Meeting prep plan

Preparation tasks dated from your next meeting, and your own questions for it. The dates are this manual's preparation suggestions, not deadlines. Seeded from your setup; everything you type stays in this browser.

For a first pass, the prep tasks sheet is essential if a meeting is scheduled: it is the one place where the requests, the concerns statement and the questions get a date. My questions is essential too; five questions marked Ask is what Before the meeting asks for. A reader who skips both can still go to the meeting, but without a record of what was sent ahead or what they meant to ask. If no meeting is scheduled, read the dated table above for the order and come back when the notice arrives.

Prep tasks

One row per task (Before the meeting, In the meeting and After the meeting). Dates come from your meeting date when the sheet is first seeded; change any of them. Tick Done when the task is finished and write the date anything was sent in Notes.

My questions

One question per row (Before the meeting), from the gaps you found in the IEP and from the question bank. Tick Ask for the five you will ask first. Write the answer during or after the meeting; tick Follow-up when the answer needs another step.

How to use this sheet

• One row per task, one row per question. A task is something you do before or after the meeting; a question is something you ask the team. Do not mix them: "ask about the reading goal" is a question, "send the concerns statement" is a task.
• The dates are suggestions. The table above and the seeded rows date each task from your meeting by this manual's own preparation convention. The regulations set no date for most of these steps. Move any date that does not suit you.
• Record what was sent and when. The Notes column holds the date and the way you sent something (email, portal, paper). That date is what you will look for later, so write it the same day.
• Choose five questions. Tick Ask for the five that matter most. The rest stay on the list for another meeting or an email.
• Write the answer in the team's words. The Answer column holds what was said, not your view of it. Tick Follow-up when an answer needs a document, a date or another meeting.