Documentation

How to Document School Concerns the Right Way (Protect Your Child)

If it's not documented, it didn't happen. Learn how to create a paper trail that holds schools accountable.

A mother reading The IEP Fix Kit on her phone at home

If it's not documented, it didn't happen — at least not in a way that protects your child. Here's how to create records that hold schools accountable.

Why Documentation Matters

  • Creates a legal record of concerns and communication
  • Holds schools accountable for follow-through
  • Supports IEP evaluations, eligibility decisions, and service disputes
  • Gives you evidence if you ever need to escalate

What You Should Be Tracking

  • Behavior patterns — meltdowns, shutdowns, avoidance
  • Academic struggles — grades, missing assignments, regression
  • Missed services — therapy sessions skipped, accommodations not followed
  • Communication with school — emails, calls, meeting notes

How to Document Effectively

Step 1: Write It Down Immediately

Don't rely on memory. Log concerns as they happen.

Step 2: Be Specific

Include dates, times, names, locations, and details.

Step 3: Keep It Factual

Stick to what happened — not how you felt about it. Facts are harder to dismiss.

Step 4: Always Follow Up Verbal Conversations in Writing

After every phone call or meeting, send a short recap email: "Just to confirm what we discussed today…" That single habit turns every conversation into a record.

Want the full playbook? The IEP Fix Kit ($37.99) walks you through every step with chapter-by-chapter strategy and 11 ready-to-send email templates.

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