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Jacqueline Small
For my Individualized Education Program (IEP) Case Study I attended the annual IEP
meeting for an 8th grade student at Franklin Middle School. This student attends all academic
classes in a self-contained setting in order to meet the goals listed in her IEP. In this report I will
refer to the student as Megan, M.W., she, her, and student. I attended M.W.’s IEP meeting on
February 13, 2018 at 1:30pm. Megan struggles mainly when it comes to meeting her social and
emotional goals, which is believed to cause her to struggle in other subject areas. Megan has a
Behavior Intervention Plan (BIP) in place and has a daily sheet that is filled out by teachers for
every period of every day that records whether or not she attended class, how well her peer
interactions were and if she completed the work assigned in class. Once a week she has a session
with the school’s social worker in order to reach her social emotional goals of creating positive
peer relationships. They do so by going over different situations to find the best way to respond
in situations that may occur. Megan has one younger sister and lives at home with both mom and
dad. Mom works flexible hours that she can work from home or go into the office so majority of
the time she is home when Megan gets back from school. Megan was referred for Special
Education services in 2006. When speaking to Mr. Samay regarding any medications that he was
not exactly sure because they have changed the medications over the past few months but he
Megan is a sweet girl who loves to participate in after school sports as well as enjoys
participating in class. In all subject areas Megan is at the top of class ability wise but for social
emotional needs is placed in the smaller self contained classroom to work on specific social
goals. When a teacher is not in school and there is either a substitute or coverage teacher she will
try to flee the class stating that she is not required to stay in class when the teacher is out. Megan
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when frustrated will begin to talk down to other students in the class and create negative
interactions with peers in order to avoid doing work and put the focus on something else. When
in a class such as Physical Education that is not separated into a smaller self contained group
Megan is likely to try to flee the class and avoid going back because she does not have
relationships with students in that class. In these situations, the teacher will remind Megan that
we need remain in class and participate to the best of her ability. As well as, if there is another
Franklin teacher or intern in the room she must stay in the class this is because it is not only
preventing her from missing class time but her leaving class is a safety hazard. Megan is
We met as part of M.W. annual review to make any necessary changes to her
Individualized Education Program, IEP. According to M.W.’s IEP she is identified as having an
emotional disability, which affects her in multiple areas such as her personal
achievement. The pre-referral strategies that were used for M.W. was we administered the
Brigance test in order to see her current levels. As well as met and talked with the Social Worker
in order to see how her social/emotional/behavioral goals were progressing based on any
At Franklin Middle School they follow all the regulations and guidelines outline in the
Individuals with Disabilities Education Act of 2004 (IDEA). The IEP process at Franklin Middle
starts of with the IEP chair coordinating with the IEP secretary with the list of students that are
going to need to have an annual review or student’s who are up for evaluation whether they are
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in need of an IEP or a revision of their IEP. From that point the IEP secretary, Mrs. Burdick,
then coordinates with parents and team members for the upcoming meeting. She insures that she
follows the IDEA guidelines by giving parents written notice of the meeting along with all
documents that are necessary to comply with IDEA are delivered at least 10 days prior to the
meeting. Once the parent or guardian confirms the meeting she will look at the student’s
schedule and from their coordinate with the child’s case manager to ensure a special educator is
there and then picks one of the student’s general educators to attend the meeting. She sends the
meeting notification to the teachers through outlook email as an invitation where the teachers can
confirm their attendance and the meeting will be automatically added into their schedule. In
terms of the actual meeting the IEP chair is in charge of running the meetings at the school and
in case they are unable to the special education chair will lead in their place.
In order to adhere with IDEA guidelines multiple school professionals are required to
attend. The people include professionals such as the IEP chair, special education teacher/case
manager, a general education teacher, parent of guardian, any other service provider who
administers services to the child and if appropriate the child themselves if they would like to
participate. In each meeting everyone must first introduce of themselves and sign a paper to
confirm that they are at the meeting. Once they are done saying their title and connection to child
they then talk about the student in terms of progress they are seeing through their experiences
with the student. From this point the parent or guardian has the opportunity to respond to the
teachers and ask any questions or address any concerns that they have. Once questions and
concerns are answered the meeting will then go into the actual revision of the IEP. This is
displayed through a projector for everyone to see. At Franklin Middle School each person who
wrote the particular section will read it aloud and discuss changes they made and why. The
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family can share their opinion about the revision of the IEP and talk about if they would like to
add anything else or change into the document before it is finalized. Once the meeting has
concluded and the IEP is completed with edits everyone will sign a document that agrees to the
changes of the IEP before it is to be implemented. The new revised IEP will be sent home with
the family.
Behavioral: Social/Emotional/Behavioral
Academic: Mathematics
Needs: Problem Solving (addressed in testing and instructional accommodations as well as goals
and objectives)
Strengths: Decoding
Academic: Career/Vocational
Needs: Career exploration to identify courses he should take to meet his vocational goals.
Mr. and Mrs. W shared that while improvements are noted M.W. still struggles in school socially
and academically. She feels that social inadequacies are causing M.W. the most problems now.
What are M.W.’s strengths, interest areas, significant personal attributes, and personal
accomplishments? Include preferences and interests for and interests for post-school
outcomes, if appropriate.)
M.W. likes to play sports such as hockey, lacrosse and gymnastics. She also likes to spend time
How does M.W’s disability affect her involvement in the general education curriculum?
M.W.’s emotional disability and anxiety impacts her behavior, which then affects her work
1b: Audio Amplification, 1c: Bookmark (Flag Items for Review), 1e: Blank Scratch Paper, 1f:
Eliminator Answer Choice, 1g: General Administration Directions Clarified, 1h: General
Administration Direction Read Aloud and Repeated as Needed, 1i: Highlight Tool, 1j:
Headphones or Noise Buffers, 1k: Line Reader Mask Tool/General Masking, 1l:
Magnification/Enlargement Device, 1m: NotePad, 1n: Pop-up Glossary, 1o: Redirect Student to
the Test, 1p: Spell Check or External Spell Check Device, 1t: Writing Tools, 1u: Graphic
Organizer, 1v Audio materials (instruction only)
2a: Small Group Testing, 2f: Frequent breaks, 2g: Reduce distractions to self
Goals
Objective 1: By June 2018, M.W. will create a list of 5 scenarios where peers have influenced
her decision making and identify if it resulted in either positive or negative outcome
Objective 2: By December 2019, M.W. will participate in weekly role plays to practice
responding to provoking behaviors by her peers, and identify appropriate responses
Objective 3: By March 2019, after making a decision that impacts her social/emotional/learning
environment, when asked to identify the emotion that led to the decision, M.W. will make a
verbal “I-statement” about the emotion that led to the decision, for 4 out of 5 decisions. (eg. I did
____ because I was _______).
Objective 4: By March 2018, M.W. will utilize the appropriate time, place and person with
whom to talk in order to safely express feelings/emotions in the school setting.
Behavior Goal: Work Habits/On Task Behavior: By March 2019, when participating in an
activity, M.W. will actively work on the assigned task, use attentive posture, and will refrain
from off-task behaviors for the duration of the activity.
Objective 1: By March 2019, given instruction, reminders and proximity control, M.W. will
begin engaging in the task within 1-2 minutes of direction being given.
Objective 2: By March 2019, given instruction, reminders and proximity control, M.W. will
remain in assigned location (seat, room, area) for at least 15 minutes.
Objective 3: By March 2019, given instruction, reminders and proximity control, M.W. will
remain focused and work towards task completion for at least 15 minutes.
Objective 1: By October 2019, M.W. will identify a bank of at least 5 self-calming strategies
(belly breathing, count to ten, visual imagery) she can rely when feeling upset, angry or anxious.
Objective 3: By March 2019, M.W. will accept responsibility for her role in actual or perceived
conflict by identifying one strategy she could have used to avoid the conflict.
Objective 4: By March 2019, given directions and reminders, M.W. will cooperate with adults
who are assisting her in complying with school/class rules, routines and expectations.
Mathematics Goal: By March 2019, given (5) multi-step, real-life problems involving forms of
rational numbers, M.W. will use inverse operations to solve the problems correctly for (4 our of
5) problems in (2 out of 3) problem sets.
Objective 1: Given a multi-step real-life problem, M.W. will identify the question in the
problem.
Objective 2: Given a multi-step real-life problem, M.W. will identify the needed information to
solve the problem.
Objective 3: Given a multi-step real-life problem, M.W. will set up the equation needed to solve
the problem.
Objective 1: When given a grade-level literacy text, M.W. will highlight/identify textual
evidence that supports analysis of the story.
Objective 2: When given a grade-level literacy text, M.W. will write a paragraph that contains at
last 2 pieces of textual evidence that supports analysis of the story.
Instructional Supports
Program Modification
Break down assignments Weekly 02/13/2018 02/13/2019 36 weeks General Educator, Special
into smaller units. Educator, Instructional
assistant
Clarify the location and manner in which Supplementary Aids, Services, Program Modifications and Supports to
or, on behalf of, the student will be provided:
Break down of assignments into smaller units: When in the classroom or given homework, service provider will
divide assignments into smaller tasks and monitor M.W.’s completion of each portion before assigning the next
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portion.
Social/Behavior Supports
Home-school communication: When in the classroom, a system will be determined and established by M.W.,
parent, and case manager regarding a plan for communicating about daily assignments.
Use of positive/concrete reinforcements: In the classroom, service providers will use positive reinforces for M.W.
to establish positive feedback.
Physical/Environmental Supports
Clarify the location and manner in which Supplementary Aids, Services, Program Modifications and Supports to
or, on behalf of, the student will be provided:
Preferential seating: In the classroom, M.W. will be availed to a desk and chair with direct access to visual center
of learning and with easy access for teacher to assist.
assistant
Other School Periodically 02/13/2018 02/13/2019 36 weeks Guidance counselor
Personnel/Parental
Supports, School
Counselor
Clarify the location and manner in which Supplementary Aids, Services, Program Modifications and Supports to
or, on behalf of, the student will be provided:
School Counselor: Due to M.W.’s needs she will be availed to meetings with the school counselor whenever
necessary. When needing to speak with the counselor she needs someone to walk up with her to the school
counselor’s office.
Adult Support: Due to M.W.’s educational needs and assistance to stay on-task she requires the need of adult
support throughout the school day to ensure her safety and ability to access the general curriculum
In order to create the PLAAFP information was obtained through informal assessments,
observations and data collection. Due to the fact that this was an annual review there was no
need to take formal assessments. The IEP was developed by Megan’s case manager and self-
contained math teacher, Mr. Samay. Mr. Samay worked with other teachers and professionals
that work with Megan in order to make sure each goal was appropriate. I did not write the IEP
but I did make suggestion to my mentor and we talked about things that we agreed to change
within the math goals because I work with her during that class. I believe that the PLAAFP was
For the instructional and testing accommodation in Megan’s IEP I believe all are justified
based on items listed in her IEP as well as data shown. Seeing Megan in my self-contained math
class I know that the accommodations in her IEP are helpful in her success in the classroom. I
believe that all the instructional and testing accommodations made for Megan are necessary for
her continual educational growth. All the goals and objectives in Megan’s IEP are clear that
each of these were written based on Megan’s present levels of performance. These goals and
objectives are specific, measurable, achievable, relevant and timed. I believe that each of these
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goals and objectives are all achievable and realistic for Megan to achieve and are helpful in order
to help Megan grow as she goes off to High School and will be able to reach these goals while
there. The supplementary aids, services, program modifications and supports are all based on
Megan’s needs in order to help her succeed. These are all things that go back and connect to
other parts in her IEP showing that they are student centered. Due to all of these
possible.
In order to comply with IDEA the IEP chair secretary sent the prior notice along with all
the necessary documents in preparation for the meeting. In attendance there was the case
manager, Mr. Samay and Math Special Educator, the General Educator, Mr. Clerey, M.W.’s
Spanish Teacher, IEP Chair Mrs. Kalkstein, Ms. Maloney Social Worker, and the guidance
counselor from Franklin High School Ms. Bellamy. The meeting was held on February 13, 2018
and was to begin at 1:30 but actually started at 1:40 because we were waiting for the general
educator to arrive. The meeting took place in the conference room off the main office. Each
person that attended the meeting was sat around the table in order to be able to see M.W.’s IEP
displayed on the projector. The phone was placed in the middle of the table in order for the
mother of M.W to hear each staff member in attendance. This meeting was done by phone in
order to accommodate the needs of M.W.’s mother. The procedural safe guards were provided to
the parent earlier in the week because the parent had requested to make the meeting be over the
phone because both her and M.W. were sick with the flu.
The meeting did not follow a written agenda so for me it seemed very relax which was
surprising to me because I thought it would be more structured. Everyone at the beginning of the
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meeting decided that we would start with going around the table introducing ourselves and then
addressed any questions or concerns before diving into the edit of the IEP. Ms. Kalkstein began
the meeting by introducing herself as the IEP chair and her interactions with M.W. Next Ms.
Bellamy from Franklin High School introduced herself and expressed that she came from the
High School in order to help talk about Megan’s transition to High School would look like and to
answer any questions that would arise regarding her transition. The general educator Mr. Clerey
spoke about how M.W. was doing in his Spanish class and explained to M.W.’s mother that he
sees that she is trying in class but she has been struggling to hand in key assignments necessary
to keep her grade up. Leading to him having the chance to explain his policy on redoing
assignments that her mother had questions on. Ms. Maloney the school’s Social Worker spoke
about how M.W. was progressing and making more positive relationships and how she was able
to take a lot of big steps this year and was really proud of her. Mr. Samay M.W.’s case manager
and special education math teacher spoke about how M.W. is progressing in math and is very
strong with math facts. I spoke last and introduced myself as Mr. Samay’s intern and that I was
with her in Math 8 self contained class and that I have seen that she is one of the strongest
students to be able to recall previous math knowledge and apply it to new lessons.
After each educator spoke it was clear that everyone was looking in the best interest of
Megan. We were also able to take this time to discuss some concerns that Mr. Samay, Ms.
Maloney and I discussed which is Megan’s quickness to skip class because she does not like the
teacher, if there is another teacher covering the class, or substitute. M.W’s mother agreed that
she too believed this was a safety hazard because she will flee the class and because there is not
always an extra hand in the room that we can not go find her right away. Due to our concern we
all talked about Megan’s transition to High School and how it is important for Megan to identify
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one person to go to when situations arise where she feels she needs to separate herself from the
class. This cause us to change it in her IEP that when she is overwhelmed and needs to separate
herself from class that it needs to be one identified adult and one backup adult therefore if she
needs to leave we will know exactly who to contact and where she will go.
I believed that I adequately prepared myself for the meeting having M.W. in my class
gave me more insight into what it describes are her areas of need. Being able to sit on this
particular student’s IEP meeting was special because she is a student in my self-contained Math
8 room. This meeting was also really interesting to me because instead of meeting face to face to
conduct the meeting we actually had to phone conference in the parent in order to accommodate
their needs. I also prepared myself by looking at the her IEP and taking notes on things that I
thought might be good to add in or that I believed would benefit to change. I made sure that I
looked at her IEP and BIP plan in order to understand how each interconnected with each other.
If I would have changed anything it would be spending more time talking to the social worker
about what I have seen for M.W.’s behaviors. I spoke to the social worker for about 30 minutes
before the meeting to see if we wanted to suggest anything to M.W.’s mother. Overall, I believe
that I was prepared for the IEP meeting and feel confident that I will feel more prepared when I