Raise your hand if you’ve ever realized — too late — that the IEP meeting is tomorrow and you still need to summarize your data, get baseline info on a new goal, and track down that fine motor rubric. We’ve all been there. Kit helps you get organized ahead of time so you walk into meetings with everything you need — no panic required.
What IEP Meeting Prep Usually Looks Like
If you’re a school-based OT, prepping for meetings might mean:
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Flipping through notebooks to find anecdotal notes
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Searching email threads for parent input
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Trying to remember what supports worked last month
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Rushing to get a solid baseline before recommending new goals
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When you’re serving multiple grade levels or collaborating with dozens of educators, IEP prep can feel like its own full-time job.
Kit Makes IEP Prep Easier
Here’s how Kit supports you before, during, and after meetings:
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To-Do Templates: Use the built-in IEP Checklist to stay on track with every step — from reviewing past data to documenting strengths and needs.
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Sort by IEP Date: On the Students tab, filter by upcoming IEPs so you always know who’s next.
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Session Notes & Audio: Quickly reference what was tried, what worked, and record progress samples to play back in meetings.
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Visual Graphs: View and share student progress at a glance with clear visuals and trend lines.
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“I love being able to track what supports worked and have all of that ready to share. No scrambling to summarize from memory.” — Jess, school-based OT
What It Looks Like In Practice
Before the IEP meeting, you:
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Open the student’s profile and scan their goal graphs
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Review last session’s notes and audio recordings
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Check off your custom IEP prep checklist
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Export a summary if your team requests documentation ahead of time
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You’re prepared, confident, and ready to advocate for your student’s needs — with data to back it up.
Good Planning = Better Outcomes
AOTA highlights the importance of collaborative, student-centered goals and meaningful input from all team members. By making your prep process smoother, Kit gives you more time and headspace to contribute what matters most: your expertise.
👉 See AOTA’s Resources for School-Based Practice
Want to Try It?
Kit was built with real-world school teams in mind — including OTs. Start your free 14-day trial and walk into your next IEP meeting prepared (and maybe even early!).
More from This Series
This blog is part of our Kit Feature Deep Dive series for school-based OTs. Explore other posts in the series: