; the school's assessment is a separate evaluation (Referral and evaluation).

A vision statement

Some parent toolkits suggest a vision statement for the year. This manual's version is two sentences: where you hope your child is by the end of the school year, and what kind of school experience you hope they have. It is optional. Some families find it keeps a meeting pointed at the long view; others find three priorities enough.

Other adults' observations

A coach, a tutor, a grandparent, a pediatrician or a therapist may see things you do not. Add their observations to the log with their name or role in "who saw it," and keep them labelled as theirs. If a provider writes something for the team, keep the original and log the date you shared it.

A page written by the student

An older student can write a page of their own: what they are good at, what is hard, what helps, what they want after high school. CPIR's Transition to Adulthood pages describe the student's growing role in planning. Transitions and changes builds on it.

7. See it See it

Fictional example

Ada Okafor and Tomi, Pennsylvania. Before she wrote her request for evaluation (Referral and evaluation), Ada kept a log for one week. Her three entries are the example rows on the observation log:

  • September 8, homework: a ten-line reading log page took 22 minutes; he skipped about two words a line and guessed from the picture, and said "I'm dumb at reading." Taking turns reading lines with Ada helped.
  • September 10, homework: a math sheet done in 8 minutes, all correct; he asked Ada to read the word problems aloud, then solved them.
  • September 12, evening: refused to read a bedtime book aloud; listened to Ada read for 20 minutes and retold the story in order.

Strengths: "Understands and retells stories read to him (Sept 12). Quick and accurate with numbers (Sept 10)."

Priorities: reading at home; confidence about reading; homework that fits an evening.

Concerns statement (dated September 13): "This fall, a ten-line reading page at home has taken Tomi 20 minutes or more, and he skips about two words a line. When a story or a word problem is read to him, he understands it and retells it in order. I hope that by spring he can read a grade-level page aloud and that he stops calling himself 'dumb at reading.' I would like the team to consider how his reading is assessed and supported, and how homework can fit an evening."

Known: what Ada saw on three dated evenings, in her words. Assumed in the example: that these three evenings are typical; a two-week log would test that, and Ada keeps going. Open: why reading is hard for Tomi, which the evaluation (Referral and evaluation) looks into and the eligibility group, including Ada, discusses; and what the school sees in class, which his teacher can answer.

  • Contents of the IEP (CPIR): how the present levels section describes a child, which is where your observations often end up.
  • Letter to the Stranger (Wrightslaw): the original letter-writing method, with an angry draft and a calm one side by side.
  • Behavior at School (CPIR): for a family whose main concern is behavior.

8. Practice Practice

Minimum: three dated observations, two lines of strengths, three priorities and a three-sentence concerns statement. Time: about 15 minutes on each of three evenings, then 30 minutes for priorities and the statement. Materials: the observations page (or a notebook to copy in later), and any homework or work samples from the week.

  1. Observe on three days. Pick the settings where things happen: homework, the morning, pickup. Write each entry the same day, with the date, the setting, what happened, before and after, and what helped.
  2. Reread each entry as a stranger. Replace any label ("lazy," "anxious," "can't") with what you actually saw and heard.
  3. Write strengths. Two lines, each with a dated example.
  4. Sort and choose. List every concern, sort by effect on learning and daily life, fold symptoms into roots, and choose three. Enter them on the priorities sheet, then go back and fill "linked priority" in the log.
  5. Write the statement. Three to five sentences, following the table in section 5. Read it aloud once. Save it with the date.
  6. Keep the log for two weeks. (Go deeper; optional.) Add an entry every day or two; look for patterns at the end.
  7. Ask your child. (Go deeper; optional.) When it is appropriate, ask what is hard, what helps and what they want the teachers to know, and write it on the child's view sheet in their words.

9. Your situation Your situation

10. Check your work Check your work

Criteria

  • Does each observation have a date, a setting, and something a stranger could picture?
  • Have you replaced every label or guessed cause with what you saw?
  • Are strengths on the record, with examples?
  • Do your three priorities name what matters, rather than a specific service?
  • Is your concerns statement three to five sentences, specific, dated and calm?

Worked example

Ada's log passes: each entry is dated and specific, and "I'm dumb at reading" is written as Tomi's words, not her conclusion. Her priorities are three roots, not five symptoms. Her concerns statement opens with a specific observation, includes a strength, says what she hopes for, and asks the team to consider rather than telling it what to do. One thing to watch: her log covers one week, so she keeps it going, and before the meeting she checks whether the pattern held.

Common mistakes

  • Writing conclusions. "He can't read" invites disagreement; "read 10 lines in 22 minutes, skipping two words a line" does not.
  • Writing everything as a priority. Ten priorities get less attention than three. Keep the rest in the log.
  • Naming the fix instead of the need. The team decides services; your priority says what they should aim at.
  • Leaving out strengths. The team must consider them, and a plan that uses them is easier to build.
  • Writing in anger and sending it. Draft, wait a day, then send the calm version.

What is still unresolved

Your log and priorities say what you see and what matters to you. They do not say why it happens or what the right services are; the evaluation (Referral and evaluation) and the IEP team (Reading the IEP, Goals, services and placement, Before the meeting and In the meeting) take that up, with your statement as part of what they consider. Whether and when to send the statement is Before the meeting.

11. Knowledge check and scenario

Rewrite as an observation: "She melts down every morning."
Something like: "Mon to Wed this week, 7:20 to 7:35: cried and would not put on shoes when told it was time for the bus; calmed after five minutes with a picture schedule." Date, setting, what happened, how long, what helped.
Does the IEP team have to do what your concerns statement asks?
The team must consider the parents' concerns (34 CFR 300.324). It does not have to adopt them. A specific, dated statement that asks the team to consider a question is easier to act on than a demand.
Why write strengths when you are worried about problems?
The team must consider the child's strengths, and strengths are often how a plan reaches a child: a child who understands stories read aloud may be supported through listening while reading is built up.
Is "one-on-one reading tutoring" a priority?
It is a proposed service. The priority is the need underneath ("reading at home," "reads a grade-level page aloud by spring"). Offer what helps as information; the team decides services.
(Go deeper) What does a before-during-after observation add for behavior?
It records what was happening just before, exactly what the behavior looked like and how long it lasted, and what followed. That helps the team see patterns. It is still a parent's observation, not the school's behavioral assessment.
Ada's first draft of her concerns statement begins: "Tomi is way behind because his teacher hasn't taught him to read, and I want a reading specialist every day." What does she do with it?
It is honest, but it states a cause Ada has not established and prescribes a service. A reader on the team is likely to defend the teacher, and the concern underneath, Tomi's reading, gets lost.
The same concern, rewritten as what she saw, what goes well, what she hopes for and what she wants the team to consider, is specific enough to act on and hard to set aside. The first draft was worth writing; it is how she found her priority.
She can raise it at the meeting, but a statement sent ahead is more likely to be read and considered before decisions are made (Before the meeting).

Checklist

Records your learning only; it is not a qualification.