Teaching · Special Education

Get a new case manager ahead of the dates.

Fifteen things to know or do, set out by week, month and term. The checklist counts the days since the start and shows what has slipped past its target.

Start onboardingWhat you get
$5one-time · every device you sign in on
Buy · $5

Included with Caveat Classroom and Whole-school licenses. Or get it in the New special education teacher kit, $39 for 31 items.

The onboarding checklist

One checklist per new case manager, updated as you go. The example is made up.

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What you get

Teaching · Special Education$5 · included with Classroom and Whole-school licenses

What you finish with
Progress in each phase against its target, the items past target and notes on the meetings and duties coming due.
Who it is for
New special education case managers, their coordinators and mentors.
Format
Browser checklist. Saved checklists; printed with the summary or as a blank form; CSV; export and import a file.
Access
$5 one-time, yours on every device you sign in on; the tool opens once you are signed in with it. Included with Caveat Classroom and Whole-school licenses. Also in the New special education teacher kit ($39) and the Special Education toolkit ($99), and 2 more bundles. Everything you type stays in this browser; nothing is sent to Caveat.
Where it lives
The Special Education space in Caveat Teaching.
Support
Questions about an order, access or a correction: team@caveatacademic.com.
a stack of IEPs, a week, a month, a term
Drawn for this page. A new case manager inherits a stack of plans with dates already running; the first term is about getting ahead of them.

How to use it

  1. Start with the new case manager’s initials and today’s date.
  2. Enter the start date, caseload and IEP meetings due soon.
  3. Mark items done as they happen.
  4. Copy it to a new date at each meeting with the mentor.
  5. Print it for the coordinator at the end of the first term.

Start onboarding

Why these items

The duties behind the list

Each IEP is reviewed at least once a year and each student reevaluated at least every three years. Progress on goals is reported as the IEP says, often with report cards. Every teacher and provider who carries out an IEP must be able to see it and know their part. Parents get the procedural safeguards notice once a year and on certain events.

Why phases

The first week is access and confidentiality; the first month is knowing every student and every date; the first term is doing the work with support before doing it alone.

What this is not

A substitute for your district’s procedures manual. Add district items in the notes or on the printed form.

Sources

  1. Individuals with Disabilities Education Act regulations, 34 CFR 300.320 (content of the IEP, including periodic progress reports) and 300.324(b) (annual review).
  2. IDEA regulations, 34 CFR 300.323(d): IEP accessible to each teacher and provider, informed of their specific responsibilities.
  3. IDEA regulations, 34 CFR 300.303 (reevaluation at least every three years), 300.322 (parent participation) and 300.504 (procedural safeguards notice).
  4. IDEA regulations, 34 CFR 300.623, and the Family Educational Rights and Privacy Act, 34 CFR Part 99: confidentiality and staff training.

The example case manager is made up. Support: team@caveatacademic.com.